Natalie Wolfsen Email & Phone Number
Chief Executive Officer @ Orion
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Natalie Wolfsen Location
- Omaha, NE, US
Natalie Wolfsen Work
- 2023 -now Chief Executive Officer @
- 2020 -now Member Board of Directors @
- 2021 -2023 Chief Executive Officer @
- 2017 -2021 Chief Solutions Officer and Executive Vice President @
- 2014 -2017 Chief Commercialization Officer and Executive Vice President @
- 2018 -2022 Member Board of Directors @
- 2011 -2014 Senior Vice President, Head of Marketing and Product Development @
- 2009 -2011 Managing Director, Head of Product Management & Development @
- 1999 -2009 Vice President | Product Development, Strategy & Segment Management @
- 1998 -1999 Founding Member @ Invenet LLC
Natalie Wolfsen Education
- University Of California - Los Angeles
Master of Business Administration
2001-2003 - University Of California - Berkeley
Bachelor of Arts (Political Science)
Natalie Wolfsen Skills
- Asset Management
- Strategic Planning
- Mutual Funds
- Alternative Investments
- Insurance
- Marketing Strategy
- Product Marketing
- Marketing Management
- Product Development
- Product Management
- Technology Development
- Team Leadership
- Leadership Development
- Investment Management
- ETFs
- Product Innovation
- Management
- Asset Managment
- Event Education
- Marketing Programs
- Client Segmentation
- Client Experience
- Business Line Management
- Practice Management Solutions
- Pricing
- Promotion
- Distribution Strategy
- Product Adoption Programs
- Cost Management
- Statistical Analysis
- Budget Management
- Competitive Analysis
- Turnkey Asset Management
- Investment Solutions
- Wealth Management
- Financial Services
- Portfolio Management
- Strategy
Natalie Wolfsen Summary
- Natalie Wolfsen, based in Omaha, NE, US, is currently a Chief Executive Officer at Orion. Natalie Wolfsen brings experience from previous roles at Wealthsimple and AssetMark. Natalie Wolfsen holds a 2001 - 2003 Master of Business Administration @ University Of California - Los Angeles. With a robust skill set that includes Asset Management, Strategic Planning, Mutual Funds, Alternative Investments, Insurance and more. Natalie Wolfsen has 3 emails and 1 mobile phone numbers on RocketReach.
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