Quinn Nolan
Palmyra,NY
Summary
Finance professional with client-facing experience in wealth management, financial planning support, and relationship-based business development. Earned FINRA Series 7 and 66 quickly, managed account details for 600+ households, and supported onboarding of $30M–$40M in new assets through organized service and responsive follow-up.
Overview
1
1
Certification
3
3
years of professional experience
Work History
Registered Client Service Associate
Morgan Stanley
Rochester, New York
02.2026 - Current
- Prepared agendas for 10+ weekly client review meetings, tracked exceptions, and corrected missing POAs, TODs, and beneficiary details to ensure compliance and enhance client satisfaction.
- Executed brokerage trades for clients using proprietary trading platforms, facilitating timely fund transfers and ensuring adherence to client needs.
- Supported onboarding of $30M–$40M in new assets year-to-date and guided transition of retiring advisor book by clearly presenting portfolio management process to clients, ensuring smooth transitions.
- Built custom client service tracker in Excel for 600+ households, improving outreach prioritization based on AUM and interaction history.
- Managed alternative investment documents and led team effort to secure, allocate, and monitor exclusive SpaceX IPO shares for eligible clients.
- Coordinated workflows across internal teams and external partners, including direct collaboration with clients' CPAs and attorneys.
- Completed FINRA Series 7 and Series 66 exams within 5 months of full-time employment.
- Used MoneyGuidePro to prepare financial planning sessions and applied LinkedIn Sales Navigator to support prospecting and follow-up.
Business Development Intern
Morgan Stanley Wealth Management
Rochester, New York
05.2024 - 08.2025
- Promoted from intern to full-time hire due to demonstrated commitment and performance
- Coordinated logistics for client dinner event, enhancing event management and client satisfaction
- Supported daily operations for Chabalik Group at Morgan Stanley Wealth Management, contributing to client presentations and meeting agendas
- Attended client meetings to observe wealth management practices.
Customer Relations
Freedom Boat Club
Rochester, New York
06.2023 - 05.2024
- Delivered premium concierge services and managed seamless fleet rentals, while facilitating membership sales by educating walk-in prospects on available options.
Education
Bachelor of Arts - Finance
St Bonaventure University
Olean, NY12-2025
Skills
- Client portfolio management
- Brokerage operations
- Investment research
- Microsoft Excel
- Business development
- Networking
- Strong interpersonal skills
Certification
- FINRA SIE Exam (Passed Jan 2025)
- FINRA Series 7 (Passed March 2026)
- FINRA Series 66 (Passed June 2026)
HOBBIES
Golfing, Music, Friends + family, Coaching
Timeline
Registered Client Service Associate
Morgan Stanley
02.2026 - Current
Business Development Intern
Morgan Stanley Wealth Management
05.2024 - 08.2025
Customer Relations
Freedom Boat Club
06.2023 - 05.2024
Bachelor of Arts - Finance
St Bonaventure University