Nancy has extensive sales and consulting experience. She began her career as a financial analyst in the banking and chemical industries, evaluating capital investments and preparing earnings and cash flow forecasts. Nancy later joined a software firm as a client services manager, supporting their financial clients. Later, she became a regional manager, selling software to the financial services industry – exceeding her sales goals every year.
As managing director at SMS Consulting, a boutique firm focused on customer strategy in financial services, Nancy was responsible for developing, selling and delivering strategic plans to the largest financial services firms in North America. She focused specifically on customer retention and relationship management. She has been a frequent contributor to financial and data management journals, and was a frequent speaker at industry conferences.
More recently, Nancy developed a cross-industry business brokering practice. Services included business valuation, identification of improvement initiatives to increase valuation, marketing businesses to investors, and deal negotiations.
Nancy holds a BA in Mathematics from the University of Connecticut and an MBA in Finance from Widener University.
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