Noam Mermelstein

CLIENT SERVICE SUPPORT ASSOCIATE

Noam Mermelstein joins Sentinel Solutions as a Client Service Support Associate, supporting Corey Schneider and the broader team across every stage of the client experience. In this role, he assists with preparing client meeting notes and agendas, coordinating follow-up tasks, and supporting day-to-day client service initiatives. As a key member of the firm’s client service and operations support team, Noam helps ensure that client requests and internal processes are handled efficiently and accurately, ensuring nothing falls through the cracks and every client feels fully supported. Through this support-focused role, he is building a strong foundation of industry knowledge and client service experience as he develops professionally within the financial services field.

A graduate of The Ohio State University, Noam studied Finance and was an active member of the university’s Business Scholars Program, the Common Cents Investment Group, and the Financial Planning Association, reflecting an early and genuine interest in markets and financial planning.

Noam has just passed his Life & Health and SIE licensing exams and is currently studying for his Series 7, with plans to pursue additional certifications as he continues to grow in the field. His guiding philosophy is simple: client service always comes first, and every interaction should leave a client feeling heard, supported, and confident in their relationship with the firm.

Outside the office, Noam enjoys spending time with family and friends and staying active through soccer, pickleball, and, most recently, golf. He also has a passion for travel and building meaningful relationships.