Presenter
Nancy Neal
Vice President, Western Region, Fidelity Family Office Services
Nancy Neal is a Vice President responsible for identifying and cultivating relationships with single and multi-family offices, as well as, with ultra-wealthy individuals. Prior to joining Family Office Services, Nancy was a director in the ultra-high net worth private banking division for Citi Private Bank, developing and managing family offices and individual client relationships. Previously at Citi, Nancy worked in the public finance investment banking division and started her career on the municipal bond trading floor, based in Los Angeles.
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