Retirement Plan Consultant @ (September 2019 - June 2021)
Director Employer Retirement Plans @ Polaris Greystone Financial Group, LLC (January 2018 - July 2019)
Vice President - Wealth Management @ (December 2016 - July 2018)
Regional Vice President and Financial Advisor @ (January 2014 - June 2016)
Regional Vice President and Financial Advisor @ (January 2012 - January 2014)
Regional Vice President @ Cuna Mutual Retirement Group (January 2013 - January 2014)
Trust Officer - Retirement Plan - Business Development @ (January 2011 - January 2012)
Reporting Manager - Investments @ Financial Management Research (August 2006 - July 2011)
Natalie Young Summary
Natalie Young, based in Frisco, TX, US, is currently a Director, Workplace Benefits Specialist at Bank of America. Natalie Young brings experience from previous roles at Bank of America, Cain Watters & Associates, Gallagher and Polaris Greystone Financial Group, LLC. Natalie Young has 2 emails and 1 mobile phone numbers on RocketReach.
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