Client Services Manager
With a diverse background in financial planning, international business and commercial lending, Nancy has the perfect blend of organizational and management skills required as Client Services Manager for Meritas. Her extensive experience has honed her efficiency in all aspects of client relations, communications, operations management, and quality assurance.
Nancy attended the University of California at Berkeley and is an avid snowboarder, cyclist, hiker, and general outdoors enthusiast. In addition, she enjoys gardening and “listening” to books.