Nancy Kaur

Nancy Kaur is an experienced professional in client services and wealth management, currently serving as a Client Services Associate at Adero Partners since January 2023. Previously, Nancy held the position of Private Wealth Associate at Perigon Wealth Management, LLC, and worked as an Account Manager at Sierra Circuits. Significant experience at Wells Fargo included roles as a Senior Relationship Associate in the Commercial Technology and Venture Group, Client Associate, and several positions that contributed to operational management and customer relationship development. Nancy began a career in banking in 2004, progressing from Service Manager to Personal Banker at Wells Fargo, refining skills in customer service and sales. Educational credentials include a Bachelor of Arts in Political Science and Government from Delhi University, supplemented by foundational education from Oxford Senior Secondary School.