Registered Private Client Assistant
Current
Jan 2016 - Present
AeroLeads people directory · profile
Nancy Zack Email & Phone Number
Financial Services Professional
at
Janney Montgomery Scott LLC
1 work email found
@janney.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Services Professional
Location
Atlanta Metropolitan Area, United States
Company size
Who is Nancy Zack? Overview
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Quick answer
Nancy Zack is listed as Financial Services Professional at Janney Montgomery Scott LLC, a with 2171 employees, based in Atlanta Metropolitan Area, United States. AeroLeads shows a work email signal at janney.com and a matched LinkedIn profile for Nancy Zack.
Nancy Zack previously worked as Registered Private Client Assistant at Janney Montgomery Scott Llc and Registered Sales Assistant at Ameriprise Financial. Nancy Zack holds Cinematography And Film/Video Production from Montreal Museum Of Fine Arts.
Company email context
Email format at Janney Montgomery Scott LLC
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{first_initial}{last}@janney.com
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Profile bio
About Nancy Zack
Enthusiastic, highly organized professional with 25 years of experience in the financial services industry in the U.S. and Canada. Extensive retail and institutional client support. Certification Series 7, 63, 65, 3, Canadian Investment Finance, Canadian Securities License. Georgia Health, Accident and Life Insurance license, Variable Annuity license. Enjoys music and the arts. Mother of two college graduates.
Listed skills include Portfolio Management, Finance, Investments, Trading, and 6 others.
Current workplace
Nancy Zack's current company
Company context helps verify the profile and gives searchers a useful next step.
Janney Montgomery Scott Llc
12 roles · 47 years
Nancy Zack work experience
A career timeline built from the work history available for this profile.
Registered Sales Assistant
Oct 2011 - Jan 2016
Senior Registered Associate
Sales Assistant to Senior Vice President — Wealth Management. Extensive client contact, with emphasis on trading, trade research using Bloomberg, and product development.
2008 - 2012
~4 yrs
Registered Sales Assistant
Assistant to PCS Broker. Responsible for trading, operational and administrative functions.
2007 - 2008
~1 yr
Trading Assistant
Trading Assistant to team of six: three Financial Advisors and three assistants. Responsible for the execution and processing of trade orders, including 144 transactions, exercise of stock options, and rebalancing portfolios. Manage syndicate participation and trading.
2006 - 2007
~1 yr
Trading And Operations Manager
Asset Preservation Advisors
Coordinate all trading and operational functions for a Municipal Bond Fund Manager. Communicate daily with broker-dealers, provide retail clients with new issue and secondary market information, and the execution and clearing of trade orders. Assist in the preparation of quarterly reports.
2004 - 2006
~2 yrs
Institutional Municipal Sales And Trading Assistant
Assistant to Institutional Muni Bond Salesman/Managing Director. Liaison between salesmen, traders, and institutional clients in the execution and clearing of trade orders, bid wanted lists, secondary offerings, and syndicate participation. Provide clients with new issue and secondary market product information.
1999 - 2004
~5 yrs
Retail Sales Assistant
Jc Bradford & Company
Sales Assistant to two Retail Brokers/Vice Presidents. Coordinate retail trading, operational, and administrative functions.
1996 - 1999
~3 yrs
Administrative Assistant
Black Pine Circle School
Co-manage operations of a small private school office. Assist Director of School with admissions, marketing and fund raising.
1992 - 1995
~3 yrs
Institutional Equity Sales Assistant
Assistant to top Institutional Equity Salesman. Client coverage, daily research calls, manage syndicate participation and trading, coordinate road shows, trading and operational responsibilities.
1985 - 1989
~4 yrs
Sales Assistant
Smith Barney, Harris Upham
Assistant to Assistant Manager of Atlanta office and transferred to San Francisco as Assistant to top Retail Broker.
1983 - 1985
~2 yrs
Research Assistant/Chartist
Loewen Ondaatje Mccutcheon, Boutique Financial Research
Research Assistant for a team of Analysts, Economist, and Portfolio Manager. Responsible for processing financial data for research reports, stock charting, and a monthly publication.
1980 - 1982
~2 yrs
Team & coworkers
Colleagues at Janney Montgomery Scott LLC
Other employees you can reach at janney.com. View company contacts for 2171 employees →
JS
Jennifer Sangillo
Colleague at Janney Montgomery Scott LlcHaddonfield, New Jersey, United States
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LS
Lee Shulman
Colleague at Janney Montgomery Scott LlcHackensack, New Jersey, United States
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KS
Katie Smith
Colleague at Janney Montgomery Scott LlcNew York, United States
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CH
Chase Harkness, Cfp®, Aams®
Colleague at Janney Montgomery Scott LlcCincinnati, Ohio, United States
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RP
Rocco Paolino
Colleague at Janney Montgomery Scott LlcGlastonbury, Connecticut, United States
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RM
Ron Miller
Colleague at Janney Montgomery Scott LlcLewes, Delaware, United States
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CG
Craig Genkinger
Colleague at Janney Montgomery Scott LlcNew Castle, Pennsylvania, United States
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MJ
Matt Jerkovich
Colleague at Janney Montgomery Scott LlcBedminster, New Jersey, United States
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MS
Michael Stiuso
Colleague at Janney Montgomery Scott LlcNew York, United States
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AM
Abby Morris
Colleague at Janney Montgomery Scott LlcGreater Philadelphia, United States
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Jennifer Sangillo
Colleague at Janney Montgomery Scott LlcHaddonfield, New Jersey, United States
View →
LS
Lee Shulman
Colleague at Janney Montgomery Scott LlcHackensack, New Jersey, United States
View →
KS
Katie Smith
Colleague at Janney Montgomery Scott LlcNew York, United States
View →
CH
Chase Harkness, Cfp®, Aams®
Colleague at Janney Montgomery Scott LlcCincinnati, Ohio, United States
View →
RP
Rocco Paolino
Colleague at Janney Montgomery Scott LlcGlastonbury, Connecticut, United States
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RM
Ron Miller
Colleague at Janney Montgomery Scott LlcLewes, Delaware, United States
View →
CG
Craig Genkinger
Colleague at Janney Montgomery Scott LlcNew Castle, Pennsylvania, United States
View →
MJ
Matt Jerkovich
Colleague at Janney Montgomery Scott LlcBedminster, New Jersey, United States
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MS
Michael Stiuso
Colleague at Janney Montgomery Scott LlcNew York, United States
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AM
Abby Morris
Colleague at Janney Montgomery Scott LlcGreater Philadelphia, United States
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1 education record
Nancy Zack education
-
Montreal Museum Of Fine Arts
FAQ
Frequently asked questions about Nancy Zack
Quick answers generated from the profile data available on this page.
What company does Nancy Zack work for?
Nancy Zack works for Janney Montgomery Scott LLC.
What is Nancy Zack's role at Janney Montgomery Scott LLC?
Nancy Zack is listed as Financial Services Professional at Janney Montgomery Scott LLC.
What is Nancy Zack's email address?
AeroLeads has found 1 work email signal at @janney.com for Nancy Zack at Janney Montgomery Scott LLC.
Where is Nancy Zack based?
Nancy Zack is based in Atlanta Metropolitan Area, United States while working with Janney Montgomery Scott LLC.
What companies has Nancy Zack worked for?
Nancy Zack has worked for Janney Montgomery Scott Llc, Ameriprise Financial, Morgan Stanley Smith Barney, Bear Stearns, and Credit Suisse.
Who are Nancy Zack's colleagues at Janney Montgomery Scott LLC?
Nancy Zack's colleagues at Janney Montgomery Scott LLC include Jennifer Sangillo, Lee Shulman, Katie Smith, Chase Harkness, Cfp®, Aams®, and Rocco Paolino.
How can I contact Nancy Zack?
You can use AeroLeads to view verified contact signals for Nancy Zack at Janney Montgomery Scott LLC, including work email, phone, and LinkedIn data when available.
What schools did Nancy Zack attend?
Nancy Zack holds Cinematography And Film/Video Production from Montreal Museum Of Fine Arts.
What skills is Nancy Zack known for?
Nancy Zack is listed with skills including Portfolio Management, Finance, Investments, Trading, Mutual Funds, Financial Services, Bloomberg, and Equities.
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