Natalie Belyea Email & Phone Number
Private Client Advisor @ Osterweis Capital Management
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Natalie Belyea Location
- San Francisco, CA, US
Natalie Belyea Work
- Private Client Advisor @ (June 2024 - Present)
- Board Member, Tulane Young Alumni Board @ (January 2025 - Present)
- Senior Associate, Advisor @ Parkside Advisors LLC (January 2021 - January 2024)
- Associate, Financial Planning @ Parkside Advisors LLC (January 2020 - January 2021)
- Associate Wealth Planner @ (January 2019 - January 2020)
- Summer Associate and Internship Program Manager @ (January 2018 - January 2019)
- Wealth Management Intern @ (January 2016 - January 2018)
- Equity Research Analyst @ (January 2018 - January 2019)
Natalie Belyea Education
- Tulane University
BSM (Finance and Marketing, cum laude)
- Universidad Pontificia Comillas
- University of California, Berkeley
CFP® (CERTIFIED FINANCIAL PLANNER™) Coursework (Business Study Abroad Program in Madrid, Spain)
Natalie Belyea Summary
- Natalie Belyea, based in San Francisco, CA, US, is currently a Private Client Advisor at Osterweis Capital Management. Natalie Belyea brings experience from previous roles at Tulane University, Parkside Advisors LLC and Tarbox Family Office, Inc.. Natalie Belyea holds a BSM in Finance and Marketing, cum laude @ Tulane University. Natalie Belyea has 2 emails and 1 mobile phone numbers on RocketReach.
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