Nancy Cooley's Location
New York, NY, US
Nancy Cooley's Work
- Private Wealth Advisor @ Morgan Stanley Wealth Management
- Advisor, Citi Family Office @ Citi Smith Barney
- Senior Vice President, Wealth Management @ Morgan Stanley Wealth Management
- Senior Vice President, Investments @ Drexel Burnham Lambert
Nancy Cooley's Education
- University of California, Berkeley
Bachelor of Arts (BA)
1972 - 1976 - Castilleja School for Girls1968 - 1971
Nancy Cooley's Skills
- Client Relationships
- Securities
- Leadership
- Investment Sales
Nancy Cooley's Summary
Nancy Cooley, based in New York, NY, US, is currently a Private Wealth Advisor at Morgan Stanley Private Wealth Management, bringing experience from previous roles at Citi Smith Barney, Smith Barney and Drexel Burnham Lambert. Nancy Cooley holds a 1972 - 1976 Bachelor of Arts (BA) @ University of California, Berkeley. With a robust skill set that includes Client Relationships, Securities, Leadership, Investment Sales and more, Nancy Cooley contributes valuable insights to the industry.
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