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Nancy Ulloa's
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Current Position:

Branch Operations Manager at World Investment Advisors (formerly Pensionmark)

Experience:

9 years

Location:

Santa Barbara County, California, United States

How to contact Nancy Ulloa

Last updated:2024-09-07
emailu*****y@worldadvisors.com
phone+1-***-***-8087
Instagram
Skype
YouTube

Analytics

According to LinkedIn Nancy Ulloa started working on 2016, then the employee has changed 4 jobs. On average, Nancy Ulloa works for one company for 2 years 7 months. Nancy Ulloa has been working as a Branch Operations Manager for Pensionmark Financial Group for 1979 days. If you are interested in this candidate, contact him directly by using contact details provided by SignalHire.

Work Experience

Branch Operations Manager at World Investment Advisors (formerly Pensionmark)

Jun 2020 - Current

Team Lead - Senior Associate, Client Operations at World Investment Advisors (formerly Pensionmark)

Feb 2016 - Mar 2020

Senior Associate, Client Operations at World Investment Advisors (formerly Pensionmark)

Jun 2018 - May 2019

Associate, Client Operations at World Investment Advisors (formerly Pensionmark)

Jan 2017 - Jun 2018

Assistant, Client Operations at World Investment Advisors (formerly Pensionmark)

Feb 2016 - Jan 2017

Education

Bachelor of Arts - BA at UC Santa Barbara

Current Company Information World Investment Advisors (formerly Pensionmark)

Name: World Investment Advisors (formerly Pensionmark)

Speciality: 401(k) Profit Sharing, Executive Deferred Compensation, Defined Benefit Pension, Not-for-Profit, Wealth Management, Retirement Planning, Financial Planning

Location: Santa Barbara, CA, United States

Employees: 500-1000

HQ Phone: 888-201-5488

Description: Pensionmark Financial Group is an investment adviser that is affiliated through common ownership with Pensionmark Securities. It was nominated by industry professionals and selecte...

Frequently Asked Questions

How long has Nancy Ulloa been working as a Branch Operations Manager?

Nancy Ulloa's total experience in various companies as a Branch Operations Manager 5 years 5 months.

What is Nancy Ulloa's minimum period of employment in the companies?

Nancy Ulloa's minimum period of employment in various companies is 11 months.

What is Nancy Ulloa's average duration of employment for different companies?

On average, Nancy Ulloa works for one company for 1 year 10 months

What industries has Nancy Ulloa worked in?

Nancy Ulloa works in the Financial Services.

What positions has Nancy Ulloa held before?

Previously, Nancy Ulloa worked as a Team Lead - Senior Associate, Client Operations, and Senior Associate, Client Operations, and Associate, Client Operations, and Assistant, Client Operations.

How do I contact Nancy Ulloa?

Nancy Ulloa's email address is u*****y@worldadvisors.com, phone number is +1-***-***-8087. Sign up to get contact details.

Who is the President & CEO of the World Investment Advisors (formerly Pensionmark)?

The President & CEO of the World Investment Advisors (formerly Pensionmark) is Troy Hammond

Who are Nancy Ulloa's peers at other companies?

Nancy Ulloa's peers at other companies are Kristi Casanova and Julie Holloway and Francisco Perdomo
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Nancy Ulloa Namesakes

Name
Company
Position
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NAUM Servicio de Integración Modular y Construcción
Administradora general y jefa de operaciones
N
Ulloa Cellars
Public Speaker

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