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
- 2017 -now TRUST OFFICER II, Assistant Vice President @
- 2015 -2017 ESTATE TAX ADMINISTRATOR III, Assistant Vice President @
- 2007 -2015 Fiduciary Tax Administrator III, Team Lead @
- 2006 -2007 Personal Trust Associate III @
- 2000 -2006 Sr. Investment Assoc. @ Northern Trust Bank, N.A.
- 1993 -1999 Portfolio Manager Southeast Region @ Breen Capital Investments
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 on RocketReach.
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