Nancy has over 20 years experience in the financial services industry. She spent 17 years in an executive administrative role at Goldman Sachs in New York supporting department and division heads in Investment Banking, Corporate Finance and Fixed Income Sales and Trading. She was also selected to captain the Big Sister program for new administrative hires ensuring a smooth transition for new administrative employees.
Nancy joined Raymond James in January 2020 after relocating from Long Island, New York with her family. In June of 2022, Nancy joined the Bridgewater team, where she is responsible for marketing and client relations, but also assists in processing and servicing client accounts. In addition to her role as a CSA, Nancy is the branch Operations Specialist, where she manages the daily flow of the office in compliance with FINRA rules and regulations.
When not in the office, Nancy enjoys spending time with her family and dogs, cooking, reading, water coloring painting, and the beach.