Business Owner
Current
Rum Runners Llc Dba The Social
Oct 2021 - Present
AeroLeads people directory · profile
Natali Andrade Email & Phone Number
Business Owner
at
Rum Runners LLC DBA The Social
1 work email found
@unitedcp.com
1 phone found area 832
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Rum Runners LLC DBA The Social
Role
Business Owner
Location
Houston, Texas, United States
Who is Natali Andrade? Overview
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Quick answer
Natali Andrade is listed as Business Owner at Rum Runners LLC DBA The Social, based in Houston, Texas, United States. AeroLeads shows a work email signal at unitedcp.com, phone signal with area code 832, and a matched LinkedIn profile for Natali Andrade.
Natali Andrade previously worked as Wealth Adviser at United Capital Financial Advisers, Llc and Registered Client Service Associate at Stanford Group Company. Natali Andrade holds Certificate In Business Operations And Certificate In Accounting, Business Administration And Management, General from Lone Star College-Cyfair.
Company email context
Email format at Rum Runners LLC DBA The Social
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{first}.{last}@unitedcp.com
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AeroLeads found 1 current-domain work email signal for Natali Andrade. Compare company email patterns before reaching out.
Profile bio
About Natali Andrade
My primary role as a Wealth Advisor is one of advocacy for my clients. Service and attention to detail are an indispensable part of my work philosophy. Complete focus on the clients needs has developed trust and lasting relationships. My goal is to help my clients attain a level of personal confidence and help them gain control over their financial life’s.Specialties: Wealth Management and Business Development. Series 66 and Life/Health Group 1
Listed skills include Investments, Wealth Management, Finance, Financial Advisory, and 26 others.
Current workplace
Natali Andrade's current company
Company context helps verify the profile and gives searchers a useful next step.
Rum Runners Llc Dba The Social
5 roles · 26 years
Natali Andrade work experience
A career timeline built from the work history available for this profile.
Wealth Adviser
Nov 2009 - Oct 2021
Registered Client Service Associate
Support senior advisor, CFP, AIF, CDP $300,000,000 assets under management. Responsible for and maintained primary client contact with relationships once on-board. Provided executive level support to Financial Advisor enhancing his productivity. Became primary contact person for high net-worth client base. Open and maintain accounts, take orders and process trades, coordinate and process account transactions, track account money in/out, monitor recurring transactions.Household accounts and monitor balances for preferred rate calculations. Monitor qualified contributions/distributions for tax purposes. Obtain and submit account values for monthly consolidated statements, reconcile and distribute statements. Maintain records in accordance with compliance requirements. Maintain client database. Maintain Financial Advisors calendar.
Oct 2005 - Feb 2009
Independent Insurance Agent
Marketed AFLAC insurance products. Serviced existing and new payroll accounts and policy holders. Filed and tracked claims. Nominated prospective new recruits.
2001 - 2005
~4 yrs
Lending Assistant
Assisted Senior Vice PresidentMaintained client relations. Prepared commercial/Real Estate loan documentation Prepared debit transactions, transfers and deposits Created memos, letters, exceptions reports, etc.
2001 - 2003
~2 yrs
3 education records
Natali Andrade education
Certificate In Business Operations And Certificate In Accounting, Business Administration And Management, General
Business Administration And Management, General
Business Administration And Management, General
FAQ
Frequently asked questions about Natali Andrade
Quick answers generated from the profile data available on this page.
What company does Natali Andrade work for?
Natali Andrade works for Rum Runners LLC DBA The Social.
What is Natali Andrade's role at Rum Runners LLC DBA The Social?
Natali Andrade is listed as Business Owner at Rum Runners LLC DBA The Social.
What is Natali Andrade's email address?
AeroLeads has found 1 work email signal at @unitedcp.com for Natali Andrade at Rum Runners LLC DBA The Social.
What is Natali Andrade's phone number?
AeroLeads has found 1 phone signal(s) with area code 832 for Natali Andrade at Rum Runners LLC DBA The Social.
Where is Natali Andrade based?
Natali Andrade is based in Houston, Texas, United States while working with Rum Runners LLC DBA The Social.
What companies has Natali Andrade worked for?
Natali Andrade has worked for Rum Runners Llc Dba The Social, United Capital Financial Advisers, Llc, Stanford Group Company, Aflac, and Texas State Bank.
How can I contact Natali Andrade?
You can use AeroLeads to view verified contact signals for Natali Andrade at Rum Runners LLC DBA The Social, including work email, phone, and LinkedIn data when available.
What schools did Natali Andrade attend?
Natali Andrade holds Certificate In Business Operations And Certificate In Accounting, Business Administration And Management, General from Lone Star College-Cyfair.
What skills is Natali Andrade known for?
Natali Andrade is listed with skills including Investments, Wealth Management, Finance, Financial Advisory, Management, Investment Advisory, Portfolio Management, and Financial Analysis.
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