Masters in Business Behavioral Finance and Leadership with Natalie Wolfsen from Orion
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Jul 25, 2024 
CEO of Orion, Natalie Wolfsen, discusses career journey, implementing changes for client service, evolution in financial services, tax preparation, ESG investing, AI technology, human vulnerability in security, alternative investments, and technology in financial advisory.
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Natalie Wolfsen's Career Start
- Natalie Wolfsen started her career with a political science degree and no clear plan.
- She moved to New York, worked at American Express, started an internet company, and eventually landed at Charles Schwab.
Schwab Experience
- Wolfsen spent 10 years at Charles Schwab, holding various roles and experiencing rapid growth.
- She developed one of the first mobile trading applications in 1999 for Palm Pilots and early mobile phones.
The Power of Always-On Platforms
- Quarterly performance reporting makes short-term results seem overly important.
- Switching to an always-on platform like Orion lessens clients' emotional reactions to short-term market fluctuations.