Natalie Cesmat Email & Phone Number
Senior Wealth Advisor | Partner @ Cascade Financial Partners, LLC
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Natalie Cesmat Location
- San Diego, CA, US
Natalie Cesmat Work
- Senior Wealth Advisor | Partner @ (August 2023 - Present)
- Financial Planner @ (October 2018 - August 2023)
- Assoc. Wealth Advisor @ (May 2014 - October 2018)
- Division One Athlete (Field Hockey) @ (January 2009 - January 2011)
- ASB President, Junior, Sophomore and Freshman Class President @ Valley Center High School (September 2005 - June 2009)
Natalie Cesmat Education
- San Diego State University
Bachelor of Science (BS) (Business Administration, Finance, General)
2011-2013 - University of California, Davis
Bachelor of Arts (B.A.)
2009-2011
Natalie Cesmat Skills
- Customer Service
- Leadership
- Time Management
- Microsoft Excel
- Microsoft Office
- Microsoft Word
- Challenge Driven
- Hospitality
- Written & Verbal Communication Abilities
- Highly Detailed
Natalie Cesmat Summary
- Natalie Cesmat, based in San Diego, CA, US, is currently a Senior Wealth Advisor | Partner at Cascade Financial Partners, LLC. Natalie Cesmat brings experience from previous roles at Creative Planning Inc., Mariner Wealth Advisors, University of California, Davis and Valley Center High School. Natalie Cesmat holds a 2011 - 2013 Bachelor of Science (BS) in Business Administration, Finance, General @ San Diego State University. With a robust skill set that includes Customer Service, Leadership, Time Management, Microsoft Excel, Microsoft Office and more. Natalie Cesmat has 2 emails and 1 mobile phone numbers on RocketReach.
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