Client Service Associate
Natalie joined the Minneapolis Wealth Management Group in August 2015 as a Client Service Associate. Natalie brings considerable experience in the financial, investment, and banking industry, along with, a strong commitment to customer service. Natalie will be focusing on performing daily operations, fulfilling client service needs, and financial advisor support.
Natalie graduated from Iowa State University, where she received a Bachelor’s Degree in Business Marketing. Prior to joining Minneapolis Wealth Management Group, she worked in financial service and marketing roles at US Bank and NorthMarq Capital.
Natalie is devoted to supporting Sharon and Reggie in their financial advisor roles to assure that our client’s financial needs are met. Natalie takes care of client’s service needs including account opening and documentation, fund and security transfers, prep for client meetings, as well as creating spreadsheets and marketing support.
Outside the office, she enjoys traveling, golfing, attending sporting events and concerts, relaxing at the lake, and spending time with family and friends.