Nancy Conrad
 

 

NANCY CONRAD, DIRECTOR OF OPERATIONS EMERITUS, FINANCIAL PLANNING ASSOCIATE

VIEWPOINT - PLEASANTON

 

Nancy has been with our organization for almost two decades. She possesses a wealth of knowledge and experience that only time brings.

Nancy holds her FINRA Series 7 securities registration through Commonwealth Financial Network. She has more than 20 years of experience in the financial services industry, with in-depth knowledge of the independent broker/dealer and investment advisory world and also the property and casualty business. Nancy spent many years as a commercial lines underwriter associate for the Aetna & Travelers Insurance Company.

Nancy currently oversees office operations, manages special projects, and human resource functions. She also establishes and services our 401(k) and Profit Sharing Retirement plan accounts.

Nancy and her husband have lived in the Tri Valley area for more than 20 years. In her spare time, she enjoys traveling abroad and around the United States.


FINRA Series 7 and 63 securities registrations held through Commonwealth Financial Network

 

7011 KOLL CENTER PARKWAY, SUITE 260, PLEASANTON, CA 94566 | 925-227-8858 | [email protected]