Lydian Wealth Management
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Lydian Wealth Management Employees
Stan Johnson Company August 2014 - Present
PAR Commercial Real Estate Services May 2012 - July 2014
Commercial Brokers International September 2010 - June 2012
Marcus and Millichap January 2007 - October 2010
Long and Foster Real Estate Inc. August 2005 - December 2006
Lydian Wealth Management January 2003 - December 2003
Skills
Real Estate Transactions, Real Estate Development, Real Estate, Leases, Investment Properties, Disposition, Property Management, Brokerage, Commercial Real Estate, Valuation, Investments, Landlord, Tenant, Contract Negotiation, Shopping Centers, Selling, Property, Tenant Representation, Negotiation, Market Analysis, Real Estate Economics, Portfolio Management, Buyer Representation, Sellers, Relocation, Marketing, Real Estate Financing, Acquisitions, Finance, Due Diligence, Corporate Real Estate, Location Intelligence, Asset Management, Investors, Lease Negotiations, Landlords, Land Acquisition, 1031 Exchanges, Dispositions, Sales
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2010 — 2013
MBA, MBA
American University 2002 — 2005
BA, Economics/Pre-Med
University of Colorado at Boulder 1999 — 2001
EPOB, Pre-Medicine
Fortigent, LLC November 2000 - Present
Lydian Wealth Management November 2000 - January 2006
Skills
Mutual Funds, Alternative Investments, Wealth Management, Investment Management, High Net Worth..., Strategic Planning, Financial Services, Financial Advisory, Marketing Strategy, Marketing, Investments, Event Management, Investment Advisory, Leadership, Mergers & Acquisitions, Wealth Management..., Conference Coordination, Conference Organization, Finance, 401k, Securities, Asset Management, Retirement Planning
Education
The Catholic University of America 1987 — 1991
BA
Frey's Commissary May 2004 - Present
Lydian Wealth Management 2003 - 2004
Skills
Public Speaking, Asset Allocation, Strategic Planning, Investments, Alternative Investments, Microsoft Excel, Customer Service, Marketing Strategy, Financial Analysis, Leadership, Finance, Business Strategy, Budgets, Strategy, Marketing, Team Building, Event Planning, Social Media
Education
American University - Kogod School of Business 2000 — 2004
BSBA, Finance and Management
Susquehanna International Group, LLP April 2008 - Present
Pershing, LLC October 2006 - April 2008
Lydian Wealth Management January 2006 - May 2006
Skills
Equities, Mutual Funds, Finance, Options, Corporate Finance, Fidessa, Equity Derivatives, Index Derivatives, Foreign ETFs, SQL, VBA, Analysis, FX Options, Operations, MIcrosoft Access, Derivatives
Education
American University 2002 — 2006
BSBA, International Business & Management
American University - Kogod School of Business 2002 — 2006
Bachelor of Science (BS), International Business
CERAM Sophia Antipolis 2004 — 2004
International Business Management
Eimer Stahl LLP January 2014 - Present
Eimer Stahl LLP August 2013 - August 2013
Cleary Gottlieb Steen & Hamilton LLP May 2013 - August 2013
Eimer Stahl LLP May 2012 - August 2012
Bates White, LLC June 2006 - July 2011
England Securities, LLC March 2005 - January 2006
Lydian Wealth Management 2003 - 2003
Skills
Competition Law, Economics, Data Analysis, Competitive Strategy, Business Analytics, Antitrust, Statistics, Stata, Business Strategy, Econometrics, Financial Modeling, Research
Education
Northwestern University - Kellogg School of Management 2011 — 2014
Master of Business Administration (M.B.A.), Management & Strategy, Managerial Economics, With Distinction (top 10%)
Northwestern University School of Law 2011 — 2014
Juris Doctor (J.D.), Cum Laude
The George Washington University - School of Business 2002 — 2006
Bachelor's Degree, Finance, International Business, Magna Cum Laude
SNL Knowledge Center August 2010 - Present
SNL Center for Financial Education February 2009 - September 2010
SNL Center for Financial Education June 2008 - February 2009
Convergent Wealth Advisors June 2007 - August 2007
Lydian Wealth Management June 2005 - August 2005
Skills
Banking, Financial Analysis, Project Management, Program Management
Education
University of Virginia 2004 — 2008
BA, Economics, Psychology
Pontificia Universidad Católica del Perú 2006 — 2006
Aronson LLC October 2012 - Present
HireStrategy January 2010 - September 2012
Continuum Financial December 2008 - January 2010
KPMG, LLP August 2005 - December 2008
Lydian Wealth Management January 2004 - May 2004
Ryan & Wetmore PC January 2003 - May 2003
Skills
Accounting, Audit, Recruitment, Resume Writing, Interview Preparation, Salary Review, College Recruiting, Job Coaching, Recruiting, Auditing, Talent Acquisition, Strategic HR, Business Development, Process Improvement, Sarbanes-Oxley Act, Financial Reporting, Career Counseling, Payroll, Strategy, Finance, Employee Benefits, Executive Search, Consulting, Personnel Management, Internal Audit, Financial Analysis, Management, Basketball
Education
American University - Kogod School of Business 2001 — 2005
B.S. Business Administration, Finance & Accounting
Tolland High School (Tolland, Connecticut)
Kellogg Company June 2015 - Present
Kellogg Company May 2014 - August 2014
Newell Rubbermaid March 2014 - April 2014
Banco Santander June 2012 - August 2013
Associated Home Care July 2011 - June 2012
First Marblehead 2007 - 2011
Lydian Wealth Management June 2006 - August 2006
Skills
Capital Markets, Investments, Accounting, Auditing, Finance, Analysis, Financial Services, Competitive Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
Master of Business Administration (MBA), Strategy and Marketing
Harvard University 2003 — 2007
Bachelor of Arts (B.A.), Economics
Altman Vilandrie & Company September 2008 - Present
A.T. Kearney June 2007 - August 2007
Lydian Wealth Management June 2006 - August 2006
Pacific Northwest National Laboratory June 2005 - August 2005
Skills
Management, Strategy, Management Consulting, Financial Modeling, Due Diligence, Strategic Planning, Telecommunications, Project Planning, Business Strategy
Education
Massachusetts Institute of Technology 2004 — 2008
SB, Mechanical Engineering
Freestone Capital Management July 2015 - Present
EnvestnetTamarac February 2013 - July 2015
EnvestnetTamarac November 2010 - February 2013
Convergent Wealth Advisors August 2005 - October 2010
Convergent Wealth Advisors October 2007 - April 2010
Convergent Wealth Advisors January 2006 - October 2007
Lydian Wealth Management August 2005 - January 2006
High Point Farm Catering January 1997 - January 2005
Skills
Portfolio Management, Investments, Asset Allocation, Mutual Funds, Management, Hedge Funds, Investment Strategies, Leadership, Financial Services, Investment Advisory, CRM, Analysis, Private Equity
Education
Taylor University 1999 — 2003
Bachelor of Arts
Montrose Christian 1996 — 1999
Bank of America January 2011 - October 2011
ProLogis- Real Estate Investment Trust July 2007 - December 2008
Cambridge Associates January 2005 - June 2007
Hill Granados Retail Partners 2006 - 2006
Prudential Securities 2001 - 2001
Lydian Wealth Management 2000 - 2000
Skills
Series 7, Investments, Financial Analysis, Portfolio Management, Due Diligence, Marketing Strategy, Financial Modeling, Credit
Education
The University of Texas at Austin - Red McCombs School of Business 2005 — 2007
MBA Program, Finance and Marketing
American University - Kogod School of Business 1998 — 2002
B.S.B.A., Finance
Morgan Stanley April 2015 - Present
Jefferies LLC August 2013 - March 2015
modern guild May 2013 - July 2013
Epoch Investment Partners February 2009 - July 2011
Locke Capital Management March 2008 - November 2008
Hillman Capital Management April 2006 - March 2008
Lydian Wealth Management 2005 - 2006
Education
Duke University - The Fuqua School of Business 2011 — 2013
MBA
University of Maryland College Park 2000 — 2004
Bachelor of Science (B.S.), Finance, General
WJS Consulting January 2014 - December 2014
Barrington Broadcasting Group May 2006 - December 2013
Lydian Wealth Management 2004 - 2005
Fisher Communications, Inc January 1999 - January 2003
Retlaw Enterprises, Inc January 1992 - January 1999
Act III Communications, Inc January 1986 - January 1990
Price Waterhouse January 1979 - January 1986
Skills
Management, Budgets, Due Diligence, Strategy, Investments, Broadcast, Business Planning, Digital Media, Finance, Marketing Communications, Social Media Marketing, Accounting, Analysis, Account Management, Internal Controls, SEC filings, Loans, CPA, Broadcast Television, New Business Development, Forecasting, Real Estate, New Media, Television, Leadership, Strategic Planning, Financial Accounting, Advertising Sales, Radio Broadcasting, Tax, Human Resources, Acquisitions, Variance Analysis, Marketing, Sarbanes-Oxley Act, Sales, Social Media, Advertising, Integrated Marketing, Divestitures, Public Speaking, Marketing Strategy, Digital Marketing, Corporate Tax, Financial Reporting, Radio, Mobile Devices, Online Advertising, Negotiation, Competitive Analysis
Education
UCLA Anderson School of Management 2006 — 2008
Master of Business Administration (M.B.A.), Masters in Business Administration
School of Management, UCLA 1986 — 1988
MBA; BA; CPA, Economics
Charles Schwab August 2012 - Present
Charles Schwab August 2011 - August 2012
Fannie Mae September 2009 - August 2011
Fannie Mae November 2006 - September 2009
Lydian Wealth Management December 2001 - November 2006
Lydian Wealth 2001 - 2006
Allegiance Telecom June 2001 - October 2001
Skills
ABS, Portfolio Management, Derivatives, Funding, Credit Risk, Trading, Financial Modeling, Fixed Income, Capital Markets, Securities, Financial Analysis, Risk Management, Market Risk, Interest Rate Risk..., Mortgage, Debt
Education
Ivey Business School at Western University 1998 — 2000
HBA, Business Administration
Western University 1995 — 1998
BA, Economics
Convergent Wealth Advisors DirectorConvergent Wealth Advisors2001 - Present
Lydian Wealth Management 2001 - 2007
JCCI 1983 - 1985
Education
Temple University - Fox School of Business and Management 1977 — 1979
MBA, Finance
University of Delaware 1971 — 1975
Deloitte & Touche May 2006 - Present
Lydian Wealth Management September 1999 - April 2006
Education
American University - Kogod School of Business 1995 — 1999
BSBA
LPL Financial June 2015 - Present
Fortigent, LLC January 2004 - June 2015
Lydian Wealth Management April 1999 - January 2004
Investment Company Institute April 1997 - April 1999
NASDAQ November 1992 - April 1997
Skills
Mutual Funds, Finance, Alternative Investments, Investment Advisory, Asset Allocation
Education
Indiana University of Pennsylvania 1986 — 1990
BS, Finance
Valley High School 1982 — 1986
MTX Wealth Management December 2012 - Present
MTX Wealth Management July 2008 - December 2012
Fortigent, LLC 2006 - May 2008
Lydian Wealth Management 1998 - 2006
Enterprise Rent A Car 1993 - 1998
Education
Towson University 1986 — 1990
B.S., Marketing
Fortigent, LLC June 1995 - July 2008
Lydian Wealth Management 1995 - 2005
Education
University of Maryland College Park
BA, Economics
Weightman Wealth Advisory, LLC November 2007 - Present
Verdis Wealth Management June 2006 - July 2007
Lydian Wealth Management March 2004 - May 2006
Ashbridge Investment Management March 1999 - March 2004
Wilmington Trust Company February 1992 - February 1999
Morgan Stanley 1987 - 1992
Skills
Investments, Estate Planning, Asset Allocation, Wealth, Portfolio Management, Wealth Management, Retirement, High Net Worth..., Financial Advisory, Finance, Fundraising, Wealth Management...
Education
Trinity College-Hartford 1981 — 1985
BA, Economics
IES Abroad 1983 — 1983
European Union
The Hotchkiss School 1978 — 1981
Springside School 1968 — 1978
Integrated Wealth Strategies,LLC 2005 - Present
Lydian Wealth Management 2003 - 2004
myCFO 2002 - 2003
Arthur Andersen 1999 - 2002
MetLife Capital 1994 - 1998
GATX Capital 1991 - 1994
Skills
Strategic Financial..., Investments, Retirement Planning, Finance, Financial Analysis, Corporate Finance, Tax, 401k, Wealth Management..., IRAs, Small Business, Entrepreneurship, Financial Structuring, Real Estate, Banking, Alternative Investments, Asset Managment, Asset Management, Due Diligence, Start-ups, Funding, Financial Planning
Education
Golden Gate University
Masters of Science, Taxation
University of Washington
Bachelor of Arts (B.A.), Business Administration
Cloud Sherpas November 2013 - June 2015
Cloud Sherpas November 2012 - November 2013
Harvard University October 2010 - May 2012
Southern Orthopaedics, LLC January 2009 - August 2010
Convergent Wealth Advisors July 2006 - November 2008
Lydian Wealth Management 2004 - 2005
Skills
Financial Modeling, Financial Analysis, Wealth Management, Investments, Corporate Finance, Portfolio Management, Economics, Strategic Financial..., Public Speaking, Marketing, Microsoft Excel, Finance, CRM, Sales
Education
Florida State University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance
Ernst & Young June 2005 - Present
Greenbrier Learning Center July 2009 - 2012
AXA Advisors June 2004 - August 2004
George Washington University January 2004 - May 2004
Lydian Wealth Management August 2003 - May 2004
United States House of Representatives January 2003 - August 2003
Skills
Management Consulting, Financial Modeling, Business Process..., Financial Analysis, Risk Management, Financial Reporting, Due Diligence, Business Analysis, Business Transformation, Process Improvement, Program Management, Accounting, Internal Controls, Financial Services, Finance Transformation, Change Management, Governance, Organizational Design, Business Process..., Financial Risk, Capital Markets, IT Strategy, Business Strategy, Project Management, Strategic Planning, Strategic Financial..., Managerial Finance, Vendor Management, Strategy, Management, Consulting, Leadership, Banking, Regulatory Reporting, Federal Reserve
Education
Columbia University - Columbia Business School 2012 — 2016
Master of Business Administration (M.B.A.)
Columbia University in the City of New York
The George Washington University - School of Business 2002 — 2006
Bachelor, Accountancy and Statistics, Graduated with Honors
The George Washington University
Richmond, The American International University in London 2004 — 2004
Fairfield High School 1998 — 2002
Loomis May 2015 - Present
Quintana Capital Group May 2010 - Present
Ernst & Young May 2005 - May 2010
Lydian Wealth Management October 2004 - May 2005
Skills
Fluent in Spanish, Accounting, Financial Modeling, Valuation, Financial Reporting, Mergers & Acquisitions, Financial Analysis, Corporate Finance, Due Diligence, Private Equity, Finance
Education
University of Virginia 2005 — 2006
M.S., Accounting
Cornell University 2000 — 2004
B.A., Economics
Marriott International November 2009 - Present
Ferris, Baker Watts, Inc May 2006 - April 2009
Lydian Wealth Management September 2005 - May 2006
Education
University of Maryland - Robert H. Smith School of Business
B.S., Business
Stone Harbor Investment Partners August 2012 - Present
Stone Harbor Investment Partners August 2008 - August 2012
Stone Harbor Investment Partners May 2007 - August 2007
Swiss Style Magazine October 2006 - December 2006
Lydian Wealth Management May 2006 - August 2006
Education
Lafayette College 2004 — 2008
B.A., Philosophy, Economics
The Peddie School 2000 — 2004