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 @
- 1996 -2003 Vice President @ USTrust Company of Boston
- 1996 -2003 Senior Vice President @ USTrust
- 1986 -1996 Vice President Private Banking @ BayBank
- 1982 -1986 Analyst and Trust Officer @ Gardner and Preston Moss
- 1980 -1982 systems and financial analyst @
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.
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