Nancy Finneran Held
About Nancy Finneran Held
Nancy Finneran Held is a Financial Representative at Primerica in Duluth, Georgia, with extensive experience in finance. She holds an MBA from the University of St. Thomas and a Bachelor's degree from The University of Texas at Austin.
Work at Primerica
Nancy Finneran Held has been employed as a Financial Representative at Primerica since 2017. In this role, she provides financial services and advice to clients in Duluth, Georgia. Her responsibilities include helping clients understand their financial options and guiding them in making informed decisions regarding investments and insurance.
Education and Expertise
Nancy Finneran Held holds a Master of Business Administration degree from the University of St. Thomas in Texas, where she studied Finance from 1988 to 1992. She also earned a Bachelor of Business Administration degree in Finance from The University of Texas at Austin, completing her studies from 1979 to 1983. This educational background equips her with a solid foundation in financial principles and practices.
Background
Prior to her current position at Primerica, Nancy Finneran Held worked at J.P. Morgan as a Commercial Lending Officer. She held this role from 1990 to 1998 in New York, New York. Her experience in commercial lending provided her with insights into financial operations and client management in a corporate environment.
Professional Experience
With over a decade of experience in the financial sector, Nancy Finneran Held has developed expertise in various financial services. Her tenure at J.P. Morgan as a Commercial Lending Officer and her current role at Primerica demonstrate her commitment to the field and her ability to navigate complex financial landscapes.