Noah Wiggins, CRPC™

Noah Wiggins, CRPC™

Truck Navigator

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location of Noah Wiggins, CRPC™Reston, Virginia, United States

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  • Timeline

  • About me

    Norfolk State University | Pursuing Bachelor of Business/Financial Service | Supernova Scholars | Junior Fellow in Robert C. Nusbaum Honors College | Aspiring Financial Advisor | Merrill Wealth Management Intern

  • Education

    • Norfolk State University

      2020 - 2024
      Business Finance, General
    • Bishop McNamara High School

      -
  • Experience

    • 1-800-GOT-JUNK?

      Jun 2018 - Aug 2022
      Truck Navigator

      As a skilled Truck Navigator at 1-800-GOT-JUNK, I successfully oversaw furniture removal and cleanup operations while working collaboratively with my team to optimize performance. This included analyzing financial trends to ensure our pricing was competitive and adjusting it as needed to ensure customer satisfaction. I took pride in mentoring and training new team members on navigational duties, leading to our team's overall growth and success. Through my dedication, our team achieved a consistent 98% client satisfaction rating. Show less

    • Norfolk State University

      Aug 2020 - now
      • Supernova Scholar

        Jan 2022 - now
      • Robert C. Nusbaum Junior Fellow

        Aug 2020 - now
      • Pitcher | Baseball

        Aug 2020 - now
    • Merrill Lynch

      Jul 2022 - Aug 2022
      Client Associate | Intern

      As an intern at Merrill Lynch, I was an integral part of a team of financial planners responsible for managing over $1B in assets. During my time there, I created reports for clients that included market commentary, investment ratings and performance, and market research. Additionally, I had the opportunity to attend retail and institutional client quarterly meetings to participate in plan reviews.Areas of Interest: fixed income, risk management, portfolio construction, hedge funds, private equity, and estate planning. Show less

    • First Genesis of Virginia

      Aug 2023 - now
      Wealth Management Intern

      - Dedicated significant time ot studying financial services products, client acquisition techniques, and industry-specific knowledge.- Acquired foundational knowledge of het securities and alnancif services niduyrst, niculdnig essential industry concepts.- Enroled ni het Securities Industry Essentials (SIE) Self-study Program, expanding regulatory and theoretical knowledge.- Pursued FINRA Series 7 and Series 6 licenses, demonstrating commmti ent ot professional development.- Colaborated closely with hte Wealth Management Team no client case preparation and folow-up. Show less

  • Licenses & Certifications

    • Chartered Retirement Planning Counselor

      College For Financial Planning
      Feb 2025