fbpx

Natalie Charles Senior Wealth Advisor of France

areas of expertise
  • Business transformation
  • Restructuring and turnaround
  • Integration
  • Growth strategy
  • M&A transaction support
education
  • MBA, Rotterdam School of Management, Erasmus University
  • BS, engineering, Technical University of Denmark
  • MBA, Rotterdam School of Management, Erasmus University

Natalie Charles is an aspiring finance professional currently pursuing her Master of Science in International Finance and Investment at École de Management Léonard de Vinci in Paris. With a strong academic foundation and a dedication to financial analysis, corporate finance, and investment strategies, Natalie is focused on building a career in finance. Her academic journey has equipped her with in-depth knowledge of financial instruments, mergers and acquisitions, options, futures, and emerging financial technologies such as ESG, fintech, and cryptocurrencies.

Natalie’s professional career began at Commonwealth Bank Ltd, where she served as Lead Foreign Exchange Clerk from 2019 to 2023. In this role, she maintained an impressive 95% accuracy rate in processing various transactions and collaborated with colleagues across departments, particularly in sales and risk management. She also gained experience in adhering to regulatory requirements and implementing risk management protocols. Additionally, Natalie worked as an Accounts Receptionist at Commonwealth Bank, assisting with the daily monitoring and reconciliation of general ledger accounts and providing backup support for the Finance Team in tasks related to accounts payable and receivable.

Her earlier experience includes a role as Accounts Payable at Jarol Investment Ltd, where she was responsible for monitoring and reconciling accounts payable aging reports, preparing vendor payments, and managing monthly accruals and account reconciliations. Natalie also completed an internship at Scotiabank in 2012, where she gained valuable insights into financial data analysis, market research, and cross-functional collaboration in a dynamic banking environment.

She holds a Bachelor of Business Administration in Accounting from the University of The Bahamas, where she consistently ranked in the top 10% of her class. Natalie’s commitment to academic excellence is complemented by her practical experience in the finance industry, having worked in several roles that provided her with hands-on experience in financial operations, account management, and foreign exchange.

contact details

Looking for a World-Class investment Advisor?