About Natalia Echeverri
Natalia has been working in the Financial Services industry for over 20 years in different capacities, as a Management Consultant, Portfolio Associate, Financial Advisor, Risk Officer and Senior Risk Officer. She started her career at Morgan Stanley in 2010 in the Miami Market as a Portfolio Associate for a large international team. Realizing the importance of risk in Financial Services and looking for new challenges, she transitioned to management as a Risk Officer in 2015. In 2018, she moved to Atlanta and worked as a Risk Officer in the Buckhead Market and joined the Perimeter Market in September 2021 as the Senior Risk Officer. She oversees a team of five risk officers who partner with FAs and teams to help resolve issues and promote risk awareness, and works alongside Market management to accomplish business objectives and a compliant environment. She took part in the Leadership Readiness Program 2 in 2021, is a representative of the MS Compliance Policy Review group, and enjoys participating in firm-wide volunteer activities and diversity and inclusion initiatives. She is also a member of Morgan Stanley’s ALPFA (Association of Latino Professionals for America), Women in Wealth of Atlanta and Morgan Stanley’s Latino Employee Network and Multicultural Employee Network.
Natalia graduated from Pontificia Universidad Javeriana in Bogota, Colombia, and received a Bachelor’s in Science degree in Industrial Engineering, and is fluent in Spanish. She holds her Series 7, 9, 10, 66 licenses. Natalia is married and has three children ages 14,17, and 19. Outside of work she loves watching football and soccer games and is a fan of the Colombian National team and the Alabama Crimson Tide. She enjoys spending time with her family, traveling, skiing, yoga, outdoor recreational activities and cheering on her kids at their games and tournaments.
Securities Agent: FL, GA, HI, SC; Investment Advisor Representative; BM/Supervisor; General Securities Principal; General Securities Representative; Transactional Futures/Commodities; Managed Futures