Nancy Pena

Nancy Pena: Email & Phone Number

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Manager, Operations, Transition Management at Raymond James|Greater Tampa Bay Area, United States

Position:

Manager, Operations, Transition Management at Raymond James

Location:

Greater Tampa Bay Area, United States

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Last updated: 2026-04-20
Updated: 2026-04-20

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Work Experience 14 years

Manager, Operations, Transition Management at Raymond James

Sep 2025 - Current

Executive Assistant at Heritage Financial Consultants LLC

Apr 2025 - Sep 2025

Senior Manager, Brokerage Operations at Fidelity Investments

Jan 2024 - Nov 2024

Manager, Brokerage Operations at Fidelity Investments

Jan 2022 - Jan 2024

Analyst, Team Lead at Fidelity Investments

Jan 2019 - Jan 2022

Associate Analyst, Brokerage Operations at Fidelity Investments

Apr 2014 - Jan 2019

Operations Representative at Fidelity Investments

Dec 2012 - Apr 2014

Nancy Pena started working in 2012, then the employee has changed 2 companies and 6 jobs. On average, Nancy Pena works for one company for 1 year 10 months.

Their professional focus is Account Management, Business Process Improvement, and Client Expectations Management across 3 core areas.

Frequently Asked Questions

What is Nancy Pena's email address?

SignalHire found a verified business email address for Nancy Pena: p**@raymondjames.com.

What is Nancy Pena's phone number?

SignalHire found a verified phone number for Nancy Pena: +1-***-***-1357.

How do I contact Nancy Pena at Raymond James?

You can reach Nancy Pena through SignalHire by unlocking their verified email and direct phone number (free signup, no credit card needed). SignalHire is the fastest route if you need their contact details immediately.

What is Nancy Pena's professional background?

Nancy Pena has 14 years of professional experience. They have held roles including Executive Assistant, Senior Manager, Brokerage Operations, and Manager, Brokerage Operations at companies such as Heritage Financial Consultants LLC, Fidelity Investments, and Fidelity Investments.

Is Nancy Pena's contact information up to date?

Yes. Nancy Pena's SignalHire profile was last updated on 20 April 2026, reflecting their current position as Manager, Operations, Transition Management at Raymond James in St. Petersburg, Florida, United States.

Nancy Pena Namesakes

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Nancy Pena
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Nancy Peña
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