Nancy Herman Email & Phone Number
Chief Executive Officer @ Capital Pointe Advisors, LLC
5 free lookup(s).
Nancy Herman Location
- Beachwood, OH, US
Nancy Herman Work
- 2015 - now Chief Executive Officer @
- 1999 - 2014 President @ Resor Financial Group
- 1997 - 1999 Vice President, Senior Relationship Manager @
- 1990 - 1997 Managing Partner @ United Financial Group, Inc.
- 1986 - 1990 Vice President @ TransOhio Savings Bank
Nancy Herman Education
- Bowling Green State University
Bachelor of Arts (BA)
1979 - 1983
Nancy Herman Skills
- Mergers & Acquisitions
- Strategic Planning
- Investment Banking
- Healthcare Finance
- Long Term Care Industy
- Skilled Nursing, Assisted Living and Seniors Housing
- Capital Raising
- Construction Finance, Bridge-to-HUD, Long-term Finance
- Due Diligence
- Venture Capital
- Banking
- Financial Analysis
- Financial Modeling
- Healthcare
- Entrepreneurship
- Finance
- Fixed Income
- Microsoft Excel
- Management
- Leadership
- Portfolio Management
- Valuation
- Bloomberg
- Start-ups
- Investments
- Customer Service
- Business Strategy
- Equities
- Long Term Finance
- Assisted Living and Seniors Housing
- Start Ups
- Construction Finance
- Bridge to Hud
- Skilled Nursing
- Mergers and Acquisitions
- Sales
Nancy Herman Summary
- Nancy Herman, based in Beachwood, OH, US, is currently a Chief Executive Officer at Capital Pointe Advisors LLC. Nancy Herman brings experience from previous roles at Resor Financial Group, KeyBank, United Financial Group, Inc. and TransOhio Savings Bank. Nancy Herman holds a 1979 - 1983 Bachelor of Arts (BA) @ Bowling Green State University. With a robust skill set that includes Mergers & Acquisitions, Strategic Planning, Investment Banking, Healthcare Finance, Long Term Care Industy and more. Nancy Herman has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Capital Pointe Advisors, LLC Employees
Nancy Herman
Chief Executive Officer
Beachwood, OH, US
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