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Natalie Ross

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Natalie Ross

SVP Firm Development | Lion Street

Portland, Oregon, United States

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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.

General

Specialist

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Natalie Ross

Work Experience

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SVP Firm Development at

Lion Street

March 2022 - Present

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Director of Strategic Alliances at

Lion Street

January 2021 - March 2022

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Director Of Operations, Pensionmark Insurance at

World Investment Advisors (formerly Pensionmark)

April 2019 - December 2020

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Manager, Member Firm Relationships at

M Financial Group

April 2018 - March 2019

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Relationship Manager - Carrier Relationships at

M Financial Group

November 2016 - April 2018

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Executive Assistant to Sr. Vice President at

M Financial Group

August 2010 - December 2016

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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

mail

*****@lionstreet.com

************@mfin.com

Colleagues

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Aaron Lemoine

Vice President, Carrier Relationships & Sales Operations

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Cfp Steven Kampwerth

Senior Vice President

Anthony Manahan

Senior Vice President

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Bob Carter

Founder & CEO

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Tiffany Hyde

Senior Vice President, Head of Underwriting

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Cfp Simon Owen Clu Chfc

Senior Vice President at Lion Street Private Client Group

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Kari Ratajczak

Chief Accounting Officer

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Karla Kirk

Vice President of Firm Selection

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Chris Merla

Chief Operations Officer

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Dan Stanley

Vice President Operations

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