Wms™ Norah Pliss
I love to work alongside others as they develop their strategy for financial success. I always seek to... | United States
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Wms™ Norah Pliss’s Emails no****@va****.com
Wms™ Norah Pliss’s Phone Numbers No phone number available.
Social Media
Wms™ Norah Pliss’s Location United States
Wms™ Norah Pliss’s Expertise I love to work alongside others as they develop their strategy for financial success. I always seek to make a positive impact in others lives. I seek to understand what money means to YOU. I have experience putting my boots on the ground - working with more than 1,500 ultra-high-net-worth clients in 2023 and assisting with the consolidation of over twenty-three million dollars into a top investment management firm. • Investment advisor representative (IAR), • Series 7 and 66 licensed, • CORe certified through Harvard Business School Online, • Wealth Management Specialist (WMS), • Certified Financial Planner (CFP) candidate, testing in Spring 2024. Let's connect! I look forward to chatting with you. [email protected] 704-339-2176
Wms™ Norah Pliss’s Current Industry Bank Of America Merrill Lynch
Wms™
Norah Pliss’s Prior Industry
Vassar College
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Americorps
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Vanguard
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Bank Of America Merrill Lynch
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Work Experience
Bank Of America Merrill Lynch
Merrill Financial Solutions Advisor
Sun Oct 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Vanguard
Ultra-High Net Worth Client Consultant
Fri Jul 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Oct 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time)
Vanguard
High Net Worth Client Representative
Sun Aug 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Jul 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time)
Americorps
Americorps Member
Sat Aug 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Jun 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time)
Vassar College
Academic Intern
Fri Jan 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Jan 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time)Skills
Languages
Wms™ Norah Pliss Email Addresses
FAQ About Wms™ Norah Pliss
-
Wms™ Norah Pliss is located at
United States -
Wms™ Norah Pliss is a
I love to work alongside others as they develop their strategy for financial success. I always seek to make a positive impact in others lives. I seek to understand what money means to YOU. I have experience putting my boots on the ground - working with more than 1,500 ultra-high-net-worth clients in 2023 and assisting with the consolidation of over twenty-three million dollars into a top investment management firm. • Investment advisor representative (IAR), • Series 7 and 66 licensed, • CORe certified through Harvard Business School Online, • Wealth Management Specialist (WMS), • Certified Financial Planner (CFP) candidate, testing in Spring 2024. Let's connect! I look forward to chatting with you. [email protected] 704-339-2176 Bank Of America Merrill Lynch -
Wms™ Norah Pliss currently works in the
Bank Of America Merrill Lynch -
Wms™ Norah Pliss specializes in
I love to work alongside others as they develop their strategy for financial success. I always seek to make a positive impact in others lives. I seek to understand what money means to YOU. I have experience putting my boots on the ground - working with more than 1,500 ultra-high-net-worth clients in 2023 and assisting with the consolidation of over twenty-three million dollars into a top investment management firm. • Investment advisor representative (IAR), • Series 7 and 66 licensed, • CORe certified through Harvard Business School Online, • Wealth Management Specialist (WMS), • Certified Financial Planner (CFP) candidate, testing in Spring 2024. Let's connect! I look forward to chatting with you. [email protected] 704-339-2176 -
Wms™ Norah Pliss speaks the following languages:
No languages available. -
Wms™ Norah Pliss has prior experience in the following industries:
Vanguard , Vanguard , Americorps , Vassar College -
Wms™ Norah Pliss has the following professional experience:
Bank Of America Merrill Lynch , Vanguard , Vanguard , Americorps , Vassar College . -
You can view Wms™ Norah Pliss’s
LinkedIn profile at LinkedIn URL. -
Wms™ Norah Pliss’s work email addresses are
[email protected] . -
Wms™ Norah Pliss works at
Bank Of America Merrill Lynch
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