Nancy Jerez

Experience

• 

  Bank of America

  Mar 2005 - Apr 2016

  Managing Director & Head of Institutional Distribution for BofA Global Capital Management

  Set strategy for institution distribution within the bank, banking partners and clients. Led a team of investment professionals responsible for advising corporations, nonprofit organizations and public entities on a broad set of cash investment solutions. Revamped all marketing materials, thought leadership pieces and white papers to create the BofA Global Capital Management story that differentiated our firm from our competitors. Led consistent sales strategies that focused on a strong advisory approach to benefit clients. Created and led numerous initiatives to improve all aspects of the client experience at our firm. Executed these strategies for banking partners and clients in my coverage role of the U.S. Western Region and consistently lead our team in both AUM and revenue generation. Show less

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  BlackRock

  Apr 2016 - Feb 2019

  Director

  Lead West Coast strategy and coverage for Financial Institution Distribution at BlackRock for Cash Investments and Fixed Income. Leveraged strong client relationships to grow assets under management from existing clients and to develop new client relationships. Utilized a highly advisory approach to create customized solutions for each client best suited to their specific needs and objectives. Led client centric teams to insure all aspects of our offerings were meeting and exceeding client expectations. Developed a strong partnership approach within BlackRock and 3rd Party providers to drive business in new and innovate ways. Began partnership with Treasury Curve to leverage their technology to best meet the needs of our clients. Far exceeded all assets under management goals in all years Show less

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  Treasury Curve

  Mar 2019 - now

  Nancy Jerez, Senior Director for Treasury Curve, is responsible for working with corporations, financial institutions, nonprofit organizations and public entities to automate, optimize and transform their treasury and investment functions. Ms. Jerez joins Treasury Curve with over 28 years of Treasury and Investment experience and she looks forward to leveraging this experience to help you optimize your treasury and investment processes.

  • Senior Director

    Mar 2019 - now

  • Senior Director

    Mar 2019 - now