Nancy Derusso Location
- Newport Beach, CA, US
Nancy Derusso Work
- 2026 -now Head of Client Solutions @
- 2024 -2026 Managing Director, Head of Financial Planning, Financial Wellness and SurvivorSupport® @
- 2023 -2024 Managing Director, Head of Financial Planning and Financial Wellness @
- 2021 -2023 Member @
- 2019 -2023 Managing Director, Head of Financial Wellness @
- 2018 -2019 Co-Head of Digital Advice, Goldman Sachs Consumer Wealth Management @
- 2017 -2019 Head of Corporate Relationship Management @
- 2016 -2017 Co-Head, Digital Business Strategy @
- 2011 -2016 Chief Development and Training Officer @
- 2008 -2011 Vice President, National Sales and Marketing @
- 1999 -2011 Senior Client Advisor, Family Office @
Nancy Derusso Education
- College for Financial Planning
Master of Science in Personal Financial Planning (MS-PFP), Client Psychology and Communications
2025-2026 - Albany Law School
J.D., Estate Planning Concentration
1997-2000 - State University of New York at Albany
Bachelor of Arts (B.A.), Psychology
1994-1997
Nancy Derusso Skills
- Strategic Leadership
- Business Strategy
- Change Management
- Financial Planning
- Strategic Planning
- Creative Strategy
- Operational Excellence
- P&L Accountability
- Customer Relationship Management (CRM)
- Media Relations
- Digital Strategy
- Wealth Management
- Insurance
- Risk Management
- Sales Management
- Retirement Planning
- Curriculum Development
- Succession Planning
- Investments
- Strategy
Nancy Derusso Summary
- Nancy Derusso, based in Newport Beach, CA, US, is currently a Head of Client Solutions at Guardian Life. Nancy Derusso brings experience from previous roles at Goldman Sachs Ayco and Chief. Nancy Derusso holds a 2025 - 2026 Master of Science in Personal Financial Planning (MS-PFP), Client Psychology and Communications @ College for Financial Planning. With a robust skill set that includes Strategic Leadership, Business Strategy, Change Management, Financial Planning, Strategic Planning and more. Nancy Derusso has 3 emails and 1 mobile phone numbers on RocketReach.
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