Private Wealth Service Advisor
Current
Nov 2021 - Present
AeroLeads people directory · profile
Natalie Rutledge Cfp® Ricp® Email & Phone Number
Financial Advisor at Northwestern Mutual
at
Strategic View Advisors
1 work email found
@northwesternmutual.com
2 phones found area 714
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Advisor at Northwestern Mutual
Location
Manhattan Beach, California, United States
Who is Natalie Rutledge Cfp® Ricp®? Overview
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Quick answer
Natalie Rutledge Cfp® Ricp® is listed as Financial Advisor at Northwestern Mutual at Strategic View Advisors, based in Manhattan Beach, California, United States. AeroLeads shows a work email signal at northwesternmutual.com, phone signal with area code 714, and a matched LinkedIn profile for Natalie Rutledge Cfp® Ricp®.
Natalie Rutledge Cfp® Ricp® previously worked as Private Wealth Service Advisor at Strategic View Advisors and Financial Advisor at Northwestern Mutual. Natalie Rutledge Cfp® Ricp® holds Bachelor Of Arts, Interpersonal And Organizational Communications from California State University, Long Beach.
Company email context
Email format at Strategic View Advisors
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*@northwesternmutual.com
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AeroLeads found 1 current-domain work email signal for Natalie Rutledge Cfp® Ricp®. Compare company email patterns before reaching out.
Profile bio
About Natalie Rutledge Cfp® Ricp®
Natalie Rutledge Cfp® Ricp® is a Financial Advisor at Northwestern Mutual at Strategic View Advisors. She possess expertise in event management, event planning, sales, corporate events, weddings and 36 more skills. Colleagues describe her as "Natalie is phenomenal at what she does! She is not only a coworker but a true mentor when it comes to sales and business. She is incredibly intelligent and has a knack for knowing what will work in any given situation. I admire the way she can quickly think on her feet and the close personal relationships she creates with her clients and colleagues. Natalie is the kind of leader where you want to soak up all of her knowledge and know how because she just gets it! She continues to push those she manages to the next level of their career and deeply cares about the success of others. I feel very fortunate to have started my event sales journey with her as the second desk at Lakewood Country Club because in the last year and a half she has given me tools that I will not only be able to use in the work place but also outside of it as well.", "Natalie has been a wonderful mentor. When transitioning over to American Golf, there was a lot of unknowns and Natalie has been accommodating and available to help along the way. Her patience and and helpfulness has been amazing!", and "Natalie has a unique ability to always succeed and always bring successes to her role when the company needs her most. Her preparation, networking, and industry knowledge is second to none on our team and I see first hand why clients and her peers love working with her time and time again. In her new role as Regional Director, I can always count on her to outwork her competitors, give insightful perspective to the flow of her revenue/sales, and be able to put plans for her team in place that effect change when it is needed. She is just a true professional all around and someone who American Golf values very highly in this division."
Listed skills include Event Management, Event Planning, Sales, Corporate Events, and 37 others.
Current workplace
Natalie Rutledge Cfp® Ricp®'s current company
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6 roles
Natalie Rutledge Cfp® Ricp® work experience
A career timeline built from the work history available for this profile.
Financial Advisor
CurrentIt is vital for me to really get to know each individual/family/business owner really well in order to create the best plan of attack. Once I know what's most important, I rely not only on my own knowledge and experience, but also on the expertise of a team of specialists. Together, we can provide innovative solutions and professional direction to help clients accomplish their objectives. As an empathetic person, I would love to help everyone I can, but I extremely passionate in helping women and the LGBTQ+ community feel empowered to take control of their finances. I believe everyone should have a plan that they are confident in.Series 6, 7, & 63 RegisteredCFP® Professional
Jan 2018 - Present
Regional Director Of Sales
May 2015 - Apr 2018
Private Event Sales Director
- Provide updated sales numbers weekly for the General Manager and update via Everest for upper management- Accountable for attaining revenue goals- Assist in creating revenue budget for for event sales from 2012 to present- Solicit, negotiate, and contract business for Lakewood Country Club- Use Sage CRM to track sales activity- Collect and process payments for events and tournaments- Pursue and identify new clients through cold calling, networking events, open houses, and social media- Attend off site expos targeting weddings and other private events to uncover new leads, meet new vendors, and acquire new leads lists- Establish myself in the community and industry by attending multiple networking events each month- Create Banquet Event Orders to ensure proper execution of events and head weekly meeting with operations staff- Create and collaborate on unique menu options to attract our prospective clients while staying in the proper price point- Create effective up selling opportunities- Interview and train sales support staff- Maintain high guest satisfaction- Build lasting relationships with key clients that have been a part of Lakewood Country Club for decades- Create and execute onsite "Create Events" including monthly Sunday Brunch, Valentine's Day Sweetheart Dinner, and Nine and Dine Tournament and Dinner Events- Create and execute onsite bridal shows and open houses by securing vendors, establishing guest list, and effectively marketing to prospective clients and surrounding community- Collaborate on new ceremony site to attract new wedding business and drive additional revenue
Nov 2010 - Apr 2018
Catering Sales Manager
- Provide updated sales numbers weekly for the General Manager- Accountable for attaining revenue goals- Assist in creating revenue budget for 2008, 2009, 2010, and 2011 for event sales- Solicit, negotiate, and contract business for La Mirada Golf Course- Use Sage CRM to track sales activity- Collect and process payments for events and tournaments- Pursue and identify new clients through cold calling, networking events, open houses, and social media- Create Banquet Event Orders to ensure proper execution of events and head weekly meeting with operations staff- Create and collaborate on unique menu options to attract our prospective clients while staying in the proper price point- Create effective up selling opportunities- Interview and train sales support staff- Maintain high guest satisfaction- Create and execute onsite "Create Events" including Murder Mystery Dinner, Interactive Wedding Dinner, Wine & Jazz night, Nine & Dine Golf Tournament & Dinner Events- Create and execute onsite bridal shows and open houses by securing vendors, establishing guest list, and effectively marketing to prospective clients and surrounding community
Aug 2006 - Nov 2010
Store Manager
- Interview, Hire, and Train Staff- Create Weekly Staff Schedule- Banking - Pay invoices for product, pay utilities and rent- Close out each day and take drop to bank- Loss Prevention- Order product, receive and tag inventory, create pricing, handle returns and exchanges- Visual merchandising- Handle unsatisfied customers- Promote and work special events at the store
May 2004 - Jan 2007
2 education records
Natalie Rutledge Cfp® Ricp® education
Bachelor Of Arts, Interpersonal And Organizational Communications
California State University, Long Beach
Education record
La Mirada High School
FAQ
Frequently asked questions about Natalie Rutledge Cfp® Ricp®
Quick answers generated from the profile data available on this page.
What company does Natalie Rutledge Cfp® Ricp® work for?
Natalie Rutledge Cfp® Ricp® works for Strategic View Advisors.
What is Natalie Rutledge Cfp® Ricp®'s role at Strategic View Advisors?
Natalie Rutledge Cfp® Ricp® is listed as Financial Advisor at Northwestern Mutual at Strategic View Advisors.
What is Natalie Rutledge Cfp® Ricp®'s email address?
AeroLeads has found 1 work email signal at @northwesternmutual.com for Natalie Rutledge Cfp® Ricp® at Strategic View Advisors.
What is Natalie Rutledge Cfp® Ricp®'s phone number?
AeroLeads has found 2 phone signal(s) with area code 714 for Natalie Rutledge Cfp® Ricp® at Strategic View Advisors.
Where is Natalie Rutledge Cfp® Ricp® based?
Natalie Rutledge Cfp® Ricp® is based in Manhattan Beach, California, United States while working with Strategic View Advisors.
What companies has Natalie Rutledge Cfp® Ricp® worked for?
Natalie Rutledge Cfp® Ricp® has worked for Strategic View Advisors, Northwestern Mutual, American Golf Corporation, and Skin Industries.
How can I contact Natalie Rutledge Cfp® Ricp®?
You can use AeroLeads to view verified contact signals for Natalie Rutledge Cfp® Ricp® at Strategic View Advisors, including work email, phone, and LinkedIn data when available.
What schools did Natalie Rutledge Cfp® Ricp® attend?
Natalie Rutledge Cfp® Ricp® holds Bachelor Of Arts, Interpersonal And Organizational Communications from California State University, Long Beach.
What skills is Natalie Rutledge Cfp® Ricp® known for?
Natalie Rutledge Cfp® Ricp® is listed with skills including Event Management, Event Planning, Sales, Corporate Events, Weddings, Hospitality, Private Events, and Wedding Planning.
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