Nancy Listiawan has worked in the financial services industry since 2007. Nancy is responsible for implementing all of the equity trading for AMI. Mrs. Listiawan also assists in the daily management of client accounts and assists in maintaining performance composites and working on the annual audits. Prior to joining AMI Asset Management, Nancy began her career with First Western Capital Management as an associate and then joined First Quadrant, LP where she worked as a senior investment accountant. She received her Bachelor of Sciences in Business Administration degree with a concentration in Finance from California State University, Long Beach. She also obtained her CERTIFIED FINANCIAL PLANNER® certification in 2021. Mrs. Listiawan has been with the firm since 2013.
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