Natalie Sourial
Aurora,CO
Summary
Strategic and client-centered professional with extensive experience in financial services, event coordination, and business operations. Proven ability to lead client engagement initiatives, foster high-value relationships, and drive organizational success through tailored experiences. Known for a proactive leadership style, collaborative spirit, and results-oriented mindset.
Overview
26
26
years of professional experience
Work History
Director of Client Relations
Reynolds Financial Group
Greenwood Village, CO
02.2025 - Current
- Lead firm-wide client engagement strategy, prioritizing high-touch service and loyalty-building initiatives.
- Oversee high-value accounts, enhancing retention, satisfaction, and revenue growth.
- Plan and execute all client-facing events—including seminars, appreciation gatherings, and strategic networking forums—to deepen relationships and elevate brand presence.
- Collaborate with senior leadership on CRM enhancements and operational efficiencies.
- Mentor client service associates to maintain a culture of professionalism, responsiveness, and innovation.
- Identify growth opportunities and design upselling strategies aligned with client needs.
PTO Volunteer
Cherry Creek Academy
Englewood, CO
03.2015 - 05.2025
- Coordinated teacher appreciation events, donation drives, and community initiatives.
- Led committees promoting student enrichment and positive school culture.
- Mentored volunteers and launched successful academic support programs.
Founder/Principal Consultant
Unforgettable Events
Aurora, CO
04.2019 - 12.2024
- Designed and delivered bespoke events for corporate, nonprofit, and private clients.
- Built strong vendor networks and managed event logistics from concept to execution.
- Oversaw budgeting, financial reporting, inventory control, and staff training.
- Ensured exceptional service standards and personalized experiences for every client.
Design Consultant Assistant
Interior Roots Design
Denver, CO
03.2022 - 09.2023
- Advised clients on interior styling and decor selection.
- Improved project delivery timelines through streamlined client communications.
- Built strong client relationships, increasing referral rates and repeat business
Call Center Representative
Charles Schwab
Englewood, CO
04.2006 - 03.2007
- Delivered responsive customer service in high-volume call environment.
- Enhanced call flow and reduced handling time through process improvements.
- Addressed investment and account inquiries, providing exceptional service to clients.
- Resolved client issues efficiently using effective problem-solving and communication skills.
Senior Client Associate
Merrill Lynch
Auburn Hills , MI
04.1999 - 09.2004
- Managed high net worth client portfolios alongside financial advisors.
- Contributed to strategic planning, client retention efforts, and financial operations.
- Conducted investment research and facilitated trades to support client goals.
- Led CRM optimization and presented on relationship-building best practices.
Education
High School Diploma -
Fordson High School
Dearborn, MI06-1993
Henery Ford Community College
Dearborn, MISkills
- Executive Client Relations
- Strategic Event Planning & Execution
- CRM Optimization
- Business & Financial Administration
- Cross-functional Team Leadership
- Customer Retention Strategies
- Vendor Partnership Management
- Customer Experience Enhancement
- High-Value Portfolio Oversight
- Communication & Mentorship
References
References available upon request.
Timeline
Director of Client Relations
Reynolds Financial Group
02.2025 - Current
Design Consultant Assistant
Interior Roots Design
03.2022 - 09.2023
Founder/Principal Consultant
Unforgettable Events
04.2019 - 12.2024
PTO Volunteer
Cherry Creek Academy
03.2015 - 05.2025
Call Center Representative
Charles Schwab
04.2006 - 03.2007
Senior Client Associate
Merrill Lynch
04.1999 - 09.2004
High School Diploma -
Fordson High School
Henery Ford Community College
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