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Natalie Belyea's email & phone

Position:Private Client Advisor at Osterweis Capital Management
Experience:10 years
Location:San Francisco, California, United States

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Work Experience

Private Client Advisor at Osterweis Capital Management

Jun 2024 - Current

Senior Associate, Advisor at Parkside Advisors joins NorthRock Partners

May 2021 - Feb 2024

Associate, Financial Planning at Parkside Advisors joins NorthRock Partners

Feb 2020 - May 2021

Associate Wealth Planner at Tarbox Family Office, Inc.

May 2019 - Jan 2020

Equity Research Analyst at Burkenroad Reports

Aug 2018 - Apr 2019

Summer Associate & Internship Program Manager at Tarbox Family Office, Inc.

May 2018 - Aug 2018

Wealth Management Intern at Tarbox Family Office, Inc.

May 2016 - Apr 2018

Natalie Belyea started working in 2016, then the employee has changed 3 companies and 6 jobs. On average, Natalie Belyea works for one company for 1 year 4 months.

Education

Bachelor of Science in Management, cum laude at Tulane University

Universidad Pontificia Comillas

CFP® (CERTIFIED FINANCIAL PLANNER™) Preparation Courses at University of California, Berkeley

Frequently Asked Questions

What is Natalie Belyea's minimum period of employment in the companies?

Natalie Belyea's minimum period of employment in various companies is 3 months.

What is Natalie Belyea's average duration of employment for different companies?

On average, Natalie Belyea works for one company for 1 year 3 months

What industries has Natalie Belyea worked in?

Natalie Belyea works in the Financial Services. Previously, Natalie Belyea worked in the Investment Banking.

What positions has Natalie Belyea held before?

Previously, Natalie Belyea worked as a Senior Associate, Advisor, and Associate, Financial Planning, and Associate Wealth Planner, and Equity Research Analyst, and Summer Associate & Internship Program Manager.

How do I contact Natalie Belyea?

Natalie Belyea's email address is n************a@osterweis.com, phone number is +1-***-***-3419. Sign up to get contact details.

Who is the President/CEO/Director of the Osterweis Capital Management?

The President/CEO/Director of the Osterweis Capital Management is Catherine Halberstadt

Who are Natalie Belyea's peers at other companies?

Natalie Belyea's peers at other companies are Marian Karras and Francisco Saavedra Pic and Gopinath Boopathi

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Other employees at Osterweis Capital Management

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