Becca Nathe

Experience

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  Cohn Financial Group

  Nov 2014 - Jan 2021

  Senior Client Service Analyst - High-Net-Worth Division

  At Cohn Financial Group I primarily managed client portfolios in the unique private placement life insurance industry, as well as researched and maintained a performance database for various mutual funds, insurance variable investment accounts, and hedge funds. I cultivated and preserved relationships with advisors, attorneys, bankers, and family offices to administer advanced insurance strategies and drive new business, as well as maintained responsibility for workflow, transactions, client reviews, presentations, and ongoing policy performance reporting for indexed, variable, whole life, and private placement universal life insurance and annuities. Voir moins

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  The Hebets Company

  Jan 2021 - Jan 2021

  Director of Plan Administration

  At The Hebets Company I was responsible for administering corporate retirement and non-qualified executive benefit plans, enrolling new participants, as well as maintaining the record-keeping and accounting for clients’ periodic reporting obligations. I continued to nurture relationships with clients, advisors, attorneys, and accountants, as well as assisted corporations, family offices, and individuals with unique business planning and sophisticated executive compensation plan management through life insurance. Voir moins

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  Morgan Stanley

  Jan 2022 - Jan 2025

  Institutional Client Specialist

  With a focus on large, institutional defined benefit and defined contribution plans, I primarily supported Morgan Stanley's outside-custody OCIO team by producing performance reports for both traditional and alternative investments (hedge funds, private equity and debt funds, venture capital, etc.), as well as taking investment direction and executing portfolio changes for rebalances, capital calls, employee benefit payments, and other money movements. I was also responsible for various wealth management services encompassing both investment and non-investment related activities, such as onboarding and account opening, preparing alternative investment documents, IPS monitoring, concierge billing, and audit support. Voir moins

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  Ameriprise Financial Services, LLC

  Jan 2025 - now

  Registered Client Service Associate