Natalie Essman

Managing Partner

Natalie Essman has been working as a Managing Partner in The Financial Architects Llc since 2019. Additionally, this expert has professional experience at more than seven companies in the related field. Natalie has a total work experience of 13+ years. Natalie Essman studied at the North - West College - West Covina from 1995 to 1995. Today Natalie lives in Los Angeles, California region. Find Natalie Essman's actual email address and phone through SoftwareOfficial search.
Name variants:
Nathalie Essman, Natalia Essman, Natasha Essman, Natalee Essman, Nattie Essman, Natty Essman
Last updated Jun 08, 2024

Contact Information

Last Update
Jun 25, 2022
Location
Los Angeles, CA

Workplace

The Financial Architects LLC
Managing Partner

Chino, CA

Industry

Financial Services

Work History

Managing Partner

14271 Fern Ave, Chino, CA 91710
from Jan 2019

Registered Representative

570 Carillon Pkwy, St Petersburg, FL 33716
Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc. (TFA), Transamerica Financial Group Division - Member FINRA, SIPC, and Registered Investment...
from Nov 2004

Senior Marketing Director

Insurance Broker for over 100 insurance companies specializing in Life, Long Term Care and Annuities.
from Oct 2004

Associate

3100 south Harbor Blvd SUITE 250, Santa Ana, CA 92704
Help people to consolidate and eliminate debt.
from Oct 2004

Baseshop Coordinator and Executive Assistant

1320 Ridder Park Dr, San Jose, CA 95131
Assisted a broker in financial services with training and developing agents. Also processed documents regarding clients financial needs.
Jul 2001 — Jul 2004

Mortgage Loan Processor

Jul 2001 — Jun 2004

Server

450 south Orange Ave, Orlando, FL 32801
Jul 1994 — Jul 2001

Education

Occupations

Executive
Managing Partner
Accountant
Finance and Accounting Specialist
Representative
Advisor
Partner
Chief Executive
Accounting Bookkeeper
Bookkeeper

Skills

Investments
Fixed Annuities
Retirement Planning
Retirement
Mortgage Lending
Retirement Plans
Life Insurance
401K
Term Life Insurance
Long Term Care
Wealth
Financial Services
Team Building
Mutual Funds
Securities
Iras
Variable Annuities
Pensions
401K Rollovers
Series 63
Loans
Series 6
Financial Advisory
Finance
Insurance
Customer Service
Portfolio Management

FAQs about Natalie Essman

What is the main profession of Natalie Essman?

Natalie Essman is a Managing Partner.

What are the profession of The professional?

These person's professions are Executive and Managing Partner

Where does Natalie Essman live?

Los Angeles, California is the place where Natalie Essman currently lives

Where did Natalie Essman work?

Natalie Essman worked at The Financial Architects Llc, Transamerica Financial Advisors, Inc..

What education does Natalie Essman have?

Natalie studied at the North - West College - West Covina from 1995 to 1995.

What is professional industry that Natalie Essman worked in?

This person works in Financial Services industry.

Are there any skills Natalie Essman has?

This professional has the following skills: Investments, Fixed Annuities, Retirement Planning, Retirement, Mortgage Lending, Retirement Plans, Life Insurance, 401K, Term Life Insurance, and Long Term Care.
Login