Lydian Wealth Management

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Lydian Wealth Management Employees

Employee
Years
Job
Industry
Amar Goli Amar Goli Greater Los Angeles Area Details
Amar Goli's Lydian Wealth Management Experience January 2003 - December 2003
Job Associate Director at Stan Johnson Company
Industry Real Estate
Experience
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

Sharon McEvoy Sharon McEvoy Chicago, Illinois Details
Sharon McEvoy's Lydian Wealth Management Experience November 2000 - January 2006
Job
Industry Financial Services
Experience
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

Nicoya Frey Nicoya Frey Williamsport, Pennsylvania Area Details
Nicoya Frey's Lydian Wealth Management Experience 2003 - 2004
Job Owner at Frey's Commissary
Industry Food Production
Experience
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

Clarence (Chad) Lear Clarence (Chad) Lear Greater Philadelphia Area Details
Clarence (Chad) Lear's Lydian Wealth Management Experience January 2006 - May 2006
Job Institutional Sales at Susquehanna International Group, LLP
Industry Financial Services
Experience
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

Benjamin Waldin Benjamin Waldin Chicago, Illinois Details
Benjamin Waldin's Lydian Wealth Management Experience 2003 - 2003
Job Associate at Eimer Stahl, LLP
Industry Law Practice
Experience
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

Maureen McKenna Maureen McKenna Charlottesville, Virginia Details
Maureen McKenna's Lydian Wealth Management Experience June 2005 - August 2005
Job Program Manager at SNL Knowledge Center
Industry Banking
Experience
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

Kevin M. Gerrity, CPA Kevin M. Gerrity, CPA Washington D.C. Metro Area Details
Kevin M. Gerrity, CPA's Lydian Wealth Management Experience January 2004 - May 2004
Job I direct the Recruiting at Aronson LLC, a regional accounting firm positioned for significant, organic growth
Industry Accounting
Experience
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)

Brian Aldrich Brian Aldrich Ann Arbor, Michigan Details
Brian Aldrich's Lydian Wealth Management Experience June 2006 - August 2006
Job Associate Brand Manager for CheezIt crackers
Industry Consumer Goods
Experience
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

Ryan Dean Ryan Dean San Francisco, California Details
Ryan Dean's Lydian Wealth Management Experience June 2006 - August 2006
Job Strategy Consultant Telecom and Technology
Industry Management Consulting
Experience
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

Matthew Tigert, CIMA® Matthew Tigert, CIMA® Greater Seattle Area Details
Matthew Tigert, CIMA®'s Lydian Wealth Management Experience August 2005 - January 2006
Job Director of Operations at Freestone Capital Management
Industry Financial Services
Experience
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

Milagros Silva MBA Milagros Silva MBA Miami/Fort Lauderdale Area Details
Milagros Silva MBA's Lydian Wealth Management Experience 2000 - 2000
Job Investment Management
Industry Financial Services
Experience
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

Mark Rosenblum Mark Rosenblum New York, New York Details
Mark Rosenblum's Lydian Wealth Management Experience 2005 - 2006
Job
Industry Financial Services
Experience
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

Warren Spector Warren Spector Greater Chicago Area Details
Warren Spector's Lydian Wealth Management Experience 2004 - 2005
Job at
Industry Broadcast Media
Experience
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

Omar Akhtar Omar Akhtar San Francisco, California Details
Omar Akhtar's Lydian Wealth Management Experience December 2001 - November 2006
Job Director Interest Rate Risk/CMBS at Charles Schwab
Industry Capital Markets
Experience
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

J.T. Scully J.T. Scully Washington D.C. Metro Area Details
J.T. Scully's Lydian Wealth Management Experience 2001 - 2007
Job Director at Convergent Wealth Advisors
Industry Financial Services
Experience
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

Joei (Olson) Dyer Joei (Olson) Dyer Washington D.C. Metro Area Details
Joei (Olson) Dyer's Lydian Wealth Management Experience September 1999 - April 2006
Job Senior Consultant at Deloitte&Touche
Industry Financial Services
Experience
Deloitte & Touche  May 2006 - Present
Lydian Wealth Management   September 1999 - April 2006

Education
American University - Kogod School of Business   1995 — 1999
BSBA

Gary Carrai Gary Carrai Charlotte, North Carolina Area Details
Gary Carrai's Lydian Wealth Management Experience April 1999 - January 2004
Job Senior Vice President, HNW Solutions at LPL Financial and CoFounder of Fortigent
Industry Investment Management
Experience
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

Jay Gillick Jay Gillick Washington D.C. Metro Area Details
Jay Gillick's Lydian Wealth Management Experience 1998 - 2006
Job Senior Wealth Associate at MTX Wealth Management
Industry Financial Services
Experience
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

Milanie Perry Milanie Perry Washington D.C. Metro Area Details
Milanie Perry's Lydian Wealth Management Experience 1995 - 2005
Job Director at Fortigent, LLC
Industry Financial Services
Experience
Fortigent, LLC  June 1995 - July 2008
Lydian Wealth Management   1995 - 2005

Education
University of Maryland College Park
BA, Economics

Louisa Wright (Sellers) Louisa Wright (Sellers) Greater Philadelphia Area Details
Louisa Wright (Sellers)'s Lydian Wealth Management Experience March 2004 - May 2006
Job Owner, Weightman Wealth Advisory, LLC
Industry Financial Services
Experience
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

Eric Wikstrom Eric Wikstrom Greater Seattle Area Details
Eric Wikstrom's Lydian Wealth Management Experience 2003 - 2004
Job Founder of Integrated Wealth Strategies,LLC
Industry Financial Services
Experience
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

Lauren (Husler) LaHatte Lauren (Husler) LaHatte West Palm Beach, Florida Area Details
Lauren (Husler) LaHatte's Lydian Wealth Management Experience 2004 - 2005
Job Sales and Relationship Manager Professional
Industry Consumer Services
Experience
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

Steven Ruggio Steven Ruggio Greater New York City Area Details
Steven Ruggio's Lydian Wealth Management Experience August 2003 - May 2004
Job Management Consultant at Ernst & Young, LLP
Industry Financial Services
Experience
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

Alex Szozda Alex Szozda Houston, Texas Area Details
Alex Szozda's Lydian Wealth Management Experience October 2004 - May 2005
Job FP&A Manager at Loomis
Industry Financial Services
Experience
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

Jamie You Jamie You Washington D.C. Metro Area Details
Jamie You's Lydian Wealth Management Experience September 2005 - May 2006
Job Accountant
Industry Accounting
Experience
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

Ryan Spitz, CFA Ryan Spitz, CFA Greater New York City Area Details
Ryan Spitz, CFA's Lydian Wealth Management Experience May 2006 - August 2006
Job Credit Analyst at Stone Harbor Investment Partners
Industry Investment Management
Experience
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