Natalie Wheeler
President & Chief Operating Officer @Berkshire Money Management
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WORK HISTORY
President & Chief Operating Officer @Berkshire Money Management
Dalton, MA, US
As President and COO, I focus on keeping the business running smoothly while helping it grow in a way that still feels true to who we are. I work closely with our leadership team to align big-picture strategy with day-to-day execution, making sure our people, processes, and client experience are all moving in the same direction.I spend most of my time improving how we work whether that\'s refining workflows, leading team initiatives, solving operational headaches, or making sure we’re delivering consistent, high-quality service. I care a lot about creating a place where people feel supported, challenged, and genuinely happy to come to work.At the end of the day, my job is about making sure we’re building something that works for our clients, our team, and the long haul.
EDUCATION
Southern Vermont College
Bachelor's degree, Criminal Justice/Law Enforcement Administration
SKILLS
ABOUT NATALIE WHEELER
With over 15 years in the financial services industry, I’ve built a career around making complex operations run smoother, stronger, and smarter. I’m currently the President and Chief Operating Officer at Berkshire Money Management, where I get to blend strategy, compliance, and people-focused leadership to support our firm’s continued growth.At BMM, I oversee the day-to-day operations across all business segments from regulatory requirements and document workflows to reporting systems and team development. I work alongside a seriously talented group of individuals who care just as much as I do about creating an exceptional experience for our clients.What drives me? Solving problems, building efficient systems, and helping others shine in their roles. I love learning, growing, and challenging the status quo because in this industry, standing still isn’t an option.
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