With over 30 years of financial services industry experience, Nancy has helped many individuals, families, and businesses pursue their financial goals. Nancy’s core values center around trust, integrity, professionalism and service excellence. Throughout her career, she has adhered to a disciplined planning process to help her clients create the direction needed to establish a secure financial future.
Prior to becoming an independent advisor, Nancy had a long history of leadership in global financial institutions. She managed and directed the $400 million investment and insurance businesses for Affinity Federal Credit Union, the largest credit union headquartered in the state of New Jersey, with approximately $3.5 billion in assets and 180,000 members.1 Before that, she was with Bank Leumi, a $100 billion+ global financial institution,2 where she held many key positions, including acting as President, Director and COO of the Bank’s broker dealer subsidiary. She also led the Bank’s Domestic Private Banking initiative and served as the Bank's Trust Officer. Prior to joining Leumi, Nancy was a Vice President with Citicorp Investment Services. She began her career in financial services as an equity analyst with Salomon Brothers.
Nancy is a graduate of the Wharton School of the University of Pennsylvania, with a Bachelor of Science in Economics and concentrations in finance and management. She holds several securities industry licenses through LPL Financial, including the Series 4, 7, 8, 24, 63 and 65. Nancy loves spending time with family and friends, traveling and everything French! She is passionate about promoting financial equality through her active involvement in several non-profit organizations, including serving as a Board Member of First Step Alliance and the Center for LGBTQ Economic Advancement & Research. She is also a Certified Mentor for SCORE, the nation's largest network of volunteer small business mentors.
1 www.affinityfcu.com 2 www.leumi.co.il