Nancy manages the day-to-day business operations for Mark Waterhouse. In this role, Nancy assists with the preparation for client meetings and supports clients’ account administration needs while providing enthusiastic service and support. With over 20 years of wealth management industry experience, she applies this knowledge and expertise to every client interaction.
Earlier in her career Nancy held several finance positions at Lockheed Martin and TJ Maxx. She also worked as a Management Consultant in the software industry.
Nancy is a graduate of Colby College and has an MBA in Finance and Marketing from the Babson F.W. Olin Graduate School of Business. She is a licensed Notary Public in Massachusetts.
Nancy resides in Holliston, MA with her husband.
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