Nancy Bowes
Profile
Ms. Nancy Bowes is Client Services Representative at TrueNorth, Inc. She joined TrueNorth in 2007.
She has an extensive investment background, possessing wealth of experience in the financial services industry.
She began her career with Oppenheimer, where she was promoted to the position of Branch Operations Manager, supervising daily operations and compliance for the branch office.
She then served as a Financial Advisor at PaineWebber and later for Southwest National Bank as a Trust Officer.
Prior to joining TrueNorth, she was employed by Coe Financial Service, Inc. as a Portfolio Administrator and Compliance Officer.
Ms. Bowes holds a BS in Business Administration from The Wichita State University, and has completed the FINRA Series 65 examination for Investment Advisor Representatives.
Former positions of Nancy Bowes
| Companies | Position | End |
|---|---|---|
Coe Financial Services, Inc.
 Coe Financial Services, Inc. Investment ManagersFinance Coe Financial Services, Inc. provides investment advisory services. The company was founded by Richard J. Ceo in 1983 and is headquartered in Wichita, KS. | Corporate Officer/Principal | - |
Oppenheimer & Co., Inc.
 Oppenheimer & Co., Inc. Investment ManagersFinance Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY. | Corporate Officer/Principal | - |
| PaineWebber, Inc. | Corporate Officer/Principal | - |
IMA Wealth, Inc.
 IMA Wealth, Inc. Investment ManagersFinance IMA Wealth, Inc. is a registered investment advisor headquartered in Wichita, Kansas. The firm was founded by David Strohm and Margaret Hornbeck in 1999 as TrueNorth, Inc. They are a wholly-owned subsidiary of The IMA Financial Group, Inc. IMA Wealth provides families and businesses with wealth management and portfolio management solutions. | Sales & Marketing | - |
Training of Nancy Bowes
| Hutchinson Community College (Kansas) | Undergraduate Degree |
Experiences
Positions held
Linked companies
| Private companies | 4 |
|---|---|
Oppenheimer & Co., Inc.
Oppenheimer & Co., Inc. Investment ManagersFinance Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY. | Finance |
IMA Wealth, Inc.
IMA Wealth, Inc. Investment ManagersFinance IMA Wealth, Inc. is a registered investment advisor headquartered in Wichita, Kansas. The firm was founded by David Strohm and Margaret Hornbeck in 1999 as TrueNorth, Inc. They are a wholly-owned subsidiary of The IMA Financial Group, Inc. IMA Wealth provides families and businesses with wealth management and portfolio management solutions. | Finance |
| PaineWebber, Inc. | Finance |
Coe Financial Services, Inc.
Coe Financial Services, Inc. Investment ManagersFinance Coe Financial Services, Inc. provides investment advisory services. The company was founded by Richard J. Ceo in 1983 and is headquartered in Wichita, KS. | Finance |
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