Associate Client Advisor
Current
Oct 2023 - Present
AeroLeads people directory · profile
Natalie Sweet Email & Phone Number
Associate Client Advisor
at
Bessemer Trust
1 work email found
@schwab.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Associate Client Advisor
Location
San Diego, California, United States
Company size
Who is Natalie Sweet? Overview
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Quick answer
Natalie Sweet is listed as Associate Client Advisor at Bessemer Trust, a with 1000 employees, based in San Diego, California, United States. AeroLeads shows a work email signal at schwab.com and a matched LinkedIn profile for Natalie Sweet.
Natalie Sweet previously worked as Associate, Advisor Services at Charles Schwab and Loan Opener & Executive Assistant at Crosscountry Mortgage, Llc. Natalie Sweet holds Bachelor Of Arts - Ba, Economics from University Of California, Davis.
Company email context
Email format at Bessemer Trust
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{first}.{last}@schwab.com
86% confidence
AeroLeads found 1 current-domain work email signal for Natalie Sweet. Compare company email patterns before reaching out.
Profile bio
About Natalie Sweet
Earned 3 degrees from UC Davis in Economics, International Relations (Specialization: World Trade & Development, Industrialized Countries), & French.
Listed skills include Team Leadership, Problem Solving, Stata, Organizational Effectiveness, and 10 others.
Current workplace
Natalie Sweet's current company
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Bessemer Trust
9 roles
Natalie Sweet work experience
A career timeline built from the work history available for this profile.
Associate, Advisor Services
Jan 2023 - Oct 2023
Loan Opener & Executive Assistant
NMLS 3029-Disclose home loans to borrowers in a timely manner-Assist with file processing from start to finish-Communicate with Escrow and Title throughout the loan-Manage loan pipeline within Encompass and Salesforce
Nov 2019 - Oct 2022
Estate Concierge
-Planned upscale events including our Annual Gala, Executive Dinners, and VIP Soirées -Organized and executed day-of tasks for events-Provided first class hospitality to DAOU clients-Supervised tasting room floor and managed reservation system
Jul 2018 - Jul 2019
Undergraduate Research Assistant
-Research data regarding US safety net programs-Conceptualized and created strategic presentation with key findings from research (presentation for National Economic Education Delegation)-Successfully interpreted data to identify key metrics and draw conclusions
Jan 2018 - Jun 2018
Conference Center Event Staff
-Prepared & set-up large scale conference events-Provided excellent customer service to host and attending guests-Resolved day-of technical issues for clients
Jun 2017 - Jun 2018
Tour Guide
Campus Sherpa
-Humanities and Social Science UC Davis representative-Provide customized tours to prospective students
Jan 2015 - Jun 2018
Writing Intern
College Fashion, Llc
-Wrote bi-weekly fashion and lifestyle articles -Partnered with Editor -In-Chief on format and topics
Jan 2016 - Jan 2017
Youth Development Leader
-Ran daily routine for 1st grade group for three consecutive summers-Planned and organized the Pre-Kindergarten and 1st grade programs
May 2014 - Aug 2016
Team & coworkers
Colleagues at Bessemer Trust
Other employees you can reach at bessemer.com. View company contacts for 1000 employees →
GC
Gary Callahan
Colleague at Bessemer TrustRockville Centre, New York, United States
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TB
Thomas Birdsey, Cfp®️, Aams
Colleague at Bessemer TrustPalm Beach Gardens, Florida, United States
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AA
Antonio Almeida
Colleague at Bessemer TrustUnited States
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AM
Adam Morsy
Colleague at Bessemer TrustPrinceton, New Jersey, United States
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KP
Kyle Provencher
Colleague at Bessemer TrustEast Brunswick, New Jersey, United States
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JC
Julia Cervoni
Colleague at Bessemer TrustLocust Valley, New York, United States
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JD
John Diggins
Colleague at Bessemer TrustNew York, United States
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MB
Marisa Burger
Colleague at Bessemer TrustLincroft, New Jersey, United States
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AB
Albert Betances
Colleague at Bessemer TrustWoodbridge, New Jersey, United States
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CL
Chien Lin
Colleague at Bessemer TrustNew York, United States
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Gary Callahan
Colleague at Bessemer TrustRockville Centre, New York, United States
View →
TB
Thomas Birdsey, Cfp®️, Aams
Colleague at Bessemer TrustPalm Beach Gardens, Florida, United States
View →
AA
Antonio Almeida
Colleague at Bessemer TrustUnited States
View →
AM
Adam Morsy
Colleague at Bessemer TrustPrinceton, New Jersey, United States
View →
KP
Kyle Provencher
Colleague at Bessemer TrustEast Brunswick, New Jersey, United States
View →
JC
Julia Cervoni
Colleague at Bessemer TrustLocust Valley, New York, United States
View →
JD
John Diggins
Colleague at Bessemer TrustNew York, United States
View →
MB
Marisa Burger
Colleague at Bessemer TrustLincroft, New Jersey, United States
View →
AB
Albert Betances
Colleague at Bessemer TrustWoodbridge, New Jersey, United States
View →
CL
Chien Lin
Colleague at Bessemer TrustNew York, United States
View →
2 education records
Natalie Sweet education
Bachelor Of Arts - Ba, Economics
French Studies
FAQ
Frequently asked questions about Natalie Sweet
Quick answers generated from the profile data available on this page.
What company does Natalie Sweet work for?
Natalie Sweet works for Bessemer Trust.
What is Natalie Sweet's role at Bessemer Trust?
Natalie Sweet is listed as Associate Client Advisor at Bessemer Trust.
What is Natalie Sweet's email address?
AeroLeads has found 1 work email signal at @schwab.com for Natalie Sweet at Bessemer Trust.
Where is Natalie Sweet based?
Natalie Sweet is based in San Diego, California, United States while working with Bessemer Trust.
What companies has Natalie Sweet worked for?
Natalie Sweet has worked for Bessemer Trust, Charles Schwab, Crosscountry Mortgage, Llc, Daou Vineyards & Winery, and Uc Davis Center For Poverty Research.
Who are Natalie Sweet's colleagues at Bessemer Trust?
Natalie Sweet's colleagues at Bessemer Trust include Gary Callahan, Thomas Birdsey, Cfp®️, Aams, Antonio Almeida, Adam Morsy, and Kyle Provencher.
How can I contact Natalie Sweet?
You can use AeroLeads to view verified contact signals for Natalie Sweet at Bessemer Trust, including work email, phone, and LinkedIn data when available.
What schools did Natalie Sweet attend?
Natalie Sweet holds Bachelor Of Arts - Ba, Economics from University Of California, Davis.
What skills is Natalie Sweet known for?
Natalie Sweet is listed with skills including Team Leadership, Problem Solving, Stata, Organizational Effectiveness, Customer Service, Deadline Oriented, Writing, and Microsoft Office.
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