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Description of Product / Service:
:In May 2008, Natalie “jumped off the corporate ladder” as the Program Manager for Retirement Tax Law
Change at Ameriprise Financial and decided to pursue self-employment. Natalie was at Ameriprise Financial for 9 1/2
years, holding positions in Brokerage Trading, Brokerage Service, Retirement Plan Services as an IRA Consultant, General
Counsel's Office as an analyst, and Marketing & Strategy. as a program manager. This change to self-employment promptly
lead the way to her launch of Concierge In My Pocket, LLC, (2008) and Swing and Dine Golf Club (2009).
Concierge In My Pocket, LLC, provides upscale, top-notch service, and professional personal concierge and event
planning. They have provided services including: shopping, making limousine, hotel and entertainment arrangements, and
hosting organized and well-orchestrated client events.
Swing and Dine Golf Club is a membership-based golf club without real estate that operates April-October (annually).
Members golf on a regular basis at a variety of golf courses in the Twin Cities. Current members are diversely employed,
with a balance between business and service industry professionals. Golf events are held both on weekends and weekdays,
to accommodate varied schedules.
Natalie is an experienced leader working in fast-paced environments, dealing with complex financial, legislative, regulatory,
and compliance issues, and successfully navigating through situations that involve many moving parts. She has fine-tuned
the skill of presenting complex situations in an easy-to-understand format, using charts and diagrams, and possesses a
natural ability to connect with and lead key people, necessary to promptly resolve issues and manage teams to execute
remarkably successful projects.
During her time at Ameriprise Financial, she obtained her Series 7, 63, and 24 licenses, and
was a recipient of the Ameriprise Chairman's Award for her work on the Pension Protection Act.
Personally, Natalie enjoys live music, travel and the outdoors, connecting with many people globally as an environmentalist
and refers to these international connections as her “Earthy Folks”.
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