Nash Noorali
Summary
Holistic financial planning professional with10 years of experience at Northwestern Mutual, delivering customized wealth management strategies that empower client success. Proven expertise in financial analysis, strategic retirement, tax & estate planning, and portfolio management. Committed to fostering long-term client relationships and promoting financial literacy to achieve personalized financial goals.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Associate Wealth Management Advisor
Northwestern Mutual
06.2015 - Current
- Managed over100 households, with accounts up to $5M, and contributing to a team managing $500M+ in AUM
- Developed and presented comprehensive customized financial plans aligned with clients short, mid, and long term financial goals
- Educated clients on strategic approaches to enhance financial literacy and achieve optimal outcomes
- Designed and implemented tax-efficient strategies to maximize returns
- Trained new hires, ensuring seamless integration and role proficiency
- Lead collaborative projects to enhance team efficiency and client satisfaction
- Continuously analyze and adjust investment portfolios to meet client objectives
Owner
Bobby’s Food Mart
08.2016 - 10.2024
- Streamlined daily operations by overseeing inventory management, processing payroll, and employee recruitment and training
- Built and maintained strong vendor relationships to ensure operational efficiency
- Implemented innovative sales and marketing strategies revenue growth and market presence
- Prepared and analyzed financial reports, including profit and loss statements, balance sheets, and sales performance metrics
Senior Digital Strategist/Marketing Manager
T-Mobile
04.2013 - 05.2015
- Delivered exceptional customer service, resulting in increased devices and service sales
- Trained, mentored, and managed team members to improve employee performance and achieve sales goals
Education
Bachelor of Business Administration - Finance
Texas State University
San Marcos, TXSkills
- Investment Strategy: Comprehensive knowledge of asset allocation, portfolio diversification, and risk management
- Financial Forecasting: Proficient in analyzing financial data and projecting future outcomes to design tailored strategies
- Adaptability & Coachability: Open to feedback and adept at adjusting approaches to meet client needs and team dynamics
- Project Management: Experienced in managing multiple accounts, meeting tight deadlines, and delivering efficient financial solutions for clients and team
- Problem-Solving: Skilled at identifying challenges and crafting innovative, client-centric financial strategies
- Detail-oriented: Precision-focused in financial reporting, compliance adherence, and strategy implementation
NORTHWESTERN MUTUAL PROFICIENCIES
- Financial Planning: PX, Retirement Distribution (RD), and Comprehensive Asset Allocation (CAA)
- Investment Reporting: YCharts, Morningstar, and BlackRock Advisor Center
- NM Systems: ENV2, Netx360, CRM, and NM Connect
Certification
- Series7
- Series63
- Series6
- General line
Timeline
Owner
Bobby’s Food Mart
08.2016 - 10.2024
Associate Wealth Management Advisor
Northwestern Mutual
06.2015 - Current
Senior Digital Strategist/Marketing Manager
T-Mobile
04.2013 - 05.2015
Bachelor of Business Administration - Finance
Texas State University
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