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
- Managing Consultant and Head of Family Office Solutions @ (April 2022 - Present)
- Strategy and Development @ (April 2020 - April 2022)
- Principal and Founder @ Porterwood Connections (October 2019 - April 2020)
- Director @ (September 2011 - August 2019)
- Managing Director @ (March 2010 - August 2019)
- Wealth Advisor @ (May 2006 - March 2010)
- VP @ (May 1994 - May 2004)
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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