Nancy Colindres, Mba, Cfp®
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Nancy Colindres, Mba, Cfp® Email & Phone Number

Senior Vice President | Head of Broker Dealer Advisor Services at CAIS
Location: New York, United States 11 work roles 3 schools
1 work email found @caisgroup.com 3 phones found area 909 and 310 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email n****@caisgroup.com
Direct phone (909) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
CAIS
Role
Senior Vice President | Head of Broker Dealer Advisor Services
Location
New York, United States
Company size
82 employees

Who is Nancy Colindres, Mba, Cfp®? Overview

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Quick answer

Nancy Colindres, Mba, Cfp® is listed as Senior Vice President | Head of Broker Dealer Advisor Services at CAIS, a with 82 employees, based in New York, United States. AeroLeads shows a work email signal at caisgroup.com, phone signal with area code 909, 310, and a matched LinkedIn profile for Nancy Colindres, Mba, Cfp®.

Nancy Colindres, Mba, Cfp® previously worked as Senior Vice President | Enterprise Advisor Services Lead at Cais and Vice President | Advisor Services Central Region Lead at Cais. Nancy Colindres, Mba, Cfp® holds Mba from Pepperdine University, The George L. Graziadio School Of Business And Management.

Company email context

Email format at CAIS

This section adds company-level context without repeating Nancy Colindres, Mba, Cfp®'s masked contact details.

*@caisgroup.com
71% confidence

AeroLeads found 1 current-domain work email signal for Nancy Colindres, Mba, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Nancy Colindres, Mba, Cfp®

Specialties: Relationship Management, Investments, Client Relationships, Investor Relations, Client Service

Listed skills include Market Research, Marketing Strategy, Advertising, Event Planning, and 26 others.

Current workplace

Nancy Colindres, Mba, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

CAIS
Cais
Senior Vice President | Head of Broker Dealer Advisor Services
New York, NY, US
Website
caisgroup.com
Employees
82
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Company profile
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11 roles

Nancy Colindres, Mba, Cfp® work experience

A career timeline built from the work history available for this profile.

Senior Vice President | Head Of Broker Dealer Advisor Services

Cais

New York, Ny, Us

Senior Vice President | Enterprise Advisor Services Lead

Current
Cais

New York City Metropolitan Area

Jan 2024 - Present

Vice President | Advisor Services Central Region Lead

Cais

New York, United States

Jan 2023 - Dec 2023

Senior Associate | Advisor Services Midwest Team Lead

Cais

New York, New York, United States

Jan 2022 - Dec 2022
Team & coworkers

Colleagues at CAIS

Other employees you can reach at caisgroup.com. View company contacts for 82 employees →

BB Beto Bonifacio Beto Bonifacio Colleague at CaisBelo Horizonte, Minas Gerais, Brazil View → KN Kevin Nunn Kevin Nunn Colleague at CaisMedia, Pennsylvania, United States View → AC Ankita Coccaro Ankita Coccaro Colleague at CaisNew York, United States View → AT Andrew Tobin Andrew Tobin Colleague at CaisUnited States View → SA Stephen A. Bennett Stephen A. Bennett Colleague at CaisNew York, United States View → MM Mickael Marques Mickael Marques Colleague at CaisHaslemere, England, United Kingdom View → KR Karthik Ramesh Karthik Ramesh Colleague at CaisWatford, England, United Kingdom View → CC Catherine Catabran Catherine Catabran Colleague at CaisNew York, United States View → ER Enxhi Rama Enxhi Rama Colleague at CaisNew York, United States View → PM Paz Mondaca Paz Mondaca Colleague at CaisSantiago, Santiago Metropolitan Region, Chile View →
3 education records

Nancy Colindres, Mba, Cfp® education

Education record

Hollywood High School
FAQ

Frequently asked questions about Nancy Colindres, Mba, Cfp®

Quick answers generated from the profile data available on this page.

What company does Nancy Colindres, Mba, Cfp® work for?

Nancy Colindres, Mba, Cfp® works for CAIS.

What is Nancy Colindres, Mba, Cfp®'s role at CAIS?

Nancy Colindres, Mba, Cfp® is listed as Senior Vice President | Head of Broker Dealer Advisor Services at CAIS.

What is Nancy Colindres, Mba, Cfp®'s email address?

AeroLeads has found 1 work email signal at @caisgroup.com for Nancy Colindres, Mba, Cfp® at CAIS.

What is Nancy Colindres, Mba, Cfp®'s phone number?

AeroLeads has found 3 phone signal(s) with area code 909, 310 for Nancy Colindres, Mba, Cfp® at CAIS.

Where is Nancy Colindres, Mba, Cfp® based?

Nancy Colindres, Mba, Cfp® is based in New York, United States while working with CAIS.

What companies has Nancy Colindres, Mba, Cfp® worked for?

Nancy Colindres, Mba, Cfp® has worked for Cais, Kayne Anderson Capital Advisors, L.P., Northern Trust Corporation, Morgan Stanley Wealth Management, and Perceptive Promotions.

Who are Nancy Colindres, Mba, Cfp®'s colleagues at CAIS?

Nancy Colindres, Mba, Cfp®'s colleagues at CAIS include Beto Bonifacio, Kevin Nunn, Ankita Coccaro, Andrew Tobin, and Stephen A. Bennett.

How can I contact Nancy Colindres, Mba, Cfp®?

You can use AeroLeads to view verified contact signals for Nancy Colindres, Mba, Cfp® at CAIS, including work email, phone, and LinkedIn data when available.

What schools did Nancy Colindres, Mba, Cfp® attend?

Nancy Colindres, Mba, Cfp® holds Mba from Pepperdine University, The George L. Graziadio School Of Business And Management.

What skills is Nancy Colindres, Mba, Cfp® known for?

Nancy Colindres, Mba, Cfp® is listed with skills including Market Research, Marketing Strategy, Advertising, Event Planning, Management, Brand Development, Event Management, and Social Networking.

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