AeroLeads people directory · profile

Natalie Richards, Cfa Email & Phone Number

AVP Strategic Partners at LPL Financial
Location: Charlotte, North Carolina, United States 11 work roles 1 school
1 work email found @brighthousefinancial.com LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email n****@brighthousefinancial.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
LPL Financial
Role
AVP Strategic Partners
Location
Charlotte, North Carolina, United States
Company size
14027 employees

Who is Natalie Richards, Cfa? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Natalie Richards, Cfa is listed as AVP Strategic Partners at LPL Financial, a company with 14027 employees, based in Charlotte, North Carolina, United States. AeroLeads shows a work email signal at brighthousefinancial.com and a matched LinkedIn profile for Natalie Richards, Cfa.

Natalie Richards, Cfa previously worked as Manager, Product Competitive Intelligence at Brighthouse Financial and Senior Product Consultant at Brighthouse Financial. Natalie Richards, Cfa holds Bachelor Of Science (B.S.), Finance, General, 3.5 from The University Of Connecticut.

Company email context

Email format at LPL Financial

This section adds company-level context without repeating Natalie Richards, Cfa's masked contact details.

*@brighthousefinancial.com
68% confidence

AeroLeads found 1 current-domain work email signal for Natalie Richards, Cfa. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Natalie Richards, Cfa

Natalie Richards, Cfa is a AVP Strategic Partners at LPL Financial. She possess expertise in event planning, microsoft excel, outlook, powerpoint, microsoft office and 8 more skills.

Listed skills include Event Planning, Microsoft Excel, Outlook, Powerpoint, and 9 others.

Current workplace

Natalie Richards, Cfa's current company

Company context helps verify the profile and gives searchers a useful next step.

LPL Financial
Lpl Financial
AVP Strategic Partners
Charlotte, NC, US
Website
lpl.com
Employees
14027
AeroLeads page
Company profile
View company profile Email format
11 roles

Natalie Richards, Cfa work experience

A career timeline built from the work history available for this profile.

Manager, Product Competitive Intelligence

Current
Brighthouse Financial

United States

Feb 2023 - Present

Senior Product Consultant

Brighthouse Financial

Charlotte, North Carolina, United States

Mar 2022 - Sep 2023

Product Consultant Ii

Brighthouse Financial

Charlotte, North Carolina, United States

Dec 2020 - Mar 2022

Internal Sales Associate

Metlife

Charlotte, North Carolina Area

Jun 2016 - Dec 2016

Investment Analyst

Ge Capital

Norwalk, CT

Jul 2014 - Jul 2015

Financial Service Intern

Symmetry Partners

Perform portfolio analysis using Excel and the managed account database Zephyr SMAProvide administrative support to all departemnts including Sales, Marketing, Research and OperationsTrain incoming interns in the Sales Department

Oct 2012 - May 2014

Financial Analyst Intern

Unitedhealth Group

Hartford, Connecticut Area

Prepared detailed financial credit risk reviewsBuilt Excel database to improve efficiency in updating the USS Risk Management ReportResearched and presented to senior leaders the challenges low health literate customers place on the health care system

Jun 2013 - Aug 2013
Team & coworkers

Colleagues at LPL Financial

Other employees you can reach at lpl.com. View company contacts for 14027 employees →

TM Terry Mclean Terry Mclean Colleague at Lpl Financial Charlotte, North Carolina, United States, United States View → KS Kendal Skuce Sharp Kendal Skuce Sharp Colleague at Lpl Financial Coronado, California, United States, United States View → LA Logan Asercion Logan Asercion Colleague at Lpl Financial San Diego, California, United States, United States View → RB Rochelle Bellamy Mayfield Rochelle Bellamy Mayfield Colleague at Lpl Financial Charlotte, North Carolina, United States, United States View → LG Laura Gentry Laura Gentry Colleague at Lpl Financial Denton, Texas, United States, United States View → SS Steve Schaumburg Steve Schaumburg Colleague at Lpl Financial Orange, California, United States, United States View → KD Kaliyah Dorsey Kaliyah Dorsey Colleague at Lpl Financial Charlotte Metro, United States View → SW Steve Wedel Steve Wedel Colleague at Lpl Financial St Louis, Missouri, United States, United States View → CF Chad Fratto Chad Fratto Colleague at Lpl Financial Tampa, Florida, United States, United States View → CP Coy Puckett Coy Puckett Colleague at Lpl Financial Ramona, California, United States, United States View →
1 education record

Natalie Richards, Cfa education

FAQ

Frequently asked questions about Natalie Richards, Cfa

Quick answers generated from the profile data available on this page.

What company does Natalie Richards, Cfa work for?

Natalie Richards, Cfa works for LPL Financial.

What is Natalie Richards, Cfa's role at LPL Financial?

Natalie Richards, Cfa is listed as AVP Strategic Partners at LPL Financial.

What is Natalie Richards, Cfa's email address?

AeroLeads has found 1 work email signal at @brighthousefinancial.com for Natalie Richards, Cfa at LPL Financial.

Where is Natalie Richards, Cfa based?

Natalie Richards, Cfa is based in Charlotte, North Carolina, United States while working with LPL Financial.

What companies has Natalie Richards, Cfa worked for?

Natalie Richards, Cfa has worked for Lpl Financial, Brighthouse Financial, Metlife, Discovery Communications, and Ge Capital.

Who are Natalie Richards, Cfa's colleagues at LPL Financial?

Natalie Richards, Cfa's colleagues at LPL Financial include Terry Mclean, Kendal Skuce Sharp, Logan Asercion, Rochelle Bellamy Mayfield, and Laura Gentry.

How can I contact Natalie Richards, Cfa?

You can use AeroLeads to view verified contact signals for Natalie Richards, Cfa at LPL Financial, including work email, phone, and LinkedIn data when available.

What schools did Natalie Richards, Cfa attend?

Natalie Richards, Cfa holds Bachelor Of Science (B.S.), Finance, General, 3.5 from The University Of Connecticut.

What skills is Natalie Richards, Cfa known for?

Natalie Richards, Cfa is listed with skills including Event Planning, Microsoft Excel, Outlook, Powerpoint, Microsoft Office, Microsoft Word, Customer Service, and Budgets.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.