Nancy Holloway

Nancy Holloway

Administrative Assistant

St. John's University, College of Business Administration, received a Bachelor of Science degree in Business Management in 1988.

Adminstrative Assistant of American Portfolios Financial Services, Inc., main office at 4250 Veterans Memorial Hwy., Holbrook, NY 11751 since 2016.  Ameriprise Financial Trust Co., Client Service Manager from 2014-2015. Scheduled appointments and managed the calendar for multiple advisors. Provided client service including asset transfers, portfolio updates, and retirement rollover requests for 401(k) and 403(b) plans.  Edward Jones Investments, Branch Office Administrator from 2010-2013. Office administration, managed all operations and contacts for the advisor, including client service, account and life insurance policy processing, and managed advisor appointments.  Ameriprise Financial Trust Co., Office Manager from 2007-2010. Managed all aspects of client service as it pertained to client requests for their accounts, as well as insurance policy initiation and processing. Scheduled appointments and prepared the advisor for client meetings.  Chemical Banking Corp., Assistant Manager of Retail Card Division from 1987-1993. Managed the incoming correspondence department from clients for customer service. Oversaw scanning and indexing of requests from MasterCard and Visa customers.

Phone (516) 616-7000 ext. 103