Financial Advisor @ Raymond James Financial Services, Inc. - Member FINRA/SIPC (March 2014 - Present)
Financial Advisor @ Hunter Associates, Inc. (January 2007 - January 2014)
Lender and Credit Analyst @ (January 2003 - January 2006)
C. Natali Education
Allegheny College
Bachelor of Arts (BA) (Managerial Economics)
1999-2003
Duquesne University’s School of Leadership and Professional Advancement
Executive Certificate in Financial Planning
2007
Pennsylvania Bankers Association Central Atlantic School of Commercial Lending, Bucknell University
Commercial Banking (Commercial Banking)
2004
C. Natali Skills
Portfolio Management
Investments
Finance
Securities
Investment Advisory
Estate Planning
Financial Planners
Wealth
Credit
Insurance
Wealth Management
FINRA
C. Natali Summary
C. Natali, based in Pittsburgh, PA, US, is currently a Financial Advisor at Shorebridge Wealth Management, LLC. C. Natali brings experience from previous roles at Raymond James Financial Services, Inc. - Member FINRA/SIPC, Hunter Associates, Inc. and Dollar Bank, FSB. C. Natali holds a 1999 - 2003 Bachelor of Arts (BA) in Managerial Economics @ Allegheny College. With a robust skill set that includes Portfolio Management, Investments, Finance, Securities, Investment Advisory and more. C. Natali has 1 emails and 1 mobile phone numbers on RocketReach.
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