Managing Director
Nancy has extensive financial, technical, and strategic sales and consulting experience. She began her career as a financial analyst in the banking and chemical industries, evaluating capital investments and preparing earnings and cash flow forecasts. Nancy later joined a software firm as a client services manager, supporting their financial clients and later became a regional manager, selling software to the financial services industry – exceeding her sales goals every year.
As managing director at SMS Consulting, a boutique firm focused on customer strategy in financial services, Nancy was responsible for developing, selling, and delivering strategic plans to the largest financial services firms in North America. She focused specifically on customer retention and relationship management. She was a frequent contributor to financial and data management journals, as well as a frequent speaker at industry conferences.
Nancy has 10 years with Transition Advisors prior to the combination with Whitman Business Advisors. She successfully managed relationships in the mid-Atlantic region, marketing firms to clients and assisting with deal negotiations and transition planning.
Nancy holds a BA in Mathematics from the University of Connecticut and an MBA in Finance from Widener University.
