Nancy has over 15 years of trust, fiduciary and investment administration experience.  Her responsibilities include client asset allocation, investment administration and new client onboarding.  Prior to joining OIS, Nancy was a Documentation Specialist with Parametric Portfolio Associates and had various roles with Fiduciary Counselling, Inc.

Nancy has a BA degree in Financial Management from the University of St. Thomas and a JD from Hamline University School of Law (now Mitchell Hamline School of Law).