Nancy Bean's Location
Mishawaka, IN, US
Nancy Bean's Work
- President @ Premier Lifestyle Services
- Chapter Coordinator - IN and OH @ American Association Of Daily Money Managers
- Member @ American Association Of Daily Money Managers
- Client Advisor, AVP @ 1834, a division of Old National Bank
- Assistant Vice President and Trust Officer @ Tower Bank & Trust Co.
- Wealth Management Specialist @ Wells Fargo
- Trust Officer @ Wells Fargo
- Trust and Private Banking Assistant @ Wells Fargo
- Customer Service Representative @ Wells Fargo
- Director of Education @ NAMI
Nancy Bean's Education
- Purdue University Fort Wayne
BS
1992 - 1996
Nancy Bean's Skills
- Banking
- Wealth Management
- Estate Planning
- Strategic Financial Planning
- Finance
- Financial Services
- Financial Analysis
- Financial Planning
- High Net Worth Individuals
- Investments
Nancy Bean's Summary
Nancy Bean, based in Mishawaka, IN, US, is currently a President at Premier Lifestyle Services, LLC, bringing experience from previous roles at American Association Of Daily Money Managers, Old National Wealth Management and Tower Bank & Trust Co.. Nancy Bean holds a 1992 - 1996 BS @ Purdue University Fort Wayne. With a robust skill set that includes Banking, Wealth Management, Estate Planning, Strategic Financial Planning, Finance and more, Nancy Bean contributes valuable insights to the industry. Nancy Bean has 3 emails on RocketReach.
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