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Natalie Ross
Natalie Ross
SVP Firm Development | Lion Street
Portland, Oregon, United States
Natalie Ross
Summary
Natalie Ross is a seasoned professional with nearly 15 years of experience in the financial services industry, currently serving as the SVP of Firm Development at Lion Street. Based in Portland, Oregon, she focuses on empowering financial advisors through collaborative relationships and strategic integration of new firms into the Lion Street community. Natalie's expertise spans business process improvement, project management, and employee relations, making her a versatile asset in her field. Her passion for connecting people and ideas drives her commitment to continuous learning and professional growth. With a strong background in leadership and management, she has successfully led initiatives that enhance operational efficiency and client engagement. Natalie's approach combines strategic insight with a hands-on methodology, ensuring that both clients and colleagues benefit from her extensive knowledge and experience. She is a firm believer in the power of teamwork and innovation to achieve exceptional results. Outside of her professional endeavors, she enjoys exploring new ideas and fostering meaningful connections.
Natalie Ross
Work Experience
SVP Firm Development at
Lion Street
March 2022 - Present
Director of Strategic Alliances at
Lion Street
January 2021 - March 2022
Director Of Operations, Pensionmark Insurance at
World Investment Advisors (formerly Pensionmark)
April 2019 - December 2020
Manager, Member Firm Relationships at
M Financial Group
April 2018 - March 2019
Relationship Manager - Carrier Relationships at
M Financial Group
November 2016 - April 2018
Executive Assistant to Sr. Vice President at
M Financial Group
August 2010 - December 2016
Natalie Ross
Education
Washington State University, Bachelor Of Arts
Frequently Asked Questions about Natalie Ross
What is Natalie Ross email address?
Natalie Ross's primary email address is *****@lionstreet.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Natalie Ross work for?
Natalie Ross is a SVP Firm Development at Lion Street, a company specializing in Monetary Authorities-Central Bank.
Where Natalie Ross graduated from?
Natalie Ross holds a degree in Sociology from Washington State University.
How can I directly contact Natalie Ross?
To contact Natalie Ross directly, you can use the email address *****@lionstreet.com. Complete contact information is available upon registration with Muraena.
Who is Natalie Ross?
Natalie Ross is a seasoned professional with nearly 15 years of experience in the financial services industry, currently serving as the SVP of Firm Development at Lion Street. Based in Portland, Oregon, she focuses on empowering financial advisors through collaborative relationships and strategic integration of new firms into the Lion Street community. Natalie's expertise spans business process improvement, project management, and employee relations, making her a versatile asset in her field. Her passion for connecting people and ideas drives her commitment to continuous learning and professional growth. With a strong background in leadership and management, she has successfully led initiatives that enhance operational efficiency and client engagement. Natalie's approach combines strategic insight with a hands-on methodology, ensuring that both clients and colleagues benefit from her extensive knowledge and experience. She is a firm believer in the power of teamwork and innovation to achieve exceptional results. Outside of her professional endeavors, she enjoys exploring new ideas and fostering meaningful connections.
Natalie`s contact details
*****@lionstreet.com
************@mfin.com
Colleagues
Vice President, Carrier Relationships & Sales Operations
Senior Vice President
Senior Vice President
Founder & CEO
Senior Vice President, Head of Underwriting
Senior Vice President at Lion Street Private Client Group
Chief Accounting Officer
Vice President of Firm Selection
Chief Operations Officer
Vice President Operations