Chief Executive Officer@ Capital Pointe Advisors, LLC
Beachwood, Ohio, United States
Nancy Herman
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Bowling Green State University
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Tell me more about Nancy Herman?
FlashIntel GPTNancy Herman is a highly experienced professional with 37.9 years of work experience in various roles. She has expertise in mergers and acquisitions, strategic planning, investment banking, healthcare finance, and capital raising. Nancy has held key positions at Capital Pointe Advisors, LLC and KeyBank, where she served as Chief Executive Officer and Vice President. She also has experience in business development and has worked as a Managing Partner. Nancy's skills include financial analysis, leadership, and portfolio management. She is based in Chagrin Falls, Ohio, United States.
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About
Capital Pointe Advisors is a boutique investment banking firm specializing exclusively in the long term care and senior housing industry.
Work Experience
Chief Executive Officer
Chief Executive Officer
Financial Services
Nancy Herman's Professional Milestones
- Chief Executive Officer (2015-01-01~): Achieved unprecedented operational excellence by overseeing strategic initiatives and driving company growth.
- Vice President | Senior Relationship Manager (1997-01-01~1999-01-01): Built strong community connections, fostering strong relationships to drive business growth.
Education
Bachelors,
Bachelor Of Arts
1979-1983Skill
Mergers And Acquisitions
Strategic Planning
Investment Banking
Healthcare Finance
Long Term Care Industy
Capital Raising
Due Diligence
Venture Capital
Banking
Financial Analysis
Financial Modeling
Healthcare
Entrepreneurship
Finance
Fixed Income
Microsoft Excel
Management
Leadership
Portfolio Management
Valuation
Bloomberg
Start Ups
Investments
Customer Service
Business Strategy
Equities
Certification
Colleagues
Keith Baron
Executive Vice President | Partner
Other Named Nancy Herman
Frequently asked questions
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Nancy Herman works for Capital Pointe Advisors, LLC
Nancy Herman's role in Capital Pointe Advisors, LLC is Chief Executive Officer
Nancy Herman works in the industry of Financial Services
Nancy Herman's colleagues are Keith Baron
Nancy Herman's latest job experience is Chief Executive Officer at Capital Pointe Advisors, LLC
Nancy Herman's latest education in Bowling Green State University
