Natalie Verdeflor

Client Relations Specialist


Natalie began her career in private banking at one of the major American banks in New York. She has more than 15 years’ experience working in relationship management, client service, marketing and project management in financial services, as well as other industries.

In her role as Client Relations Specialist, Natalie focuses on providing superior client service, assisting with client onboarding and supporting the advisors with client meeting preparation.

Natalie majored in Finance and earned a Bachelor’s degree in Business Administration from Pace University, and attended an international master degree program, where she earned her MBA from Krannert Graduate School of Management at Purdue University and a Master in International Business from the German International School of Management and Administration in Hannover, Germany.

Natalie currently resides in Bridgewater, New Jersey, with her son Maximilian. In her free time, Natalie enjoys watching and going to sporting events with her son. She and Max are fluent in German and Natalie is also a member of the American Association of Teachers of German.

Phone (908) 203-8811