Nancy Barrett Email and Phone Number
Nancy Barrett work email
- Valid
- Valid
Nancy Barrett personal email
- Valid
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.**
-
Financial Advisor, Managing Director - Wealth ManagementUbs Financial Services Inc.San Francisco, Ca, Us -
Managing Director - Wealth ManagementUbs Financial Services Inc. May 2021 - PresentSan Francisco, California, United States
-
Managing DirectorBank Of America Private Bank (Formerly U.S. Trust) Feb 2020 - May 2021San Francisco, Ca -
Senior Vice President, Private Client AdvisorU.S Trust Mar 2010 - Feb 2020San Francisco Bay Area -
Vice PresidentBernstein Global Wealth Management Nov 2006 - Jul 2010Develop and manage investment plans for Private Clients, including families, small businesses, endowments and foundations. -
Vice President Of Business DevelopmentStandard & Poor'S Aug 2002 - Sep 2006Responsible 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. -
Strategic Account ManagerStandard & Poor'S Mar 1998 - Aug 2002Responsible 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. -
Business Development SpecialistThomson Financial Services Feb 1997 - Feb 1998Responsible 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
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.
Not the Nancy Barrett you were looking for?
-
Nancy Barrett
Sr. Hr Professional | Performance Management | Conflict Resolution | Employee Engagement | Hr Management | Strategic PlanningUnited States2council.bbb.org, copperriverss.com -
Nancy Barrett
Worcester, Ma3aol.com, cs.com, quickenloans.com -
-
Nancy Barrett
Merrimac, Ma3aol.com, swrg.com, smithandwollensky.com2 +161760XXXXX
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial