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Nancy Aldritt

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Nancy Aldritt

Senior Trust Administrative Assistant | Wells Fargo Private Bank

California, San Francisco, United States

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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.

General

Specialist

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

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Corporate Experience

Nancy Aldritt

Work Experience

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Managing Director - Private Wealth Advisor at

Wells Fargo Private Bank

February 2019 - Present

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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

mail

*************@wellsfargo.com

Colleagues

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Lee Anderson

Brokerage Representative/Money Market Trader

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Kevin Schultz

National Sales Director- Mgd Accounts

Deborah White

Senior Vice President

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Navid Tofigh

Associate

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Sally Fusco

Senior Trust Advisor- Senior Vice President

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Julie Wolf

Attorney

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Gina Sinon

Attorney

Glenn Caldwell

Vice President, Wealth Management Advisor

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Stephen Wehr

Account Planner

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