Natalie Cesmat

Director of Financial Planning | Partner

Role
Senior Wealth Advisor, Director Partner at Cascade Financial Partners, Llc
Location
San Diego, US
LinkedIn followers
500 followers

Experience

  1. Senior Wealth Advisor, Director Partner

    Cascade Financial Partners, Llc

    Aug 2023 — Present · San Diego, CA, US

Education

  • University of California, Davis

    Bachelor of Arts (B.A.)

    2009 — 2011

  • San Diego State University

    Bachelor of Science (BS), Business Administration, Finance, General

    2011 — 2013

Skills

  • Restaurants
  • Powerpoint
  • Microsoft Excel
  • Food & Beverage
  • Customer Service
  • Written & Verbal Communication Abilities
  • Food Service
  • Cash Flow Analysis
  • Time Management
  • Comparative Company Analysis'
  • Variance Analysis
  • Challenge Driven
  • Microsoft Office
  • Microsoft Word
  • Hospitality
  • Highly Detailed
  • Leadership

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Natalie Cesmat — Senior Wealth Advisor, Director Partner at Cascade Financial Partners, Llc in San Diego, US | Unifers