Nancy Place Email & Phone Number

Senior Vice President @ Appleton Partners, Inc.

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Nancy Place Location

Wellesley, MA, US

Nancy Place Work

2003 - now Senior Vice President @ Appleton Partners, Inc.
1996 - 2003 Vice President @ USTrust Company of Boston
1996 - 2003 Senior Vice President @ U.S. Trust

1986 - 1996 Vice President Private Banking @ BayBank
1982 - 1986 Analyst and Trust Officer @ Gardner and Preston Moss
1980 - 1982 systems and financial analyst @ State Street Research

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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

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Nancy Place Skills

Portfolio Management
Investments
Alternative Investments

Asset Management
Finance
Asset Managment
Mutual Funds
Financial Analysis
Fixed Income
Strategic Planning

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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.

Nancy Place Emails

Found 2 emails

Nancy Place Phone Numbers

Found 6 phone numbers

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Others Named Nancy Place

Nancy Place

Senior Vice President at Appleton Partners, Inc.

Wellesley, MA, US
2
- appletonpartners.com
- gmail.com
5+
- 617426XXXX
- 617338XXXX
- 617441XXXX
- 617338XXXX
- 617429XXXX
- 781235XXXX
Nancy Place

Realtor at Coldwell Banker Residential Real Estate

Sarasota, FL, US
1
- floridamoves.com
1
- 774269XXXX

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Top Appleton Partners, Inc. Employees

Christopher Sutherland

Senior Vice President at Appleton Partners, Inc.

Boston, MA, US
2
- gmail.com
- appletonpartners.com
3
- 781273XXXX
- 781254XXXX
- 918855XXXX
Jason Cook

Senior Vice President, Director of Equity Research at Appleton Partners, Inc.

Boston, MA, US
2
- gmail.com
- appletonpartners.com
3
- 617338XXXX
- 781729XXXX
- 617759XXXX
Michael Howard

SVP, Chief Compliance Officer, In-House Counsel at Appleton Partners, Inc.

Boston, MA, US
2
- gmail.com
- appletonpartners.com
5
- 978857XXXX
- 978664XXXX
- 508888XXXX
- 508865XXXX
- 617303XXXX
Jason Audette

Senior Vice President at Appleton Partners, Inc.

Boston, MA, US
2
- gmail.com
- appletonpartners.com
3
- 603616XXXX
- 401353XXXX
- 617303XXXX
Gregory Donoghue

Senior Vice President at Appleton Partners, Inc.

Boston, MA, US
1
- appletonpartners.com
4
- 617426XXXX
- 617338XXXX
- 617699XXXX
- 617835XXXX
Nancy Place

Senior Vice President at Appleton Partners, Inc.

Wellesley, MA, US
2
- appletonpartners.com
- gmail.com
5+
- 617426XXXX
- 617338XXXX
- 617441XXXX
- 617338XXXX
- 617429XXXX
- 781235XXXX

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