Natalie Rodgers, Manager of Client Services at SEIA, brings nearly two decades of experience in the financial services industry. She began her career at Bank of America in 2005, developing a strong foundation in detail-oriented service, operational efficiency, and client support. Since joining SEIA in 2016, Natalie has played a pivotal role in managing client relationships and overseeing all operational aspects of the practice. She also leads a team of client service associates who support advisors across the firm.
Outside of her professional pursuits, Natalie enjoys spending quality time with her husband and two children. Natalie earned a Bachelor of Arts in Psychology from California State University, Long Beach. She also holds a Series 7 securities license.