Natalia Madera, AAMS

Natalia Madera has a diverse work experience in the financial industry. Natalia began their career at Charles Schwab in 2011, working in various roles including Operations Associate, Client Service Specialist, and Relationship Specialist. In 2017, they joined Financial Markets Inc as a New Business Case Manager. In 2019, they transitioned to Kahler Financial Group as a Client Service & Account Manager and then moved on to Charles Schwab as a Financial Consultant Partner. In 2021, Natalia joined Facet as a Senior Client Success Manager, and they currently hold the position of Senior Concierge Specialist at Facet. Throughout their career, they have focused on improving the lives of Americans by providing impartial financial advice and services.

Natalia Madera, AAMS, pursued their Bachelor of Science (BS) degree in International Business from Rollins College during the years 2007 to 2011. Natalia also briefly attended the University of Sydney in 2008, where they studied General Studies; however, it is unclear whether they obtained a degree from this institution. Additionally, Natalia completed the Accredited Asset Management Specialist (AAMS) program at the College for Financial Planning, although the specific years of enrollment are unknown.