Nancy is a tactical sales coach to individuals and firms. She helps professional service providers and teams to codify their value, articulate capabilities and open doors that win and retain business. Clients rely on her enterprise sales experience to design business cultivation and client retention strategies, conduct sales organization needs assessments, perform due diligence on sales pipelines and strength for M&A activity, and pipeline coaching and outsourced prospecting that raises brand awareness, expands networks and drives sales. Recent engagements include a FinTech, international entrepreneurs cohort, global female practitioners cohort, Global 50 and boutique law firms.

Nancy spent 20 years in financial services and FinTech sales and relationship management at State Street Corporation and Putnam Investments where she covered all investor channels and was known for transforming customers into raving fans. She is also a consulting partner with Social Venture Partners, a venture philanthropy group helping nonprofits to build capacity, where she conducts Executive Leadership Assessments, performed due diligent and advises on fundraising.

Leadership Roles and Memberships:

• Partner, Social Venture Partners

• Trustee, Suffield Academy

• Member, Council for Women of Boston College

• Member, Enterprise of Science & Technology (WEST)

• Member, Legal Sales and Service Organization (LSSO)

Certifications:

• Legal Sales and Service Organization Certified Business Development Coach

• Smart Collaboration Accelerator™ Accredited Partner

• FINRA Series 7, 6, 63, Certified Fund Specialist, State of MA Insurance (Inactive)