Natalie Allen
Wealth Management Planning Coordinator @Northwestern Mutual
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WORK HISTORY
Wealth Management Planning Coordinator @Northwestern Mutual
Orlando, FL, US
Transitioning from the internship role, I gained valuable insights into the financial industry, developed strong organizational skills, and learned effective communication strategies while supporting a diverse group of professionals. Efficiently managing client account requests, collaborating with financial advisors, and played a key role in supporting the day-to-day operations within the organization.
EDUCATION
Rollins College
Bachelor of Arts - BA, Business Administration and Management, General
ABOUT NATALIE ALLEN
Passionate about business development and creating growth opportunities that drive long-term success, while helping individuals achieve financial wellness through informed decisions and strategies. My bachelor’s degree in Business Management, with double minors in Finance and Economics from Rollins College, has helped foster my passion for helping individuals succeed.
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