Nancy Lyon Email & Phone Number
TRUST OFFICER II, Assistant Vice President @ Bank of America
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Nancy Lyon Location
- Pennington, NJ, US
Nancy Lyon Work
- TRUST OFFICER II, Assistant Vice President @ (December 2017 - Present)
- ESTATE TAX ADMINISTRATOR III, Assistant Vice President @ (April 2015 - December 2017)
- Fiduciary Tax Administrator III, Team Lead @ (August 2007 - April 2015)
- Personal Trust Associate III @ (April 2006 - August 2007)
- Sr. Investment Assoc. @ Northern Trust Bank, N.A. (March 2000 - April 2006)
- Portfolio Manager Southeast Region @ Breen Capital Investments (July 1993 - December 1999)
Nancy Lyon Education
- Duke University
BA (Psychology)
- Inst. for Paralegal Training
Paralegal (Tax & Financial Planning)
Nancy Lyon Skills
- Financial Reporting
- Investments
- Relationship Management
- Asset Management
- Accounting
- Estate And Gift Taxation
- Wealth Management
- Fiduciary Management
- Tax Accounting
Nancy Lyon Summary
- Nancy Lyon, based in Pennington, NJ, US, is currently a TRUST OFFICER II, Assistant Vice President at Bank of America. Nancy Lyon brings experience from previous roles at Wells Fargo, Wells Fargo Wealth Management and Northern Trust Bank, N.A.. Nancy Lyon holds a BA in Psychology @ Duke University. With a robust skill set that includes Financial Reporting, Investments, Relationship Management, Asset Management, Accounting and more. Nancy Lyon has 1 emails and 2 mobile phone numbers on RocketReach.
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