Movers and Shakers

Almond hired to lead Numerica Financial Services

Nancy Almond, an award-winning wealth management team leader, is the new senior vice president for Numerica Financial Services and CUSO Financial Services LP (CFS) program manager.

In her role, Almond will lead the credit union's team of advisors in providing comprehensive financial planning, retirement and insurance services to Numerica members. Numerica offers non-deposit investment products and services through its relationship with CFS.

“Nancy's deep background in both wealth management and banking are a perfect match for our growth vision for Numerica Financial Services,” Numerica Chief Operating Officer Nicole Sherman said. “She believes in building teams across all business lines to deliver an exceptional member experience.”

Almond is a nationally recognized speaker and subject matter expert. On two occasions, she was selected as one of the country's top program managers by Bank Investment Consulting Magazine. During her time as an SVP program manager for the 150 branches of Columbia Bank, she was honored as its Leader of the Year. She has received several honors from national broker, Cetera Investment Services, including serving on its advisory board.

Almond is part of a family that traces seven generations of roots in Coeur d’Alene. With Numerica, she is excited to leverage her experience on behalf of Washington and North Idaho communities that are particularly close to her heart.

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