Noel Sherman

SENIOR FINANCE AND BUSINESS OPERATIONS LEADER

Role: Operations Consultant at Yhb Investment Advisors, Inc
Location: Berlin, CT, US
LinkedIn followers: 500 followers

About Noel Sherman

Experienced Business Leader with extensive experience in finance, human resources and operations within the health services industry. Recognized for being committed to collaborating, mentoring, and developing early career talent while creating a productive work environment conducive to driving results.

Experience

Operations Consultant
Yhb Investment Advisors, Inc
Dec 2023 — Present · West Hartford, CT, US

Education

Central Connecticut State University
Bachelor of Science (BS), Finance, General

Skills

Data Analysis
Financial Reporting
Finance
Leadership
Healthcare
Financial Analysis
Project Management
Health Insurance
Policy
Strategic Planning
Management
Change Management
Insurance
Financial Modeling
Recruiting
Analysis

Contact information

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Work email
n•••••••@yhbia.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Yhb Investment Advisors, Inc

Investment Management · 35 employees · Founded 1989 · West Hartford, Connecticut, United States

Working with YHB, clients can expect well-informed and objective advice. Sensible, research-driven investment management and high-quality client service form the foundation on which we have earned our clients’ trust and loyalty. Our investment professionals focus on developing prudent strategies based on individual financial concerns and objectives. We derive great satisfaction from helping investors achieve their financial goals. Our team of experienced portfolio managers engages our clients in the process of investment planning. We take time to listen to and understand our clients’ investment goals. Our portfolio managers possess a wide breadth of experience. This professional depth lends insight and rigor to our investment process and decision making, which we consider an important advantage. Each manager works directly with a limited group of clients to develop strong relationships and deliver personalized service, customized portfolio management and sound advice. Managers may also work closely with clients’ other trusted advisors, such as accountants, attorneys, trustees and executors. Upon request, YHB can also guide clients on a variety of other important financial decisions, such as retirement or estate planning, saving for college or elder care, or a review of insurance policies or wills. These additional services are offered at no extra cost to clients.

yhbia.com

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About Noel Sherman

Experience

Operations Consultant

Education

Central Connecticut State University

Skills

Find verified contacts for anyone on LinkedIn