Nancy Barrett

Nancy Barrett Email and Phone Number

Financial Advisor, Managing Director - Wealth Management @ UBS Financial Services Inc.
San Francisco, CA, US
Nancy Barrett's Location
San Francisco, California, United States, United States
Nancy Barrett's Contact Details

Nancy Barrett personal email

About Nancy Barrett

I am a Managing Director-Wealth Management and co-Founder of the Aquitaine Wealth Management Group. My team of experienced professionals and I work with in-house specialists to develop and execute comprehensive financial plans for wealthy individuals, multi-generational families, private business owners and family offices. My goal is to ensure our clients have access to the extensive capabilities of UBS Private Wealth Management and help streamline the complexities that can accompany significant wealth. I have spent more than 15 years in a personal advisory capacity to complex families and prior to that, held several investment management-related and institutional business development roles. Series 7, 66, 31 Licensed Dual Citizen: U.S. and Republic of Ireland holding U.S. and E.U Passportshttps://advisors.ubs.com/aquitainewealthmanagement//*********/**These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**

Nancy Barrett's Current Company Details
UBS Financial Services Inc.

Ubs Financial Services Inc.

View
Financial Advisor, Managing Director - Wealth Management
San Francisco, CA, US
Website:
ubs.com
Employees:
118049
Nancy Barrett Work Experience Details
  • Ubs Financial Services Inc.
    Financial Advisor, Managing Director - Wealth Management
    Ubs Financial Services Inc.
    San Francisco, Ca, Us
  • Ubs Financial Services Inc.
    Managing Director - Wealth Management
    Ubs Financial Services Inc. May 2021 - Present
    San Francisco, California, United States
  • Bank Of America Private Bank (Formerly U.S. Trust)
    Managing Director
    Bank Of America Private Bank (Formerly U.S. Trust) Feb 2020 - May 2021
    San Francisco, Ca
  • U.S Trust
    Senior Vice President, Private Client Advisor
    U.S Trust Mar 2010 - Feb 2020
    San Francisco Bay Area
  • Bernstein Global Wealth Management
    Vice President
    Bernstein Global Wealth Management Nov 2006 - Jul 2010
    Develop and manage investment plans for Private Clients, including families, small businesses, endowments and foundations.
  • Standard & Poor'S
    Vice President Of Business Development
    Standard & Poor'S Aug 2002 - Sep 2006
    Responsible for identifying and building strategic partnerships for S&P's Asset Management Program.Responsible for the management of all enterprise sales activity for S&P's Asset Management Program.Hired and manage a team of 6 Sales Support/Wholesaling Specialists responsible for gathering assets in S&P's Asset Management Program.
  • Standard & Poor'S
    Strategic Account Manager
    Standard & Poor'S Mar 1998 - Aug 2002
    Responsible for the development and execution of a territory plan designed to grow business on a global basis within strategic accounts located in the Western United States.
  • Thomson Financial Services
    Business Development Specialist
    Thomson Financial Services Feb 1997 - Feb 1998
    Responsible for ensuring Thomson Electronic Settlements Group (now OMGEO) Americas region achieved its annual revenue targets by identifying, evaluating and implementing new and/or existing revenue enhancing projects.

Nancy Barrett Skills

Investments Asset Management Financial Services Business Development Management Finance Series 7 Relationship Management Leadership Strategic Partnerships Sales Enterprise Software Contract Negotiation Project Management Sales Management New Business Development Training Sales Operations Negotiation Recruiting

Frequently Asked Questions about Nancy Barrett

What company does Nancy Barrett work for?

Nancy Barrett works for Ubs Financial Services Inc.

What is Nancy Barrett's role at the current company?

Nancy Barrett's current role is Financial Advisor, Managing Director - Wealth Management.

What is Nancy Barrett's email address?

Nancy Barrett's email address is na****@****ust.com

What are some of Nancy Barrett's interests?

Nancy Barrett has interest in Utbildning, Hälsa.

What skills is Nancy Barrett known for?

Nancy Barrett has skills like Investments, Asset Management, Financial Services, Business Development, Management, Finance, Series 7, Relationship Management, Leadership, Strategic Partnerships, Sales, Enterprise Software.

Who are Nancy Barrett's colleagues?

Nancy Barrett's colleagues are Hugh Stephenson, Nathan Rüegg, Krunal Joshi, Łukasz Bidziński, Antoine Lacaille, Sai Ajit Agraharapu, Prakash Rabadiya.

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