Natalie Parker
Relationship Manager
Natalie Parker is a Relationship Manager on the Client Services team, where she brings a detail-oriented and client-focused approach. She began her financial career at Stifel, a full-service broker-dealer, where she supported advisors and clients through account servicing, onboarding, and operational coordination. Before entering the financial industry, she worked as a jewelry professional at the Gemological Institute of America. She earned her B.A. in Economics from the University of California, Irvine.