Nancy Braun Romo's Location
United States
Nancy Braun Romo's Work
- Senior Registered Client Associate @ Wells Fargo Advisors
- Financial Advisor @ Wells Fargo Advisors
- Personal Banker @ Wells Fargo Bank
Nancy Braun Romo's Education
- Columbia University in the City of New York
Master of Professional Studies (Wealth Management)
2022 - 2024 - Don Quijote Spanish Language School in Salamanca, Spain
(Immersive Spanish)
2005 - 2005
Nancy Braun Romo's Skills
- College Education Planning
- 401k Rollovers
- Tax Efficient Strategies
- Estate Investment
- Relationship Management
- Saving and Investing
- College Education
- Estate Investment Planning
- Retirement Planning
- Customer Service
Nancy Braun Romo's Summary
Nancy Braun Romo, based in United States, is currently a Senior Registered Client Associate at Wells Fargo Advisors, bringing experience from previous roles at Wells Fargo Advisors and Wells Fargo Bank. Nancy Braun Romo holds a 2022 - 2024 Master of Professional Studies in Wealth Management @ Columbia University in the City of New York. With a robust skill set that includes College Education Planning, 401k Rollovers, Tax Efficient Strategies, Estate Investment, Relationship Management and more, Nancy Braun Romo contributes valuable insights to the industry. Nancy Braun Romo has 1 email on RocketReach.
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