Natalie Rosenthal
Financial Advisor
- Role
- Financial Advisor at Equitable Advisors
- Location
- Newport Beach, CA, US
- LinkedIn followers
- 500 followers
About Natalie Rosenthal
I graduated from Chapman University with a bachelor\'s degree in Political Science and minors in both Economics and Sociology. As an intern at the Costa Mesa Chamber of Commerce, I developed marketing campaigns for many small business and was able to see how my work directly supported our clients goals. I loved that by tracking the campaign\'s outreach, I could see the direct impact that my marketing plan produced. As a volunteer with Moneythink, I realized my potential in mentoring and helping others implement personal finance plans that work. Both of these experiences ultimately led me to choose a career in financial services. I am a second generation Financial Advisor, following in the footsteps of my mother, father, and step mother who are all comprehensive Wealth Advisors.I would describe myself as a hardworking, ambitious, and dedicated individual who has a drive to succeed and accomplish any thing that is thrown my way. I pride myself on having the ability to easily form and maintain long-lasting relationships. This has served me well in financial services because it allows me to incorporate strong interpersonal skills with my knowledge of the industry. My goal is to build long lasting relationships with my clients, and help them invest for long term success. Email: n••••••••@equitable.com
Experience
Financial Advisor
Jun 2020 — Present · Orange County, CA, US
Financial professionals at Equitable Advisors know the path to fulfillment begins with getting to know who you are, what matters to you, and how you\'ve made decisions so far. From there, we guide you toward a personalized strategy that will help you make smart choices and a financial portfolio that will help you live your life with confidence.Book a Meeting: https://calendar.cirrusinsight.com/schedule/natalie-rosenthalCA Insurance License #40•••••••50 Main Street, Suite 500, Irvine, CA 92614m.(81••••••91 | p.(94••••••28 f.(949) | n••••••••@equitable.comFOR RECRUITERS: I AM NOT OPEN TO OTHER OPPORTUNITIES, THANK YOU
Education
Prague University of Economics and Business
Political Science, Economics
Chapman University
Political Science, Minors in Economics and Sociology
Skills
- Photography
- Digital Media
- Microsoft Office
- Journalism
- Communication
- Event Planning
- Networking
- Critical Thinking
- Political Management
- Teamwork
- Microsoft Word
- Problem Solving
- Social Media Marketing
- Powerpoint
- Microsoft Excel
- Typing
- Interviewing
- Social Media
- Microsoft Powerpoint
- Leadership
- Fundraising
- Customer Service
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.