Summary
Work History
Education
Skills
Additional Information
Timeline
Generic

Emily Ann Noyes

St. Paul,MN

Summary

I am a success driven leader with expertise in contact management software, Wells Fargo Envision, eMoney planning software, Excel and a quick learner. I have been heavily involved in the client service industry and always have a smile on my face. I am high energy and eager to help where needed. I have exceptional analytical skills and pride myself on my ability to be very detail oriented. I hold myself to very high standards and always want to exceed those standards expected of me by others. In the future, I plan to obtain my Certified Financial Planning designation and be an ally to those in need of financial advice and planning.

Work History

Financial Services Intern

Parr McKnight Wealth Management Group
Minneapolis, MN
09.2019 - Current
  • Assisted the Financial Advisor during client meetings and with follow-up, Additionally, took meeting notes and entered into contact management
  • Presented financial advice or plan to client with the Financial Advisor
  • Prepared and updated financial plans and recommendations for current clients and prospects
  • Created innovative sample plans to improve our prospecting technique
  • Curated marketing pieces and completed compliance requests
  • Kept track of strategy allocations and updated as necessary.
  • Aided business partners in business valuation, advisor splits and reconciling net new money year to year.

Intern

Wehmann Agency
Minneapolis, MN
05.2019 - 08.2021
  • Onboarded new talent into databases and website as we choose to represent them
  • Promptly responded to emails from potential and current talent answering questions and updating profiles in both databases and website
  • First friendly face potential and current talent met, talked to, and saw through emails, phone calls, and in person meetings

Service Coordinator

Spalon Montage
Chanhassen, MN
01.2017 - 09.2019
  • Provided customer service on phone and in person
  • Maintained location cleanliness
  • Finalized transactions with customers
  • Managed schedules between technicians and clients

Student Advisory Board

Best Prep
Minneapolis, MN
09.2018 - 09.2019
  • Collaborated with other students in brainstorming
  • Engaged with BestPrep board members
  • Volunteered at fundraising events

Confirmation Guide

Immanuel Lutheran Church
Eden Prairie, MN
09.2015 - 09.2018
  • Provided role model like actions to students
  • Instilled ideas of self assurance to those unsure of beliefs

Minnesota Business Venture – Communications Specialist, Project Consultant

Best Prep
Minneapolis, MN
05.2018 - 08.2018
  • Responsible for developing social media strategies
  • Engaged various audiences by creating social media updates
  • Developed compelling video content encapsulating students and camp activities

Project Consultant

Entrust Datacard
Shakopee, MN
01.2018 - 05.2018
  • Discovered secondary research
  • Analyzed current trends within electronic payments
  • Formated recommendations based on conclusions
  • Presented recommendations in professional manner

Project Consultant

Best Buy Geek
Bloomington, MN
10.2017 - 01.2018
  • Presented secondary research
  • Analyzed of current fleet maintenance and productivity
  • Formatted recommendations, Leads group discussions based on faith and life experiences
  • Helped maintain on task materials

Education

Bachelor of Arts - Financial Management

University of St. Thomas
Saint Paul, MN
09.2018 - Current

Skills

    Technical knowledge

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Additional Information

  • VANTAGE Student Advisory Board September 2017 – June 2018
  • High School Lacrosse April 2013 - June 2018
  • Confirmation Guide at Immanuel Lutheran September 2015 – September 2018
  • DECA participant September 2015 - June 2018
  • Best Prep Volunteer - Summer 2016

Honors and Awards

  • Minnetonka High School Deans List - 2017/2018
  • VANTAGE Student Advisory Board – September 2017 – June 2018
  • DECA State Qualifier - 2016, 2017 and 2018
  • Best Prep Featured Student - September 2017

Timeline

Financial Services Intern

Parr McKnight Wealth Management Group
09.2019 - Current

Intern

Wehmann Agency
05.2019 - 08.2021

Bachelor of Arts - Financial Management

University of St. Thomas
09.2018 - Current

Student Advisory Board

Best Prep
09.2018 - 09.2019

Minnesota Business Venture – Communications Specialist, Project Consultant

Best Prep
05.2018 - 08.2018

Project Consultant

Entrust Datacard
01.2018 - 05.2018

Project Consultant

Best Buy Geek
10.2017 - 01.2018

Service Coordinator

Spalon Montage
01.2017 - 09.2019

Confirmation Guide

Immanuel Lutheran Church
09.2015 - 09.2018

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Emily Ann Noyes