Nancy is a Cash Flow Specialist at the firm. Her position focuses on bookkeeping and bill payment for several larger Family Office clients.
Prior to joining Ballentine Partners, Nancy began her career at Prudential Insurance Company in New Jersey, where she worked in a variety of actuarial, underwriting, and financial analysis roles, including Actuarial Assistant, Account Underwriter in the National Account Operations, and finally, Manager of the GAAP Valuation Unit. After relocating to New Hampshire, Nancy worked at Liberty Mutual in the Group Markets division, first as a Senior Underwriter and then as a Senior Financial Analyst. She earned a bachelor’s degree in mathematics at Swarthmore College.
Nancy lives with her husband in Rochester, NH. They enjoy the outdoors and spending time with family and friends.