Strategic Advisor
Natalie Kroft is an experienced marketing professional with a diverse background in strategic marketing and account management. Currently serving as a Strategic Advisor since January 2021, Natalie previously held the position of Strategic Marketing Manager at Stella & Dot from March 2015 to July 2020. Notable past roles include Director at Marketing Drive, where responsibilities included managing the Pernod Ricard USA wine and champagne account, and Vice President of Marketing for the Organization of Women in International Trade, with a nomination for OWIT 2010 Chapter of the Year. Earlier experience encompasses roles as Account Executive at Marketing Drive, managing major accounts such as Malibu Rum and Kahlua Liqueur, as well as positions at Old Navy, PlattForm Higher Education, and GTM Sportswear. Natalie holds a Bachelor’s degree in Marketing, Human Resource Management, Business Management, and Leadership Studies from Kansas State University.
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Strategic Advisor
Christy Charise founded Strategic Advisor after having built an award-winning financial advisory practice (Saugatuck Financial) with her husband, Justin. Their practice has consistently been named among the top 20 planning practices in the country. Christy's unique background combines a deep understanding of the financial services and asset management industries with broad management and strategy consulting experience. Together, this background, combined with an intimate understanding of the challenges inherent in running a successful advisory practice, allows her to provide objective insights and practical solutions for advisors at all stages. For a free consultation to see what programs may be a fit for you or someone on your team, please reach out or explore our website for more information: christy.charise@nm.com strategicadvisor.co