Nancy Place Email & Phone Number
Senior Vice President @ Appleton Partners, Inc.
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Nancy Place Location
- Wellesley, MA, US
Nancy Place Work
- Senior Vice President @ (January 2003 - Present)
- Vice President @ USTrust Company of Boston (January 1996 - January 2003)
- Senior Vice President @ USTrust (January 1996 - January 2003)
- Vice President Private Banking @ BayBank (January 1986 - January 1996)
- Analyst and Trust Officer @ Gardner and Preston Moss (January 1982 - January 1986)
Nancy Place Education
- Boston University
MFP (Financial Planning and Services)
1998-2001 - Northwestern University - Kellogg School of Management
Trust Administration
1992-1994 - Simmons College Graduate School of Management
MBA (Finance)
1988-1991 - Bentley University
BS (Finance)
1977-1981
Nancy Place Skills
- Portfolio Management
- Investments
- Alternative Investments
- Asset Management
- Finance
- Asset Managment
- Mutual Funds
- Financial Analysis
- Fixed Income
- Strategic Planning
- Securities
- Equities
- Banking
- Financial Services
- Financial and Investment Planning, Wealth Management
- Wealth Preservation Planning
- Multi-generational Planning
- Private Equity
- Private Banking
- Trust Management
- Family Office
- Estate Planning
- Wealth Management
- Business Development
- Business Analysis
- Multi Generational Planning
- Financial
- Financial and Investment Planning
Nancy Place Summary
- Nancy Place, based in Wellesley, MA, US, is currently a Senior Vice President at Appleton Partners, Inc.. Nancy Place brings experience from previous roles at USTrust Company of Boston, USTrust, BayBank and Gardner and Preston Moss. Nancy Place holds a 1998 - 2001 MFP in Financial Planning and Services @ Boston University. With a robust skill set that includes Portfolio Management, Investments, Alternative Investments, Asset Management, Finance and more. Nancy Place has 2 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Nancy Place?
Find contact details for 700 million professionals.
Others Named Nancy Place
Nancy Place
Realtor
Sarasota, FL, US
Nancy Place
Corporate Special Events Planner
Northbrook, IL, US
Nancy Place
teacher
Orlando, FL, US
Nancy Place
Dental Hygiene
Lexington, KY, US
Top Appleton Partners, Inc. Employees
Margaret Brennan
Vice President
Boston, MA, US
Doug Chamberlain
President
Boston, MA, US
James Bosland
Senior Vice President
Boston, MA, US
Geoff Chamberlain
Senior Vice President - Portfolio Manager
Boston, MA, US
Gregory Donoghue
Senior Vice President
Boston, MA, US
Kelly McKernan
Senior Vice President and Wealth Manager
Boston, MA, US
Michele Hubley
EVP, Treasurer and Director of Human Resources
Cohasset, MA, US
Anson Clough
Managing Director, Fixed Income
Boston, MA, US
Redis Kelmendi
Vice President Team Lead
Boston, MA, US
Ryan Tracy
Senior Vice President Fixed Income
Boston, MA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co