Nancy Poulin is an experienced executive assistant currently serving at HopeTree Family Services since October 2018. Prior to this role, Nancy worked as a Client Services Manager at Beacon Wealth Consultants, Inc. from September 2015 to July 2018, where responsibilities included maintaining client portals, coordinating team efforts to enhance client service, and managing meeting logistics. Nancy also held the position of Director of Communications at Roanoke Country Club from August 2011 to April 2015. With a strong background in client relations and administrative support, Nancy has demonstrated expertise in organizational management and customer service.
Sign up to view 0 direct reports
Get started