Nancy Delgado is an Experienced Tax Paralegal

Nancy Delgado has 2 decades of experience in the Operations and Administrative Division. She has also served as a Paralegal in a law firm at the starting of her tenure. There she maintained the firm’s bond transaction database, prepared and timely filed certain IRS forms, prepared subscription forms for State and Local Government Series securities for escrow funds. She also assisted in the preparation of final bond documents and conducted legal research using the firms’ various databases.

Nancy Delgado also served as an assistant to CEOs of many renowned organizations.

As an operation executive, Nancy’s key responsibilities was to setup -

1.Clients Households on CRM
2.Client Portals on Advisor View
3.IAS Households and IAS Portfolios

About Nancy Delgado

Nancy Delgado is an experienced operations and administrative executive handling all the administrative systems within the organization. She holds a Bachelor of Science from the New York University, Stern School of Business. She also has a Major in Finance and International Business. Nancy holds a Paralegal Studies Certification from New York University, School of Continuing Education. Nancy Delgado is bilingual, apart from English; she is fluent in Spanish. She has also been appointed as a notary of the Commonwealth of Virginia.