Nalby Nouh
Associate Relationship Manager @Beacon Trust
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WORK HISTORY
Associate Relationship Manager @Beacon Trust
Morristown, NJ, US
Data gathering and data entry for financial plans including net worth, cash flows, income tax projections, estate flows, retirement, and education analysis Review of estate planning documents (e.g, Wills, Living Trusts, Irrevocable Trusts) to help create a current estate analysis Direct client interaction to assist advisor with all client requests, including processing of money movement requests and new account openings Assist with client meeting preparation, including generating materials and coordination with clients and other internal colleagues Coordinate post meeting implementation and operational execution of recommendations in conjunction with the advisor Assist in follow-up correspondence and post meeting record retention Continuous updates to client’s electronic files in firm’s CRM system
EDUCATION
University of Auckland
Bachelor of Science - BS, Economics
Seton Hall University
Bachelor of Science - BS, Economics
ABOUT NALBY NOUH
I am an Associate Relationship Manager holding a NASAA Series 65 license with over three years experience directly communicating with and assisting clients. I am currently working towards obtaining my Certified Financial Planner designation to further enhance my ability to serve clients with personalized advice through comprehensive, long-term solutions.
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