Nancy Sterzel is an Operations Analyst at Private Advisor Group. In this role, she will be working on and is responsible for a number of operations-related items. She brings over 20 years of experience in financial services to the team.
Prior to joining Private Advisor Group, Nancy was a Senior Client Associate at FCG Advisors and was a Vice President at Citigroup Global Markets servicing institutional accounts.
Nancy earned a Bachelor of Arts in Economics and a Bachelor of Arts in Psychology from Rutgers University. She holds FINRA series 7, 63, and 65 securities registrations and has a National Social Security Advisor (NSSA) designation.
She is a member of HelpMorrisNOW which is a charity focused on donating food to local residents at St. Margaret’s Church.
Nancy lives in Morristown, NJ and outside of work, she enjoys traveling, eating out with friends, and walking Mr. Bentley, a beagle terrier mix.