Noreen Gillen

About Noreen Gillen

Noreen is a Wealth Management Advisor and oversees the Wealth Planning experience for a boutique-style banking and investment group inside of Merrill Lynch Wealth Management in Manhattan, New York. She and her team advise on complex financial issues to help clients achieve their long term goals. Areas of focus include investment strategy, cash flow analysis, pre-transaction planning, estate and tax planning, risk management, wealth transfer and charitable planning. She holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc. and holds the Chartered Retirement Planning Counselor ™ (CRPC®) designation. Noreen also earned the Certified Exit Planning Advisor® (CEPA®) designation offered by the Exit Planning Institute, which educates and certifies qualified professional advisors in the field of exit planning for privately held business owners. Exit planning is a process that educates the owner on all of the potential exit options available while at the same time addressing the business, personal and financial needs of the owner. This knowledge leaves her with a strong understanding of what is needed in preparation for the transition of an owner\'s business while also planning for any potential liquidity event as a result of the sale of their business. Noreen\'s experience in advising entrepreneurs has garnered her a strong understanding of the intricacies of their needs as well as their families. Prior to Merrill Lynch, Noreen worked at Sony BMG Entertainment where her responsibilities included financial oversight of the royalties for its various record labels, artists, and joint venture deals. She earned her B.S. in Finance from NYU Stern School of Business.In the community, Noreen has several philanthropic endeavors, with a focus on creating multi-generational wealth in underserved communities. She is a frequent speaker on the topics of financial literacy and business succession planning. Noreen serves as a mentor to the CEO\'s in the Stanford University Latino Entrepreneurship Initiative, a business scaling executive curriculum for Latino/Hispanic CEOs of privately held/family owned companies. Noreen also serves on the board of the Latino Corporate Directors Association\'s Board Ready Institute, whose strategic mission is to prepare, position, and grow the supply of Latino C-Suite executives prepared for corporate board service. Additionally, she is an SEO alumnus and an advisory board member of the Hispanic Scholarship Fund.

Experience

1. Wealth Management Advisor

   Merrill Lynch

   Aug 2008 — Present

   First disclosure: Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Second Disclosure: Investment Management Consultants Association (IMCA®) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA® and Certified Private Wealth Advisor® signifies that the user has successfully completed IMCAs initial and ongoing credentialing requirements for wealth advisors. Third Disclosure: Chartered Retirement Planning CounselorSM and CRPC® are registered service marks of the College for Financial Planning.

Education

• NYU Stern School of Business

  Bachelor of Science - BS, Finance