With B.Sc. degree from New York University, Stern School of Business, Nancy Harksen managed to serve in various corporate firms where she was responsible for –

•Renewal of business licenses for branches of the firm
•Time-sheets/Payroll
•Division Supplies Management

She also holds expertise in IT Systems Division Management.

She has experience in -

•Assisting team on how to update Windows
•Assisting team members with systems including Fax Finder, SharePoint, Advisor View, CRM etc.
•Managing Salentica User Account Setup/ Maintenance
•Managing IAS User Account Setup/Maintenance
•Managing Domain Name Renewal

She is highly proficient in various computer skills that include Microsoft Office 365, WordPerfect Office (Quattro Pro, WordPerfect), Lotus Approach, AS/400, LexisNexis, Soft Solutions, CRM, SharePoint, IAS (Interactive Advisory Services), Advisor View on Envestnet/Tamarac Platform, Schwab Institutional, Cambridge Investments, Treasury Direct, Laser App, Pro Systemfx Practice Management, Fax Finder, Go File Room.

She is quite fluent in Spanish and recently she is working as Operations/Divisions Administrator at Cherry Bekaert Wealth Management LLC.

About Nancy Harksen

Nancy Harksen is an experienced operations and administrative executive who handles 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 Harksen is bilingual, apart from English; she is fluent in Spanish. She has also been appointed as a notary of the Commonwealth of Virginia.