nancy nauser

retirement specialist

About

I focus on coaching individuals and families to create the best strategic plan possible for financial success. I bring 18 years of banking and 19 years of non-profit leadership and counseling knowledge to the conversation. My friendly relaxed style creates an atmosphere of collaboration, highly effective in achieving extraordinary results. I can relate to the emotional and financial challenges businesses and families face daily. *MBA Finance *Bachelor of Business Administration *Past President of Consumer Credit Counseling Services *Operations Manager/Client Relationship Manager for UMB Bank *Certified Credit Counselor *Certified Consumer Credit Executive

Country

united states

City

kansas city

Industry

financial services

Skill

budget forecasts, risk management, strategic negotiations, visionary leadership, strategic alliances, key partnership development, tactical market planning, organizational restructuring, public and media relations, education program development, leadership, management, public relations, market planning, public speaking, business process improvement, strategic planning, nonprofits, partnerships, contract negotiation, restructuring, banking, business development, commercial lending, product management, product development, small business, coaching, non profit leadership, money management, finance, program management, relationship management, executive management, marketing, loans, budgets, mutual funds, financial services, small business lending, wealth management, mortgage lending, consumer lending, credit analysis, investments, retail banking, strategic financial planning, financial analysis, commercial banking, insurance

Experience

president - consumer credit counseling service

consumer credit counseling service of the midwest

1987-9 - 2006-4 · 18 yrs 8 mos

member

rotary international

2008-1 - 2012-1 · 4 yrs 1 mo

retirement specialist

empower retirement

2014-12 - Present · 11 yrs 10 mos

At Great-West Financial® and Empower Retirement, our more than 4,600 associates are dedicated to helping customers secure their financial futures. We offer a range of retirement savings products, life insurance, annuities and investment services from offices across the country. If you're interested in joining a company that enjoys a record of strong performance and is rich in history yet innovative, bold and transformative, then our organization is an outstanding place for you to grow and succeed. We're an equal opportunity employer dedicated to workforce diversity. We're also committed to providing a drug-free workplace.Social media disclosures = http://greatwest.com/social-media.shtml.

operations manager, client relationship manager

umb bank

2008-6 - 2014-10 · 6 yrs 5 mos

* Perform needs assessments and act as resource regarding client financial needs, including bank services, challenges within current situation, identification of specific needs, overall financial goals, and assist clients in developing a plan to achieve success in small business, individual and family finances. * Research product and service benefits, money management techniques, and develop templates for budgets and specific financial tracking needs. * Respond to walk-in clients, encompassing those in focus-and-growth stage, financial preservation, and money-challenged.

vice president, online education

national student loan program

2006-9 - 2008-1 · 1 yr 5 mos

Developed online education program benefiting college students and university financial aid offices, including utilization of SCORM model, translation of printed course materials into online documents, creation of online video instruction, and progress tracking. Delivered onsite presentations to university students regarding Budgeting and Credit Management, including University of Kansas, University of North Carolina, and Louisiana State University.