Nancy Jerez, CTP

Nancy Jerez, CTP has over 28 years of Treasury and Investment experience. Nancy began their career in 2005 as Managing Director & Head of Institutional Distribution for BofA Global Capital Management, where they set strategy for institution distribution within the bank, banking partners and clients. Nancy also led a team of investment professionals responsible for advising corporations, nonprofit organizations and public entities on a broad set of cash investment solutions. In 2016, Ms. Jerez joined BlackRock as Director, where they lead the West Coast strategy and coverage for Financial Institution Distribution at BlackRock for Cash Investments and Fixed Income. Nancy leveraged strong client relationships to grow assets under management from existing clients and to develop new client relationships. In 2019, Ms. Jerez joined Treasury Curve as Senior Director, where they are responsible for working with corporations, financial institutions, nonprofit organizations and public entities to automate, optimize and transform their treasury and investment functions.

Nancy Jerez has a Bachelor's degree from the University of California, Los Angeles. Nancy is also a Certified Treasury Professional (CTP) from the Association for Financial Professionals, and holds Series 24, Series 63, and Series 7 certifications from FINRA (Financial Industry Regulatory Authority).