Noah Weiss
Colts Neck,NJ
Summary
Economics student at the University of Florida with experience in wealth management, marketing, investment research, and client service. President of the UF Club Golf Team and member of Gator Student Consulting, with demonstrated leadership, teamwork, and communication skills. Previous experience includes structured-products research at Lereah Financial Group, healthcare marketing at Shore Heart Group, and extensive client-facing experience as a full-time caddy at Hollywood Golf Club.
Overview
1
1
Certification
4
4
years of professional experience
Work History
Wealth Management Intern
Lereah Financial Group
2026.05 - 2026.08
- Conducted investment research on structured bank notes, evaluating product terms, underlying assets, payoff structures, downside protection, and risk/return characteristics for potential client portfolios.
- Supported advisors in identifying and comparing structured note opportunities based on client objectives, risk tolerance, and market conditions.
- Prepared and maintained Excel spreadsheets used to organize investment data, compare products, track client-related information, and support portfolio review discussions.
- Assisted with broader market and investment research to help advisors evaluate portfolio strategies and client recommendations.
- Gained experience communicating with LPL Financial on account, product, and administrative matters, building familiarity with the workflows between an independent advisory firm and its broker-dealer/custodian platform.
- Helped prepare materials for client meetings and developed a stronger understanding of wealth management, portfolio construction, investment products, and advisor-client communication.
Caddy
Hollywood Golf Club
2022.06 - 2026.08
- Provided high-level service to club members by reading greens, recommending club selections, managing pace of play, and supporting course strategy.
- Helped coordinate caddy assignments and assisted in managing day-to-day caddy operations.
- Mentored and trained newer caddies on course knowledge, professionalism, etiquette, and member service.
- Maintained the club’s high standards of customer service while working directly with members and guests.
- Demonstrated strong communication, leadership, and decision-making skills in a fast-paced, client-facing environment.
- Developed the ability to perform under pressure, take responsibility, and adapt quickly to different golfers and situations.
Business Analytics and Marketing Intern
Shore Heart Group
2025.05 - 2025.08
- Supported marketing initiatives and analyzed patient and operational data to identify trends and improve business decision-making.
- Worked closely with the billing department to gain exposure to the financial operations of a medical practice.
- Assisted in reviewing billing processes and observing insurance claims and revenue-cycle workflows.
- Helped identify opportunities to improve operational efficiency and streamline administrative processes.
- Developed an understanding of how billing accuracy, coding, and insurance processes affect both patient experience and organizational revenue.
- Strengthened analytical, communication, and problem-solving skills while gaining experience across healthcare operations, marketing, and financial processes.
Education
Bachelor of Arts - Economics
University of Florida
Gainesville, FL2028-05
Skills
- Microsoft Excel
- Powerpoint
- Tableau
- Quantitative Analysis
- Market Research
Certification
CPR Certified
Timeline
Wealth Management Intern
Lereah Financial Group
2026.05 - 2026.08
Business Analytics and Marketing Intern
Shore Heart Group
2025.05 - 2025.08
Caddy
Hollywood Golf Club
2022.06 - 2026.08
Bachelor of Arts - Economics
University of Florida