Nancy M. Brogan, CFP®
Client Services Manager
Nancy Brogan holds the position of Client Services Manager and is responsible for Client Services of Wealth Managers and Direct Individual Clients at Wasmer Schroeder (WS). Prior to joining WSC in 2009, Ms. Brogan served as an Inventory Controller for Bartash Printing, Inc. and a Vice President of Operations for a local paper broker.
Ms. Brogan began her career with WS working initially in the accounting department, where she was promoted to Financial Administrator in 2011. While serving as the Firms Financial Administrator she was responsible for fund and corporate accounting. Ms. Brogan then transitioned to the Research Department where she was responsible for performing credit analysis on municipal credits. In 2014, Ms. Brogan became a Portfolio Administrator where she was responsible for portfolio reconciliation and administration, as well as the back office operations or portfolio cash management. She transitioned into her current position in 2015.
Ms. Brogan earned her B.S. in Accounting from Hodges University and was inducted into the Sigma Beta Delta Honor Society.