Nancy is a Practice Coordinator for the Retirement Plan Services Division at TriBridge Partners. Nancy is heavily involved in meeting preparation and coordination, by supporting the advisors in any way that is diligent and proactive. She manages internal client information, provides participant administrative services and coordinates communications to clients.
With over 18 years’ experience in financial services administration she is completely focused on providing outstanding administrative service to our retirement clients and supporting all of the employees of the retirement department.
Nancy is a Certified Pension Administrator through American Society of Pension Professionals & Actuaries – this designation provided her with the knowledge of plan administration and enables me to understand the administrative duties surrounding our retirement clients.
Nancy enjoys spending time with her two sons, and doing outdoor activities such as hiking and going to the beach.