Consultant
Current
2024 - Present
~2 yrs 6 mos
AeroLeads people directory · profile
Nati Lenchner Email & Phone Number
Asset Management SMA, Fixed Income, & FX Trading & Sales, Transformation & Change Coach & Player. FINRA Series 7, 63. NY Life & Health
at
Planning Alliance
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Asset Management SMA, Fixed Income, & FX Trading & Sales, Transformation & Change Coach & Player. FINRA Series 7, 63. NY Life & Health
Location
New York, United States
Who is Nati Lenchner? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Nati Lenchner is listed as Asset Management SMA, Fixed Income, & FX Trading & Sales, Transformation & Change Coach & Player. FINRA Series 7, 63. NY Life & Health at Planning Alliance, based in New York, United States. AeroLeads shows a matched LinkedIn profile for Nati Lenchner.
Nati Lenchner previously worked as Consultant at Planning Alliance and Director, Asset Management at Ubs. Nati Lenchner holds Economics from Smith College.
Company email context
Email format at Planning Alliance
This section adds company-level context without repeating Nati Lenchner's masked contact details.
Planning Alliance
Review company-level records connected to Nati Lenchner before choosing the right outreach path.
Profile bio
About Nati Lenchner
Highly skilled financial professional with extensive experience in Sales & Trading, Middle Office Operations, and Asset Management. Proven ability to drive business growth and operational efficiency through strategic leadership and cross-functional collaboration. Expert in fund finance technology, trading, and accounting platforms, with a focus on optimizing processes for risk management and P&L. Deep expertise in SMA products, transformation initiatives, and front-to-back optimization. Known for excelling in high-pressure environments, executing complex projects with precision, and maintaining strong stakeholder relationships.
Current workplace
Nati Lenchner's current company
Company context helps verify the profile and gives searchers a useful next step.
5 roles · 17 years
Nati Lenchner work experience
A career timeline built from the work history available for this profile.
Director, Asset Management
- Defined and executed strategic initiatives across investment rooms, operations, and technology platforms. - Managed Projects to align operational stability in the asset management ecosystem, focusing on SoD, P&L, tax lots, and OMS/EMS systems.
2019 - 2023
~4 yrs
Director, Investment Banking
- Led global optimization projects for trading desks in London, Hong Kong, and New York, achieving a 15% reduction in loan cycle times.- Mentored managers across disciplines and product lines, fostering high-performing teams.
2016 - 2019
~3 yrs
Director, Complex Transaction Management Middle Office Operation, Credit Derivatives
- Built and led a U.S.-based middle office team managing complex credit derivatives, including CDS, CDOs, Credit-linked notes and NDFs.- Supervised all operation logistics when structuring new products such as TRS, repo, bonds, CDS, collateral switches & loans. FX linked products and more
2013 - 2016
~3 yrs
Associate Director - Bonds & Cds Junior Trader
- Traded emerging market bonds and credit default swaps. - Redesigned and automated daily PnL production for the trading desk.- Established the Middle Office group in the structured products space.- Sales & Trading Graduate Talent program
2010 - 2013
~3 yrs
1 education record
Nati Lenchner education
FAQ
Frequently asked questions about Nati Lenchner
Quick answers generated from the profile data available on this page.
What company does Nati Lenchner work for?
Nati Lenchner works for Planning Alliance.
What is Nati Lenchner's role at Planning Alliance?
Nati Lenchner is listed as Asset Management SMA, Fixed Income, & FX Trading & Sales, Transformation & Change Coach & Player. FINRA Series 7, 63. NY Life & Health at Planning Alliance.
Where is Nati Lenchner based?
Nati Lenchner is based in New York, United States while working with Planning Alliance.
What companies has Nati Lenchner worked for?
Nati Lenchner has worked for Planning Alliance, Ubs, and Ubs Investment Bank.
How can I contact Nati Lenchner?
You can use AeroLeads to view verified contact signals for Nati Lenchner at Planning Alliance, including work email, phone, and LinkedIn data when available.
What schools did Nati Lenchner attend?
Nati Lenchner holds Economics from Smith College.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial