Nancy Samaan Email & Phone Number
Client Relationship Manager @ McKell Partners Wealth Management
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Nancy Samaan Location
- Palm Springs, CA, US
Nancy Samaan Work
- Client Relationship Manager @ (January 2026 - Present)
- Director of Client Services @ (March 2000 - January 2026)
Nancy Samaan Education
- Acts theological School
Master of Divinity - MDiv
2015-2018 - Saint Peter's University
Bachelor of Business Administration (B.B.A.)
1992-1996
Nancy Samaan Skills
- 10-Key Typing
- Account Management
- Accounting Standards
- Active Listening
- Ad Hoc Reporting
- Analytical Skills
- Attention to Detail
- Business Management
- Business Process Management
- Business Relationship Management
- Calculator
- Call Center Administration
- Call Center Development
- Client Development
- Client Liaison
- Client Maintenance
- Client Relations
- Client Services
- Communication
- Confidentiality
- Contact Center Operations
- Contact Centers
- Counseling
- Creative Problem Solving
- Critical Thinking
- Cross-functional Team Leadership
- Customer Experience
- Customer Experience Management
- Customer Relationship Management (CRM)
- Customer Satisfaction
- Customer Service
- Customer Service Management
- Customer Service Operations
- Customer Service Training
- Customer Support
- Data Entry
- Debt Management
- Employee Relations
- Financial Planning
- Financial Reporting
- General Administration
- Income Properties
- Independent Financial Advice
- Interpersonal Skills
- Investment Brokerage
- Investment Management
- Investments
- Leadership
- Leadership Development
- Loans
- Management
- Marketing
- Marketing Operations
- Microsoft Excel
- Microsoft Office
- Microsoft Outlook
- Microsoft Publisher
- Microsoft Word
- Multitasking
- Office Administration
- Office Equipment
- Organization Skills
- Presentation Skills
- Presentations
- Problem Solving
- Project Management
- Real Estate
- Real Estate Financing
- Resolving Issues
- Sales
- Sales Management
- Screens
- Strategic Planning
- Strategic Thinking
- Strategy
- Student Affairs
- Student Financial Aid
- Supervisory Skills
- Talent Management
- Team Building
- Team Leadership
- Team Management
- Teamwork
- Time Management
- Trading
- Working with Investors
- excel
- Training
Nancy Samaan Summary
- Nancy Samaan, based in Palm Springs, CA, US, is currently a Client Relationship Manager at McKell Partners Wealth Management. Nancy Samaan brings experience from previous roles at FLC Capital Advisors. Nancy Samaan holds a 2015 - 2018 Master of Divinity - MDiv @ Acts theological School. With a robust skill set that includes 10-Key Typing, Account Management, Accounting Standards, Active Listening, Ad Hoc Reporting and more. Nancy Samaan has 1 emails and 3 mobile phone numbers on RocketReach.
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Top McKell Partners Wealth Management Employees
Karen Rashid
Practice Development Manager
Riverside, CA, US
Nancy Samaan
Client Relationship Manager
Palm Springs, CA, US
Adam McKell
Partner and Wealth Advisor
Los Angeles, CA, US
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