Cepa Nancy E. Anderson Email & Phone Number
Head of Personal Trust Services Wealth Strategies @ Financial Services Company
Cepa Nancy E. Anderson's Location
Minneapolis, MN, US
Cepa Nancy E. Anderson's Work
- Head of Personal Trust Services Wealth Strategies @ Financial Services Company
- Senior Vice President, Head of Wealth Strategy, Planning and Trust Services @ Calamos Wealth Management
- Senior Vice President and Senior Wealth Director @ BNY Mellon Wealth Management
- Senior Vice President Wealth Management Director @ U.S. Trust
- Adjunct Faculty - Wrap Program, Client Representation @ William Mitchell College of Law
- Senior Vice President and Wealth Management Team Leader @ U.S. Bank
- Senior Vice President and National Wealth Planning Director @ Citi
- Vice President - Wealth Strategist and Trust Specialist @ Merrill Lynch
- Vice President -Personal Trust Services Group @ American Express
Cepa Nancy E. Anderson's Education
- The Institute of Certified Bankers2011 - 2013
- College for Financial Planning2011 - 2011
- Minnesota State University2008
- Irwin Graduate School2006
- University of Pepperdine2002
- The American College of Financial Services1997 - 2000
- Mitchell Hamline School of Law
Doctor of Jurisprudence (Law)
1986 - 1991 - University of Arizona
Bachelor of Science (Business Administration, Management, Business Administration and Management)
1984 - 1986 - University of Minnesota
Associates
1983 - University of Minnesota
Bachelor of Science (Financial Management, Finance)
1979 - 1982
Cepa Nancy E. Anderson's Skills
- Leadership
- Estate Planning
- Financial Advisory
- Financial and Estate Planning for Non Traditional Families
- Banking
- Retirement Planning
- Financial Planning
- Wealth Management Services
- Tax
- Portfolio Management
Cepa Nancy E. Anderson's Summary
Cepa Nancy E. Anderson, based in Minneapolis, MN, US, is currently a Head of Personal Trust Services Wealth Strategies at Ameriprise Financial Services, Inc., bringing experience from previous roles at Calamos Wealth Management, Bny Mellon Wealth Management, u.s. Trust and William Mitchell College of Law. Cepa Nancy E. Anderson holds a 2011 - 2013 The Institute of Certified Bankers. With a robust skill set that includes Leadership, Estate Planning, Financial Advisory, Financial and Estate Planning for Non Traditional Families, Banking and more, Cepa Nancy E. Anderson contributes valuable insights to the industry. Cepa Nancy E. Anderson has 3 emails and 1 mobile phone number on RocketReach.
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