Nancy Mcmillin
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Nancy Mcmillin Email & Phone Number

Director of Projects at Summit Financial Group, LLC
Location: Livermore, California, United States 14 work roles 1 school
1 work email found @blueoakschurch.org 7 phones found area 925, 775, 408, 707, and 510 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 7 phones

Work email n****@blueoakschurch.org
Direct phone (925) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Director of Projects
Location
Livermore, California, United States
Company size

Who is Nancy Mcmillin? Overview

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Quick answer

Nancy Mcmillin is listed as Director of Projects at Summit Financial Group, LLC, a company with 55 employees, based in Livermore, California, United States. AeroLeads shows a work email signal at blueoakschurch.org, phone signal with area code 925, 775, 408, 707, 510, and a matched LinkedIn profile for Nancy Mcmillin.

Nancy Mcmillin previously worked as Executive Assistant at Summit Financial Group, Llc and Head of Sales and Customer Service at Amm Fencing. Nancy Mcmillin holds Bs, Industrial Engineering from Northwestern University.

Company email context

Email format at Summit Financial Group, LLC

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{first}{last}@blueoakschurch.org
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AeroLeads found 1 current-domain work email signal for Nancy Mcmillin. Compare company email patterns before reaching out.

Profile bio

About Nancy Mcmillin

I am an ambitious self-starter with a growth mindset, strong interpersonal skills, and a team player attitude. Throughout my career in multiple industries and positions it is these characteristics that have allowed me to grow and succeed in my career whether the organization is large or small. I excel at redesigning business processes to solve problems and then implementing systems to enable teams to achieve operational excellence. I have demonstrated the ability to initiate and drive multiple projects independently, while operating in an environment that changes quickly. I foster collaboration across multiple groups using strong interpersonal skills and the ability to build networks with all stakeholders. My ability to identify problem areas in organizations and apply out of the box thinking allows me to enact change that solves problems.Specialties:• Project Management• Budget Management• Operations Management• Time and Team Management• Business Analysis and Process Improvement• Analytical Thinking • CRM, POS & ERP Systems• Reporting Tools and Dashboards• Data Driven Problem Solving

Listed skills include Real Estate, Buyer Representation, Listing Homes, Relocation Buyers, and 7 others.

Current workplace

Nancy Mcmillin's current company

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Summit Financial Group, LLC
Summit Financial Group, Llc
Director of Projects
Livermore, CA, US
Employees
55
AeroLeads page
14 roles · 35 years

Nancy Mcmillin work experience

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

Head Of Sales And Customer Service

Amm Fencing

Pleasanton, California, United States

  • I led a team of 10 that managed the front office business operations and sales of this $5-10M outdoor construction company. Hired and onboarded 3 members during my tenure.
  • Streamlined operations thru process improvement techniques then digitized those processes by selecting and implementing a CRM system. Changes improved employee productivity and personalized the customer journey.
  • Streamlined operations thru process improvement techniques then digitized those processes by selecting and implementing a CRM system. Changes improved employee productivity and personalized the customer journey.
  • Designed and built first ever company KPI dashboard and sales reporting allowing for strategic data-based business decision making for marketing spending, product mix. staffing capacity and pricing.
  • Realigned team roles creating individual employee ownership of specific KPI metrics leading to increased revenue opportunities, higher customer advocacy and increased accountability.
  • Directed development of post-production follow up process that increased number of customer reviews by over 100%.
Aug 2021 - Dec 2022

Director Of Family Ministry

Pleasanton, CA

  • I oversaw the Family Ministry department managing three staff members and team of forty-five volunteers responsible for delivering programs for kids from birth through high school.
  • Spearheaded creation of systemic processes for volunteer recruiting, onboarding, training, & appreciation. Processes increased volunteer satisfaction and led to higher retention.
  • Led ministry through COVID crisis by envisioning new ways connect with kids and families. Moved to online and digital services… Show more I oversaw the Family Ministry department managing three staff members and team.
  • Led ministry through COVID crisis by envisioning new ways connect with kids and families. Moved to online and digital services, pick up events, and individual outreach. Monitored directives from county and national.
Sep 2018 - Aug 2021

Director Of Volunteers - Kids

Pleasanton, CA

Apr 2017 - Sep 2018

Development Director

Teen Esteem

Pleasanton, CA

  • I led the donor relationship and fundraising for this regional non-profit that focuses on educating and empowering students (K-12), parents, educators and the community on challenges young people face.
  • Created and implemented donor development plan which increased annual fundraising by over 40%
  • Doubled number of monthly donors providing greater consistency and sustainability in funding.
  • Wrote content and guided the creative development of fundraising campaigns utilizing a variety… Show more I led the donor relationship and fundraising for this regional non-profit that focuses on educating and.
  • Wrote content and guided the creative development of fundraising campaigns utilizing a variety of platforms including physical mailings, email campaigns, social media campaigns, and website content.
  • Organized multiple fundraising events for 200+ attendees including in person auctions and fundraising dinners. Led the marketing and sales efforts for these events as well as the venue selection, contract negotiation.
Aug 2015 - Apr 2017

Realtor

Hilton Head / Bluffton, SC

  • Licensed South Carolina real estate agent
  • Personally closed $5 million in sales (17 transactions) while overseeing the contract to close processes for an additional $5 million in sales (35 transactions) for the On the Mark team.
  • Converted 20% of all prospects including internet leads into clients and closed 75% of those deals.
  • Developed business plan identifying goals for each success area including lead development, contracts, and business systems. Structured monthly & daily… Show more
  • Developed business plan identifying goals for each success area including lead development, contracts, and business systems. Structured monthly & daily activities based on progress toward goals.
  • Built a personal “touch” system through CRM database to prospect for leads and convert them to clients. Touches include personal visits, phone calls, individual emails, reports, and articles containing information.
Apr 2012 - May 2014

It Sales Systems Manager

Amd
  • Managed a team of 10 IT professionals with an annual operation budget over $5 million. Consistently met customers’ needs by delivering projects on time and on budget.
  • Led team that redesigned sales reporting system which consolidated company wide sales data into meaningful trend analysis for corporate executives
  • Created white paper for executive management to explore uses for B2B internet solution
1999 - 2000 ~1 yr

Senior Project Manager

Amd

San Francisco Bay Area

I led the project team responsible for functional & performance testing for company-wide ERP implementation ensuring minimal interruptions to business continuity.

1998 - 1999 ~1 yr

Information Technology Manager

San Francisco Bay Area

  • Revitalized and managed the department that created, upgraded and maintained the point of sale, inventory control, distribution, purchasing, and accounting software systems.
  • Created and introduced full software lifecycle processes for formalized project planning, analysis, design, development, peer design and code reviews, version control, configuration management, and full testing.
  • Led the IT integration and conversion effort required after buyout of a competitor by… Show more Revitalized and managed the department that created, upgraded and maintained the point of sale, inventory control.
  • Led the IT integration and conversion effort required after buyout of a competitor by creating “bridging” programs allowing operation of both computer systems until full integration was complete.
  • Interviewed, hired, trained and mentored 10 staff members using daily coaching, regular performance reviews and offering constructive feedback. Show less
1996 - 1998 ~2 yrs

Information Technology / Business Process Consultant

San Francisco Bay Area

Process redesign and computer system design work for multiple Fortune 500 companies.

1995 - 1996 ~1 yr

Co-Op Engineering Student

Packard Electric

Warren, OH

1991 - 1993 ~2 yrs
Team & coworkers

Colleagues at Summit Financial Group, LLC

Other employees you can reach at summitadvisors.com. View company contacts for 55 employees →

1 education record

Nancy Mcmillin education

FAQ

Frequently asked questions about Nancy Mcmillin

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

What company does Nancy Mcmillin work for?

Nancy Mcmillin works for Summit Financial Group, LLC.

What is Nancy Mcmillin's role at Summit Financial Group, LLC?

Nancy Mcmillin is listed as Director of Projects at Summit Financial Group, LLC.

What is Nancy Mcmillin's email address?

AeroLeads has found 1 work email signal at @blueoakschurch.org for Nancy Mcmillin at Summit Financial Group, LLC.

What is Nancy Mcmillin's phone number?

AeroLeads has found 7 phone signal(s) with area code 925, 775, 408, 707, 510 for Nancy Mcmillin at Summit Financial Group, LLC.

Where is Nancy Mcmillin based?

Nancy Mcmillin is based in Livermore, California, United States while working with Summit Financial Group, LLC.

What companies has Nancy Mcmillin worked for?

Nancy Mcmillin has worked for Summit Financial Group, Llc, Amm Fencing, Blue Oaks Church, Teen Esteem, and Keller Williams Realty, Inc..

Who are Nancy Mcmillin's colleagues at Summit Financial Group, LLC?

Nancy Mcmillin's colleagues at Summit Financial Group, LLC include Jay Gilson, Jack Hollmeyer, Rachael Kepke, Cfp®, Cepa®, Chfc®, Tyler Bailey, Cfp®, and Michael Schomaker, Cfp®.

How can I contact Nancy Mcmillin?

You can use AeroLeads to view verified contact signals for Nancy Mcmillin at Summit Financial Group, LLC, including work email, phone, and LinkedIn data when available.

What schools did Nancy Mcmillin attend?

Nancy Mcmillin holds Bs, Industrial Engineering from Northwestern University.

What skills is Nancy Mcmillin known for?

Nancy Mcmillin is listed with skills including Real Estate, Buyer Representation, Listing Homes, Relocation Buyers, Resale Homes, First Time Home Sellers, Buyer Education, and Negotiation.

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