Senior Financial Advisor @ (July 2014 - March 2025)
Nancy Manzo Education
Harvard University
Non Accredited Certificate Program
2013-2014
Stanford University
Non Accredited Certificate Program
2012-2013
Hudson Institute of Coaching
Accredited Certificate Program
2010-2011
The New School
Bachelor's Degree
Nancy Manzo Skills
Business Exit Planning
College Education Planning
Customized Retirement Planning
Divorce Financial Advising
Divorce Transition Planning
Executive Compensation Plans
Financial Strategies for Women
Income Strategy During Retirement Years
Investing for Women
Women Investors
Women and Wealth
Coaching
Change Management
Leadership Development
Business Process Automation
Program Management
Consulting
CRM
Business Development
Strategic Planning
Project Management
Business Strategy
Executive Coaching
Competency Modeling
360 Assessments
Leadership Development Coaching
Maintaining Strong Client Relationships
Key Account Management
Knowledge Management
Talent Management
StrengthsFinder
Emotional Intelligence
Strategy
Start-ups
Management
Professional Services
Public Speaking
Strategic Partnerships
Start Ups
Maintaining Strong
Real Estate
Microsoft Excel
Business Process
Training
Marketing Strategy
Nancy Manzo Summary
Nancy Manzo, based in Seattle, WA, US, is currently a Executive Director, Banker at J.P. Morgan Private Bank. Nancy Manzo brings experience from previous roles at Merrill Lynch Wealth Management. Nancy Manzo holds a 2013 - 2014 Non Accredited Certificate Program @ Harvard University. With a robust skill set that includes Business Exit Planning, College Education Planning, Customized Retirement Planning, Divorce Financial Advising, Divorce Transition Planning and more. Nancy Manzo has 2 emails and 1 mobile phone numbers on RocketReach.
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