Noah Baum
About Noah Baum
Noah Baum is a Registered Client Associate currently working at UBS in New York. He has previous experience at Morgan Stanley, Zermatt Wealth Partners, and Manasquan Bank, and holds a Bachelor's degree in Finance from the University of Delaware.
Work at UBS
Noah Baum currently holds the position of Registered Client Associate at UBS. He has been with the firm since 2023, working in the New York office. In this role, he assists clients with their financial needs and provides support to financial advisors. His responsibilities include managing client accounts and ensuring a high level of service.
Previous Experience at Morgan Stanley
Noah Baum worked as an Associate at Morgan Stanley for a period of 10 months, from 2022 to 2023. His role involved supporting financial advisors and managing client relationships in the New York office. This experience contributed to his understanding of investment strategies and client service in a competitive financial environment.
Experience at Zermatt Wealth Partners
In 2023, Noah Baum served as a Wealth Advisor Associate at Zermatt Wealth Partners for 7 months in San Diego, California. His responsibilities included assisting in wealth management strategies and client communications. This role allowed him to further develop his skills in financial advising and client relationship management.
Internship at Manasquan Bank
Noah Baum completed a Credit Analyst Internship at Manasquan Bank in 2021. This internship lasted for 2 months and provided him with foundational experience in credit analysis and financial assessment. The role helped him gain insights into banking operations and credit evaluation processes.
Education in Finance
Noah Baum earned a Bachelor of Science degree in Finance from the University of Delaware, where he studied from 2017 to 2021. His education provided him with a solid understanding of financial principles, investment strategies, and market analysis, which he applies in his professional roles.