Nancy Daneshgar
About Nancy Daneshgar
Nancy Daneshgar served as the Managing Director at UBS Wealth Management Americas for 14 years, having previously held various roles at Merrill Lynch for nearly three decades. She holds a BS in Accounting from the University at Buffalo and an MBA from Pace University.
Work at UBS
Nancy Daneshgar served as Managing Director at UBS Wealth Management Americas - Banking Group from 2010 until her retirement. During her tenure, she also held the position of Chief Administrative Officer for the Banking Group. Her leadership contributed to the strategic direction and operational efficiency of the organization.
Previous Experience at Merrill Lynch
Prior to her role at UBS, Nancy Daneshgar worked at Merrill Lynch in various capacities. She was a Managing Director from 2002 to 2009, and briefly in 2010. Her career at Merrill Lynch spanned 18 years, during which she also held the position of First Vice President from 1997 to 2002. This extensive experience provided her with a strong foundation in wealth management and banking.
Education and Expertise
Nancy Daneshgar earned a Bachelor of Science in Accounting from the University at Buffalo School of Management, The State University of New York. She also holds a Master of Business Administration (MBA) with a focus on Management Information Systems from Pace University - Lubin School of Business. Her educational background supports her expertise in finance and management.
Career Timeline
Nancy Daneshgar's career spans several decades, beginning in 1979 with various positions at Merrill Lynch. Over the years, she progressed to significant roles, including Managing Director and Chief Administrative Officer. Her career reflects a commitment to the finance industry and extensive experience in leadership roles.