Natalie B.

Natalie B.'s work experience includes serving as a Business Development Director at Nucleus Financial starting in 2022. Prior to this, they held various roles at Fidelity International, including Regional Platform Consultant from August 2015 to November 2022, Adviser Account Manager from April 2014 to August 2015, and Key Accounts Plus Assistant Manager from October 2009 to April 2014. In these roles, Natalie worked with client account queries, handled mutual funds, administered client accounts, and resolved issues. Their experience at Fidelity helped their gain knowledge of the financial industry, particularly the mutual fund market, and develop teamwork and communication skills.

Natalie B. attended the University of the West of England from 2006 to 2009, where they obtained a Bachelor of Applied Science (B.A.Sc.) degree in Psychology. In February 2022, they also obtained a certification in RO1 Financial services, regulation, and ethics from the Chartered Insurance Institute.