Natinael S.

Sr. Family Office Associate | Strategic Partnerships Relationship Manager | Keystone Investing Associate

Role: Sr Family Office Associate at Keel Point
Location: Houston, TX, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Sr Family Office Associate
Keel Point
May 2024 — Present · Tysons Corner, VA, US

Skills

Windows
Series 63
Time Management
Microsoft Excel
Leadership
Teamwork
Public Speaking
Microsoft Office
Social Media
Customer Service
Series 6
Strategic Planning
Management
Troubleshooting

Contact information

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Work email
•••••@keelpoint.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Keel Point

Financial Services · 93 employees · Founded 2003 · Huntsville, Alabama, United States

Important Disclosures: https://www.keelpoint.com/social-media-disclosure Keel Point is a community of families who believe that wealth comes with the opportunity to be a blessing to family and community, and of experienced professionals dedicated to providing families with guidance and wisdom around their financial lives. Keel Point brings to each client, small and large, the best of its diverse heritage: financial and strategic advice for families just starting out and for families with multi-generational wealth, and investment management designed to allow each family to reach their financial goals. With more than eighty dedicated team members in seven offices, the Keel Point team provides extensive experience in life planning, investment management, tax and estate design, leadership, giving and business operations. Our coordinated team approach and global sophistication allows for personal relationships and custom-tailored solutions for our clients. Our team members have a variety of credentials including Ph.D., CFP®, MBA, CPA, CFA, and JD. *Third-party posts found on this site do not reflect the views of Keel Point, LLC and have not been reviewed by the Firm as to accuracy or completeness.

keelpoint.com

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Experience

Sr Family Office Associate

Skills

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