Over 30 years experience in financial services, with expertise and management responsibility across multiple areas including marketing, communications, sales, community development, media relations, commercial and consumer lending, mergers and acquisitions, and credit and loan administration.Specialties: Wealth Management, Sales Management, Marketing, Communications, Public Relations, Sponsorships, Lending, Credit, Community Relations, Community AffairsEndorsements and testimonials cannot be accepted. Please do not post any personal or private information as this is a public site. Wills, trusts, foundations, and wealth planning strategies have legal, tax, accounting and other implications. Clients should consult their legal, tax, accounting and other advisers.
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Managing Director, Sales & Service - Wealth MarketsUnion Bank Jan 2009 - Mar 2020The Private Bank is an exclusive part of Union Bank dedicated to the financial needs of high net worth individuals, non-profit organizations, business owners, corporate executives and professional service firms. The Private Bank is built around teams of wealth management professionals who provide consultative relationships centered on the client’s unique goals and dreams. -
Managing DirectorCommerce Street Capital 2006 - 2009Managed capital raises and investor relations for private equity funds and structured investment funds, primarily investing in the financial services sector.
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Director Of U.S. Marketing - Jpmorgan Private BankJp Morgan Chase 1996 - 2006Developed and implemented marketing and communications strategies targeting ultra-high net worth individuals and families across the U.S. Previous roles within JPMorgan Chase included regional marketing and communications management, media relations and community development -
Vice PresidentComerica Bank 1987 - 1996Held positions including Loan Administration, Chief Credit Officer (for Small Business, Private Banking and Consumer Lending), Community Development Manager, Branch Manager, M&A Team (due diligence, acquisition integration, etc.)
Nancy Gregory Education Details
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Business
Frequently Asked Questions about Nancy Gregory
What is Nancy Gregory's role at the current company?
Nancy Gregory's current role is Financial Services Executive (retired).
What schools did Nancy Gregory attend?
Nancy Gregory attended Southwestern University.
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Nancy Gregory
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