Client Service Representative
Nancy is a valued member of the client service team, bringing expertise in financial operations and administration. With a strong background in transaction processing, forms processing and compliance, Nancy is dedicated to ensuring efficient and seamless client experiences.
Originally from New York, Nancy began her career on the trading floor of a major financial firm in New York City, gaining firsthand experience in the fast-paced financial industry. Nancy takes pride in providing clients with accurate, timely support and operational excellence.
In her free time, Nancy enjoys spending time with her friends and family, especially her granddaughter and unwinding with a good Netflix series.
