Nancy Gordon has worked in the financial services industry for over 15 years, starting as a Marketing Director at Northwestern Mutual before transitioning to roles such as Financial Advisor Assistant and Insurance Operations Associate. Currently, Nancy is a Private Wealth Associate at Verdence Capital Advisors. Nancy has a strong background in client relations, administrative support, and marketing strategies, with experience in coordinating investment accounts, insurance policies, and managing customer inquiries. Nancy also has entrepreneurial experience as a former business owner, demonstrating their versatility and adaptability in various professional settings.
November, 2023 - present
Private Wealth Associate at Private Client Consultancy
Senior Private Wealth Associate at Verdence Capital Advisors
Private Wealth Associate at Verdence Capital Advisors
Private Wealth Associate at Verdence Capital Advisors
Senior Private Wealth Associate at Verdence Capital Advisors