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Natalie Shupe

Client Service Associate

Newport Beach, CA

Natalie is a member of the Beacon Pointe Client Service Department and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Her duties include account administration, processing new and existing account paperwork, money transfers, and communicating with clients to provide the highest levels of service. She holds a B.A. in Supply Chain Management and Sustainability from The University of Tennessee, Knoxville. Outside of the office, Natalie enjoys running, spending time at the beach, and watching college football.