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
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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