Nancy Capps Email & Phone Number
Associate Wealth Management Advisor
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Nancy Capps Location
- San Diego, CA, US
Nancy Capps Work
- Associate Wealth Management Advisor @ WiseFit Wealth Management & Insurance Solutions (July 2017 - Present)
- Senior Credit Analyst @ (February 2015 - July 2017)
- Financial Analyst @ (April 2014 - February 2015)
- Financial Analyst @ (January 2012 - March 2014)
- Intern- Financial Services @ (December 2010 - November 2011)
- Financial Analyst @ (May 2011 - August 2011)
- Wealth Management Intern @ (May 2010 - August 2010)
- Marketing Intern @ (January 2010 - May 2010)
Nancy Capps Education
- USC Marshall School of Business
B.S (Business Administration - Finance)
2008-2011
Nancy Capps Skills
- Banking
- Communication
- Corporate Finance
- Credit
- Credit Analysis
- Finance
- Financial Analysis
- Financial Modeling
- Financial Services
- Investments
- Microsoft Excel
- Microsoft Office
- Portfolio Management
- Wealth Management
Nancy Capps Summary
- Nancy Capps, based in San Diego, CA, US, is currently a Associate Wealth Management Advisor at WiseFit Wealth Management & Insurance Solutions. Nancy Capps brings experience from previous roles at First Republic Bank, Wells Fargo and Northwestern Mutual. Nancy Capps holds a 2008 - 2011 B.S in Business Administration - Finance @ USC Marshall School of Business. With a robust skill set that includes Banking, Communication, Corporate Finance, Credit, Credit Analysis and more. Nancy Capps has 2 mobile phone numbers on RocketReach.
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