Client Service Representative
Nancy has an extensive investment background, with more than 28 years of experience in the financial services industry. Prior to joining IMA Wealth in 2007, she was employed by Coe Financial Service, Inc. as a Portfolio Administrator and Compliance Officer. Her previous experience also includes serving as a Financial Advisor at PaineWebber (now UBS) and as a Trust Officer for Southwest National Bank. She received an Associates Degree from Hutchinson Community College, and has passed the FINRA Series 7, 63 and 65 examinations for Registered Representatives.
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