Natalie Richards, CFA

Manager, Product Competitive Intelligence at Brighthouse Financial
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Contact Information
us****@****om
(386) 825-5501
Location
Charlotte, North Carolina, United States, US
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Credentials

  • Chartered Financial Analyst® (CFA) Charterholder
    CFA Institute
    Aug, 2022
    - Sep, 2024
  • Series 6: Investment Company and Variable Contracts Products Representative Exam
    FINRA
    Sep, 2016
    - Sep, 2024
  • Series 63: Uniform Securities Agent State Law Exam
    FINRA
    Mar, 2016
    - Sep, 2024

Experience

  • Brighthouse Financial
    • United States
    • Insurance
    • 700 & Above Employee
    • Manager, Product Competitive Intelligence
      • Feb 2023 - Present

    • Senior Product Consultant
      • Mar 2022 - Sep 2023

    • Product Consultant II
      • Dec 2020 - Mar 2022

    • Senior Internal Wholesaler - Team Lead
      • Nov 2019 - Dec 2020

    • Internal Wholesaler
      • Jan 2017 - Nov 2019

  • MetLife
    • United States
    • Insurance
    • 700 & Above Employee
    • Internal Sales Associate
      • Jun 2016 - Dec 2016
  • Discovery Communications
    • Netherlands
    • Financial Analyst
      • Jul 2015 - May 2016
  • GE Capital
    • United States
    • Financial Services
    • 700 & Above Employee
    • Investment Analyst
      • Jul 2014 - Jul 2015
  • Symmetry Partners
    • United Kingdom
    • Staffing and Recruiting
    • Financial Service Intern
      • Oct 2012 - May 2014

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

  • UnitedHealth Group
    • United States
    • Hospitals and Health Care
    • 1 - 100 Employee
    • Financial Analyst Intern
      • Jun 2013 - Aug 2013

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

Education

  • The University of Connecticut
    Bachelor of Science (B.S.), Finance, General
    2010 - 2014

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