combining finance and banking experience with accounting and analytics@ FORVIS
Louisville, Kentucky, United States
Troy Nally
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FlashIntel GPTTroy Nally is an experienced Certified Financial Planner with 8.5 years of work experience. He is based in the United States and is dedicated to becoming a Certified Financial Planner and continuing his career in the field of Finance. Troy aims to help others have a comfortable future and create a legacy for future generations of their families. He has worked at FORVIS and JPMorgan Chase & Co. in various roles, including Financial Services Assurance and Chase Private Client Banker. Troy's expertise lies in the financial services and banking sectors.
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About
My goal is to become a Certified Financial Planner and to continue a career in the field of Finance. I want to help others to have a comfortable future and create a legacy for future generations of their families.
Work Experience
combining finance and banking experience with accounting and analytics
Financial Services Assurance
Accounting
Troy Nally's Professional Milestones
- Chase Private Client Relationship Banker (2015-04-01~2016-01-01): Negotiated and executed high-value client relationships, leveraging advanced skills and expertise for effective business operations.
- Chase Private Client Banker (2016-01-01~): Secured new clients, exceeding sales targets and expanding clients' portfolio.
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Frequently asked questions
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Troy Nally works for FORVIS
Troy Nally's role in FORVIS is combining finance and banking experience with accounting and analytics
Troy Nally works in the industry of Accounting
Troy Nally's colleagues are Teddy Simniok,Tom Watson,Logan Stewart
Troy Nally's latest job experience is combining finance and banking experience with accounting and analytics at FORVIS
Troy Nally's latest education in College for Financial Planning
