Natalia Madera, AAMS, is an experienced financial professional currently serving as the Private Client Service Manager at Atlas since August 2024. Prior to this role, Natalia held various positions at Facet from September 2022 to June 2024, including Member Experience Team Lead, Senior Concierge Specialist, and Investment Operations Specialist. Additionally, Natalia's background includes working as a Financial Consultant Partner at Charles Schwab from October 2019 to April 2021, and as a Client Service & Account Manager at Kahler Financial Group. Early in the career, Natalia worked in multiple roles at Charles Schwab and Financial Markets Inc. Natalia earned a Bachelor of Science in International Business from Rollins College and an AAMS designation from the College for Financial Planning.
This person is not in the org chart
This person is not in any teams