Nancy Neal Email & Phone Number | 25+ years in financial services in the Southern California region focused on family offices and ultra high net worth families. Experience includes institutional family office services, wealth management, investment banking and trading.

Nancy Neal

25+ years in financial services in the Southern California region focused on family offices and ultr...
United States

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Nancy Neal’s Phone Numbers +1 800-788-****

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Nancy Neal’s Location United States

Nancy Neal’s Current Industry Citi

Nancy Neal’s Prior Industry Fidelity Investments | Wells Fargo | Orrick Herrington And Sutcliffe | Smith Barney Citigroup

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Director and Private Banker, Citi Private Bank

2020-06-01 00:00:00 - Present

Vice President, Western Region

2016-07-01 00:00:00 - 2020-06-01 00:00:00

Wealth Advisor

2009-09-01 00:00:00 - 2010-10-01 00:00:00

Financial Analyst

1997-08-01 00:00:00 - 1998-06-01 00:00:00

Municipal Institutional Sales

1994-06-01 00:00:00 - 1997-07-01 00:00:00

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Nancy Neal is a 25+ years in financial services in the Southern California region focused on family offices and ultra high net worth families. Experience includes institutional family office services, wealth management, investment banking and trading.

Nancy Neal has prior
experience in the following industries:
Fidelity Investments | Wells Fargo | Orrick Herrington And Sutcliffe | Smith Barney Citigroup

Nancy Neal has the following professional experience:
Citi | Fidelity Investments | Wells Fargo | Orrick Herrington And Sutcliffe | Smith Barney Citigroup