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Noah Brass

Noah Brass

Supplemental Instruction Leader

Followers of Noah Brass709 followers
location of Noah BrassCary, North Carolina, United States

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  • Timeline

  • About me

    Financial Consultant at Fidelity Investments

  • Education

    • New York University

      2022 - 2023
      Certificate In Financial Planning CFP Course

    • Catawba College

      2017 - 2021
      Bachelor's degree Economics & Finance 3.71

      Magna Cum Laude Honor Graduate

  • Experience

    • Catawba College

      Jan 2019 - May 2020
      Supplemental Instruction Leader

    • Catawba College Student Managed Investment Fund

      Aug 2020 - May 2021
      President

    • Fidelity Investments

      May 2021 - now

      • Financial Consultant

        May 2023 - now

      • Investment Consultant

        Aug 2022 - May 2023

      • Workplace Planning Consultant II

        Dec 2021 - Jul 2022

      • Workplace Planning Consultant I

        Oct 2021 - Dec 2021

      • Workplace Planning Associate

        May 2021 - Oct 2021

  • Licenses & Certifications

    • Series 66

      FINRA
      Aug 2021

    • Series 9

      FINRA
      Dec 2021

    • SIE

      FINRA
      Feb 2021

    • Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities

      North Carolina Department of Insurance
      Dec 2022

    • Series 10

      FINRA
      Nov 2021

    • Series 7

      FINRA
      Jul 2021

  • Honors & Awards

    • Awarded to Noah Brass
      Catawba College Dean’s List (2020-21) Catawba College 2021
    • Awarded to Noah Brass
      Catawba College Dean’s List (2019-20) Catawba College 2020
    • Awarded to Noah Brass
      Presidential Honor Roll Catawba College 2020
    • Awarded to Noah Brass
      Presidential Scholar Catawba College Aug 2017