Nancy Colindres, MBA, CFP®, is currently the Senior Vice President and Head of Broker Dealer Advisor Services at CAIS, where they focus on enhancing client service delivery through strategic process improvements and technology enhancements. Previously, they served in various roles across esteemed organizations, including Morgan Stanley Wealth Management and Kayne Anderson Capital Advisors, L.P., where they specialized in relationship management and client services. Nancy's background includes founding a marketing consultancy, supervising internships, and engaging in marketing for Red Bull North America. They hold an MBA from Pepperdine University, further solidifying their expertise in the financial services industry.
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