Noah Ordway, CIMA®

Vice President, Advisor Consultant at Manning & Napier at Manning & Napier
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Contact Information
us****@****om
(386) 825-5501
Location
Charlotte Metro
Skills

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Bio

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Experience

  • Manning & Napier
    • United States
    • Financial Services
    • 200 - 300 Employee
    • Vice President, Advisor Consultant at Manning & Napier
      • Aug 2021 - Present

  • Morgan Stanley
    • United States
    • Financial Services
    • 700 & Above Employee
    • Vice President (RIA/Bank Trust/Family Office)
      • Jul 2018 - Jul 2021

  • Wells Fargo Asset Management
    • RIA Regional Consultant
      • Apr 2012 - Jul 2018

      I work with firms as a resource and conduit of information between our RIA clients and the Wells Fargo Funds to ultimately support the growth and success of their businesses. My coverage includes twelve states across the Southeast part of the United States.

    • Associate Regional Director
      • May 2008 - Apr 2012

      I work to build long lasting partnerships with Independent Financial Advisor clients in the regions of the Pacific Northwest and Southern California.

    • Financial Advice Services
      • Jun 2007 - May 2008

    • Client Service Consultant
      • Jun 2005 - May 2007

Education

  • University of Wisconsin-Eau Claire
    B.B.A, Finance
    2000 - 2005

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