Nancy Marshall Email & Phone Number
Managing Consultant and Head of Family Office Solutions @ Prime Quadrant
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Nancy Marshall Location
- Toronto, ON, CA
Nancy Marshall Work
- 2022 -now Managing Consultant and Head of Family Office Solutions @
- 2020 -2022 Strategy and Development @
- 2019 -2020 Principal and Founder @ Porterwood Connections
- 2011 -2019 Director @
- 2010 -2019 Managing Director @
- 2006 -2010 Wealth Advisor @
- 1994 -2004 VP @
Nancy Marshall Education
- Ivey Business School at Western University
FEA (Family Enterprise Facilitation)
2018-2019 - Saint Mary's University
MBA (Accounting)
1992-1994 - Mount Allison University
BComm (Marketing and Management)
1987-1990
Nancy Marshall Skills
- Investments
- Wealth Management
- Portfolio Management
- Strategic Financial Planning
- Investment Strategies
- Asset Management
- Capital Markets
- Investment Advisory
- Equities
- Securities
- Banking
- Mutual Funds
- Sales
- Wealth Management Services
- Business Development
- Strategic Financial
- Leadership
- Project Management
- Microsoft Excel
Nancy Marshall Summary
- Nancy Marshall, based in Toronto, ON, CA, is currently a Managing Consultant and Head of Family Office Solutions at Prime Quadrant. Nancy Marshall brings experience from previous roles at Prime Quadrant, Porterwood Connections and BMO Private Banking. Nancy Marshall holds a 2018 - 2019 FEA in Family Enterprise Facilitation @ Ivey Business School at Western University. With a robust skill set that includes Investments, Wealth Management, Portfolio Management, Strategic Financial Planning, Investment Strategies and more. Nancy Marshall has 1 emails and 1 mobile phone numbers on RocketReach.
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