Nancy Graham Email & Phone Number
Senior Vice President , Private Client @ Wintrust Wealth Management
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Nancy Graham Location
- Chicago, IL, US
Nancy Graham Work
- 2024 -now Senior Vice President , Private Client @
- 2019 -2023 Senior Vice President, Director @
- 2019 -2019 Vice President Wealth Management Advisor @
- 2016 -2019 Managing Director @
- 2010 -2016 Director, Private Wealth Advisor @
- 2004 -2010 VP Private Banking @
- 2001 -2004 Vice President, Private Banker @
- 1999 -2001 VP Market Manager @ Old Kent Bank
- 1985 -1999 EVP @
Nancy Graham Education
- Boston University
(Certificate of Financial Planning)
2013-2013 - Roosevelt University
Finance (Finance)
Nancy Graham Skills
- Loans
- Wealth Management
- Banking
- Investments
- Private Banking
- Small Business Lending
- Management
- Commercial Lending
- Finance
- Commercial Banking
- Credit Analysis
- Credit
- Wealth
- Consumer Lending
- Portfolio Management
- Financial Advisory
- Financial Analysis
- Lines Of Credit
- Commercial Mortgages
- Treasury Management
- Investment Management
- Financial Planning
- Financial Services
- Retirement Planning
- Business Relationship Management
- Sales Management
- Leadership
Nancy Graham Summary
- Nancy Graham, based in Chicago, IL, US, is currently a Senior Vice President , Private Client at Wintrust Wealth Management. Nancy Graham brings experience from previous roles at Fifth Third Private Bank, MB Financial Bank and BMO Private Bank. Nancy Graham holds a 2013 - 2013 Boston University. With a robust skill set that includes Loans, Wealth Management, Banking, Investments, Private Banking and more. Nancy Graham has 2 emails and 2 mobile phone numbers on RocketReach.
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