What is Nancy Place email address?

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

What company does Nancy Place work for?

Nancy Place is a Senior Vice President at Appleton Partners, Inc., a company specializing in Other Financial Investment Activities.

Where Nancy Place graduated from?

Nancy Place holds a degree in Financial Planning And Services from Boston University.

How can I directly contact Nancy Place?

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

Who is Nancy Place?

Nancy Place is a seasoned financial professional with over 40 years of experience in wealth management and financial services. Currently serving as the Senior Vice President at Appleton Partners, Inc., she has a strong background in alternative investments and asset management. Her career trajectory includes senior roles at notable organizations such as Ustrust and Baybank, where she honed her skills in private banking and trust administration. Nancy's educational credentials include an MBA in Finance from Simmons College and specialized training in Financial Planning from Boston University. She is known for her strategic approach to wealth preservation and multi-generational planning. With a wealth of experience in both corporate and financial advisory roles, she is dedicated to fostering client relationships and delivering tailored financial solutions. Her expertise positions her as a valuable asset in the financial sector, particularly in navigating complex investment landscapes.