Sarah Nolan
Registered Wealth Management Client Associate at Merrill Lynch
- Role
- Registered Wealth Management Client Associate at Merrill Lynch
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
Experience
Registered Wealth Management Client Associate
Oct 2024 — Present · Cincinnati, OH, US
Onboard and maintain client accounts, including collecting client information and required documentation- Portfolio rebalancing and trade execution- Process money movement transactions- Day to day trading and cash raises- Generate expense reports using Concur- Prepares customized client materials for periodic reporting and meetings-
Education
Prince of Peace Christian School
High School
2013 — 2016
University of Missouri-Columbia
Bachelor’s Degree, Business Administration and Management, General
2016 — 2017
University of Cincinnati
Bachelor's degree, Marketing
2017
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.