Nancy Skeans

Nancy Skeans

Compliance Officer bei Schneider Downs Wealth Management Advisors LP

Consumer Services
Finance

Profil

Ms. Nancy L.
Skeans is a Chief Compliance Officer at Schneider Downs Wealth Management Advisors LP.
She has over 30 years of experience providing financial consulting, investment management and tax planning services to corporate executives, high-net-worth individuals, foundations and pension plans.
As also a Managing Director, she manages the day to day activities of the Personal Financial Services practice.
Nancy is actively involved in researching investment vehicles and constructing diversified investment portfolios for clients that incorporate their specific income needs, risk tolerance and tax situations.
She is a Certified Public Accountant, a Certified Financial Planner practitioner, a member of the Financial Planning Association, the American Institute of Certified Public Accountants and the Pennsylvania Institute of Certified Public Accountants.
She has an M.S.
in Finance from the College for Financial Planning in Denver, Colorado, where she has also served as an adjunct faculty member in the Master’s Program.
She also holds an M.B.A.
in Accounting from Wright State University in Dayton, Ohio and a B.S.
in International Affairs from the United States Air Force Academy in Colorado Springs, Colorado.

Aktive Positionen von Nancy Skeans

UnternehmenPositionBeginn
Compliance Officer 01.01.2023
Alle aktiven Positionen von Nancy Skeans

Ausbildung von Nancy Skeans

The College for Financial Planning, Inc. Graduate Degree
Wright State University (Ohio) Masters Business Admin
United States Air Force Academy Undergraduate Degree

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