Nancy McMillin Email & Phone Number
Director of Business Intelligence and Technology @ Summit Financial Group, LLC
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Nancy McMillin Location
- Livermore, CA, US
Nancy McMillin Work
- Director of Business Intelligence and Technology @ (January 2026 - Present)
- Director of Projects @ (December 2024 - April 2026)
- Executive Assistant @ (February 2023 - December 2024)
- Head of Sales and Customer Service @ AMM Fencing (August 2021 - December 2022)
- Director of Family Ministry @ (September 2018 - August 2021)
- Director of Volunteers - Kids @ (April 2017 - September 2018)
- Development Director @ Teen Esteem (August 2015 - April 2017)
- Realtor @ (April 2012 - May 2014)
- Realtor @ (November 2011 - April 2012)
- IT Sales Systems Manager @ (January 1999 - January 2000)
- Senior Project Manager @ (January 1998 - January 1999)
- Information Technology Manager @ (January 1996 - January 1998)
- Information Technology and Business Process Consultant @ (January 1995 - January 1996)
- Information Systems Analyst @ (January 1993 - January 1995)
- Co-op Engineering Student @ Packard Electric (January 1991 - January 1993)
Nancy McMillin Education
- Northwestern University
BS (Industrial Engineering)
1988-1993
Nancy McMillin Skills
- Artificial Intelligence (AI)
- Business Analysis
- Business Intelligence (BI)
- Business Process
- Business Process Improvement
- Business Process Management
- Change Management
- Contract Negotiation
- Cross-functional Team Leadership
- Customer Relationship Management (CRM)
- Customer Satisfaction
- Customer Service
- Data Analysis
- Donor Development
- Employee Training
- Event Planning
- Events
- Executive Calendar Management
- Fleet Management
- Fundraising
- Fundraising Campaign Management
- KPI Dashboards
- Negotiation
- Operations Management
- People Management
- Problem Solving
- Process Automation
- Project Management
- Public Speaking
- Real Estate
- Real Estate Transactions
- Reporting & Analysis
- Residential Real Estate
- Sales
- Software Implementation
- Strategic Planning
- Team Leadership
- Team Management
- Vision Casting
- Volunteer Management
- Workload Prioritization
- Writing
- Buyer Representation
- Listing Homes
- Resale Homes
- First Time Home Sellers
- Buyer Education
- Relocation Buyers
- Existing Home Sales
- Seller Representation
- Assisting First Time Home Buyers
- Development
- Networking
- Business Development
- Microsoft Excel
- Gated Communities
- Assisting First Time
- SQL
- Management
- Research
Nancy McMillin Summary
- Nancy McMillin, based in Livermore, CA, US, is currently a Director of Business Intelligence and Technology at Summit Financial Group, LLC. Nancy McMillin brings experience from previous roles at Summit Financial Group, LLC, AMM Fencing and Blue Oaks Church. Nancy McMillin holds a 1988 - 1993 BS in Industrial Engineering @ Northwestern University. With a robust skill set that includes Artificial Intelligence (AI), Business Analysis, Business Intelligence (BI), Business Process, Business Process Improvement and more. Nancy McMillin has 2 emails and 2 mobile phone numbers on RocketReach.
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Top Summit Financial Group, LLC Employees
Cody Smith
Financial Advisor, CFP®, CEBC®
San Ramon, CA, US
Nancy McMillin
Director of Business Intelligence and Technology
Livermore, CA, US
Connor Merrigan
Financial Advisor
San Ramon, CA, US
Collin Sapp
Associate Advisor
Walnut Creek, CA, US
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