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Cfp® Noah Schettini
Banker at J.P. Morgan Private Bank
Professional Background
Noah Schettini, CFP®, is a dedicated and knowledgeable banker currently shaping the financial futures of clients at J.P. Morgan's Private Bank in Baltimore. In his role, Noah emphasizes a comprehensive approach to banking, focusing not just on numbers but on the unique goals and aspirations of each individual family he advises. With a track record of working alongside clients, Noah is committed to fully understanding their personal financial objectives. This empathetic approach allows him to create tailored strategies for wealth building and preservation that align with clients' long-term aspirations.
Noah's professional journey has equipped him with a diverse skill set that spans various roles within the finance industry. Prior to joining J.P. Morgan, he honed his expertise as a Senior Wealth Strategy Analyst and Wealth Strategy Analyst at PNC Bank, where he provided clients with actionable insights into wealth management strategies. In these analytical positions, he delivered comprehensive financial strategies that took into accounts market conditions, client goals, and tax considerations. His analytical prowess and strategic thinking are highly regarded in the financial services community.
Additionally, Noah's experience extends to BNY Mellon Wealth Management, where he rose through the ranks from a Client Service Representative to positions in tax operations. These roles guided him in gaining a thorough understanding of the complexities of wealth management, providing him with a well-rounded background that enhances his current practice.
Over his career, Noah has demonstrated an unwavering dedication to excellence in client service, ensuring that each banking experience is customized and fulfilling for his clientele. His ability to articulate complex financial strategies in an understandable manner makes him a trusted advisor and a sought-after partner for families navigating their financial journeys.
Education and Achievements
Noah Schettini possesses a solid foundation in economics and financial planning, having earned a Bachelor of Arts (B.A.) in Economics from the esteemed University of Pittsburgh. His education has provided him with critical insights into economic principles, enabling him to understand market dynamics that can influence his clients’ wealth management decisions.
In recognition of his commitment to professional growth and expertise in the financial planning sector, Noah has obtained a Certificate in Financial Planning from Duquesne University. This specialized training equips him with advanced techniques and best practices in financial planning, enriching his ability to serve clients with diverse financial needs.
In addition to his formal education, Noah regularly engages in continuous professional development to stay ahead of industry trends and regulatory changes—ensuring that he remains at the forefront of wealth management strategies that further benefit his clientele. His commitment to lifelong learning epitomizes his dedication to providing the best for those he serves.
Notable Achievements
Noah's professional trajectory speaks volumes of his dedication to excellence and client satisfaction in wealth management.
His time as a Senior Wealth Strategy Analyst and Wealth Strategy Analyst at PNC has solidified his reputation as a thought leader in the financial services industry. He was instrumental in developing strategies that addressed clients' needs concerning investment management, tax-aware borrowing, and comprehensive financial planning. His insights have not only helped clients achieve their short-term goals but have also positioned them for long-term financial success.
His early experiences at BNY Mellon and other financial institutions paved the way for his understanding of complex financial instruments, and his roles included working directly with clients to enhance their service experience. By combining analytical skills with a strong commitment to client relationships, he continues to deliver unparalleled services in wealth management.
In summary, Noah Schettini, CFP®, is a well-respected professional in the banking and financial planning domains, known for his unwavering dedication to understanding clients' unique financial needs and aspirations. His professional journey reflects a rich tapestry of experiences and a commitment to excellence, making him a trusted partner for individuals and families seeking to secure their financial futures.
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Clay works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
Clay offers several powerful features including:
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- Reminders and Notes: Helps you remember important details about contacts
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- Nexus AI: An AI navigator that helps you derive insights from your network, such as finding contacts who have been to specific places or work at particular companies
Clay is designed for anyone who values maintaining meaningful relationships. The app is popular among a wide range of industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. It’s even used by half the Fortune 500! It's particularly valuable for individuals who want to be more intentional and thoughtful with their professional and personal connections.
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Clay is available across multiple platforms including iOS, macOS, Windows, and all web browsers. Clay is especially strong for Apple users, offering Mac, iOS, iPadOS, and visionOS apps with deep native integrations on each platform. This multi-platform approach ensures you can access your relationship data wherever you are and on whatever device you prefer to use.
Clay offers tiered pricing options to suit different needs. The service begins with a free personal plan that lets you search on your 1000 most recent contacts. Clay offers a Pro Plan ($10 when billed annually) with unlimited contacts. Clay for Teams starts at $49/month/seat. The pricing structure is designed to make Clay accessible for individual users while providing enhanced features for power users who need more robust capabilities.
Yes, Clay offers extensive integration capabilities. Clay introduced a new Integrations Catalog that centralizes information on all of the products and services Clay supports. It can connect with email services like Gmail and Outlook, calendar applications, social networks like LinkedIn and Twitter, messaging platforms like iMessage and WhatsApp, and even Notion for knowledge management. Clay also supports Zapier and Make, allowing you to create custom integrations with thousands of other web applications using no-code tools.
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Clay is considered the best personal CRM and team CRM on the market. Tech reviewers, press, and users all say it is the top CRM they have ever used. Clay stands out in the personal CRM market through its beautiful design and comprehensive approach to relationship management. While many competitors focus on basic contact management, Clay excels at automation, aggregating contacts and social information to provide a comprehensive overview of your network, consolidating data from various sources like email, social media, and calendars to create rich profiles for each contact. Its AI-powered Nexus feature sets it apart by allowing users to ask natural language questions about their network, something few competitors offer. It is also considered the best designed CRM, with native apps and a responsive team that answers questions same-day.
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Clay offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Clay is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Clay's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Clay has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Clay is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Clay beneficial.
Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
Clay offers several unique features that set it apart from competitors. Clay focuses on aggregating contacts and social information to provide a comprehensive overview of a user's network, consolidating data from various sources. Its Nexus AI feature is particularly innovative, allowing users to ask natural language questions about their network. Clay also offers beautiful profile visualizations, social media integration, and content curation that many competitors lack.
Yes. Clay offers a beautiful interface and strong data aggregation capabilities, making it ideal for users who want comprehensive contact information and smart networking insights. Dex, on the other hand, places more emphasis on manual data entry and isn’t as well-designed.
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Clay's AI capabilities are at the forefront of personal CRM innovation. Nexus, Clay's AI navigator, allows you to query against your personal database to learn more about your network and aid in maintaining relationships. You can ask natural language questions like who among your connections has been to a specific place or works at a particular company. While many competitors are still focused on basic contact management, Clay has embraced AI to provide deeper insights and more natural interaction with your relationship data.
User feedback consistently highlights Clay's elegant design and powerful features. Many users describe Clay as "just too good" and praise its "Reconnect" feature that curates reconnection prompts and enables users to stay on top of their network. Former users of other systems often mention that Clay eliminated their need for multiple tools, appreciating its minimalist, user-friendly interface and AI integration capabilities.