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Nancy Anderson Location
Chicago, IL, US
Nancy Anderson Work
2022 -now Senior Vice President - Senior Wealth Strategist @
2022 -now Executive Director and Senior Wealth Strategist @ Wells Fargo Wealth Management and Investments
2021 -now Head of Personal Trust Services and Wealth Strategies @
2019 -2021 SVP, Head of Wealth Strategy, Planning and Trust Services @
2015 -2019 SVP and Senior Wealth Director @
2011 -2015 Senior Vice President Wealth Management Director @
1992 -1999 Vice President -Personal Trust Services Group @
2010 -2014 Adjunct Faculty - WRAP Program, Client Representation, Estate Planning @ William Mitchell College of Law
2009 -2011 Senior Vice President and Wealth Management Team Leader @
2006 -2009 SVP and National Wealth Planning Director @
1999 -2006 Sr Vice President - Wealth Strategist and Trust Specialist @
Nancy Anderson Education
Mitchell Hamline School of Law
Juris Doctor (LAW)
1986-1991
The American College of Financial Services
Mitchell Hamline School of Law
Juris Doctor (Law)
Nancy Anderson Summary
Nancy Anderson, based in Chicago, IL, US, is currently a Senior Vice President - Senior Wealth Strategist at Wells Fargo. Nancy Anderson brings experience from previous roles at Wells Fargo Wealth Management and Investments, Ameriprise Financial Services, LLC, Calamos Wealth Management and BNY Mellon Wealth Management. Nancy Anderson holds a 1986 - 1991 Juris Doctor in LAW @ Mitchell Hamline School of Law. Nancy Anderson has 3 emails and 10 mobile phone numbers on RocketReach.
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