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 @
- 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 @
- 2021 - 2023 Member @
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 Ayco, a Goldman Sachs Company. 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 2 emails and 1 mobile phone numbers on RocketReach.
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