Nancy Zack Email and Phone Number
Nancy Zack work email
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Nancy Zack personal email
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.
Janney Montgomery Scott Llc
View- Website:
- janney.com
- Employees:
- 2171
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Registered Private Client AssistantJanney Montgomery Scott Llc Jan 2016 - PresentGreater Atlanta Area
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Registered Sales AssistantAmeriprise Financial Oct 2011 - Jan 2016Alpharetta Georgia -
Senior Registered AssociateMorgan Stanley Smith Barney 2008 - 2012Greater Atlanta AreaSales Assistant to Senior Vice President — Wealth Management. Extensive client contact, with emphasis on trading, trade research using Bloomberg, and product development. -
Registered Sales AssistantBear Stearns 2007 - 2008Greater Atlanta AreaAssistant to PCS Broker. Responsible for trading, operational and administrative functions. -
Trading AssistantCredit Suisse 2006 - 2007Greater Atlanta AreaTrading 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. -
Trading And Operations ManagerAsset Preservation Advisors 2004 - 2006Greater Atlanta AreaCoordinate 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.
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Institutional Municipal Sales And Trading AssistantBear Stearns 1999 - 2004Greater Atlanta AreaAssistant 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.
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Retail Sales AssistantJc Bradford & Company 1996 - 1999Greater Atlanta AreaSales Assistant to two Retail Brokers/Vice Presidents. Coordinate retail trading, operational, and administrative functions.
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Administrative AssistantBlack Pine Circle School 1992 - 1995Berkeley, CaCo-manage operations of a small private school office. Assist Director of School with admissions, marketing and fund raising.
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Institutional Equity Sales AssistantHambrecht & Quist 1985 - 1989San Francisco Bay AreaAssistant to top Institutional Equity Salesman. Client coverage, daily research calls, manage syndicate participation and trading, coordinate road shows, trading and operational responsibilities. -
Sales AssistantSmith Barney, Harris Upham 1983 - 1985Atlanta, Ga & San Francisco, CaAssistant to Assistant Manager of Atlanta office and transferred to San Francisco as Assistant to top Retail Broker.
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Research Assistant/ChartistLoewen Ondaatje Mccutcheon, Boutique Financial Research 1980 - 1982Toronto, Canada AreaResearch Assistant for a team of Analysts, Economist, and Portfolio Manager. Responsible for processing financial data for research reports, stock charting, and a monthly publication.
Nancy Zack Skills
Nancy Zack Education Details
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Montreal Museum Of Fine ArtsCinematography And Film/Video Production
Frequently Asked Questions about Nancy Zack
What company does Nancy Zack work for?
Nancy Zack works for Janney Montgomery Scott Llc
What is Nancy Zack's role at the current company?
Nancy Zack's current role is Financial Services Professional.
What is Nancy Zack's email address?
Nancy Zack's email address is nz****@****ney.com
What schools did Nancy Zack attend?
Nancy Zack attended Montreal Museum Of Fine Arts.
What skills is Nancy Zack known for?
Nancy Zack has skills like Portfolio Management, Finance, Investments, Trading, Mutual Funds, Financial Services, Bloomberg, Equities, Series 7, Financial Analysis.
Who are Nancy Zack's colleagues?
Nancy Zack's colleagues are Candice Waxler, Aams®, John Troiano, Angela Taylor, Ken Florkowski, Steven Strauss, Corey Carson, Matt Buikema.
Not the Nancy Zack you were looking for?
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1morganstanleysmithbarney.com -
Nancy Zack
Wyandotte Clinic For The Working Uninsured Foundation, Dba: Downriver Community ClinicWyandotte, Mi -
Nancy Winzenried
San Antonio, Tx
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