Natalie Johnson Email & Phone Number

Madison, Wisconsin, United States

• Educated clients on investments and guided them towards building their successful financial future. Consulted with clients, made recommendations and demonstrated the impact to their portfolio and cash flow. Analyzed.
• Utilized various approaches to financial planning and investment advice, working with business partners across the organization and utilizing solutions that were custom-tailored to each client’s needs. Managed client.
• Provided advice on investment allocations and composition of funds, their risk/reward, and competitive analysis for funds in similar asset class compared to benchmark. Compared against fees, past performance, and.
• Analyzed and assessed volatility, tax implication, and concentrated positions.
• Utilized Salesforce to identify opportunities, to generate business, to cross-sell solutions, and to manage book of business. Managed client service activities by initiating and monitoring account opening and TOAs.
• Fostered profitable relationships with branch partners such as Estate planner, Fixed Income Specialist, WAS teams, and Regional Brokerage Consultants.

Madison, Wisconsin Area

• Located inside Summit Credit Union, primary role was to establish new relationships with credit union members and assist them with financial planning and investment advice.
• Worked under the guidance of a Senior Financial Advisor and continued to develop knowledge of investment solutions and financial planning.

Madison, Wisconsin Area

• Worked closely with retirement plan participants, members of credit unions, and individual investors. Provided educational and investment guidance in planning for retirement and achieving their overall financial goals..
• Developed client relationships and grew book of business. 2017 total in-plan annuity sales were $6.9M.
• CMRS - Provided service, education, and financial planning to retirement plan participants and members of credit unions. Prepared participants for retirement by helping them plan for guaranteed income sources, as well.
• CBSI – Provided service, education, and financial planning to individual investors. Utilized Sales Force to document and Money Guide Pro to assess individual’s situation and determine plan of action. Crafted and.

Madison, Wisconsin Area

• Managed tactical investment portfolios - researched and provided due diligence on existing positions. Evaluated current market conditions to be applied to tactical decisions.
• Maintained existing client allocations via systematic portfolio rebalancing and trade executions; invested additional contributions; managed clients’ cash requirements.
• Prepared comprehensive analysis of clients’ financial situations and goals with use of bluepoint proprietary software; created investment plans for clients and monitored them for change in goals and objectives.
• Prepared performance analysis and reports; reviewed them with clients.
• Supported performance portal maintenance and development.
• Engaged in business development efforts; Networked and promoted Bluepoint Investment Counsel services.

Madison, Wisconsin, United States

• Researched and provided due diligence to investment management teams used for clients’ portfolios; provided support for decisions to hire/fire portfolio managers.
• Rebalanced portfolios following investment committee guidance and long-range projections.
• Prepared performance analysis and reporting for $1B book of business - quarterly or annual meetings with clients for performance reporting purposes.
• Assisted with investment policy creation and investment selection for prospective clients. Performed allocation and cost analysis of prospective clients’ portfolios; provided assistance with presentations.

Madison, Wisconsin, United States

• Provided operational support for a team of advisors - opening new accounts, client communications, cash management, account reviews, customer service, appointment scheduling and preparation.
• Trading - Invested and redeemed positions following portfolio guidelines and client requests. Optimized day-to-day operations for a high-producing team of advisors.

Vladivostok, Russia

Far Eastern Chapter of World Wildlife Fund was a small operation in mid-1990s. I worked with local media outlets that covered conservation efforts throughout southern part of Russian Far East, making sure reporting was accurate and timely. I also provided support and communication assistance to English-speaking delegations during conferences and general.