Head of Family Office, Private Client Group @ (April 2012 - Present)
Member of the Board of Advisors @ (October 2021 - September 2025)
Advisory Board Chair @ The GRYD Foundation (May 2017 - September 2021)
Board Member @ Financial Planning Association of Los Angeles (January 2012 - December 2014)
Vice President, Branch Manager @ (June 2005 - March 2012)
Vice President, Banking Center Manager @ (January 2004 - January 2005)
Sales and Marketing Director @ Vietnam Business Solutions (January 1999 - January 2003)
Marketing Manager @ (January 1997 - January 1999)
Sales and Marketing Manager @ Internet Access Center Japan (January 1995 - January 1997)
Natalie C. Education
Wharton Executive Education
Wharton Family Office Program: Balancing Family Harmony and Financial Prosperity
Pepperdine University, The George L. Graziadio School of Business and Management
College for Financial Planning
MS (Personal Financial Planning)
Portland State University
BA (Marketing & Business Administration)
Natalie C. Skills
Banking
Private Banking
Commercial Banking
Commercial Lending
Small Business Lending
Credit
Cash Management
Financial Services
Financial Analysis
Strategic Financial Planning
Finance
Portfolio Management
Wealth Management
Retirement Planning
Marketing
Non-profit Leadership
Leadership
Technology
Lines Of Credit
Financial Planning
Non Profit Leadership
Construction
ESOP
Warehouse Lending
Management
Strategic Financial
Mortgage
Services
Natalie C. Summary
Natalie C., based in Phoenix, AZ, US, is currently a Co-Founder and Chief Financial Officer at JettStream. Natalie C. brings experience from previous roles at MIM, Musical Instrument Museum, WE Global Studios, Western Alliance Bank and Beverly Hills Bar Foundation. Natalie C. holds a Wharton Family Office Program: Balancing Family Harmony and Financial Prosperity @ Wharton Executive Education. With a robust skill set that includes Banking, Private Banking, Commercial Banking, Commercial Lending, Small Business Lending and more. Natalie C. has 2 emails on RocketReach.
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