Client Operations Specialist
“Good is not good when better is expected.”
– Vin Scully
Noah the facilitator.
As our Client Operations Specialist, Noah helps our advisors facilitate a variety of brokerage pursuits and implement financial solutions on behalf of our clients. Having served as a financial advisor at both Merrill and Bank of America, he knows how to get things done and helps ensure that the Transitions team functions seamlessly and efficiently. He particularly enjoys his daily interactions with clients and building strong relationships based on commitment and trust. He holds a Bachelor’s in Economics from Oberlin College and FINRA Series 7 and 66 Licenses.
Noah the coach.
A die-hard fan of the St. Louis Cardinals and the Washington Football Team, Noah has coached baseball at a variety of levels and looks forward to getting back into coaching when his schedule allows. One of the reasons he’s so successful at his job is that, like a great coach, he’s very outgoing and loves to bring good energy to everything he does. He’s the guy at the picnic or the party making sure everyone is having a good time. An animal lover who enjoys spending time with his dog, Benji, he’s also an enthusiastic cook who likes challenging himself in the kitchen and expanding his repertoire.
What Transitions means to Noah, and vice versa.
For Noah, working at TWA means having the opportunity to grow both professionally and personally. His father, a small-business owner, taught him that even though customers may not always be right, they always come first, and that lesson defines his approach. Whether he’s helping someone understand the benefits of a particular investment product, or weigh different options, or just answering a simple question, he takes great satisfaction in providing the guidance needed to help our clients achieve their financial goals.