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Nancy Aldritt
Nancy Aldritt
Senior Trust Administrative Assistant | Wells Fargo Private Bank
California, San Francisco, United States
Nancy Aldritt
Summary
Nancy Aldritt is a seasoned Managing Director and Private Wealth Advisor at Wells Fargo Private Bank, where she has been instrumental in guiding clients through complex financial landscapes since 2019. With a robust background in wealth management, she previously served as a Senior Trust Officer at Mechanics Bank, showcasing her expertise in trust and financial advisory services. Nancy holds a Bachelor of Arts in Sociology and Global Studies from the University of California, Santa Barbara, and has furthered her credentials with a Certified Trust & Financial Advisor designation from Cannon Financial Institute. Her career reflects a deep commitment to client success and financial stewardship. Based in San Francisco, she is well-versed in the dynamics of private banking and wealth management in a competitive market. Nancy is not only a leader in her field but also an advocate for innovative solutions in wealth management. Her professional journey illustrates a blend of strategic leadership and a passion for empowering clients to achieve their financial goals.
Nancy Aldritt
Work Experience
Managing Director - Private Wealth Advisor at
Wells Fargo Private Bank
February 2019 - Present
Nancy Aldritt
Education
University of California, Santa Barbara, Bachelor of Arts, Sociology, Global Studies
January 1996 - January 2000
Cannon Financial Institute, Certified Trust & Financial Advisor
January 2002 - January 2005
Frequently Asked Questions about Nancy Aldritt
What is Nancy Aldritt email address?
Nancy Aldritt's primary email address is *************@wellsfargo.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Nancy Aldritt work for?
Nancy Aldritt is a Senior Trust Administrative Assistant at Wells Fargo Private Bank.
Where Nancy Aldritt graduated from?
Nancy Aldritt holds a degree in null from University of California, Santa Barbara.
How can I directly contact Nancy Aldritt?
To contact Nancy Aldritt directly, you can use the email address *************@wellsfargo.com. Complete contact information is available upon registration with Muraena.
Who is Nancy Aldritt?
Nancy Aldritt is a seasoned Managing Director and Private Wealth Advisor at Wells Fargo Private Bank, where she has been instrumental in guiding clients through complex financial landscapes since 2019. With a robust background in wealth management, she previously served as a Senior Trust Officer at Mechanics Bank, showcasing her expertise in trust and financial advisory services. Nancy holds a Bachelor of Arts in Sociology and Global Studies from the University of California, Santa Barbara, and has furthered her credentials with a Certified Trust & Financial Advisor designation from Cannon Financial Institute. Her career reflects a deep commitment to client success and financial stewardship. Based in San Francisco, she is well-versed in the dynamics of private banking and wealth management in a competitive market. Nancy is not only a leader in her field but also an advocate for innovative solutions in wealth management. Her professional journey illustrates a blend of strategic leadership and a passion for empowering clients to achieve their financial goals.
Nancy`s contact details
*************@wellsfargo.com
Colleagues
Brokerage Representative/Money Market Trader
Advisor
National Sales Director- Mgd Accounts
Senior Vice President
Associate
Senior Trust Advisor- Senior Vice President
Attorney
Attorney
Vice President, Wealth Management Advisor
Account Planner