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Role and Company
managing regional vice president, nonqualified plans, Principal Financial Group
Expertise
21 years experience in financial services
Location
Waltham, MA
About Noel
I'm a Gulf war veteran who has been working in financial services product sales for over twenty five years.
Noel has volunteered to be available for private messages. Feel free to send a conversational message but remember to be succinct and mindful of the other person’s time.
3 years ago
How do I get my foot in the door with a profession that is totally new to me?
A lot of great advice has already been provided, so I'll augment instead of repeating it. 1. Figure out what your...
3 years ago
How can I get experience as a financial planner before I get certified?
Jaqueline - I am not working in this space directly, but I am working with financial professionals who do planning...
3 years ago
What are the best ways for a military officer to transition to a consulting role?
Credentials are important, and will vary depending upon your focus in industry. Consider online education to add more to your...
6 years ago
The best way to become a Stock Broker, with no experience
My advice is to join a financial services company as a W2 employee (not a commission-only or commissions based adviser)...
6 years ago
What are some excellent interview preparation techniques?
You might consider reaching out to others in your industry not to interview, but instead to research the position/career...