Client Relationship Manager
Nancy joined Soltis in September 2013, having worked at a private investment advisor firm in Southern California for 18 years. She has a variety of experience in the industry including client servicing, compliance, operations, and office management. As a Client Relationship Manager, Nancy assists clients with opening new accounts, transferring assets, and account maintenance.
Nancy’s prior work history includes employment as secretary to the Vice President and General Counsel at Brigham Young University.