Natalie Wolfsen Location
California, United States
Natalie Wolfsen Work
- 2023 - now Chief Executive Officer @ Orion
- 2020 - now Member Board of Directors @ Wealthsimple
- 2021 - 2023 Chief Executive Officer @ AssetMark
- 2017 - 2021 Chief Solutions Officer and Executive Vice President @ AssetMark
- 2014 - 2017 Chief Commercialization Officer and Executive Vice President @ AssetMark
- 2018 - 2022 Member Board of Directors @ CFP Board
- 2011 - 2014 Senior Vice President, Head of Marketing and Product Development @ First Eagle Investments
- 2009 - 2011 Managing Director, Head of Product Management & Development @ Pershing, a BNY Mellon company
- 1999 - 2009 Vice President | Product Development, Strategy & Segment Management @ Charles Schwab
- 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
Natalie Wolfsen Summary
Natalie Wolfsen, based in California, United States, 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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