Nolan Schuermann
National Advisor Consultant at Columbia Threadneedle Investments
- Role
- National Advisor Consultant at Columbia Threadneedle Investments
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
Experience
National Advisor Consultant
Columbia Threadneedle Investments
Jun 2025 — Present · Boston, MA, US
As a National Advisor Consultant, I support financial advisors through the National Sales Desk inbound line, delivering tailored investment solutions while learning a full suite of mutual funds, ETFs, SMAs, and 529 plans. I utilize industry tools to conduct investment analysis and enhance sales strategy, and I conduct advisor role-plays and product presentations for both training leaders and senior management. In addition, I have generated measurable results by making 200+ outbound calls and booking multiple advisor meetings in an internal wholesaler capacity. Early in this role, I successfully passed the Series 7 and Series 66 exams within 60 days, demonstrating rapid learning and commitment to professional development.
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