Natalie Wheeler Email & Phone Number
President and Chief Operating Officer @ Berkshire Money Management, Inc.
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Natalie Wheeler Location
- Dalton, MA, US
Natalie Wheeler Work
- 2025 -now President and Chief Operating Officer @
- 2021 -2025 Chief Operating Officer @
- 2020 -2021 Operations Manager @
- 2018 -2020 Director of Office Operations @
- 2015 -2018 Director of Client Services @
- 2012 -2015 Executive Assistant to President and CEO and Associate of Business Development @
- 2010 -2012 Investor Relations Division @
Natalie Wheeler Education
- Southern Vermont College
Bachelor's degree (Criminal Justice/Law Enforcement Administration)
2003-2007
Natalie Wheeler Skills
- Investments
- Microsoft Office
- Social Media
- Management
- Marketing Communications
- Microsoft Excel
- Financial Services
- Salesforce.com
- Asset Management
- Marketing Strategy
- Business Development
- Organization
- Microsoft Word
- Social Media Marketing
- Email Marketing
- Administrative Assistants
- Office Administration
- Administrative
Natalie Wheeler Summary
- Natalie Wheeler, based in Dalton, MA, US, is currently a President and Chief Operating Officer at Berkshire Money Management. Natalie Wheeler brings experience from previous roles at Berkshire Money Management and Atlas Private Wealth Management, LLC. Natalie Wheeler holds a 2003 - 2007 Bachelor's degree in Criminal Justice/Law Enforcement Administration @ Southern Vermont College. With a robust skill set that includes Investments, Microsoft Office, Social Media, Management, Marketing Communications and more. Natalie Wheeler has 2 emails and 1 mobile phone numbers on RocketReach.
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