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Nancy Almond

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Nancy Almond

President NFS Investments Numerica Credit Union | Numerica Credit Union

Spokane, Washington, United States

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Nancy Almond

Summary

Nancy Almond is a seasoned professional in the Financial Services Industry with a wealth of experience in asset management and client education. As the President of NFS Investments at Numerica Credit Union, she has successfully led top-performing teams and established herself as a national speaker on Financial Planning and Wealth Management. With a strong background in both leadership and strategic marketing, Nancy has a proven track record of exceeding program goals and enhancing client relationships. Her expertise extends to Trust and Fiduciary Services, making her a valuable asset in the financial advisory space. Nancy is also recognized for her innovative approach to community outreach and employee training, reflecting her commitment to professional development. She holds multiple industry certifications, including Series 7 and Series 24, showcasing her dedication to continuous learning and excellence in her field. In addition to her professional endeavors, Nancy is passionate about public speaking and shares her insights on financial literacy with diverse audiences.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Industry-specific interests

Organisational experience

Corporate Experience

Nancy Almond

Work Experience

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President NFS Investments Numerica Credit Union at

Numerica Credit Union

January 2021 - Present

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Senior Vice President Program Manager - Numerica at

Numerica Credit Union

January 2021 - January 2024

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Senior Relationship Manager at

Tma Capital, LLC

November 2018 - December 2020

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Senior Vice President, Program Manager at

Columbia Bank

September 2010 - February 2018

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President at

MAIN STREET EQUIPMENT HIRE PTY LTD

June 2005 - September 2010

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Investment Advisor at

Jones Financial Companies

January 1996 - June 2005

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Nancy Almond

Education

Oregon State University, Bachelor Of Science

Frequently Asked Questions about Nancy Almond

What is Nancy Almond email address?

Nancy Almond's primary email address is *******@numericacu.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Nancy Almond work for?

Nancy Almond is a President NFS Investments Numerica Credit Union at Numerica Credit Union, a company specializing in Functions related to depository banking.

Where Nancy Almond graduated from?

Nancy Almond holds a degree in Business Administration And Management, General from Oregon State University.

How can I directly contact Nancy Almond?

To contact Nancy Almond directly, you can use the email address *******@numericacu.com. Complete contact information is available upon registration with Muraena.

Who is Nancy Almond?

Nancy Almond is a seasoned professional in the Financial Services Industry with a wealth of experience in asset management and client education. As the President of NFS Investments at Numerica Credit Union, she has successfully led top-performing teams and established herself as a national speaker on Financial Planning and Wealth Management. With a strong background in both leadership and strategic marketing, Nancy has a proven track record of exceeding program goals and enhancing client relationships. Her expertise extends to Trust and Fiduciary Services, making her a valuable asset in the financial advisory space. Nancy is also recognized for her innovative approach to community outreach and employee training, reflecting her commitment to professional development. She holds multiple industry certifications, including Series 7 and Series 24, showcasing her dedication to continuous learning and excellence in her field. In addition to her professional endeavors, Nancy is passionate about public speaking and shares her insights on financial literacy with diverse audiences.

Nancy`s contact details

mail

*******@numericacu.com

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Kristin Froehlich

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Lars Gilberts

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Mike Shortell

VP-Business Banking and SBA Team Leader

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Neilan Mcpartland

Vice President Retail Sales and Support

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Tony Trunkhill

Vice President Information Technology

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