Executive Assistant, Client Relations Manager
Natalie Bean joined the Retirement Visions team in March of 2015. Her previous experience includes 20 years as a paralegal and legal administrator managing a firm of 10 attorneys and support staff.
Natalie is the Executive Assistant to Managing Partner, Sal Holt and Client Relations Manager for the firm. She provides administrative support and assists clients, manages communications, office technology and account maintenance. Natalie coordinates the submission of all monthly reports for our office as well as for the other branch offices. When Sal and Susan travel in the mobile office to the satellite branches, Natalie acts as a liaison overseeing office operations and providing client assistance and support.
Natalie also provides an integral role of intermediary between our office and the Home office for creating a smooth operational experience for both advisor and client.
Natalie Bean is not affiliated with SagePoint Financial, Inc.