Nancy Place
Senior Vice President at Appleton Partners, Inc.
- Role
- Senior Vice President at Appleton Partners, Inc
- Location
- Wellesley Hills, MA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
Experience
Senior Vice President
Jan 2003 — Present
Education
Boston University
MFP, Financial Planning and Services
1998 — 2001
Northwestern University - Kellogg School of Management
Trust Administration
1992 — 1994
Simmons College Graduate School of Management
MBA, Finance
1988 — 1991
Bentley University
BS, Finance
1977 — 1981
Skills
- Finance
- Private Banking
- Financial Analysis
- Financial and Investment Planning, Wealth Management
- Financial Services
- Securities
- Estate Planning
- Family Office
- Trust Management
- Banking
- Mutual Funds
- Strategic Planning
- Multi-Generational Planning
- Equities
- Fixed Income
- Wealth Preservation Planning
- Investments
- Alternative Investments
- Private Equity
- Portfolio Management
- Asset Management
- Asset Managment
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