Operations associate, FPQP™
Originally from Guyana, Natasha earned her bachelor’s in business management at Baruch College. She went on to work in operations at Lehman Brothers, State Street Wealth Management and a Dutch merchant bank. As an integral part of our operations team, Natasha works with each advisor and their clients. She learns the ins and outs of each relationship and provides major assistance in front of the curtain and behind the scenes. When you hear Natasha’s voice on the phone you know you’re in good hands. Natasha is a fan of The Economist, Sherlock Holmes and Korean soap operas.