2013 -now Managing Director, Head of Relationship Management - OCIO Advisory Clients @
2006 -2013 Director @
2001 -2006 Associate Director, Business Development Group @
1996 -2000 Senior Analyst - Fixed Income Team @
1993 -1996 Investment Associate - Fixed Income Team @
1985 -1992 Research Analyst @ KR Capital Advisors
1984 -1985 Sales Assistant @ Lazard Freres & Co.
now Intern @ DJ Hertz
Nancy Bard Education
Sacred Heart University
BS (Finance)
Norwalk Community College
Associate's degree (Business Administration and Management, General)
Nancy Bard Skills
Asset Allocation
Fixed Income
Alternative Investments
Series 7
Equities
Series 63
Private Equity
Series 24
Series 31
FINRA
Investment Management
Relationship Management
Client Relations
Investor Relations
Fund Of Funds
Asset Management
Investment Strategies
Investments
Nancy Bard Summary
Nancy Bard, based in Wilton, CT, US, is currently a Intern at DJ Hertz. Nancy Bard brings experience from previous roles at Commonfund. Nancy Bard holds a BS in Finance @ Sacred Heart University. With a robust skill set that includes Asset Allocation, Fixed Income, Alternative Investments, Series 7, Equities and more. Nancy Bard has 3 emails and 3 mobile phone numbers on RocketReach.
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