Nancy Pelfresne
About Nancy Pelfresne
Nancy Pelfresne is a Branch Manager at TD Ameritrade and Scottrade, and an Independent Fashion Consultant at Cabi Clothing.
Current Role at TD Ameritrade
Nancy Pelfresne has been serving as a Branch Manager at TD Ameritrade since 2018. Based in Omaha, Nebraska, her role involves managing branch operations and ensuring the delivery of exceptional service to clients. She oversees staff training and development while implementing strategies to meet financial and operational goals.
Current Role at Scottrade
Nancy Pelfresne holds the title of Branch Office Manager at Scottrade since 2013. Situated in Saint Louis, Missouri, she is responsible for overseeing day-to-day branch activities, enhancing customer satisfaction, and meeting sales targets. Her role emphasizes maintaining high standards of service through effective team management.
Independent Fashion Consultant at Cabi Clothing
In addition to her roles in financial services, Nancy Pelfresne has been an Independent Fashion Consultant with Cabi Clothing since 2012. Based in Carson, California, she assists clients in selecting and purchasing fashion items, leveraging her expertise to offer personalized styling advice and build long-term client relationships.
Past Experience at Ameriprise Financial Services
Nancy Pelfresne worked as a Chartered Financial Consultant at Ameriprise Financial Services, specifically with Paulson Kerschbaum & Associates, from 2008 to 2012. In this role, she provided financial advisory services, helping clients with investment strategies, retirement planning, and wealth management.
Educational Background
Nancy Pelfresne pursued her higher education at American College, where she studied from 1992 to 1994. She focused on Financial Planning during her time there, equipping her with the knowledge and skills required for her subsequent roles in financial services. She also attended Kalamazoo Valley Community College, where she studied Business.