Nancy Bohan Email & Phone Number
Senior Portfolio Manager
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Nancy Bohan Location
- Jericho, NY, US
Nancy Bohan Work
- 2015 - now Senior Portfolio Manager @ UBS
- 2009 - 2015 Portfolio Management Director @ Morgan Stanley Wealth Management
- 2003 - 2009 Portfolio Mangement Director @ Smith Barney Brokerage Firm
Nancy Bohan Education
- Yale School of Management
Wealth Management Theory & Practice
2022 - 2023 - Hofstra University
MBA (Finance)
2005 - 2008 - St. John's University
BS (Finance)
1997 - 2001 - Valley Stream North
Nancy Bohan Skills
- Finra Series 63 License
- Process Improvement
- Finra Series 31 License
- Finra Series 66 License
- Project Management
- Retirement Planning
- Leadership
- Investment Strategies
- Portfolio Management
- Wealth Management
- Asset Management
- Public Speaking
- Finra Series 7 License
- Life Health and Variable Annuity Licenses
Nancy Bohan Summary
- Nancy Bohan, based in Jericho, NY, US, is currently a Senior Portfolio Manager at UBS. Nancy Bohan brings experience from previous roles at Morgan Stanley Wealth Management and Smith Barney Brokerage Firm. Nancy Bohan holds a 2022 - 2023 Wealth Management Theory & Practice @ Yale School of Management. With a robust skill set that includes Finra Series 63 License, Process Improvement, Finra Series 31 License, Finra Series 66 License, Project Management and more. Nancy Bohan has 1 emails and 2 mobile phone numbers on RocketReach.
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Nancy Bohan
Senior Portfolio Manager
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