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Jan 2026 - Current
Mar 2002 - Jan 2021
May 1997 - Dec 2001
Their professional focus is 401(k) Retirement Savings Plans, 401(k) Rollovers, and Accounting & Payroll Coordination across 3 core areas.
Nancy holds Excel Formulas and Functions Quick Tips, Excel Quick Tips, and Excel: Introduction to Formulas and Functions (2023) certifications.
BA at University of California, Santa Cruz
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