Nancy Anderson Email & Phone Number
Senior Vice President - Senior Wealth Strategist @ Wells Fargo
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Nancy Anderson Location
- Chicago, IL, US
Nancy Anderson Work
- Senior Vice President - Senior Wealth Strategist @ (September 2022 - Present)
- Executive Director and Senior Wealth Strategist @ Wells Fargo Wealth Management and Investments (September 2022 - Present)
- Head of Personal Trust Services and Wealth Strategies @ (June 2021 - Present)
- SVP, Head of Wealth Strategy, Planning and Trust Services @ (April 2019 - June 2021)
- SVP and Senior Wealth Director @ (July 2015 - March 2019)
- Senior Vice President Wealth Management Director @ (May 2011 - June 2015)
- Adjunct Faculty - WRAP Program, Client Representation, Estate Planning @ William Mitchell College of Law (August 2010 - May 2014)
- Senior Vice President and Wealth Management Team Leader @ (May 2009 - May 2011)
- SVP and National Wealth Planning Director @ (April 2006 - May 2009)
- Sr Vice President - Wealth Strategist and Trust Specialist @ (April 1999 - March 2006)
- Vice President -Personal Trust Services Group @ (March 1992 - April 1999)
Nancy Anderson Education
- Mitchell Hamline School of Law
Juris Doctor (LAW)
1986-1991 - The American College of Financial Services
Chartered Advisor in Philanthropy
- 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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