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 @ Prime Quadrant
2020 - 2022 Strategy and Development @ Prime Quadrant
2019 - 2020 Principal and Founder @ Porterwood Connections

2011 - 2019 Director @ BMO Private Banking
2010 - 2019 Managing Director @ BMO Private Banking
2006 - 2010 Wealth Advisor @ Scotiabank
View Department
1994 - 2004 VP @ JPMorgan Chase & Co.

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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

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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.

Nancy Marshall Emails

Found 1 emails

@primequadrant.com

Nancy Marshall Phone Numbers

Found 3 phone numbers

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Nancy Marshall

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Richmond, TX, US
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- +1 281-451-XXXX
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New Orleans, LA, US
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Nancy Marshall

Director of Human Resources at Corban University

Salem, OR, US
2
- comcast.net
- corban.edu
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- +1 503-365-XXXX
- +1 503-585-XXXX
- +1 503-851-XXXX
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Nancy Marshall

Registered Nurse at Sunrise Senior Living

Minneapolis, MN, US
4
- hhciowa.com
- gmail.com
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- +1 763-780-XXXX
- +1 865-674-XXXX
- +1 612-619-XXXX
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Nancy Marshall

Director of Finance And Accounting at American Dairy Goat Association

United States
1
- adga.org
4
- +1 828-447-XXXX
- +1 828-697-XXXX
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Nancy Marshall

Vice President, Due Diligence at Future Standard

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Top Prime Quadrant Employees

Julia Chung

Co-Founder, CEO at Prime Quadrant

Vancouver, BC, CA
2
- springplans.ca
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1
- +1 604-764-XXXX
Chris Tsoromocos

Head of Prime Quadrant Partners at Prime Quadrant at Prime Quadrant

Vancouver, BC, CA
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- gmail.com
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- +1 604-417-XXXX
Ji-a Min

Learning and Development Manager at Prime Quadrant

Toronto, ON, CA
3
- primequadrant.com
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- +1 301-468-XXXX
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Joel Ferkul

Director of Information Technology at Prime Quadrant

Toronto, ON, CA
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Cameron Piening

Portfolio Manager, External Managers at Prime Quadrant

Toronto, ON, CA
2
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Amy Hambly

Manager of Events and Engagement at Prime Quadrant

Toronto, ON, CA
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Bailey C

Manager, Corporate Development at Prime Quadrant

Ontario, Canada
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