Mercer Advisors
Industry: Company
DescriptionFounded: 1985 Subsidiaries: Bell Wealth Management Inc.,
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Mercer Advisors Employees
Employee
Years
Job
Industry
Renee Marks Renee Marks's Mercer Advisors Experience September 2008 - October 2009
Job Principal Marnee Management
Industry Management Consulting
Experience
Marnee Management LLC November 2009 - Present
Mercer Advisors September 2008 - October 2009
Mercer Global Advisors September 2003 - October 2009
Mercer Advisors 2005 - 2009
Dentsply, International Professional Division January 2001 - September 2003
Penn State University Smeal College and Health & Human Development 1998 - 2002
IFR Applications, Inc January 1996 - January 2001
Penn State University 1990 - 1998
Skills
Coaching, Research, Customer Relations, Writing, Hiring, Customer Service, Workshop Facilitation, Leadership, Recruiting, Blogging, Microsoft Excel, Event Planning, Nonprofits, Training, Microsoft Office, Public Speaking, Dentistry, Management Consulting, Management, Advertising, Teaching, Consulting, Time Management, Human Resources, Leadership Development, Team Building, Instructional Design, Organizational..., Employee Benefits, Strategic Planning, Marketing, Social Networking, Small Business, Social Media, Marketing Communications, Entrepreneurship, Fundraising, Team Leadership, Marketing Strategy, Social Media Marketing, Public Relations, Sales, Product Development, Business Planning, Project Management, Strategy, Change Management, Program Management
Education
Penn State University 1995 — 1998
MS, Training and Development
Penn State University
Bachelor of Science, Vocational Education and Health Occupations Education
University of Pittsburgh 1970 — 1972
Associate Degree, Dental
Marnee Management LLC November 2009 - Present
Mercer Advisors September 2008 - October 2009
Mercer Global Advisors September 2003 - October 2009
Mercer Advisors 2005 - 2009
Dentsply, International Professional Division January 2001 - September 2003
Penn State University Smeal College and Health & Human Development 1998 - 2002
IFR Applications, Inc January 1996 - January 2001
Penn State University 1990 - 1998
Skills
Coaching, Research, Customer Relations, Writing, Hiring, Customer Service, Workshop Facilitation, Leadership, Recruiting, Blogging, Microsoft Excel, Event Planning, Nonprofits, Training, Microsoft Office, Public Speaking, Dentistry, Management Consulting, Management, Advertising, Teaching, Consulting, Time Management, Human Resources, Leadership Development, Team Building, Instructional Design, Organizational..., Employee Benefits, Strategic Planning, Marketing, Social Networking, Small Business, Social Media, Marketing Communications, Entrepreneurship, Fundraising, Team Leadership, Marketing Strategy, Social Media Marketing, Public Relations, Sales, Product Development, Business Planning, Project Management, Strategy, Change Management, Program Management
Education
Penn State University 1995 — 1998
MS, Training and Development
Penn State University
Bachelor of Science, Vocational Education and Health Occupations Education
University of Pittsburgh 1970 — 1972
Associate Degree, Dental
Jason Hight Jason Hight's Mercer Advisors Experience May 2012 - Present
Job Graphic Designer at Mercer Advisors
Industry Marketing and Advertising
Experience
Mercer Advisors May 2012 - Present
Freelance/Contract Graphic Designer April 2010 - May 2012
Zareba Systems, Inc. January 2005 - May 2010
Ciprico December 2002 - December 2004
Onvoy October 1996 - September 2002
Forum Communications November 1994 - October 1996
M Graphics June 1993 - October 1996
Skills
Graphic Design, Adobe Creative Suite, Advertising, Packaging, Creative Development, Microsoft Office, Catalogs, Illustrator, InDesign, Logo Design, Web Design, QuarkXPress, Photoshop, Layout, Dreamweaver, Logos, Adobe Acrobat, Illustration, Flash, Graphics, HTML, Art Direction, Photography, Social Media, Brochures, Direct Mail, Typography, Corporate Identity, Mac, Corporate Branding, Creative Direction, Fireworks, Posters, Email Marketing, PowerPoint, Print Production, Brand Development, Newsletters, Retouching, Word, User Interface Design, SEO, CSS, Interaction Design, Art, Customer Relations, User Experience, Account Management, Copywriting, Wordpress
Education
Minnesota State University, Moorhead 1990 — 1994
BS, Mass Communications - Advertising
Mercer Advisors May 2012 - Present
Freelance/Contract Graphic Designer April 2010 - May 2012
Zareba Systems, Inc. January 2005 - May 2010
Ciprico December 2002 - December 2004
Onvoy October 1996 - September 2002
Forum Communications November 1994 - October 1996
M Graphics June 1993 - October 1996
Skills
Graphic Design, Adobe Creative Suite, Advertising, Packaging, Creative Development, Microsoft Office, Catalogs, Illustrator, InDesign, Logo Design, Web Design, QuarkXPress, Photoshop, Layout, Dreamweaver, Logos, Adobe Acrobat, Illustration, Flash, Graphics, HTML, Art Direction, Photography, Social Media, Brochures, Direct Mail, Typography, Corporate Identity, Mac, Corporate Branding, Creative Direction, Fireworks, Posters, Email Marketing, PowerPoint, Print Production, Brand Development, Newsletters, Retouching, Word, User Interface Design, SEO, CSS, Interaction Design, Art, Customer Relations, User Experience, Account Management, Copywriting, Wordpress
Education
Minnesota State University, Moorhead 1990 — 1994
BS, Mass Communications - Advertising
Ryan Weichman's Mercer Advisors Experience July 2015 - Present
Job Associate Trader I at Mercer Advisors
Industry Financial Services
Experience
Mercer Advisors July 2015 - Present
Scottrade August 2012 - July 2015
Scottrade August 2011 - August 2012
NuPath Community Credit Union July 2009 - August 2011
Skills
Series 7, Series 63, Microsoft Excel, Investments, PowerPoint, Microsoft Office
Education
Texas Tech University 2013 — 2016
Master of Science (MS), Finance, General, Current GPA:3.33
Passed Level II of the CFA program
Davenport University 2009 — 2012
Bachelor of Business Administration (BBA), Finance, GPA:3.68
Zeeland East High School
Mercer Advisors July 2015 - Present
Scottrade August 2012 - July 2015
Scottrade August 2011 - August 2012
NuPath Community Credit Union July 2009 - August 2011
Skills
Series 7, Series 63, Microsoft Excel, Investments, PowerPoint, Microsoft Office
Education
Texas Tech University 2013 — 2016
Master of Science (MS), Finance, General, Current GPA:3.33
Passed Level II of the CFA program
Davenport University 2009 — 2012
Bachelor of Business Administration (BBA), Finance, GPA:3.68
Zeeland East High School
Amy Austinson Amy Austinson's Mercer Advisors Experience April 2004 - December 2006
Job Regional Network Director at Oregon State University
Industry Marketing and Advertising
Experience
Oregon State University January 2014 - Present
Integrated Healthcare Solutions August 2013 - January 2014
Integrated Healthcare Solutions May 2012 - August 2013
Netbiz.com October 2010 - March 2012
Cadence Management Corporation January 2010 - May 2010
NetBiz, Inc. October 2008 - January 2010
Robert Half International January 2008 - September 2008
Mercer Advisors April 2004 - December 2006
Seattle Seahawks April 2001 - February 2004
Portland Trail Blazers January 1998 - April 2001
Skills
Account Management, Marketing, Cold Calling, Customer Service, Contract Management, B2B, Event Management, Human Resources, Direct Marketing, Broadcast, Management, Database Administration, Event Planning, Social Media Marketing, Social Media, New Business Development, PowerPoint, Sourcing, Recruiting, Employee Relations, Business Development, Temporary Placement, Applicant Tracking..., Staffing Services, Team Building, Advertising, Marketing Communications, Internet Recruiting, Leadership, Sales Operations, Training, Salesforce.com, CRM, Healthcare, Lead Generation, Social Networking, Customer Retention, Interviews, Talent Acquisition, Sales, Coaching, Contract Recruitment, Building Relationships, Sales Process, Technical Recruiting, Temporary Staffing, Contract Negotiation, Resume Writing, Hiring, College Recruiting
Education
Oregon State University 1993 — 1997
Bachelor of Science (B.S.), Communication and Marketing
Oregon State University January 2014 - Present
Integrated Healthcare Solutions August 2013 - January 2014
Integrated Healthcare Solutions May 2012 - August 2013
Netbiz.com October 2010 - March 2012
Cadence Management Corporation January 2010 - May 2010
NetBiz, Inc. October 2008 - January 2010
Robert Half International January 2008 - September 2008
Mercer Advisors April 2004 - December 2006
Seattle Seahawks April 2001 - February 2004
Portland Trail Blazers January 1998 - April 2001
Skills
Account Management, Marketing, Cold Calling, Customer Service, Contract Management, B2B, Event Management, Human Resources, Direct Marketing, Broadcast, Management, Database Administration, Event Planning, Social Media Marketing, Social Media, New Business Development, PowerPoint, Sourcing, Recruiting, Employee Relations, Business Development, Temporary Placement, Applicant Tracking..., Staffing Services, Team Building, Advertising, Marketing Communications, Internet Recruiting, Leadership, Sales Operations, Training, Salesforce.com, CRM, Healthcare, Lead Generation, Social Networking, Customer Retention, Interviews, Talent Acquisition, Sales, Coaching, Contract Recruitment, Building Relationships, Sales Process, Technical Recruiting, Temporary Staffing, Contract Negotiation, Resume Writing, Hiring, College Recruiting
Education
Oregon State University 1993 — 1997
Bachelor of Science (B.S.), Communication and Marketing
Ellen Corse-Scott Ellen Corse-Scott's Mercer Advisors Experience April 2001 - February 2010
Job Office Manager at Pima Dental
Industry Health, Wellness and Fitness
Experience
***** May 2012 - Present
G-Baby Designs October 2012 - Present
IDI-International Dental Institute September 2010 - November 2012
Henry & Horne, LLP February 2010 - August 2010
Mercer Advisors April 2001 - February 2010
Baird Macneil Dentistry August 1986 - April 2001
Skills
Web Marketing, Retirement Planning, Dentistry, Management Consulting, Healthcare, Coaching, Strategic Planning, QuickBooks, Practice Management, Human Resources, Organizational..., Payroll, Accounting, Customer Service, Office Management, Sales Management, Small Business, Management, Customer Satisfaction, Business Planning
Education
Mount Saint Vincent University 1999 — 2001
Business
***** May 2012 - Present
G-Baby Designs October 2012 - Present
IDI-International Dental Institute September 2010 - November 2012
Henry & Horne, LLP February 2010 - August 2010
Mercer Advisors April 2001 - February 2010
Baird Macneil Dentistry August 1986 - April 2001
Skills
Web Marketing, Retirement Planning, Dentistry, Management Consulting, Healthcare, Coaching, Strategic Planning, QuickBooks, Practice Management, Human Resources, Organizational..., Payroll, Accounting, Customer Service, Office Management, Sales Management, Small Business, Management, Customer Satisfaction, Business Planning
Education
Mount Saint Vincent University 1999 — 2001
Business
Melissa (Wilent) Fuhrer's Mercer Advisors Experience April 2011 - September 2011
Job Project Coordinator, Global Retail Real Estate & Construction at Deckers Brands
Industry Retail
Experience
Deckers Outdoor Corporation August 2014 - Present
Deckers Outdoor Corporation September 2011 - July 2014
Mercer Advisors April 2011 - September 2011
Nevins Adams Lewbel Schell July 2010 - March 2011
Apple Retail April 2009 - June 2010
Theory Trick LLC August 2007 - April 2009
Apple Retail June 2007 - April 2009
Starbucks Coffee Company April 2005 - June 2007
Skills
Event Planning, Management, Leadership, Retail, Training, Customer Service, Merchandising, Photography, Marketing, Social Media, Social Media Marketing, Microsoft Office, Inventory Management, Social Networking, Facebook, Visual Merchandising, Public Speaking, Promotions, Sales, Commercial Real Estate, Commercial Construction
Education
Portland Community College 2000 — 2003
Assoc., Business Marketing
George Fox University 1999 — 2000
Business Marketing
Deckers Outdoor Corporation August 2014 - Present
Deckers Outdoor Corporation September 2011 - July 2014
Mercer Advisors April 2011 - September 2011
Nevins Adams Lewbel Schell July 2010 - March 2011
Apple Retail April 2009 - June 2010
Theory Trick LLC August 2007 - April 2009
Apple Retail June 2007 - April 2009
Starbucks Coffee Company April 2005 - June 2007
Skills
Event Planning, Management, Leadership, Retail, Training, Customer Service, Merchandising, Photography, Marketing, Social Media, Social Media Marketing, Microsoft Office, Inventory Management, Social Networking, Facebook, Visual Merchandising, Public Speaking, Promotions, Sales, Commercial Real Estate, Commercial Construction
Education
Portland Community College 2000 — 2003
Assoc., Business Marketing
George Fox University 1999 — 2000
Business Marketing
Donald Calcagni Donald Calcagni's Mercer Advisors Experience December 2004 - June 2015
Job Chief Investment Officer at Mercer Advisors, Inc.
Industry Financial Services
Experience
Mercer Advisors, Inc. July 2015 - Present
Mercer Advisors December 2004 - June 2015
Skills
Portfolio Management, Investments, Finance, Retirement, Tax, Retirement Planning, Wealth Management, Investment Management, Estate Planning, Strategic Financial..., Management, Business Strategy, Public Speaking, Private Equity, Business Development, Hedge Funds, Small Business, Sales, Financial Engineering, Management Consulting, Coaching, Capital Markets, Family Office, Sales Management, Business Development /..., Client Communications, Federal Taxation, Qualified Plan..., Competitive Strategy, Executive Management, Financial counseling, Start-ups, Venture Capital, Behavioral Finance, Team Building, Cross-functional Team..., Team Management, Entrepreneurship, Creative..., Statistics, Quantitative Research, Quantitative Finance, Financial Markets, Economics, Financial Econometrics
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Corporate Finance; Portfolio Management; Capital Markets
Widener University 2008 — 2010
Master of Science, Taxation
Wharton School, University of Pennsylvania 2004 — 2005
Post-Graduate Program in Finance / Executive Program in Private Wealth Management, Private Wealth Management; Finance; Accounting
Lock Haven University of Pennsylvania 1994 — 1998
Bachelor's Degree, History & International Studies
Mercer Advisors, Inc. July 2015 - Present
Mercer Advisors December 2004 - June 2015
Skills
Portfolio Management, Investments, Finance, Retirement, Tax, Retirement Planning, Wealth Management, Investment Management, Estate Planning, Strategic Financial..., Management, Business Strategy, Public Speaking, Private Equity, Business Development, Hedge Funds, Small Business, Sales, Financial Engineering, Management Consulting, Coaching, Capital Markets, Family Office, Sales Management, Business Development /..., Client Communications, Federal Taxation, Qualified Plan..., Competitive Strategy, Executive Management, Financial counseling, Start-ups, Venture Capital, Behavioral Finance, Team Building, Cross-functional Team..., Team Management, Entrepreneurship, Creative..., Statistics, Quantitative Research, Quantitative Finance, Financial Markets, Economics, Financial Econometrics
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Corporate Finance; Portfolio Management; Capital Markets
Widener University 2008 — 2010
Master of Science, Taxation
Wharton School, University of Pennsylvania 2004 — 2005
Post-Graduate Program in Finance / Executive Program in Private Wealth Management, Private Wealth Management; Finance; Accounting
Lock Haven University of Pennsylvania 1994 — 1998
Bachelor's Degree, History & International Studies
Richard Polichetti's Mercer Advisors Experience February 1996 - April 2004
Job BI Developer at SHP Data
Industry Internet
Experience
SHP Data June 2014 - Present
Visus LLC April 2014 - April 2014
Citrix Online October 2011 - April 2014
California Rural Legal Assistance, Inc. August 2011 - February 2012
Santa Barbara County Public Health Department October 2011 - October 2011
Business Analyst May 2010 - October 2011
Bargain Network September 2009 - May 2010
TASER International July 2009 - October 2009
Bargain Network April 2004 - July 2009
Mercer Advisors February 1996 - April 2004
Skills
Business Analysis, Zen, Business Intelligence, Online Marketing, ETL, Salesforce.com, Microsoft SQL Server, Oracle SQL, SOQL, SSIS, Microsoft Excel, Access, Project Planning, Scalability, Employment Law, Intellectual Property, Data Warehouse..., Multi-Dimensional Data..., Excel PowerPivot, SharePoint PowerPivot, MS Reporting Services, Podio, Podio Custom App..., Toad Data Point, Data Cleaning, Databases, Strategic Planning, Start-ups, Leadership, Software Project..., Project Management, Enterprise Software, Analysis, Data Warehousing, Oracle, Management, Networking, SaaS, Cloud Computing, Analytics, Analysis Services, Data Modeling, SSRS, Agile Methodologies, Dashboard, Database Design, Software Development, Architectures, Scrum, Agile Project Management
Education
Santa Barbara College of Law 2009 — 2013
JD, Law
California State University-Fullerton - College of Business and Economics 1979 — 1988
BA, MIS
Cerritos High School
SHP Data June 2014 - Present
Visus LLC April 2014 - April 2014
Citrix Online October 2011 - April 2014
California Rural Legal Assistance, Inc. August 2011 - February 2012
Santa Barbara County Public Health Department October 2011 - October 2011
Business Analyst May 2010 - October 2011
Bargain Network September 2009 - May 2010
TASER International July 2009 - October 2009
Bargain Network April 2004 - July 2009
Mercer Advisors February 1996 - April 2004
Skills
Business Analysis, Zen, Business Intelligence, Online Marketing, ETL, Salesforce.com, Microsoft SQL Server, Oracle SQL, SOQL, SSIS, Microsoft Excel, Access, Project Planning, Scalability, Employment Law, Intellectual Property, Data Warehouse..., Multi-Dimensional Data..., Excel PowerPivot, SharePoint PowerPivot, MS Reporting Services, Podio, Podio Custom App..., Toad Data Point, Data Cleaning, Databases, Strategic Planning, Start-ups, Leadership, Software Project..., Project Management, Enterprise Software, Analysis, Data Warehousing, Oracle, Management, Networking, SaaS, Cloud Computing, Analytics, Analysis Services, Data Modeling, SSRS, Agile Methodologies, Dashboard, Database Design, Software Development, Architectures, Scrum, Agile Project Management
Education
Santa Barbara College of Law 2009 — 2013
JD, Law
California State University-Fullerton - College of Business and Economics 1979 — 1988
BA, MIS
Cerritos High School
Nikki Evans Nikki Evans's Mercer Advisors Experience March 2008 - September 2009
Job
Industry Medical Devices
Experience
Ivoclar Vivadent, Inc. May 2013 - Present
Scottsdale Dental Arts May 2011 - May 2013
B3 Marketing March 2008 - May 2013
Mercer Advisors March 2008 - September 2009
Sierra Orthodontic Services February 2006 - March 2008
Skills
Social Media, Marketing Communications, Marketing, Public Speaking, Marketing Strategy, Sales Management, Online Advertising, Social Networking, Copywriting, Account Management, CRM, Sales Operations, Social Media Marketing, Sales, Public Relations, Budgets, Advertising, Event Planning, Online Marketing, Email Marketing, Business Development, SEO, Salesforce.com, New Business Development, Direct Marketing, Cold Calling, B2B
Education
Northern Arizona University 2000 — 2005
Communications
Ivoclar Vivadent, Inc. May 2013 - Present
Scottsdale Dental Arts May 2011 - May 2013
B3 Marketing March 2008 - May 2013
Mercer Advisors March 2008 - September 2009
Sierra Orthodontic Services February 2006 - March 2008
Skills
Social Media, Marketing Communications, Marketing, Public Speaking, Marketing Strategy, Sales Management, Online Advertising, Social Networking, Copywriting, Account Management, CRM, Sales Operations, Social Media Marketing, Sales, Public Relations, Budgets, Advertising, Event Planning, Online Marketing, Email Marketing, Business Development, SEO, Salesforce.com, New Business Development, Direct Marketing, Cold Calling, B2B
Education
Northern Arizona University 2000 — 2005
Communications
Veronica Zasueta's Mercer Advisors Experience July 2002 - June 2005
Job Media Development Manager, CJ Media at Commission Junction
Industry Online Media
Experience
Commission Junction May 2008 - Present
Commission Junction April 2007 - May 2008
PlanMember Financial Corporation June 2005 - April 2007
Mercer Advisors July 2002 - June 2005
University Of California Santa Barbara December 2001 - July 2002
Mindspeed Technologies, a spinoff of Conexant February 2001 - August 2001
Conexant - A spin off of Rockwell Semiconductors December 1997 - February 2001
Skills
Affiliate Marketing, Lead Generation, Online Advertising, Email Marketing, PPC, SEM, Advertising, Online Marketing, Copywriting, Marketing, Social Media Marketing, Digital Marketing, Business Development, Press Releases, Display Advertising, Digital Media, Analytics, Affiliate Management, Behavioral Targeting, E-commerce, SEO, Mobile Marketing, Conversion Optimization, Marketing Strategy, Google Adwords, Integrated Marketing, Marketing Communications, CRM, Digital Strategy, Customer Acquisition, Salesforce.com, Event Management, Publishing, Social Networking, CPL, Corporate Communications, Strategic Partnerships, Event Planning, Direct Marketing, Online Lead Generation, Sales Management, Ad Networks, Web Analytics, Google Analytics, Media Buying, Media Planning, Ad Serving, Mobile Advertising
Education
Chapman University 1994 — 1996
BA, Public Relations with an emphasis in Communications
Orange Coast College
Associate of Arts (AA)
Commission Junction May 2008 - Present
Commission Junction April 2007 - May 2008
PlanMember Financial Corporation June 2005 - April 2007
Mercer Advisors July 2002 - June 2005
University Of California Santa Barbara December 2001 - July 2002
Mindspeed Technologies, a spinoff of Conexant February 2001 - August 2001
Conexant - A spin off of Rockwell Semiconductors December 1997 - February 2001
Skills
Affiliate Marketing, Lead Generation, Online Advertising, Email Marketing, PPC, SEM, Advertising, Online Marketing, Copywriting, Marketing, Social Media Marketing, Digital Marketing, Business Development, Press Releases, Display Advertising, Digital Media, Analytics, Affiliate Management, Behavioral Targeting, E-commerce, SEO, Mobile Marketing, Conversion Optimization, Marketing Strategy, Google Adwords, Integrated Marketing, Marketing Communications, CRM, Digital Strategy, Customer Acquisition, Salesforce.com, Event Management, Publishing, Social Networking, CPL, Corporate Communications, Strategic Partnerships, Event Planning, Direct Marketing, Online Lead Generation, Sales Management, Ad Networks, Web Analytics, Google Analytics, Media Buying, Media Planning, Ad Serving, Mobile Advertising
Education
Chapman University 1994 — 1996
BA, Public Relations with an emphasis in Communications
Orange Coast College
Associate of Arts (AA)
Mark Proulx's Mercer Advisors Experience December 2014 - Present
Job Marketing Strategist Who Creates Engagement Opportunities
Industry Marketing and Advertising
Experience
Mercer Advisors December 2014 - Present
The Producers, Inc. January 2014 - December 2014
CBS Radio August 2013 - December 2013
TriStar Engineering November 2010 - February 2012
The Old Spaghetti Factory November 2005 - June 2009
Spokane Shock Arena Football June 2007 - September 2007
Skills
Marketing Management, Advertising, Social Media, Customer Satisfaction, Marketing Strategy, Customer Retention, Direct Marketing, Customer Service, Customer Acquisition, Digital Marketing, Account Management, Lead Generation, Management, Online Advertising, Digital Advertising, Digital Magazines, Print Advertising, Trade Publications, Video Editing, Avid Media Composer, Final Cut Pro, Video Production, Gaffer, Grip, Production Sound
Education
Eastern Washington University 2004 — 2009
Bachelor's, Marketing/Business Administration
Mercer Advisors December 2014 - Present
The Producers, Inc. January 2014 - December 2014
CBS Radio August 2013 - December 2013
TriStar Engineering November 2010 - February 2012
The Old Spaghetti Factory November 2005 - June 2009
Spokane Shock Arena Football June 2007 - September 2007
Skills
Marketing Management, Advertising, Social Media, Customer Satisfaction, Marketing Strategy, Customer Retention, Direct Marketing, Customer Service, Customer Acquisition, Digital Marketing, Account Management, Lead Generation, Management, Online Advertising, Digital Advertising, Digital Magazines, Print Advertising, Trade Publications, Video Editing, Avid Media Composer, Final Cut Pro, Video Production, Gaffer, Grip, Production Sound
Education
Eastern Washington University 2004 — 2009
Bachelor's, Marketing/Business Administration
Kathryn Werner's Mercer Advisors Experience September 2010 - July 2011
Job Workforce Development Manager at Solutions for Change
Industry Nonprofit Organization Management
Experience
Solutions for Change July 2011 - Present
Mercer Advisors September 2010 - July 2011
Community Enterprise Solutions; Social Entreureneur Corps May 2010 - July 2010
Growing Sound (division of Children, Inc) January 2010 - May 2010
Cintas August 2009 - December 2009
Miami University College Democrats December 2008 - December 2009
Fury Water Adventures May 2008 - August 2009
Saint Mary's Church August 2006 - May 2007
Skills
Non-profits, Social Media, Event Planning, Social Entrepreneurship, Community Development, Public Relations, Social Networking, Social Media Marketing, Fundraising, Nonprofits, Community Outreach, Marketing Communications, Philanthropy, Event Management, Leadership, Facebook, Marketing, Copywriting, Public Speaking, Market Research, Strategy, Entrepreneurship, Internal Communications
Education
Miami University 2006 — 2010
BA, Political Science, Marketing
Benet Academy 2002 — 2006
High School Diploma, College Preparatory Academy
Solutions for Change July 2011 - Present
Mercer Advisors September 2010 - July 2011
Community Enterprise Solutions; Social Entreureneur Corps May 2010 - July 2010
Growing Sound (division of Children, Inc) January 2010 - May 2010
Cintas August 2009 - December 2009
Miami University College Democrats December 2008 - December 2009
Fury Water Adventures May 2008 - August 2009
Saint Mary's Church August 2006 - May 2007
Skills
Non-profits, Social Media, Event Planning, Social Entrepreneurship, Community Development, Public Relations, Social Networking, Social Media Marketing, Fundraising, Nonprofits, Community Outreach, Marketing Communications, Philanthropy, Event Management, Leadership, Facebook, Marketing, Copywriting, Public Speaking, Market Research, Strategy, Entrepreneurship, Internal Communications
Education
Miami University 2006 — 2010
BA, Political Science, Marketing
Benet Academy 2002 — 2006
High School Diploma, College Preparatory Academy
Anita Carmichael Anita Carmichael's Mercer Advisors Experience May 2001 - October 2006
Job Bookkeeper at Ridgeway & Warner, CPA
Industry Accounting
Experience
Ridgeway & Warner, CPA June 2011 - Present
Pacifica Hotel Company October 2006 - May 2011
Mercer Advisors May 2001 - October 2006
Education
Santa Barbara City College
Ridgeway & Warner, CPA June 2011 - Present
Pacifica Hotel Company October 2006 - May 2011
Mercer Advisors May 2001 - October 2006
Education
Santa Barbara City College
Crispus Powell Crispus Powell's Mercer Advisors Experience August 1998 - June 2000
Job Hospital & Health Care Professional
Industry Accounting
Experience
SOW Foundation June 2014 - Present
Enterprise Holdings January 2012 - June 2013
Kaiser Permanente IT 2005 - 2011
Cap Designs March 2001 - April 2003
Mercer Advisors August 1998 - June 2000
Skills
Data Management, Data Analysis, Databases, Financial Reporting, Financial Analysis, Investment Strategies, CAD, Analysis, Access, Microsoft Excel, Mutual Funds, Leadership, Investments
Education
Kaplan University 2013 — 2015
Master's degree, Accounting
University of California, Santa Barbara 1993 — 1998
Bachelor of Science (BS), Actuarial Science
Hawaii Community College
Certification, Arch/Engineering/CAD Technology
SOW Foundation June 2014 - Present
Enterprise Holdings January 2012 - June 2013
Kaiser Permanente IT 2005 - 2011
Cap Designs March 2001 - April 2003
Mercer Advisors August 1998 - June 2000
Skills
Data Management, Data Analysis, Databases, Financial Reporting, Financial Analysis, Investment Strategies, CAD, Analysis, Access, Microsoft Excel, Mutual Funds, Leadership, Investments
Education
Kaplan University 2013 — 2015
Master's degree, Accounting
University of California, Santa Barbara 1993 — 1998
Bachelor of Science (BS), Actuarial Science
Hawaii Community College
Certification, Arch/Engineering/CAD Technology
Maureen Menikheim Maureen Menikheim's Mercer Advisors Experience March 2011 - Present
Job Marketing Communications Writer/Editor at Mercer Advisors RIA Wealth Management Firm
Industry Writing and Editing
Experience
Mercer Advisors March 2011 - Present
Risen Christ School October 2009 - February 2011
Eyebobs September 2008 - June 2009
Macy's North January 2005 - March 2008
Macy's North June 2004 - January 2005
Target Corp. - Marshall Field's Division September 2002 - June 2004
Target Corp. - Marshall Field's Division February 1998 - August 2002
Skills
Team Building, Customer Service, Coaching, Customer Relations, Retail, Strategic Planning, Change Management, Outlook, Problem Solving, Microsoft Office, Public Speaking, PowerPoint, Excel, Word, Vendor Relations, Advertising, Merchandising, Inventory Management, Business Analysis, Access, Marketing Strategy, Cross-functional Team..., Creative Problem Solving, Mentoring, Operations Management, Research, Negotiation, Process Improvement, Marketing Communications, Fundraising, Customer Satisfaction, Inventory Control, Analysis, Team Management, Logistics, Visio, Retail Management, Continuous Improvement, Editorial Process, Technical Writing, Critical Thinking, Financial Services
Education
Middlebury College
BA, Art History & French
The Blake School
High School
Mercer Advisors March 2011 - Present
Risen Christ School October 2009 - February 2011
Eyebobs September 2008 - June 2009
Macy's North January 2005 - March 2008
Macy's North June 2004 - January 2005
Target Corp. - Marshall Field's Division September 2002 - June 2004
Target Corp. - Marshall Field's Division February 1998 - August 2002
Skills
Team Building, Customer Service, Coaching, Customer Relations, Retail, Strategic Planning, Change Management, Outlook, Problem Solving, Microsoft Office, Public Speaking, PowerPoint, Excel, Word, Vendor Relations, Advertising, Merchandising, Inventory Management, Business Analysis, Access, Marketing Strategy, Cross-functional Team..., Creative Problem Solving, Mentoring, Operations Management, Research, Negotiation, Process Improvement, Marketing Communications, Fundraising, Customer Satisfaction, Inventory Control, Analysis, Team Management, Logistics, Visio, Retail Management, Continuous Improvement, Editorial Process, Technical Writing, Critical Thinking, Financial Services
Education
Middlebury College
BA, Art History & French
The Blake School
High School
Jessica Holtzen's Mercer Advisors Experience September 2011 - October 2012
Job North America Marketing Specialist at Forever Living Products
Industry Marketing and Advertising
Experience
Forever Living Products March 2015 - Present
Spear Education November 2013 - March 2015
Ear to the Ground 2013 - 2013
Mercer Advisors September 2011 - October 2012
Wells Fargo June 2007 - September 2011
Skills
Social Media, Advertising, Marketing Communications, Community Engagement, Project Management, Event Management, Event Planning, Microsoft Word, Management, Budgets, Customer Service, Leadership, Marketing, Public Relations, Social Media Marketing, Email Marketing, Social Networking, Public Speaking
Education
Arizona State University, W. P. Carey School of Business 2007 — 2011
BS, Marketing
University of Manchester - Manchester Business School 2010 — 2010
Business, Marketing
Forever Living Products March 2015 - Present
Spear Education November 2013 - March 2015
Ear to the Ground 2013 - 2013
Mercer Advisors September 2011 - October 2012
Wells Fargo June 2007 - September 2011
Skills
Social Media, Advertising, Marketing Communications, Community Engagement, Project Management, Event Management, Event Planning, Microsoft Word, Management, Budgets, Customer Service, Leadership, Marketing, Public Relations, Social Media Marketing, Email Marketing, Social Networking, Public Speaking
Education
Arizona State University, W. P. Carey School of Business 2007 — 2011
BS, Marketing
University of Manchester - Manchester Business School 2010 — 2010
Business, Marketing
Shalonda Witcher Shalonda Witcher's Mercer Advisors Experience 2012 - 2012
Job Client Services Analyst at TSYS Loyalty
Industry Information Technology and Services
Experience
TSYS Loyalty June 2011 - Present
Mercer Advisors 2012 - 2012
TSYS Loyalty October 2002 - July 2007
TRX September 1998 - October 2000
Skills
Brand Loyalty, Call Center, Business Analysis, Software Implementation, SDLC, Process Improvement, Account Management, Vendor Management, Visio, Project Management, CRM, Training, Call Centers, Customer Satisfaction, Team Building, Business Process..., Team Leadership, Strategic Planning, Microsoft Office, MS Project, Customer Service, Software Documentation, Program Management
Education
Mercer University 2009 — 2011
BS, Business Administration
Georgia Perimeter College 2006 — 2009
AS, Business Administration
TSYS Loyalty June 2011 - Present
Mercer Advisors 2012 - 2012
TSYS Loyalty October 2002 - July 2007
TRX September 1998 - October 2000
Skills
Brand Loyalty, Call Center, Business Analysis, Software Implementation, SDLC, Process Improvement, Account Management, Vendor Management, Visio, Project Management, CRM, Training, Call Centers, Customer Satisfaction, Team Building, Business Process..., Team Leadership, Strategic Planning, Microsoft Office, MS Project, Customer Service, Software Documentation, Program Management
Education
Mercer University 2009 — 2011
BS, Business Administration
Georgia Perimeter College 2006 — 2009
AS, Business Administration
David Worster, CFP®, CLU, ChFC's Mercer Advisors Experience August 2015 - Present
Job Regional Vice President at Mercer Advisors
Industry Financial Services
Experience
Mercer Advisors August 2015 - Present
USAA Wealth Management January 2014 - March 2015
New Albany Capital Partners, LLC August 2011 - January 2014
KGL Holdings October 2009 - March 2010
Nationwide Financial July 2008 - September 2009
Agility (Formerly PWC Logistics) December 2006 - June 2008
Lincoln Financial Distributors February 2005 - November 2006
Wachovia Bank 2002 - 2004
Sun Life Financial 2000 - 2002
Nationwide Financial Services 1993 - 2000
Skills
Strategic Planning, Risk Management, Business Development, Portfolio Management, Strategy, Operations Management, Leadership, Management, Business Planning, Business Strategy, New Business Development, Competitive Analysis, Process Improvement, Team Building, Analysis, Executive Management, Budgets, Investments, Strategic Financial..., Insurance, Cross-functional Team..., Program Management, CRM, Forecasting, Team Leadership, Project Planning, Account Management, Negotiation, Contract Negotiation, Mergers & Acquisitions
Education
Xavier University - School of Business Administration 1998 — 2000
MBA
Ohio University 1982 — 1986
BBA, Marketing
College for Financial Planning
Certified Financial Planner™ (CFP®)
The American College
Chartered Life Underwriter (CLU)
The American College
Chartered Financial Consultant (ChFC)
Mercer Advisors August 2015 - Present
USAA Wealth Management January 2014 - March 2015
New Albany Capital Partners, LLC August 2011 - January 2014
KGL Holdings October 2009 - March 2010
Nationwide Financial July 2008 - September 2009
Agility (Formerly PWC Logistics) December 2006 - June 2008
Lincoln Financial Distributors February 2005 - November 2006
Wachovia Bank 2002 - 2004
Sun Life Financial 2000 - 2002
Nationwide Financial Services 1993 - 2000
Skills
Strategic Planning, Risk Management, Business Development, Portfolio Management, Strategy, Operations Management, Leadership, Management, Business Planning, Business Strategy, New Business Development, Competitive Analysis, Process Improvement, Team Building, Analysis, Executive Management, Budgets, Investments, Strategic Financial..., Insurance, Cross-functional Team..., Program Management, CRM, Forecasting, Team Leadership, Project Planning, Account Management, Negotiation, Contract Negotiation, Mergers & Acquisitions
Education
Xavier University - School of Business Administration 1998 — 2000
MBA
Ohio University 1982 — 1986
BBA, Marketing
College for Financial Planning
Certified Financial Planner™ (CFP®)
The American College
Chartered Life Underwriter (CLU)
The American College
Chartered Financial Consultant (ChFC)
Bryan Powers Bryan Powers's Mercer Advisors Experience December 2004 - Present
Job Managing Director at Mercer Advisors
Industry Financial Services
Experience
Mercer Advisors December 2004 - Present
Skills
Wealth Management, Investments, Certified Financial..., Investment Advisory, Finance, Asset Allocation, Wholesale, Strategic Financial...
Education
Northwestern University 1997 — 2001
Bachelor of Arts (B.A.), Art Theory & Practice
Mercer Advisors December 2004 - Present
Skills
Wealth Management, Investments, Certified Financial..., Investment Advisory, Finance, Asset Allocation, Wholesale, Strategic Financial...
Education
Northwestern University 1997 — 2001
Bachelor of Arts (B.A.), Art Theory & Practice
Tabetha Meier Tabetha Meier's Mercer Advisors Experience March 2009 - August 2012
Job Financial Assistant at Life Transition Planners, Inc
Industry Financial Services
Experience
Mercer Global Advisors August 2009 - August 2012
Mercer Advisors March 2009 - August 2012
Mercer Global Advisors September 2009 - August 2010
Mercer Global Advisors March 2009 - September 2009
Burke Wealth Management April 2008 - January 2009
Skills
Wealth Management, Investment Advisory, Investments, Risk Management, Business Analysis, Microsoft Excel, Process Improvement, Outlook, Financial Analysis, Series 7, Portfolio Management, Strategic Financial..., Securities
Education
Santa Barbara City College 2007 — 2008
Associate's degree, Business, Management, Marketing, and Related Support Services
UC Merced 2005 — 2006
Mercer Global Advisors August 2009 - August 2012
Mercer Advisors March 2009 - August 2012
Mercer Global Advisors September 2009 - August 2010
Mercer Global Advisors March 2009 - September 2009
Burke Wealth Management April 2008 - January 2009
Skills
Wealth Management, Investment Advisory, Investments, Risk Management, Business Analysis, Microsoft Excel, Process Improvement, Outlook, Financial Analysis, Series 7, Portfolio Management, Strategic Financial..., Securities
Education
Santa Barbara City College 2007 — 2008
Associate's degree, Business, Management, Marketing, and Related Support Services
UC Merced 2005 — 2006
Ryan Bergmann, CFP®'s Mercer Advisors Experience September 2015 - Present
Job Wealth Management and Investment Advisory Professional
Industry Financial Services
Experience
Mercer Advisors September 2015 - Present
Edelman Financial Services March 2013 - August 2015
TD Ameritrade January 2009 - March 2013
Edward Jones February 2007 - January 2009
MGM MIRAGE March 2006 - November 2006
No Red Tape Mortgage 2004 - 2005
Market News International May 2003 - August 2003
Skills
Certified Financial..., Financial Planning, Retirement Planning, Portfolio Management, Investment Advisory, Series 7, Strategic Financial..., Investments, Investment Strategies, Life Insurance, Wealth Management, Relationship Management, Japanese, Disability Insurance, Term Life Insurance, Options Strategies, Mortgage Lending, Financial Services, Social Security, Business Development, Uniform Combined State...
Education
Georgetown University 2012 — 2012
Certification Course, Financial Planning and Services
College for Financial Planning 2011 — 2011
Chartered Retirement Planning Counselor SM, Financial Planning and Services
Pepperdine University 2001 — 2004
BA, International Relations & Business Management
Sophia University 2002 — 2002
Study Abroad, Economics, Japanese
Normandale Community College 1998 — 2001
AA, Biology, Japanese
Yokosuka High School 1997 — 1998
Study Abroad, Japanese Language, Japanese Culture, Shyodou, Kendo
Jefferson High School 1993 — 1997
Mercer Advisors September 2015 - Present
Edelman Financial Services March 2013 - August 2015
TD Ameritrade January 2009 - March 2013
Edward Jones February 2007 - January 2009
MGM MIRAGE March 2006 - November 2006
No Red Tape Mortgage 2004 - 2005
Market News International May 2003 - August 2003
Skills
Certified Financial..., Financial Planning, Retirement Planning, Portfolio Management, Investment Advisory, Series 7, Strategic Financial..., Investments, Investment Strategies, Life Insurance, Wealth Management, Relationship Management, Japanese, Disability Insurance, Term Life Insurance, Options Strategies, Mortgage Lending, Financial Services, Social Security, Business Development, Uniform Combined State...
Education
Georgetown University 2012 — 2012
Certification Course, Financial Planning and Services
College for Financial Planning 2011 — 2011
Chartered Retirement Planning Counselor SM, Financial Planning and Services
Pepperdine University 2001 — 2004
BA, International Relations & Business Management
Sophia University 2002 — 2002
Study Abroad, Economics, Japanese
Normandale Community College 1998 — 2001
AA, Biology, Japanese
Yokosuka High School 1997 — 1998
Study Abroad, Japanese Language, Japanese Culture, Shyodou, Kendo
Jefferson High School 1993 — 1997
Shannon Helms Shannon Helms's Mercer Advisors Experience January 2005 - January 2007
Job Ebix Director of Sales
Industry Information Technology and Services
Experience
Ebix January 2014 - Present
Ebix October 2011 - December 2013
Insperity June 2009 - August 2011
XINNIX December 2006 - June 2009
Mercer Advisors January 2005 - January 2007
Barbizon of Atlanta May 2002 - January 2005
Skills
Strategic Partnerships, Strategy, Account Management, Leadership, Sales Process, CRM, New Business Development, Business Development, SaaS, Selling, Management, Training, Sales, Sales Management, Solution Selling, Strategic Planning, Marketing, Cold Calling, Sales Presentations, Team Building, Enterprise Software, Employee Benefits, Channel Partners, Public Speaking, B2B, Salesforce.com, Contract Negotiation, Customer Retention, Business Process..., HR Consulting, Technology, Insurance, Cloud Computing, Lead Generation, Coaching, Program Management, Professional Services, Direct Sales, Start-ups, Operations Management, Executive Management, Networking, Call Centers, Writing, Practice Management, Management Consulting, Outsourcing, Human Resources, P&C Insurance, Carriers
Education
Iowa State University 2000 — 2000
University of West Florida 1997 — 2000
BA, English
Holmes County High
Ebix January 2014 - Present
Ebix October 2011 - December 2013
Insperity June 2009 - August 2011
XINNIX December 2006 - June 2009
Mercer Advisors January 2005 - January 2007
Barbizon of Atlanta May 2002 - January 2005
Skills
Strategic Partnerships, Strategy, Account Management, Leadership, Sales Process, CRM, New Business Development, Business Development, SaaS, Selling, Management, Training, Sales, Sales Management, Solution Selling, Strategic Planning, Marketing, Cold Calling, Sales Presentations, Team Building, Enterprise Software, Employee Benefits, Channel Partners, Public Speaking, B2B, Salesforce.com, Contract Negotiation, Customer Retention, Business Process..., HR Consulting, Technology, Insurance, Cloud Computing, Lead Generation, Coaching, Program Management, Professional Services, Direct Sales, Start-ups, Operations Management, Executive Management, Networking, Call Centers, Writing, Practice Management, Management Consulting, Outsourcing, Human Resources, P&C Insurance, Carriers
Education
Iowa State University 2000 — 2000
University of West Florida 1997 — 2000
BA, English
Holmes County High
Howard Rochestie Howard Rochestie's Mercer Advisors Experience 1986 - Present
Job Board Member at Mercer Advisors, TV Free Media
Industry Entertainment
Experience
TVFree Media 2012 - Present
Mercer Advisors 1986 - Present
Skills
Marketing Strategy, Social Media, Marketing, Public Speaking, Social Media Marketing, Entrepreneurship, Strategic Planning, Team Building, New Business Development, Marketing Communications, Strategy, Business Strategy, Strategic Partnerships, Small Business, Management Consulting
Education
Harvard Law School 1972 — 1974
Master's Degree, Teaching Law
The George Washington University Law School 1969 — 1972
Juris Doctor (J.D.)
Wharton Business School 1965 — 1969
Bachelor of Science (BS), Economics & Finance
TVFree Media 2012 - Present
Mercer Advisors 1986 - Present
Skills
Marketing Strategy, Social Media, Marketing, Public Speaking, Social Media Marketing, Entrepreneurship, Strategic Planning, Team Building, New Business Development, Marketing Communications, Strategy, Business Strategy, Strategic Partnerships, Small Business, Management Consulting
Education
Harvard Law School 1972 — 1974
Master's Degree, Teaching Law
The George Washington University Law School 1969 — 1972
Juris Doctor (J.D.)
Wharton Business School 1965 — 1969
Bachelor of Science (BS), Economics & Finance
Laura Combs, CFP® Laura Combs, CFP®'s Mercer Advisors Experience August 2008 - Present
Job Managing Director at Mercer Advisors
Industry Financial Services
Experience
Mercer Advisors August 2008 - Present
Morgan Stanley Smith Barney December 2006 - August 2007
Skills
Retirement Planning, Investments, Wealth Management, 401k, Retirement, Asset Allocation, Financial Services, Investment Management, Personal Financial..., Finance, Mutual Funds, Financial Analysis, Investment Strategies, Public Speaking
Education
Wheaton College
Bachelor of Arts, Communication
College for Financial Planning 2011 — 2012
CFP Certificate Program, Financial Planning and Services
Mercer Advisors August 2008 - Present
Morgan Stanley Smith Barney December 2006 - August 2007
Skills
Retirement Planning, Investments, Wealth Management, 401k, Retirement, Asset Allocation, Financial Services, Investment Management, Personal Financial..., Finance, Mutual Funds, Financial Analysis, Investment Strategies, Public Speaking
Education
Wheaton College
Bachelor of Arts, Communication
College for Financial Planning 2011 — 2012
CFP Certificate Program, Financial Planning and Services
Jose Viccina Jose Viccina's Mercer Advisors Experience October 2006 - March 2012
Job SQL DBA Developer
Industry Marketing and Advertising
Experience
Revana March 2012 - Present
Mercer Advisors October 2006 - March 2012
SOUTHERN PERU COPPER CORPORATION July 1990 - March 2006
SOUTHERN PERU COPPER CORPORATION March 1989 - July 1990
Skills
COBOL, Visual Basic, SQL Server, Crystal Reports, SQL database design, C#, HTML + CSS, ASP.NET, VB.NET, Visual Studio, SSRS, SQL, Microsoft SQL Server, MySQL, Databases, Business Intelligence, Database Design, .NET, T-SQL, SDLC
Education
Pontificia Universidad Católica del Perú 1981 — 1988
Bachelor, Industrial Engineering
Pontificia Universidad Católica del Perú 1981 — 1988
Bachelor of Science (BS), Industrial Engineering
Revana March 2012 - Present
Mercer Advisors October 2006 - March 2012
SOUTHERN PERU COPPER CORPORATION July 1990 - March 2006
SOUTHERN PERU COPPER CORPORATION March 1989 - July 1990
Skills
COBOL, Visual Basic, SQL Server, Crystal Reports, SQL database design, C#, HTML + CSS, ASP.NET, VB.NET, Visual Studio, SSRS, SQL, Microsoft SQL Server, MySQL, Databases, Business Intelligence, Database Design, .NET, T-SQL, SDLC
Education
Pontificia Universidad Católica del Perú 1981 — 1988
Bachelor, Industrial Engineering
Pontificia Universidad Católica del Perú 1981 — 1988
Bachelor of Science (BS), Industrial Engineering
Theresa Johnson RDH BS MBA's Mercer Advisors Experience August 2008 - August 2009
Job Clinical Educator at Dentsply
Industry Hospital & Health Care
Experience
Dentsply July 2012 - Present
TDHA 2012 - 2012
Heartland Dental July 2011 - December 2011
Mercer Advisors August 2008 - August 2009
American Dental Partners November 2006 - March 2008
Dr. Wissler September 2001 - July 2006
Clinical Faculty April 2006 - May 2006
Dr. Reuter DDS June 1996 - November 2003
Skills
Customer Relations, Customer Satisfaction, Customer Focus, Team Building, Leadership Development, Interpersonal..., Healthcare Management, Family Dentistry, Health Insurance, Subject Matter Expert, Educational Leadership, Dentistry, Customer Service, Employee Relations, Cosmetic Dentistry, Sales Management, Strategic Planning, Training, Recruiting, Interpersonal..., Process Improvement, Human Resources, Fundraising, Aesthetics, Employee Benefits, Cpr Certified, Event Planning, Insurance, Practice Management, Teaching, System Administration, Oral Care, Management, Clinical Research, Patient Education, Coaching, Infection Control, Public Speaking, Program Management, Hospitals, Dental Sales, Software Documentation, HIPAA, Periodontics, Medical Devices, Healthcare Information..., Surgery, Research, Organizational..., Leadership
Education
Mount Vernon Nazarene University 2010 — 2012
MBA-HCA, Healthcare Administration, 3.48
Ohio University 2005 — 2006
Bachelors of Science, Technical and Applied Studies
Shawnee State University 1992 — 1995
Associate of Applied Science, Dental Hygiene
Dentsply July 2012 - Present
TDHA 2012 - 2012
Heartland Dental July 2011 - December 2011
Mercer Advisors August 2008 - August 2009
American Dental Partners November 2006 - March 2008
Dr. Wissler September 2001 - July 2006
Clinical Faculty April 2006 - May 2006
Dr. Reuter DDS June 1996 - November 2003
Skills
Customer Relations, Customer Satisfaction, Customer Focus, Team Building, Leadership Development, Interpersonal..., Healthcare Management, Family Dentistry, Health Insurance, Subject Matter Expert, Educational Leadership, Dentistry, Customer Service, Employee Relations, Cosmetic Dentistry, Sales Management, Strategic Planning, Training, Recruiting, Interpersonal..., Process Improvement, Human Resources, Fundraising, Aesthetics, Employee Benefits, Cpr Certified, Event Planning, Insurance, Practice Management, Teaching, System Administration, Oral Care, Management, Clinical Research, Patient Education, Coaching, Infection Control, Public Speaking, Program Management, Hospitals, Dental Sales, Software Documentation, HIPAA, Periodontics, Medical Devices, Healthcare Information..., Surgery, Research, Organizational..., Leadership
Education
Mount Vernon Nazarene University 2010 — 2012
MBA-HCA, Healthcare Administration, 3.48
Ohio University 2005 — 2006
Bachelors of Science, Technical and Applied Studies
Shawnee State University 1992 — 1995
Associate of Applied Science, Dental Hygiene
Julie Ilgen Julie Ilgen's Mercer Advisors Experience October 2003 - July 2009
Job Principal at Promotion Management Consultants & Instructor at Georgia State Univeristy
Industry Management Consulting
Experience
Georgia State University 2013 - Present
Promotion Management Consultants July 2009 - Present
Mercer Advisors October 2003 - July 2009
Pacific Dental Services September 2001 - October 2003
Alan J Napoles, DDS June 1999 - September 2001
Registered Dental Assistant June 1995 - May 1999
Skills
Strategic Planning, Organizational..., Healthcare Management, Strategy, Training, Process Improvement, Team Management, Program Management, Practice Management, Healthcare, Budgets, Business Process..., Management, Management Consulting, Selling, Team Building, Public Speaking, Consultative Selling, Change Management, New Business Development, Business Planning, Project Management, Physician Relations, Start-ups, Business Development
Education
Georgia State University - J. Mack Robinson College of Business 2009 — 2011
MBA, Entrepreneurship
Georgia State University - J. Mack Robinson College of Business 2009 — 2011
MHA, Health Administration
Georgia State University 2007 — 2011
BS, Microbiology
Arizona State University 1997 — 1999
BA, Communication
Georgia State University 2013 - Present
Promotion Management Consultants July 2009 - Present
Mercer Advisors October 2003 - July 2009
Pacific Dental Services September 2001 - October 2003
Alan J Napoles, DDS June 1999 - September 2001
Registered Dental Assistant June 1995 - May 1999
Skills
Strategic Planning, Organizational..., Healthcare Management, Strategy, Training, Process Improvement, Team Management, Program Management, Practice Management, Healthcare, Budgets, Business Process..., Management, Management Consulting, Selling, Team Building, Public Speaking, Consultative Selling, Change Management, New Business Development, Business Planning, Project Management, Physician Relations, Start-ups, Business Development
Education
Georgia State University - J. Mack Robinson College of Business 2009 — 2011
MBA, Entrepreneurship
Georgia State University - J. Mack Robinson College of Business 2009 — 2011
MHA, Health Administration
Georgia State University 2007 — 2011
BS, Microbiology
Arizona State University 1997 — 1999
BA, Communication
Iman Navi Iman Navi's Mercer Advisors Experience June 2008 - July 2010
Job Vice President at Corridor Capital
Industry Venture Capital & Private Equity
Experience
Corridor Capital April 2014 - Present
Navi Capital LLC August 2012 - Present
Selecto Services January 2013 - Present
First Round Capital January 2012 - May 2012
TZP Group June 2011 - August 2011
Mercer Advisors June 2008 - July 2010
PlanMember Financial Corporation November 2006 - July 2010
Lovell Minnick Partners April 2006 - July 2010
Berkely Capital March 2007 - March 2010
Macquarie Securities (USA) Inc. January 2004 - March 2006
Skills
Private Equity, Mergers, Venture Capital, Valuation, LBO, Investments, Equities, Due Diligence, Financial Modeling, Investment Banking, Entrepreneurship, Corporate Development, Finance, Mergers & Acquisitions, Growth Capital, Corporate Finance, Capital, Hedge Funds, Investment Management, Project Finance, Alternative Investments, Emerging Markets, Restructuring, Financial Advisory, Asset Management, M&A experience, Financial Structuring, Capital Markets, Portfolio Management
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Finance & Entrepreneurship
University of California, Los Angeles 1999 — 2003
BA, Business-Economics, Accounting
Corridor Capital April 2014 - Present
Navi Capital LLC August 2012 - Present
Selecto Services January 2013 - Present
First Round Capital January 2012 - May 2012
TZP Group June 2011 - August 2011
Mercer Advisors June 2008 - July 2010
PlanMember Financial Corporation November 2006 - July 2010
Lovell Minnick Partners April 2006 - July 2010
Berkely Capital March 2007 - March 2010
Macquarie Securities (USA) Inc. January 2004 - March 2006
Skills
Private Equity, Mergers, Venture Capital, Valuation, LBO, Investments, Equities, Due Diligence, Financial Modeling, Investment Banking, Entrepreneurship, Corporate Development, Finance, Mergers & Acquisitions, Growth Capital, Corporate Finance, Capital, Hedge Funds, Investment Management, Project Finance, Alternative Investments, Emerging Markets, Restructuring, Financial Advisory, Asset Management, M&A experience, Financial Structuring, Capital Markets, Portfolio Management
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Finance & Entrepreneurship
University of California, Los Angeles 1999 — 2003
BA, Business-Economics, Accounting
Jeff Kacal, CFP® Jeff Kacal, CFP®'s Mercer Advisors Experience January 2014 - Present
Job Managing Director at Mercer Advisors
Industry Financial Services
Experience
Mercer Advisors January 2014 - Present
LPL May 2005 - March 2007
Prudential Financial December 1999 - May 2005
Skills
Wealth Management, Retirement Planning, Asset Allocation, Investment Advisory, Retirement, Investments, Strategic Financial..., Mutual Funds, Finance, Financial Planning, Risk Management, Financial Analysis, Personal Financial..., Securities, Portfolio Management, Financial Services, Wealth Management..., Bonds, Series 7, 401k Rollovers, Investment Strategies
Education
Texas A&M University 1992 — 1996
BS, Marketing
Mercer Advisors January 2014 - Present
LPL May 2005 - March 2007
Prudential Financial December 1999 - May 2005
Skills
Wealth Management, Retirement Planning, Asset Allocation, Investment Advisory, Retirement, Investments, Strategic Financial..., Mutual Funds, Finance, Financial Planning, Risk Management, Financial Analysis, Personal Financial..., Securities, Portfolio Management, Financial Services, Wealth Management..., Bonds, Series 7, 401k Rollovers, Investment Strategies
Education
Texas A&M University 1992 — 1996
BS, Marketing
Tracey Lehman, CFP® Tracey Lehman, CFP®'s Mercer Advisors Experience September 2000 - Present
Job Chief Service Officer at Mercer Advisors
Industry Financial Services
Experience
Mercer Advisors September 2000 - Present
Skills
Retirement Planning, Financial Planners, Investment Management, Finance, Personal Financial..., Financial Advisory, Asset Allocation, Investment Advisory, Retirement, Investments, IRAs, Qualified Retirement..., Financial Planning for..., Spousal Alignment
Education
College for Financial Planning
Master of Science (M.S.), Financial Planning
Madonna University
Bachelor of Science (BS)
Mercer Advisors September 2000 - Present
Skills
Retirement Planning, Financial Planners, Investment Management, Finance, Personal Financial..., Financial Advisory, Asset Allocation, Investment Advisory, Retirement, Investments, IRAs, Qualified Retirement..., Financial Planning for..., Spousal Alignment
Education
College for Financial Planning
Master of Science (M.S.), Financial Planning
Madonna University
Bachelor of Science (BS)
Dave Haman Dave Haman's Mercer Advisors Experience March 2014 - Present
Job at Widener University
Industry
Experience
Mercer Advisors March 2014 - Present
Education
Widener University 1995 — 1996
Master of Taxation
Penn State University 1993 — 1995
Master of Engineering Science, Computer Software Engineering
Mercer Advisors March 2014 - Present
Education
Widener University 1995 — 1996
Master of Taxation
Penn State University 1993 — 1995
Master of Engineering Science, Computer Software Engineering
Kathy Chinchilla Kathy Chinchilla's Mercer Advisors Experience September 2012 - April 2013
Job Senior Undergraduate Student
Industry Accounting
Experience
UCSB Alumni Association April 2013 - Present
US Army September 2012 - Present
Mercer Advisors September 2012 - April 2013
Marcus Hotels & Resorts September 2011 - September 2012
Skills
Hospitality Industry, Manage Client..., Military Training, Accounts Payable, Bank Reconciliation, General Ledger, Accounts Receivable, Legal Writing, Technical Writing, Business Writing, Peachtree, QuickBooks, Microsoft Excel, Microsoft Office, Account Reconciliation, Teamwork, Public Speaking, PowerPoint, Microsoft Word, Management, Leadership, Customer Service, Budgets, Auditing, Accounting
Education
University of California, Santa Barbara 2012 — 2014
Bachelor of Arts (BA)
Antelope Valley College 2009 — 2011
Associate of Science (AS), Business Administration
UCSB Alumni Association April 2013 - Present
US Army September 2012 - Present
Mercer Advisors September 2012 - April 2013
Marcus Hotels & Resorts September 2011 - September 2012
Skills
Hospitality Industry, Manage Client..., Military Training, Accounts Payable, Bank Reconciliation, General Ledger, Accounts Receivable, Legal Writing, Technical Writing, Business Writing, Peachtree, QuickBooks, Microsoft Excel, Microsoft Office, Account Reconciliation, Teamwork, Public Speaking, PowerPoint, Microsoft Word, Management, Leadership, Customer Service, Budgets, Auditing, Accounting
Education
University of California, Santa Barbara 2012 — 2014
Bachelor of Arts (BA)
Antelope Valley College 2009 — 2011
Associate of Science (AS), Business Administration
Alex Rosen Alex Rosen's Mercer Advisors Experience September 2005 - March 2007
Job Financial Advisor / 401(k) Consultant at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2012 - Present
Paychex March 2007 - October 2012
Mercer Advisors September 2005 - March 2007
Enterprise Rent-A-Car January 1998 - September 2005
Skills
Sales Management, Account Management, Cold Calling, Hiring, New Business Development, Business to Business..., Business to Client Sales, Relationship Sales, Medical Sales, Consultative Selling, Selling, Personal Financial..., Retirement Plan..., Qualified Retirement..., General Securities..., Series 7, Series 66, Mutual Funds, Stocks, Options, Wealth Management, 401k Rollovers, Life & Health Insurance..., Sales, Business Development, Retirement Planning, B2B, Training, 401k, Sales Process, Management, Customer Service, Team Building
Education
Arizona State University 1993 — 1997
Bachelor of Science (B.S.), Business Administration and Management, General
Merrill Lynch October 2012 - Present
Paychex March 2007 - October 2012
Mercer Advisors September 2005 - March 2007
Enterprise Rent-A-Car January 1998 - September 2005
Skills
Sales Management, Account Management, Cold Calling, Hiring, New Business Development, Business to Business..., Business to Client Sales, Relationship Sales, Medical Sales, Consultative Selling, Selling, Personal Financial..., Retirement Plan..., Qualified Retirement..., General Securities..., Series 7, Series 66, Mutual Funds, Stocks, Options, Wealth Management, 401k Rollovers, Life & Health Insurance..., Sales, Business Development, Retirement Planning, B2B, Training, 401k, Sales Process, Management, Customer Service, Team Building
Education
Arizona State University 1993 — 1997
Bachelor of Science (B.S.), Business Administration and Management, General
Tricia Fahnoe's Mercer Advisors Experience September 1997 - July 2011
Job Endowment Committe Member at CALM ( Child Abuse Listening Mediation )
Industry Investment Management
Experience
Scholarship Foundation of Santa Barbara July 2013 - Present
CALM ( Child Abuse Listening Mediation ) July 2012 - Present
Mission Wealth Management August 2011 - Present
Mercer Advisors September 1997 - July 2011
Xelan January 1996 - August 1997
Skills
Wealth Management, Business Analysis, Investment Advisory, Portfolio Management, Retirement Planning, Strategic Financial..., Retirement, Estate Planning, Asset Allocation, Mergers & Acquisitions, Investment Management, Investments, Alternative Investments, Financial Advisory, Asset Management, Strategy
Education
University of California, Los Angeles - The Anderson School of Management 2002 — 2005
Master of Business Administration, Finance
College for Financial Planning 1998 — 2001
Master of Science, Financial Planning
Northwestern University 1989 — 1993
Bachelor of Arts, Economics
Scholarship Foundation of Santa Barbara July 2013 - Present
CALM ( Child Abuse Listening Mediation ) July 2012 - Present
Mission Wealth Management August 2011 - Present
Mercer Advisors September 1997 - July 2011
Xelan January 1996 - August 1997
Skills
Wealth Management, Business Analysis, Investment Advisory, Portfolio Management, Retirement Planning, Strategic Financial..., Retirement, Estate Planning, Asset Allocation, Mergers & Acquisitions, Investment Management, Investments, Alternative Investments, Financial Advisory, Asset Management, Strategy
Education
University of California, Los Angeles - The Anderson School of Management 2002 — 2005
Master of Business Administration, Finance
College for Financial Planning 1998 — 2001
Master of Science, Financial Planning
Northwestern University 1989 — 1993
Bachelor of Arts, Economics
Selinda Villasor Selinda Villasor's Mercer Advisors Experience April 2006 - November 2006
Job Learning and Development Coordinator at Vistage
Industry Management Consulting
Experience
Vistage February 2014 - Present
PetSmart February 2009 - August 2013
PetSmart March 2007 - February 2009
Mercer Advisors April 2006 - November 2006
Robinsons-May August 2003 - March 2004
Skills
Retail, Customer Service, Training, Leadership Development, Marketing, Merchandising, Visual Merchandising, Team Building, Employee Training, Event Planning, Sales, Human Resources, Advertising, Management, Sourcing, Coaching, Performance Management, Strategic Planning
Education
Art Institute of Phoenix 2004 — 2006
Bachelor of Arts, Fashion Marketing
Fashion Institute of Design & Merchandising 2001 — 2003
Associate of Arts, Visual Communications
Vistage February 2014 - Present
PetSmart February 2009 - August 2013
PetSmart March 2007 - February 2009
Mercer Advisors April 2006 - November 2006
Robinsons-May August 2003 - March 2004
Skills
Retail, Customer Service, Training, Leadership Development, Marketing, Merchandising, Visual Merchandising, Team Building, Employee Training, Event Planning, Sales, Human Resources, Advertising, Management, Sourcing, Coaching, Performance Management, Strategic Planning
Education
Art Institute of Phoenix 2004 — 2006
Bachelor of Arts, Fashion Marketing
Fashion Institute of Design & Merchandising 2001 — 2003
Associate of Arts, Visual Communications
Terri Spath, CFA, CFP®'s Mercer Advisors Experience September 2011 - August 2015
Job Chief Investment Officer at Sierra Investment Management, Inc.
Industry Investment Management
Experience
Sierra Investment Management, Inc. August 2015 - Present
Mercer Advisors September 2011 - August 2015
TS Advisory 2005 - 2011
RSF Social Finance 2008 - 2010
Franklin Templeton Investments 1994 - 2004
Fidelity Investments 1993 - 1993
Phoenix Life Insurance Company 1991 - 1992
Lehman Brothers 1989 - 1991
Skills
Portfolio Management, Equity Research, Investments, Private Equity, Equities, Asset Allocation, Investment Strategies, Financial Analysis, Strategy, Finance, Business Planning, Economics, Investor Relations, Asset Managment, Financial Modeling, Alternative Investments, Hedge Funds, Venture Capital, Debt, Capital Markets, Valuation, Managed Futures, Social Entrepreneurship, Project Finance, Asset Management, Fixed Income, Investment Management, Mutual Funds, Due Diligence, Investment Advisory, Securities, Financial Advisory, Series 7, Bloomberg
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance
University of Michigan 1985 — 1989
A.B., Economics, Psychology
Sierra Investment Management, Inc. August 2015 - Present
Mercer Advisors September 2011 - August 2015
TS Advisory 2005 - 2011
RSF Social Finance 2008 - 2010
Franklin Templeton Investments 1994 - 2004
Fidelity Investments 1993 - 1993
Phoenix Life Insurance Company 1991 - 1992
Lehman Brothers 1989 - 1991
Skills
Portfolio Management, Equity Research, Investments, Private Equity, Equities, Asset Allocation, Investment Strategies, Financial Analysis, Strategy, Finance, Business Planning, Economics, Investor Relations, Asset Managment, Financial Modeling, Alternative Investments, Hedge Funds, Venture Capital, Debt, Capital Markets, Valuation, Managed Futures, Social Entrepreneurship, Project Finance, Asset Management, Fixed Income, Investment Management, Mutual Funds, Due Diligence, Investment Advisory, Securities, Financial Advisory, Series 7, Bloomberg
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance
University of Michigan 1985 — 1989
A.B., Economics, Psychology
Vijimeena Shanmugam's Mercer Advisors Experience May 2005 - Present
Job Vice President of Information Technology, at Mercer Advisors
Industry Information Technology and Services
Experience
Mercer Advisors May 2005 - Present
The American Board of Radiology October 2004 - February 2005
Fastrac 24/7 Corp. November 2000 - October 2004
Kalikalam Tech. February 1999 - November 2000
Tata Consultancy Services May 1997 - January 1999
Skills
Salesforce.com, Force.com, Cloud Computing, Agile Methodologies, Change Management, Data Migration, Development Management, Software Development, SQL Server, Software Project..., Application Development, Microsoft SQL Server, Integration, Database Administration, Due Diligence, Project Management, Databases, Business Analysis, Program Management, SDLC, Requirements Analysis, Systems Analysis, Leadership, Unix, Visual Basic, Management, Quality Assurance, Consulting, Information Technology, Database Design, Team Leadership, Strategic Planning, Outsourcing
Education
Bharathiar University 1995 — 1997
MBA, Systems & Finance
Bharathiar University 1992 — 1995
B.S, Computer Science
Mercer Advisors May 2005 - Present
The American Board of Radiology October 2004 - February 2005
Fastrac 24/7 Corp. November 2000 - October 2004
Kalikalam Tech. February 1999 - November 2000
Tata Consultancy Services May 1997 - January 1999
Skills
Salesforce.com, Force.com, Cloud Computing, Agile Methodologies, Change Management, Data Migration, Development Management, Software Development, SQL Server, Software Project..., Application Development, Microsoft SQL Server, Integration, Database Administration, Due Diligence, Project Management, Databases, Business Analysis, Program Management, SDLC, Requirements Analysis, Systems Analysis, Leadership, Unix, Visual Basic, Management, Quality Assurance, Consulting, Information Technology, Database Design, Team Leadership, Strategic Planning, Outsourcing
Education
Bharathiar University 1995 — 1997
MBA, Systems & Finance
Bharathiar University 1992 — 1995
B.S, Computer Science
Ben Kingsley Ben Kingsley's Mercer Advisors Experience May 2015 - Present
Job Financial Administrator at Mercer Advisors
Industry Financial Services
Experience
Mercer Advisors May 2015 - Present
Westmont College August 2014 - May 2015
Westmont College August 2012 - May 2015
Morgan Stanley February 2014 - August 2014
Taylor Frigon Capital Management LLC June 2013 - August 2013
Big 5 Sporting Goods August 2012 - January 2013
San Diego Yacht Club August 2011 - June 2012
Skills
Microsoft Office, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, Learning Quickly, Android, Economics, Market Analysis, Spanish, Microsoft Word, PowerPoint, Social Networking, Event Planning, Microsoft Excel, Editing, Critical Thinking
Education
Westmont College 2012 — 2015
Bachelor of Economics and Business, Finance and Financial Management Services, Graduate
San Diego Mesa College 2011 — 2012
Mercer Advisors May 2015 - Present
Westmont College August 2014 - May 2015
Westmont College August 2012 - May 2015
Morgan Stanley February 2014 - August 2014
Taylor Frigon Capital Management LLC June 2013 - August 2013
Big 5 Sporting Goods August 2012 - January 2013
San Diego Yacht Club August 2011 - June 2012
Skills
Microsoft Office, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, Learning Quickly, Android, Economics, Market Analysis, Spanish, Microsoft Word, PowerPoint, Social Networking, Event Planning, Microsoft Excel, Editing, Critical Thinking
Education
Westmont College 2012 — 2015
Bachelor of Economics and Business, Finance and Financial Management Services, Graduate
San Diego Mesa College 2011 — 2012
Nathan Ricks Nathan Ricks's Mercer Advisors Experience August 1999 - 2013
Job Senior Wealth Advisor at Dental Wealth Advisors, LLC
Industry Financial Services
Experience
Dental Wealth Advisors, LLC February 2013 - Present
Mercer Advisors August 1999 - 2013
Skills
Retirement Planning, Pensions, Risk Management, Estate Planning, Investments, Strategic Financial..., Portfolio Management, Finance, Retirement, Investment Management
Education
College for Financial Planning 1999 — 2002
Masters of Science, Financial Planning and Services, Honors Graduate
Brigham Young University 1990 — 1993
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Dental Wealth Advisors, LLC February 2013 - Present
Mercer Advisors August 1999 - 2013
Skills
Retirement Planning, Pensions, Risk Management, Estate Planning, Investments, Strategic Financial..., Portfolio Management, Finance, Retirement, Investment Management
Education
College for Financial Planning 1999 — 2002
Masters of Science, Financial Planning and Services, Honors Graduate
Brigham Young University 1990 — 1993
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Erika Chopra Erika Chopra's Mercer Advisors Experience September 2009 - August 2010
Job Senior Associate, Wealth Advisory Services at Northern Trust
Industry Investment Management
Experience
Northern Trust November 2013 - Present
Avalon Advisors, LLC September 2011 - November 2013
Invesco Ltd. August 2010 - September 2011
Mercer Advisors September 2009 - August 2010
Vanguard December 2005 - September 2009
Skills
Windows 98 / 2000 /..., Individual,..., Development of Training..., Strategy and Problem..., Purchasing Management,..., Customer & Partner..., PowerPoint, Problem Solving, Strategy, Microsoft Excel, Inventory Control, Curriculum Design, Asset Managment, Wealth Management, Relationship Management, Investments, Leadership, Mutual Funds, Investment Management, Management, Finance, Operations Management, Hedge Funds, Asset Allocation, Training, Alternative Investments, Securities, Financial Markets, Investment Advisory, Financial Services, CRM, High Net Worth..., Wealth Management..., Portfolio Management, Asset Management
Education
Syracuse University 1998 — 2002
Bachelor of Arts (BA), Psychology & Sociology
The Derryfield School 1992 — 1998
Northern Trust November 2013 - Present
Avalon Advisors, LLC September 2011 - November 2013
Invesco Ltd. August 2010 - September 2011
Mercer Advisors September 2009 - August 2010
Vanguard December 2005 - September 2009
Skills
Windows 98 / 2000 /..., Individual,..., Development of Training..., Strategy and Problem..., Purchasing Management,..., Customer & Partner..., PowerPoint, Problem Solving, Strategy, Microsoft Excel, Inventory Control, Curriculum Design, Asset Managment, Wealth Management, Relationship Management, Investments, Leadership, Mutual Funds, Investment Management, Management, Finance, Operations Management, Hedge Funds, Asset Allocation, Training, Alternative Investments, Securities, Financial Markets, Investment Advisory, Financial Services, CRM, High Net Worth..., Wealth Management..., Portfolio Management, Asset Management
Education
Syracuse University 1998 — 2002
Bachelor of Arts (BA), Psychology & Sociology
The Derryfield School 1992 — 1998
Ralph Ujano, Jr. CPA, CFP, MS Ralph Ujano, Jr. CPA, CFP, MS's Mercer Advisors Experience June 2013 - Present
Job Chief Learning Officer at Mercer Advisors
Industry Investment Management
Experience
Mercer Advisors June 2013 - Present
Mercer Advisors January 2009 - June 2013
Mercer Advisors 2005 - 2008
Mercer Advisors 1999 - 2005
Mercer Advisors 1996 - 1999
Mercer Advisors 1989 - 1996
FDIC 1987 - 1989
Education
College for Financial Planning
Master's of Science, Retirement Planning
University of Puget Sound
Bachelor of Arts (B.A.), Business Administration
Mercer Advisors June 2013 - Present
Mercer Advisors January 2009 - June 2013
Mercer Advisors 2005 - 2008
Mercer Advisors 1999 - 2005
Mercer Advisors 1996 - 1999
Mercer Advisors 1989 - 1996
FDIC 1987 - 1989
Education
College for Financial Planning
Master's of Science, Retirement Planning
University of Puget Sound
Bachelor of Arts (B.A.), Business Administration
Mary Ann Nestore Mary Ann Nestore's Mercer Advisors Experience October 2006 - May 2010
Job Owner/President at Teamwork Dental Solutions, LLC
Industry Management Consulting
Experience
Teamwork Dental Solutions, LLC May 2014 - Present
Nestore Custom Creations, LLC November 2012 - Present
Henry Schein Dental March 2012 - April 2013
Henry Schein May 2010 - March 2012
Mercer Advisors October 2006 - May 2010
Camden County College September 2005 - October 2006
OraPharma, Inc August 2000 - March 2002
Dentrix Dental Systems August 1996 - March 2000
Skills
Marketing Management, Management Consulting, Management, Lead Generation, Healthcare, Practice Management, Sales, Sales Force Development, Sales Management, Sales Operations, Sales Process, Selling Skills, Coaching, Dentistry, Direct Sales, Leadership, Marketing, Marketing Strategy
Education
Camden County College 1979 — 1981
AS, Dental Hygiene
Teamwork Dental Solutions, LLC May 2014 - Present
Nestore Custom Creations, LLC November 2012 - Present
Henry Schein Dental March 2012 - April 2013
Henry Schein May 2010 - March 2012
Mercer Advisors October 2006 - May 2010
Camden County College September 2005 - October 2006
OraPharma, Inc August 2000 - March 2002
Dentrix Dental Systems August 1996 - March 2000
Skills
Marketing Management, Management Consulting, Management, Lead Generation, Healthcare, Practice Management, Sales, Sales Force Development, Sales Management, Sales Operations, Sales Process, Selling Skills, Coaching, Dentistry, Direct Sales, Leadership, Marketing, Marketing Strategy
Education
Camden County College 1979 — 1981
AS, Dental Hygiene
Colten K. Poor's Mercer Advisors Experience 2009 - Present
Job Investment Analyst
Industry Financial Services
Experience
Mercer Advisors 2009 - Present
mercer advisors 2007 - 2007
Education
California Polytechnic State University-San Luis Obispo 2006 — 2009
Hisotry/ Ecconomics
Mercer Advisors 2009 - Present
mercer advisors 2007 - 2007
Education
California Polytechnic State University-San Luis Obispo 2006 — 2009
Hisotry/ Ecconomics
Jennifer Bruner Jennifer Bruner's Mercer Advisors Experience March 2009 - May 2010
Job Transitions Consultant at Paragon Dental Practice Transitions
Industry Professional Training & Coaching
Experience
Paragon Dental Practice Transitions January 2010 - Present
Mercer Advisors March 2009 - May 2010
Mercer Advisors October 2007 - May 2010
Skills
Leadership, Dentistry, Healthcare, Leadership Development, Small Business, Public Speaking, Coaching, Strategic Planning, Strategy, Analysis, Mergers & Acquisitions, Sales, New Business Development, Sales Process, Employee Relations, Mergers, Business Planning, Dental Transitions
Education
Sinclair Community College
The Ohio State University
Paragon Dental Practice Transitions January 2010 - Present
Mercer Advisors March 2009 - May 2010
Mercer Advisors October 2007 - May 2010
Skills
Leadership, Dentistry, Healthcare, Leadership Development, Small Business, Public Speaking, Coaching, Strategic Planning, Strategy, Analysis, Mergers & Acquisitions, Sales, New Business Development, Sales Process, Employee Relations, Mergers, Business Planning, Dental Transitions
Education
Sinclair Community College
The Ohio State University
Cheri Walker Cheri Walker's Mercer Advisors Experience July 2008 - March 2010
Job Director of Operations at Mountain Dental Arts
Industry Management Consulting
Experience
Mountain Dental Arts July 2009 - Present
Mercer Advisors July 2008 - March 2010
Precision Management April 2005 - June 2008
CW Practice Management 2005 - 2008
Walter J. Denham D.M.D August 1999 - September 2005
Education
Central Arizona College 2010 — 2012
Business Administration and Management, General
Rio Salado College / Northland Pioneer College 1999 — 2006
General Education *Business
Mountain Dental Arts July 2009 - Present
Mercer Advisors July 2008 - March 2010
Precision Management April 2005 - June 2008
CW Practice Management 2005 - 2008
Walter J. Denham D.M.D August 1999 - September 2005
Education
Central Arizona College 2010 — 2012
Business Administration and Management, General
Rio Salado College / Northland Pioneer College 1999 — 2006
General Education *Business
Max Garza, CFP®'s Mercer Advisors Experience August 2015 - Present
Job Regional Vice President
Industry Financial Services
Experience
Mercer Advisors August 2015 - Present
TIAA-CREF April 2007 - Present
Skills
Series 7, Series 63, CFP®, Retirement Planning
Education
Texas A&M University 1991 — 1996
B.A., Sociology
Southern Illinois University, Edwardsville 1998 — 2001
M.B.A.
Mercer Advisors August 2015 - Present
TIAA-CREF April 2007 - Present
Skills
Series 7, Series 63, CFP®, Retirement Planning
Education
Texas A&M University 1991 — 1996
B.A., Sociology
Southern Illinois University, Edwardsville 1998 — 2001
M.B.A.
Christopher Jay, CFP®'s Mercer Advisors Experience July 2015 - Present
Job Financial Advisor at Mercer Global Advisors Inc.
Industry Financial Services
Experience
Mercer Advisors July 2015 - Present
Fidelity Investments May 2012 - July 2015
Fidelity Investments November 2007 - May 2012
Skills
Certified Financial..., Wealth Management, Retirement Planning, Series 66, Relationship Management, Investments, Financial Services, Retirement, Securities, Series 7, Series 63, Series 9/10, Mutual Funds, Equities, Options, Florida...
Education
Flagler College 2002 — 2006
Bachelor of Arts (B.A.), Business Adminstration
Mercer Advisors July 2015 - Present
Fidelity Investments May 2012 - July 2015
Fidelity Investments November 2007 - May 2012
Skills
Certified Financial..., Wealth Management, Retirement Planning, Series 66, Relationship Management, Investments, Financial Services, Retirement, Securities, Series 7, Series 63, Series 9/10, Mutual Funds, Equities, Options, Florida...
Education
Flagler College 2002 — 2006
Bachelor of Arts (B.A.), Business Adminstration
David DeVita, CFA, CFP David DeVita, CFA, CFP's Mercer Advisors Experience April 2014 - Present
Job Financial Advisor at Mercer Advisors
Industry Investment Management
Experience
Mercer Advisors April 2014 - Present
Private November 2013 - March 2014
Tower Bridge Advisors September 2012 - October 2013
The John Templeton Foundation April 2011 - August 2012
Wells Fargo Private Bank April 2008 - March 2011
The Vanguard Group June 2005 - March 2008
Midwood Securities, Inc. 2004 - 2004
Skills
Asset Allocation, Investments, Equities, Investment Strategies, Mutual Funds, Fixed Income, Due Diligence, Value Investing, Investment Management, Securities, Hedge Funds, Asset Management, Security Analysis, Alternative Investments
Education
Susquehanna University 2001 — 2005
Business Administration, Finance, Information Systems
Columbia Business School 2012 — 2012
Executive Education Program, Value Investing
Mercer Advisors April 2014 - Present
Private November 2013 - March 2014
Tower Bridge Advisors September 2012 - October 2013
The John Templeton Foundation April 2011 - August 2012
Wells Fargo Private Bank April 2008 - March 2011
The Vanguard Group June 2005 - March 2008
Midwood Securities, Inc. 2004 - 2004
Skills
Asset Allocation, Investments, Equities, Investment Strategies, Mutual Funds, Fixed Income, Due Diligence, Value Investing, Investment Management, Securities, Hedge Funds, Asset Management, Security Analysis, Alternative Investments
Education
Susquehanna University 2001 — 2005
Business Administration, Finance, Information Systems
Columbia Business School 2012 — 2012
Executive Education Program, Value Investing
Nancy Bjork Nancy Bjork's Mercer Advisors Experience November 2000 - May 2003
Job Sales & Marketing Professional
Industry Marketing and Advertising
Experience
San Diego Tourism Authority August 2010 - Present
WorldMark by Wyndham December 2005 - August 2008
Mercer Advisors November 2000 - May 2003
Courtland Dane Management Group April 1998 - November 1999
Santa Maria Visitors Bureau December 1994 - April 1998
Skills
Advertising, Sales Management, Account Management, Hospitality, Online Marketing, Event Management, Online Advertising, Strategy, Marketing, Digital Marketing, Business Development, CRM, Sales, Sponsorship, Lead Generation, Leadership, Tourism, Trade Shows, Marketing Communications
Education
New Mexico State University 1987 — 1989
Marketing & Economics
San Diego Tourism Authority August 2010 - Present
WorldMark by Wyndham December 2005 - August 2008
Mercer Advisors November 2000 - May 2003
Courtland Dane Management Group April 1998 - November 1999
Santa Maria Visitors Bureau December 1994 - April 1998
Skills
Advertising, Sales Management, Account Management, Hospitality, Online Marketing, Event Management, Online Advertising, Strategy, Marketing, Digital Marketing, Business Development, CRM, Sales, Sponsorship, Lead Generation, Leadership, Tourism, Trade Shows, Marketing Communications
Education
New Mexico State University 1987 — 1989
Marketing & Economics
Neil Abramson, NCCP Neil Abramson, NCCP's Mercer Advisors Experience June 1999 - December 2001
Job Retirement Consultant at TIAACREF
Industry Investment Management
Experience
TIAA-CREF February 2011 - May 2013
Wells Fargo Advisors, LLC January 2002 - February 2011
Mercer Advisors June 1999 - December 2001
Marion Bass Securities September 1998 - June 1999
Skills
Training, Leadership, Retirement Planning, Financial Services, Series 7, Investments, Securities, Retirement, Wealth Management, Series 63, Mutual Funds, Equities, Portfolio Management, Relationship Management
Education
Duke University 2011 — 2011
Paralegal Certificate
Duke University 1995 — 1998
BA
TIAA-CREF February 2011 - May 2013
Wells Fargo Advisors, LLC January 2002 - February 2011
Mercer Advisors June 1999 - December 2001
Marion Bass Securities September 1998 - June 1999
Skills
Training, Leadership, Retirement Planning, Financial Services, Series 7, Investments, Securities, Retirement, Wealth Management, Series 63, Mutual Funds, Equities, Portfolio Management, Relationship Management
Education
Duke University 2011 — 2011
Paralegal Certificate
Duke University 1995 — 1998
BA
Eloiza D'Lima Eloiza D'Lima's Mercer Advisors Experience September 2001 - November 2004
Job AML Risk Compliance
Industry Financial Services
Experience
COR Clearing LLC June 2014 - Present
Actinver Securities June 2013 - December 2013
Sanders Morris Harris September 2010 - June 2013
Next Financial June 2009 - August 2010
Stanford Group Company February 2007 - March 2009
Burr Wolff, L. P. November 2004 - November 2006
Mercer Advisors September 2001 - November 2004
Skills
Series 7, Series 24, Series 66, AML, Securities, FINRA, Investments, Investment Advisory, OFAC, Wealth Management, Uniform Combined State..., Mutual Funds, Internal Audit, Financial Services, Series 63, Trading, Finance, Portfolio Management, Alternative Investments, Banking, Equities, Anti Money Laundering
Education
Texas A&M University
Bachelor of Science (BS), Psychology
COR Clearing LLC June 2014 - Present
Actinver Securities June 2013 - December 2013
Sanders Morris Harris September 2010 - June 2013
Next Financial June 2009 - August 2010
Stanford Group Company February 2007 - March 2009
Burr Wolff, L. P. November 2004 - November 2006
Mercer Advisors September 2001 - November 2004
Skills
Series 7, Series 24, Series 66, AML, Securities, FINRA, Investments, Investment Advisory, OFAC, Wealth Management, Uniform Combined State..., Mutual Funds, Internal Audit, Financial Services, Series 63, Trading, Finance, Portfolio Management, Alternative Investments, Banking, Equities, Anti Money Laundering
Education
Texas A&M University
Bachelor of Science (BS), Psychology
Michael Elster Michael Elster's Mercer Advisors Experience October 1993 - July 2013
Job National New Business Development Manager for Practice Transitions at Patterson Dental
Industry Professional Training & Coaching
Experience
Patterson Dental August 2013 - Present
Mercer Advisors October 1993 - July 2013
20th Century Fox Film Corporation January 1979 - May 1984
Skills
Separately Managed..., Wealth Management, Strategic Financial..., Retirement Planning, Practice Management, Dentistry, 401k, Sales, Asset Allocation, Financial Planners, Financial Services, Retirement, Sales Management, Portfolio Management, Employee Benefits, Investment Advisory, Sales Operations, Financial Advisory, Small Business, Estate Planning, Strategic Planning, Investment Management, Investments, Cold Calling, Salesforce.com, Financial Planning
Education
California State University-Northridge 1974 — 1979
BS, Business Administration
Patterson Dental August 2013 - Present
Mercer Advisors October 1993 - July 2013
20th Century Fox Film Corporation January 1979 - May 1984
Skills
Separately Managed..., Wealth Management, Strategic Financial..., Retirement Planning, Practice Management, Dentistry, 401k, Sales, Asset Allocation, Financial Planners, Financial Services, Retirement, Sales Management, Portfolio Management, Employee Benefits, Investment Advisory, Sales Operations, Financial Advisory, Small Business, Estate Planning, Strategic Planning, Investment Management, Investments, Cold Calling, Salesforce.com, Financial Planning
Education
California State University-Northridge 1974 — 1979
BS, Business Administration
Valerie Schnitker's Mercer Advisors Experience August 2005 - April 2009
Job Training and development
Industry Professional Training & Coaching
Experience
Jay Geier's Scheduling Institute October 2013 - October 2014
Dental Resource Management August 2012 - October 2013
Paragon Dental Practice Transitions September 2011 - September 2012
Independent Contractor July 2010 - March 2012
Mercer Advisors August 2005 - April 2009
Skills
Practice Management, Wealth Management, Coaching, Dentistry, Selling, Leadership Development, Organizational..., Team Building, Management Consulting, Employee Benefits, Training, Strategic Planning, Customer Service, Account Management, Process Improvement, Management, Healthcare, Marketing Strategy, Public Speaking, Small Business, Leadership, Insurance, Sales, Healthcare Management, Business Strategy, Customer Satisfaction, Start-ups, Strategy, Human Resources, Business Planning, New Business Development, Consulting, Recruiting
Education
Arizona State University 2000 — 2002
Business Management, Human Resource Management
University of Nebraska-Lincoln 1999 — 2000
Bachelor of Science (B.S.), Business Administration, Management and Operations
Jay Geier's Scheduling Institute October 2013 - October 2014
Dental Resource Management August 2012 - October 2013
Paragon Dental Practice Transitions September 2011 - September 2012
Independent Contractor July 2010 - March 2012
Mercer Advisors August 2005 - April 2009
Skills
Practice Management, Wealth Management, Coaching, Dentistry, Selling, Leadership Development, Organizational..., Team Building, Management Consulting, Employee Benefits, Training, Strategic Planning, Customer Service, Account Management, Process Improvement, Management, Healthcare, Marketing Strategy, Public Speaking, Small Business, Leadership, Insurance, Sales, Healthcare Management, Business Strategy, Customer Satisfaction, Start-ups, Strategy, Human Resources, Business Planning, New Business Development, Consulting, Recruiting
Education
Arizona State University 2000 — 2002
Business Management, Human Resource Management
University of Nebraska-Lincoln 1999 — 2000
Bachelor of Science (B.S.), Business Administration, Management and Operations
Kathy D. Johnson's Mercer Advisors Experience January 1980 - June 1988
Job Multifunction at PlasmaCAM
Industry Accounting
Experience
PlasmaCAM April 2014 - Present
semi-retired, home repair May 2012 - April 2014
Farmers Insurance & Financial Services December 1988 - April 2012
Financial Trust Corporation July 1988 - December 1988
Mercer Advisors January 1980 - June 1988
Skills
Health Insurance, Research, Online Research, Microsoft Excel, Employee Benefits, Medicare, Sales, Sales Management, Marketing, Voice Acting, Acting, Voiceovers, Liability, Long-term Care, Claims Management, Claim, Actuarial Science, Small Business
Education
Pueblo Community College 2012 — 2012
University of Denver - Daniels College of Business 1976 — 1981
BSBA, Statistics and Operations Research
PlasmaCAM April 2014 - Present
semi-retired, home repair May 2012 - April 2014
Farmers Insurance & Financial Services December 1988 - April 2012
Financial Trust Corporation July 1988 - December 1988
Mercer Advisors January 1980 - June 1988
Skills
Health Insurance, Research, Online Research, Microsoft Excel, Employee Benefits, Medicare, Sales, Sales Management, Marketing, Voice Acting, Acting, Voiceovers, Liability, Long-term Care, Claims Management, Claim, Actuarial Science, Small Business
Education
Pueblo Community College 2012 — 2012
University of Denver - Daniels College of Business 1976 — 1981
BSBA, Statistics and Operations Research
Will Mannon's Mercer Advisors Experience September 2015 - Present
Job Executive Vice President, Standards Group at Mercer Advisors
Industry Financial Services
Experience
Mercer Advisors September 2015 - Present
Mercer Advisors December 2012 - September 2015
Mercer Advisors December 2010 - November 2012
Mercer Advisors December 2010 - February 2012
21st Financial, Inc. January 2008 - September 2010
Payden & Rygel 2002 - 2007
InvestTech Systems Consulting 2000 - 2002
Treasury Services 1989 - 1991
Union Bank 1982 - 1989
Skills
Portfolio Management, Asset Management, Investments, Financial Analysis, Wealth Management, Public Speaking, Sales Management, Team Building, Asset Managment, Business Development, Financial Advisory, New Business Development, Retirement Planning, Asset Allocation, Investment Strategies, Investment Advisory, Series 63, Financial Planning, Financial Services, Mutual Funds, Securities, Alternative Investments
Education
Stanford University 1971 — 1975
AB, History
Mercer Advisors September 2015 - Present
Mercer Advisors December 2012 - September 2015
Mercer Advisors December 2010 - November 2012
Mercer Advisors December 2010 - February 2012
21st Financial, Inc. January 2008 - September 2010
Payden & Rygel 2002 - 2007
InvestTech Systems Consulting 2000 - 2002
Treasury Services 1989 - 1991
Union Bank 1982 - 1989
Skills
Portfolio Management, Asset Management, Investments, Financial Analysis, Wealth Management, Public Speaking, Sales Management, Team Building, Asset Managment, Business Development, Financial Advisory, New Business Development, Retirement Planning, Asset Allocation, Investment Strategies, Investment Advisory, Series 63, Financial Planning, Financial Services, Mutual Funds, Securities, Alternative Investments
Education
Stanford University 1971 — 1975
AB, History
Moriah Ujano Moriah Ujano's Mercer Advisors Experience September 2013 - Present
Job Learning & Development Coordinator at Mercer Advisors
Industry Marketing and Advertising
Experience
Mercer Advisors September 2013 - Present
Mercer Advisors May 2012 - September 2013
Jimmy John's May 2011 - August 2011
Skills
Computer Proficiency, SurveyMonkey, SEO, Organization, Google Analytics, Google Adwords, Interpersonal..., Team Leadership, Time Management, Microsoft Office, Marketing Communications, Social Networking, Facebook
Education
Grand Canyon University 2013 — 2015
Master of Business Administration (M.B.A.), Business, Leadership, & Marketing
Grove City College 2009 — 2013
Bachelor of Arts (B.A.), English Language and Literature/Letters
Mercer Advisors September 2013 - Present
Mercer Advisors May 2012 - September 2013
Jimmy John's May 2011 - August 2011
Skills
Computer Proficiency, SurveyMonkey, SEO, Organization, Google Analytics, Google Adwords, Interpersonal..., Team Leadership, Time Management, Microsoft Office, Marketing Communications, Social Networking, Facebook
Education
Grand Canyon University 2013 — 2015
Master of Business Administration (M.B.A.), Business, Leadership, & Marketing
Grove City College 2009 — 2013
Bachelor of Arts (B.A.), English Language and Literature/Letters
Jordan O'Donnell Jordan O'Donnell's Mercer Advisors Experience June 2015 - Present
Job Enterprising investment professional leading the next generation of investors in attaining their financial dreams.
Industry Investment Management
Experience
Mercer Advisors June 2015 - Present
Education
Montana State University-Billings 2012 — 2015
Bachelor’s Degree
Mercer Advisors June 2015 - Present
Education
Montana State University-Billings 2012 — 2015
Bachelor’s Degree
Elise Nussbaumer's Mercer Advisors Experience May 2005 - September 2009
Job Owner and Practice Management Consultant
Industry Management Consulting
Experience
Team One Dental, LLC April 2014 - Present
Definitive Dental Solutions October 2010 - April 2014
Mercer Advisors May 2005 - September 2009
Skills
Management Consulting, Dentistry, Business Planning, Coaching, Strategy, Team Building, Strategic Planning, Business Strategy, Wealth Management, Management, Consulting, Practice Management, Healthcare, Strategic Financial..., Healthcare Management, Training, New Business Development, Small Business
Education
Mercer University 1998 — 2000
MBA, Management
Mercer University - Stetson School of Business and Economics 1998 — 2000
MBA, Business Administration and Management, General
Team One Dental, LLC April 2014 - Present
Definitive Dental Solutions October 2010 - April 2014
Mercer Advisors May 2005 - September 2009
Skills
Management Consulting, Dentistry, Business Planning, Coaching, Strategy, Team Building, Strategic Planning, Business Strategy, Wealth Management, Management, Consulting, Practice Management, Healthcare, Strategic Financial..., Healthcare Management, Training, New Business Development, Small Business
Education
Mercer University 1998 — 2000
MBA, Management
Mercer University - Stetson School of Business and Economics 1998 — 2000
MBA, Business Administration and Management, General
Rebekah Jordan Rebekah Jordan's Mercer Advisors Experience January 2007 - October 2008
Job Dental Practice Consultant; Business Analyst, Trainer & Speaker
Industry Management Consulting
Experience
R Jordan Consulting Group, LLC September 2008 - Present
Cade Consulting, LLC September 2008 - November 2013
Mercer Advisors January 2007 - October 2008
Skills
Business Analysis, New Business Development, Employee Training, Team Building, Team Leadership, Strategic Communications, Marketing Strategy, Customer Service, Customer Retention, Customer Experience, Hiring Employees, Business Meetings, Business Planning, Small Business, Business Process..., Operational Efficiency, Process Efficiency, Leadership Development, Business Coaching, Public Relations, Best Practices, Hiring Practices, Practice Management, Presentation Coaching, Presentation Development, System Monitoring, Progress Monitoring, Social Media, Management Consulting, Staff Development, Public Speaking, Coaching, Executive Coaching, Organizational..., Training
Education
Capella University 2008 — 2011
Master's degree, Industrial and Organizational Psychology
Villanova University 2007 — 2008
Six Sigma Lean and Green, Six Sigma Business Process
Montana State University-Billings 2003 — 2006
Bachelor's Degree, Public Relations, Advertising, and Applied Communication
R Jordan Consulting Group, LLC September 2008 - Present
Cade Consulting, LLC September 2008 - November 2013
Mercer Advisors January 2007 - October 2008
Skills
Business Analysis, New Business Development, Employee Training, Team Building, Team Leadership, Strategic Communications, Marketing Strategy, Customer Service, Customer Retention, Customer Experience, Hiring Employees, Business Meetings, Business Planning, Small Business, Business Process..., Operational Efficiency, Process Efficiency, Leadership Development, Business Coaching, Public Relations, Best Practices, Hiring Practices, Practice Management, Presentation Coaching, Presentation Development, System Monitoring, Progress Monitoring, Social Media, Management Consulting, Staff Development, Public Speaking, Coaching, Executive Coaching, Organizational..., Training
Education
Capella University 2008 — 2011
Master's degree, Industrial and Organizational Psychology
Villanova University 2007 — 2008
Six Sigma Lean and Green, Six Sigma Business Process
Montana State University-Billings 2003 — 2006
Bachelor's Degree, Public Relations, Advertising, and Applied Communication
Michael K. Uyemura Michael K. Uyemura's Mercer Advisors Experience 2015 - Present
Job Fixed Income Trader at Mercer Advisors
Industry Financial Services
Experience
Mercer Advisors 2015 - Present
Merrill Lynch 2012 - 2013
Butorac Wealth Management 2012 - 2012
Uyemura Fitness 2009 - 2012
Skills
Investment Analysis, Investments, Portfolio Management, Securities, Investment Advisory, Retirement Planning
Education
Creighton University, Heider College of Business 2014 — 2015
Master of Business Administration (MBA)
Creighton University, Heider College of Business 2013 — 2014
Master of Investment Management and Financial Analysis
University of California, Santa Barbara 2008 — 2010
Bachelor of Science (B.S.), Business-Economics
Pasadena City College 2006 — 2008
Mercer Advisors 2015 - Present
Merrill Lynch 2012 - 2013
Butorac Wealth Management 2012 - 2012
Uyemura Fitness 2009 - 2012
Skills
Investment Analysis, Investments, Portfolio Management, Securities, Investment Advisory, Retirement Planning
Education
Creighton University, Heider College of Business 2014 — 2015
Master of Business Administration (MBA)
Creighton University, Heider College of Business 2013 — 2014
Master of Investment Management and Financial Analysis
University of California, Santa Barbara 2008 — 2010
Bachelor of Science (B.S.), Business-Economics
Pasadena City College 2006 — 2008
Janylle Radden Janylle Radden's Mercer Advisors Experience January 2009 - June 2009
Job Senior Account Manager at Go Moment
Industry Hospitality
Experience
Ball Before the Chain 2015 - Present
Go Moment March 2014 - Present
One Life Management, LLC June 2010 - January 2015
W South Beach 2011 - 2012
Morgans Hotel Group 2009 - 2011
SRMG, LLC June 2009 - June 2010
Mercer Advisors January 2009 - June 2009
Skills
Customer Relations, Social Media, Customer Service, Microsoft Office, Concierge Services, Travel Management, Relocation, Event Execution, Nightlife, Food & Beverage, Lifestyle Management, Event Planning, Hospitality, Time Management, Management, Sales, Marketing Strategy, New Business Development, Facebook
Education
Arizona State University 2002 — 2006
Bachelor's, Communication & English (Linguistics)
Xavier College Preparatory 1999 — 2002
Ball Before the Chain 2015 - Present
Go Moment March 2014 - Present
One Life Management, LLC June 2010 - January 2015
W South Beach 2011 - 2012
Morgans Hotel Group 2009 - 2011
SRMG, LLC June 2009 - June 2010
Mercer Advisors January 2009 - June 2009
Skills
Customer Relations, Social Media, Customer Service, Microsoft Office, Concierge Services, Travel Management, Relocation, Event Execution, Nightlife, Food & Beverage, Lifestyle Management, Event Planning, Hospitality, Time Management, Management, Sales, Marketing Strategy, New Business Development, Facebook
Education
Arizona State University 2002 — 2006
Bachelor's, Communication & English (Linguistics)
Xavier College Preparatory 1999 — 2002
Kerry Prazak, CFP® Kerry Prazak, CFP®'s Mercer Advisors Experience April 2015 - Present
Job Regional Vice President at Mercer Advisors
Industry Financial Services
Experience
Mercer Advisors April 2015 - Present
East Lake Financial, LLC May 2014 - May 2015
Fidelity Investments May 2012 - May 2014
Fidelity Investments August 2010 - May 2012
Fidelity Investments June 2007 - August 2010
Fidelity Investments August 2005 - July 2007
Edward Jones January 2004 - August 2005
University of Missouri May 2002 - January 2004
US Navy September 1996 - April 2002
Skills
Certified Financial..., Wealth Management, Wealth Management..., Portfolio Management, Series 66, High Net Worth..., Series 7, Technical Analysis, ETFs, Fundamental Analysis, Investment Strategies, Investments, Financial Services, Retirement Planning, Mutual Funds, Asset Allocation, Securities, Asset Management, Retirement, Options Strategies, Fixed Income Strategies, Series 63, 401k Rollovers, 401k, Uniform Combined State..., FINRA, Finance, Risk Management, Investment Management, IRAs, Alternative Investments, Options, Stocks, Financial Markets, Wealth Accumulation, Equity Trading, Electronic Trading, CRM, Trading Strategies, Quantitative Analytics, Retirement Savings, Portfolio Optimization, Qualified Retirement..., Personal Financial..., Financial Planning, Equities
Education
Columbia College 2002 — 2003
Bachelor of Business Administration (BBA), Business Administration, Management and Operations, 4.0
Gladewater High School
Mercer Advisors April 2015 - Present
East Lake Financial, LLC May 2014 - May 2015
Fidelity Investments May 2012 - May 2014
Fidelity Investments August 2010 - May 2012
Fidelity Investments June 2007 - August 2010
Fidelity Investments August 2005 - July 2007
Edward Jones January 2004 - August 2005
University of Missouri May 2002 - January 2004
US Navy September 1996 - April 2002
Skills
Certified Financial..., Wealth Management, Wealth Management..., Portfolio Management, Series 66, High Net Worth..., Series 7, Technical Analysis, ETFs, Fundamental Analysis, Investment Strategies, Investments, Financial Services, Retirement Planning, Mutual Funds, Asset Allocation, Securities, Asset Management, Retirement, Options Strategies, Fixed Income Strategies, Series 63, 401k Rollovers, 401k, Uniform Combined State..., FINRA, Finance, Risk Management, Investment Management, IRAs, Alternative Investments, Options, Stocks, Financial Markets, Wealth Accumulation, Equity Trading, Electronic Trading, CRM, Trading Strategies, Quantitative Analytics, Retirement Savings, Portfolio Optimization, Qualified Retirement..., Personal Financial..., Financial Planning, Equities
Education
Columbia College 2002 — 2003
Bachelor of Business Administration (BBA), Business Administration, Management and Operations, 4.0
Gladewater High School
Bonnie Malterer's Mercer Advisors Experience January 2008 - July 2009
Job Business Manager at Theatre & Dance Dept. MN State University, Mankato
Industry Education Management
Experience
Theatre & Dance Dept. MN State University, Mankato January 2014 - Present
Minnesota State University, Mankato July 2012 - February 2014
Minnesota State University, Mankato April 2011 - August 2012
Mercer Advisors January 2008 - July 2009
Eagle Lake Dentistry August 1986 - December 2006
Skills
Customer Service, Public Relations, Business Planning, Event Planning, Microsoft Excel, Outlook, Social Media, Training, Team Building, Healthcare, Leadership, Teamwork, Coaching, Office Management, Sales, Strategic Planning, Team Leadership, Marketing
Education
Minnesota State University, Mankato
Dakota County College, Apple Valley, MN 2009 — 2011
A.S. 2011, Marketing
Minnesota State University, Mankato
Certified, Dental Assistant
Theatre & Dance Dept. MN State University, Mankato January 2014 - Present
Minnesota State University, Mankato July 2012 - February 2014
Minnesota State University, Mankato April 2011 - August 2012
Mercer Advisors January 2008 - July 2009
Eagle Lake Dentistry August 1986 - December 2006
Skills
Customer Service, Public Relations, Business Planning, Event Planning, Microsoft Excel, Outlook, Social Media, Training, Team Building, Healthcare, Leadership, Teamwork, Coaching, Office Management, Sales, Strategic Planning, Team Leadership, Marketing
Education
Minnesota State University, Mankato
Dakota County College, Apple Valley, MN 2009 — 2011
A.S. 2011, Marketing
Minnesota State University, Mankato
Certified, Dental Assistant
Donna M. Stoker's Mercer Advisors Experience August 2005 - June 2012
Job President at Enjoy The Third
Industry Management Consulting
Experience
Enjoy The Third March 2014 - Present
Mercer Advisors August 2005 - June 2012
DentFirst September 1986 - August 2004
Skills
Management Consulting, Performance Consulting, Marketing Communications, Speech Writing, Report Writing, Healthcare Management, Customer Relations, Customer Service, Customer Retention, Practice Management, Investment Advisory, Dentistry, Cold Calling, Team Building, Training, Coaching, Leadership Development, Consulting, Strategy, Strategic Planning, Business Strategy, Organizational..., Public Speaking, Small Business, Insurance, Employee Benefits, Recruiting
Education
Kennesaw State University 1996 — 1999
Bachelor of Science, Communications
Georgia Perimeter College 1995 — 1996
Associates of Science
Enjoy The Third March 2014 - Present
Mercer Advisors August 2005 - June 2012
DentFirst September 1986 - August 2004
Skills
Management Consulting, Performance Consulting, Marketing Communications, Speech Writing, Report Writing, Healthcare Management, Customer Relations, Customer Service, Customer Retention, Practice Management, Investment Advisory, Dentistry, Cold Calling, Team Building, Training, Coaching, Leadership Development, Consulting, Strategy, Strategic Planning, Business Strategy, Organizational..., Public Speaking, Small Business, Insurance, Employee Benefits, Recruiting
Education
Kennesaw State University 1996 — 1999
Bachelor of Science, Communications
Georgia Perimeter College 1995 — 1996
Associates of Science
Hanre Chang Hanre Chang's Mercer Advisors Experience October 2012 - Present
Job Staff Accountant at Mercer Advisors
Industry Accounting
Experience
Mercer Advisors October 2012 - Present
InTouch Health April 2011 - October 2012
SB Contemporary Arts Forum January 2009 - March 2009
Longs Drugs Store August 2007 - November 2008
CompUSA October 2004 - April 2006
Skills
Accounting, Accounts Payable, Auditing, Sales, Microsoft Excel, Great Plains Software, QuickBooks, Financial Reporting, Financial Analysis, Financial Accounting, Access, Budgets, Outlook, Microsoft Office, Financial Modeling, PowerPoint, Microsoft Word, Analysis, Customer Service
Education
University of California, Santa Barbara 2010 — 2012
Bachelor of Arts (BA), Business Economics & Accounting
Santa Barbara City College
Associates of Arts, Economics
Handels Mittel Schule
Swiss Business School
Mercer Advisors October 2012 - Present
InTouch Health April 2011 - October 2012
SB Contemporary Arts Forum January 2009 - March 2009
Longs Drugs Store August 2007 - November 2008
CompUSA October 2004 - April 2006
Skills
Accounting, Accounts Payable, Auditing, Sales, Microsoft Excel, Great Plains Software, QuickBooks, Financial Reporting, Financial Analysis, Financial Accounting, Access, Budgets, Outlook, Microsoft Office, Financial Modeling, PowerPoint, Microsoft Word, Analysis, Customer Service
Education
University of California, Santa Barbara 2010 — 2012
Bachelor of Arts (BA), Business Economics & Accounting
Santa Barbara City College
Associates of Arts, Economics
Handels Mittel Schule
Swiss Business School
Angela Borda Angela Borda's Mercer Advisors Experience 2002 - 2003
Job Editor & Writer
Industry Publishing
Experience
CTB McGraw Hill February 2005 - December 2014
Creative Endeavors January 2005 - December 2014
Bellerophon Books 2003 - 2004
Mercer Advisors 2002 - 2003
Harvard University 1999 - 2001
Skills
Adobe Illustrator, Microsoft Office, The Chicago Manual of..., The Gregg Reference..., Page Layout, Electronic Markup, Adobe Acrobat, Blogging, Adobe Photoshop, Photoshop, Copy Editing, Microsoft Word, Books, Academic Publishing, Online Publishing, Content Development, Proofreading, Layout, Editorial, Copywriting, Publications, Content Management, Publishing, Editing, Text Editing, Creative Writing, Fact-checking, Magazines, Journalism, Freelance Writing, Chicago Manual, Style Guides, Team Leadership, Project Management, Employee Training, Internal Communications
Education
Harvard University 1998 — 2001
A.M., Inner Asian and Altaic Studies
University of California, Santa Barbara 1996 — 1998
M.A., East Asian Languages and Cultural Studies
Cambridge University 1995 — 1996
M.Phil., European Studies
University of California, Santa Cruz 1990 — 1994
B.A., European History and East Asian Studies
CTB McGraw Hill February 2005 - December 2014
Creative Endeavors January 2005 - December 2014
Bellerophon Books 2003 - 2004
Mercer Advisors 2002 - 2003
Harvard University 1999 - 2001
Skills
Adobe Illustrator, Microsoft Office, The Chicago Manual of..., The Gregg Reference..., Page Layout, Electronic Markup, Adobe Acrobat, Blogging, Adobe Photoshop, Photoshop, Copy Editing, Microsoft Word, Books, Academic Publishing, Online Publishing, Content Development, Proofreading, Layout, Editorial, Copywriting, Publications, Content Management, Publishing, Editing, Text Editing, Creative Writing, Fact-checking, Magazines, Journalism, Freelance Writing, Chicago Manual, Style Guides, Team Leadership, Project Management, Employee Training, Internal Communications
Education
Harvard University 1998 — 2001
A.M., Inner Asian and Altaic Studies
University of California, Santa Barbara 1996 — 1998
M.A., East Asian Languages and Cultural Studies
Cambridge University 1995 — 1996
M.Phil., European Studies
University of California, Santa Cruz 1990 — 1994
B.A., European History and East Asian Studies
Sara Nelson's Mercer Advisors Experience July 2010 - June 2014
Job Strategic Planning | Product Marketing | Brand Development
Industry Marketing and Advertising
Experience
Shine On Branding June 2014 - Present
Mercer Advisors July 2010 - June 2014
Trust Company of America April 2005 - July 2010
Fujitsu America October 2000 - September 2003
Fujitsu America April 1996 - September 2000
Compaq Computer Company September 1995 - April 1996
Compaq Computer Company January 1994 - September 1995
ZEOS International, Ltd February 1991 - December 1993
Dell Computer Corporation December 1987 - January 1991
Skills
Product Marketing, Marketing Strategy, Integrated Marketing, Strategy, Product Management, Strategic Planning, Brand Management, Leadership, Public Relations, Marketing, Marketing Research, Marketing Communications, Entrepreneurship, B2B, Training, Sales, Management, Executive Management, Creative Direction, Lead Generation, Strategic Partnerships, Project Management, Team Leadership, Interaction Design, Demand Generation, Creative Problem Solving, Financial Services, Business Strategy, System Development, Ingenuity, Analysis, Cross-functional Team..., Digital Marketing, Direct Marketing, E-commerce, Email Marketing, CRM, Online Marketing, SaaS, Online Advertising, Project Planning, Multi-channel Marketing, Advertising, Social Media Marketing
Education
Santa Clara University 2001 — 2002
MBA
Southern Methodist University 1981 — 1986
BSEM
The Blake School 1977 — 1982
Shine On Branding June 2014 - Present
Mercer Advisors July 2010 - June 2014
Trust Company of America April 2005 - July 2010
Fujitsu America October 2000 - September 2003
Fujitsu America April 1996 - September 2000
Compaq Computer Company September 1995 - April 1996
Compaq Computer Company January 1994 - September 1995
ZEOS International, Ltd February 1991 - December 1993
Dell Computer Corporation December 1987 - January 1991
Skills
Product Marketing, Marketing Strategy, Integrated Marketing, Strategy, Product Management, Strategic Planning, Brand Management, Leadership, Public Relations, Marketing, Marketing Research, Marketing Communications, Entrepreneurship, B2B, Training, Sales, Management, Executive Management, Creative Direction, Lead Generation, Strategic Partnerships, Project Management, Team Leadership, Interaction Design, Demand Generation, Creative Problem Solving, Financial Services, Business Strategy, System Development, Ingenuity, Analysis, Cross-functional Team..., Digital Marketing, Direct Marketing, E-commerce, Email Marketing, CRM, Online Marketing, SaaS, Online Advertising, Project Planning, Multi-channel Marketing, Advertising, Social Media Marketing
Education
Santa Clara University 2001 — 2002
MBA
Southern Methodist University 1981 — 1986
BSEM
The Blake School 1977 — 1982
Leigh Ann (Leigh Ann Shmidheiser) Moore Leigh Ann (Leigh Ann Shmidheiser) Moore's Mercer Advisors Experience May 2008 - July 2009
Job Executive Assistant at The Philadelphia Group
Industry Financial Services
Experience
The Philadelphia Group June 2014 - Present
Commonwealth Trust Company June 2013 - June 2014
Kaolin Mushroom Farms, Inc. July 2011 - November 2012
Robert Half Finance & Accounting January 2012 - April 2012
Robert Half Finance & Accounting January 2010 - July 2011
Mercer Advisors May 2008 - July 2009
Belfint, Lyons & Shuman, P.A. January 2006 - May 2006
Turner Investments, L.P. September 2005 - December 2005
Skills
PowerPoint, Management, Taxation of Trusts, Customer Service, Microsoft Excel, Microsoft Office, Finance, Accounting, Tax, Wealth Management, Financial Services, Securities, Payroll, Investment Advisory, Account Reconciliation, QuickBooks, Financial Analysis, Accounts Payable, Consulting, Financial Planning, Financial Accounting, Financial Reporting, Portfolio Management, Retirement Planning, Investments, Mutual Funds, Asset Management, Insurance, Retirement, Estate Planning, 401k, Financial Advisory, Employee Benefits, Asset Allocation, Leadership, Risk Management, Strategic Planning
Education
Delaware County Community College 2014 — 2015
Certificate, Human Resource Management
Widener University 2007 — 2009
Master of Science (M.S.), Taxation and Financial Planning, 3.00
Widener University 2004 — 2007
Bachelor's Degree in Business Administration, Accounting, 3.5 GPA
Widener University 2004 — 2007
Bachelor of Arts (B.A.), Spanish Language and Literature, 3.5 GPA
The Philadelphia Group June 2014 - Present
Commonwealth Trust Company June 2013 - June 2014
Kaolin Mushroom Farms, Inc. July 2011 - November 2012
Robert Half Finance & Accounting January 2012 - April 2012
Robert Half Finance & Accounting January 2010 - July 2011
Mercer Advisors May 2008 - July 2009
Belfint, Lyons & Shuman, P.A. January 2006 - May 2006
Turner Investments, L.P. September 2005 - December 2005
Skills
PowerPoint, Management, Taxation of Trusts, Customer Service, Microsoft Excel, Microsoft Office, Finance, Accounting, Tax, Wealth Management, Financial Services, Securities, Payroll, Investment Advisory, Account Reconciliation, QuickBooks, Financial Analysis, Accounts Payable, Consulting, Financial Planning, Financial Accounting, Financial Reporting, Portfolio Management, Retirement Planning, Investments, Mutual Funds, Asset Management, Insurance, Retirement, Estate Planning, 401k, Financial Advisory, Employee Benefits, Asset Allocation, Leadership, Risk Management, Strategic Planning
Education
Delaware County Community College 2014 — 2015
Certificate, Human Resource Management
Widener University 2007 — 2009
Master of Science (M.S.), Taxation and Financial Planning, 3.00
Widener University 2004 — 2007
Bachelor's Degree in Business Administration, Accounting, 3.5 GPA
Widener University 2004 — 2007
Bachelor of Arts (B.A.), Spanish Language and Literature, 3.5 GPA
Dustin Rief, CFP®'s Mercer Advisors Experience November 2002 - Present
Job Branch Manager & Client Advisor at Mercer Advisors
Industry Financial Services
Experience
Mercer Advisors November 2002 - Present
Mercer Advisors November 2002 - Present
Skills
Investment Advisory, Retirement Planning, Wealth Management, Alternative Investments, Investment Strategies, Portfolio Management, Investments, Financial Advisory, Asset Allocation, Estate Planning, Investment Management, Asset Management, Strategic Financial..., Retirement, Mutual Funds, Financial Services, Finance, Securities
Education
University of California, Santa Barbara 1997 — 2002
BA, Business Economics
Sandpoint High School 1994 — 1997
High School
College for Financial Planning
CFP®
Mercer Advisors November 2002 - Present
Mercer Advisors November 2002 - Present
Skills
Investment Advisory, Retirement Planning, Wealth Management, Alternative Investments, Investment Strategies, Portfolio Management, Investments, Financial Advisory, Asset Allocation, Estate Planning, Investment Management, Asset Management, Strategic Financial..., Retirement, Mutual Funds, Financial Services, Finance, Securities
Education
University of California, Santa Barbara 1997 — 2002
BA, Business Economics
Sandpoint High School 1994 — 1997
High School
College for Financial Planning
CFP®
Jim Gerard Jim Gerard's Mercer Advisors Experience 2009 - 2010
Job Lead Application Engineer at Orion Health
Industry Information Technology and Services
Experience
Orion Health January 2015 - Present
Scientific Technologies Corporation February 2011 - November 2014
Sage March 2010 - February 2011
Mercer Advisors 2009 - 2010
DHL May 2002 - June 2009
CompuCom November 2000 - May 2002
TechUSA May 2000 - November 2000
Greens.com January 2000 - May 2000
MCI 1998 - 1999
IKON Document Services May 1995 - June 1998
Skills
Siebel, Active Directory, Software Documentation, Business Analysis, Incident Management, Microsoft SQL Server, SQL, Troubleshooting, HP Openview, Windows Server, Microsoft Office, DNS, Testing, Technical Support, Databases, Remote Troubleshooting, Help Desk Support, Employee Training, Unix, Manage Client..., Agile Methodologies, VMware, Quality Assurance, Business Intelligence, CRM, Integration, SharePoint, Management, HL7, Personnel Supervision
Education
Pima Community College 1987 — 1990
Associate of Applied Science, Paralegal
University of Arizona 1980 — 1981
Music
Arizona State University 1979 — 1979
Music
Catalina High School
Orion Health January 2015 - Present
Scientific Technologies Corporation February 2011 - November 2014
Sage March 2010 - February 2011
Mercer Advisors 2009 - 2010
DHL May 2002 - June 2009
CompuCom November 2000 - May 2002
TechUSA May 2000 - November 2000
Greens.com January 2000 - May 2000
MCI 1998 - 1999
IKON Document Services May 1995 - June 1998
Skills
Siebel, Active Directory, Software Documentation, Business Analysis, Incident Management, Microsoft SQL Server, SQL, Troubleshooting, HP Openview, Windows Server, Microsoft Office, DNS, Testing, Technical Support, Databases, Remote Troubleshooting, Help Desk Support, Employee Training, Unix, Manage Client..., Agile Methodologies, VMware, Quality Assurance, Business Intelligence, CRM, Integration, SharePoint, Management, HL7, Personnel Supervision
Education
Pima Community College 1987 — 1990
Associate of Applied Science, Paralegal
University of Arizona 1980 — 1981
Music
Arizona State University 1979 — 1979
Music
Catalina High School
Anne Breuch Anne Breuch's Mercer Advisors Experience May 2000 - May 2006
Job President, Wolverine Wealth Advisory Services
Industry Financial Services
Experience
Wolverine Wealth Advisory Services May 2006 - Present
Mercer Advisors May 2000 - May 2006
JPMorgan Chase October 1993 - May 2000
Skills
Wealth Management, Retirement Planning, Investment Advisory, Strategic Financial..., Estate Planning, High Net Worth..., Pensions, Asset Managment, Financial Planners, Asset Allocation, Securities, Business Planning, Practice Management, Alternative Investments, Small Business, Financial Advisory, Asset Management, Retirement, Financial Planning, Investment Strategies, Investments, Strategic Planning
Education
University of Michigan Law School
JD
Albion College
Bachelor of Arts (BA), Economics
Wolverine Wealth Advisory Services May 2006 - Present
Mercer Advisors May 2000 - May 2006
JPMorgan Chase October 1993 - May 2000
Skills
Wealth Management, Retirement Planning, Investment Advisory, Strategic Financial..., Estate Planning, High Net Worth..., Pensions, Asset Managment, Financial Planners, Asset Allocation, Securities, Business Planning, Practice Management, Alternative Investments, Small Business, Financial Advisory, Asset Management, Retirement, Financial Planning, Investment Strategies, Investments, Strategic Planning
Education
University of Michigan Law School
JD
Albion College
Bachelor of Arts (BA), Economics
Skyler K. Kraemer, CFP(R) Skyler K. Kraemer, CFP(R)'s Mercer Advisors Experience March 2015 - Present
Job Financial Advisor at Mercer Advisors
Industry Financial Services
Experience
Mercer Advisors March 2015 - Present
Mercer Advisors October 2013 - March 2015
Mercer Advisors February 2013 - October 2013
Skills
Strategic Financial..., Wealth Management, Financial Planning, Investment Advisory, Retirement Planning, Asset Allocation, Investments, Mutual Funds, Investment Strategies, Estate Planning, Retirement
Education
College for Financial Planning 2014 — 2016
Master of Science (MS), Personal Financial Planning
University of California Santa Barbara 2006 — 2010
Bachelor of Arts (B.A.), Business Economics & Environmental Studies
Mercer Advisors March 2015 - Present
Mercer Advisors October 2013 - March 2015
Mercer Advisors February 2013 - October 2013
Skills
Strategic Financial..., Wealth Management, Financial Planning, Investment Advisory, Retirement Planning, Asset Allocation, Investments, Mutual Funds, Investment Strategies, Estate Planning, Retirement
Education
College for Financial Planning 2014 — 2016
Master of Science (MS), Personal Financial Planning
University of California Santa Barbara 2006 — 2010
Bachelor of Arts (B.A.), Business Economics & Environmental Studies
Nancy Nawn, CFP® Nancy Nawn, CFP®'s Mercer Advisors Experience January 2015 - Present
Job Chief Service Officer Northeast Region
Industry Financial Services
Experience
Mercer Advisors January 2015 - Present
Mercer Advisors April 2013 - December 2014
Mercer Advisors August 2006 - December 2009
Merrill Lynch January 2005 - March 2006
Delaware Investments, a member of the Macquarie Group March 1997 - February 2004
Skills
Retirement Planning, Investment Management, Investments, Asset Allocation, Wealth Management, Management, Business Planning, Certified Financial..., Operations Management, Series 63, Series 7, Finance, Financial Services, Financial Planning, Business Process..., Investment Advisory, Securities, Portfolio Management, Comprehensive Planning, Front to Back Office, Sales Support Tools, Office Administration, Series 65
Education
St. Joseph's University 1998 — 2000
Master of Business Administration (MBA), Finance, General
Rowan University 1987 — 1991
Bachelor of Science (B.S.), Finance, General
Triton Regional HS
Mercer Advisors January 2015 - Present
Mercer Advisors April 2013 - December 2014
Mercer Advisors August 2006 - December 2009
Merrill Lynch January 2005 - March 2006
Delaware Investments, a member of the Macquarie Group March 1997 - February 2004
Skills
Retirement Planning, Investment Management, Investments, Asset Allocation, Wealth Management, Management, Business Planning, Certified Financial..., Operations Management, Series 63, Series 7, Finance, Financial Services, Financial Planning, Business Process..., Investment Advisory, Securities, Portfolio Management, Comprehensive Planning, Front to Back Office, Sales Support Tools, Office Administration, Series 65
Education
St. Joseph's University 1998 — 2000
Master of Business Administration (MBA), Finance, General
Rowan University 1987 — 1991
Bachelor of Science (B.S.), Finance, General
Triton Regional HS
Grant Frederick's Mercer Advisors Experience February 2013 - August 2013
Job Business Development, Financial Advisor
Industry Financial Services
Experience
Enertel Solutions January 2012 - Present
WaterOak Advisors September 2013 - February 2015
Mercer Advisors February 2013 - August 2013
Fisher Investments November 2006 - February 2011
The Kimberton Group 2001 - 2006
Skills
Business Development, Insurance, Asset Management, Portfolio Management, Strategic Financial..., Venture Capital, Investments, Mergers & Acquisitions, Fixed Annuities, Investment Advisory, Wealth Management, Investment Management, Retirement Planning, Investment Strategies, Asset Allocation
Education
Gettysburg College 1993 — 1997
BA, Business
Malvern Prep
Malvern Prep
Enertel Solutions January 2012 - Present
WaterOak Advisors September 2013 - February 2015
Mercer Advisors February 2013 - August 2013
Fisher Investments November 2006 - February 2011
The Kimberton Group 2001 - 2006
Skills
Business Development, Insurance, Asset Management, Portfolio Management, Strategic Financial..., Venture Capital, Investments, Mergers & Acquisitions, Fixed Annuities, Investment Advisory, Wealth Management, Investment Management, Retirement Planning, Investment Strategies, Asset Allocation
Education
Gettysburg College 1993 — 1997
BA, Business
Malvern Prep
Malvern Prep
Sharon G. Flaherty Sharon G. Flaherty's Mercer Advisors Experience 2005 - 2008
Job Service Rep at BMO Harris Bank
Industry Retail
Experience
BMO Harris Bank August 2014 - Present
Target November 2013 - July 2014
The Whoopie Shack, LLC February 2011 - June 2013
Mercer Advisors 2005 - 2008
Skills
Baking, Customer Service, Customer Satisfaction, Change Management, Consulting, Cooking, Business Strategy, Business Analysis, Business Process..., Small Business, Leadership, Team Leadership, Retail Banking, Retail, Cookies, Coaching
Education
Arizona School of Real Estate 2003 — 2003
Scottsdale Community College 2002 — 2002
University of Southern Maine 1985 — 1987
BMO Harris Bank August 2014 - Present
Target November 2013 - July 2014
The Whoopie Shack, LLC February 2011 - June 2013
Mercer Advisors 2005 - 2008
Skills
Baking, Customer Service, Customer Satisfaction, Change Management, Consulting, Cooking, Business Strategy, Business Analysis, Business Process..., Small Business, Leadership, Team Leadership, Retail Banking, Retail, Cookies, Coaching
Education
Arizona School of Real Estate 2003 — 2003
Scottsdale Community College 2002 — 2002
University of Southern Maine 1985 — 1987
Heather Ferris Heather Ferris's Mercer Advisors Experience October 2006 - July 2010
Job Social Media Marketing Manager at Elevation B2B
Industry Marketing and Advertising
Experience
Elevation B2B Marketing March 2014 - Present
ClearVoice January 2012 - February 2014
iAcquire January 2012 - February 2014
Freelance Writing, Editing & Social S September 2011 - August 2012
Spear Education February 2011 - September 2011
Mercer Advisors October 2006 - July 2010
Taggywail Desgins September 2005 - October 2006
Skills
Content Management, Content Development, Content Writing, Social Networking..., Editing, Social Media, Social Media Marketing, Advertising Copy, Content Marketing, Copywriting, Copy Editing, Website Copy, Wordpress, SEO, Creative Writing, Marketing Copy, Facebook, Journalism, Public Relations, Blogging, Social Networking, SEO copywriting, Content Strategy, Press Releases, Marketing Communications, Web Content, Digital Marketing, Advertising, Online Advertising, SEM, Marketing Strategy, Email Marketing, Creative Direction, Marketing, Brand Management, Brand Development, YouTube, WordPress, Digital Strategy, Community Management, Digital Media, Online Marketing, Newsletters, Strategy, Mobile Marketing, Social Marketing, B2B, SMO, Web Marketing, Editorial
Education
Arizona State University 1998 — 2003
Bachelor of Arts, English Literature
Seton Catholic College Preparatory 1994 — 1998
Elevation B2B Marketing March 2014 - Present
ClearVoice January 2012 - February 2014
iAcquire January 2012 - February 2014
Freelance Writing, Editing & Social S September 2011 - August 2012
Spear Education February 2011 - September 2011
Mercer Advisors October 2006 - July 2010
Taggywail Desgins September 2005 - October 2006
Skills
Content Management, Content Development, Content Writing, Social Networking..., Editing, Social Media, Social Media Marketing, Advertising Copy, Content Marketing, Copywriting, Copy Editing, Website Copy, Wordpress, SEO, Creative Writing, Marketing Copy, Facebook, Journalism, Public Relations, Blogging, Social Networking, SEO copywriting, Content Strategy, Press Releases, Marketing Communications, Web Content, Digital Marketing, Advertising, Online Advertising, SEM, Marketing Strategy, Email Marketing, Creative Direction, Marketing, Brand Management, Brand Development, YouTube, WordPress, Digital Strategy, Community Management, Digital Media, Online Marketing, Newsletters, Strategy, Mobile Marketing, Social Marketing, B2B, SMO, Web Marketing, Editorial
Education
Arizona State University 1998 — 2003
Bachelor of Arts, English Literature
Seton Catholic College Preparatory 1994 — 1998
Samuel P. Varano, CFP® Samuel P. Varano, CFP®'s Mercer Advisors Experience February 2012 - March 2013
Job Pitcairn | Personal Financial Manager | Wealth Managment Services| CERTIFIED FINANCIAL PLANNER™ | MultiFamily Office
Industry Investment Management
Experience
Pitcairn April 2014 - Present
United Capital Financial Advisers, LLC September 2013 - April 2014
Mercer Advisors February 2012 - March 2013
WebsterRogers Financial Advisors, LLC March 2010 - November 2011
360 Financial Partners 2009 - 2010
Hirtle, Callaghan & Co. July 2006 - September 2009
Vanguard January 2004 - July 2005
Skills
Certified Financial..., Portfolio Management, Wealth Management, Institutional Investors, Investment Advisory, Financial Planning, Monte Carlo Simulation, Retirement Planning, 401k Rollovers, Retirement Plan..., Retirement Income..., Asset Management, Global Asset Allocation, Asset Allocation, Private Wealth..., Comprehensive Wealth..., Investments, Asset Managment, Retirement, Strategic Financial..., Wealth Management..., Investment Management, Investment Strategies, Institutional..., Alternative Investments, Finance, High Net Worth..., Financial Advisory, Relationship Management, Mutual Funds, Financial Markets, 401k, ETFs, Fixed Income, Financial Services, Series 65, Wealth, Family Office, Financial Planners, Pensions, Bonds, Personal Financial..., Fund Of Funds, IRAs, Pension Funds, Life Insurance, Separately Managed..., CRM, Options, Trusts
Education
Indiana University of Pennsylvania 1999 — 2004
B.S., Finance
The American College 2005 — 2007
Bryn Mawr, PA, CFP® Certification Education
Pitcairn April 2014 - Present
United Capital Financial Advisers, LLC September 2013 - April 2014
Mercer Advisors February 2012 - March 2013
WebsterRogers Financial Advisors, LLC March 2010 - November 2011
360 Financial Partners 2009 - 2010
Hirtle, Callaghan & Co. July 2006 - September 2009
Vanguard January 2004 - July 2005
Skills
Certified Financial..., Portfolio Management, Wealth Management, Institutional Investors, Investment Advisory, Financial Planning, Monte Carlo Simulation, Retirement Planning, 401k Rollovers, Retirement Plan..., Retirement Income..., Asset Management, Global Asset Allocation, Asset Allocation, Private Wealth..., Comprehensive Wealth..., Investments, Asset Managment, Retirement, Strategic Financial..., Wealth Management..., Investment Management, Investment Strategies, Institutional..., Alternative Investments, Finance, High Net Worth..., Financial Advisory, Relationship Management, Mutual Funds, Financial Markets, 401k, ETFs, Fixed Income, Financial Services, Series 65, Wealth, Family Office, Financial Planners, Pensions, Bonds, Personal Financial..., Fund Of Funds, IRAs, Pension Funds, Life Insurance, Separately Managed..., CRM, Options, Trusts
Education
Indiana University of Pennsylvania 1999 — 2004
B.S., Finance
The American College 2005 — 2007
Bryn Mawr, PA, CFP® Certification Education
Ross Landreth, MBA, ASA, CM&AA Ross Landreth, MBA, ASA, CM&AA's Mercer Advisors Experience January 2006 - March 2010
Job President at Medical Valuations, Inc.
Industry Accounting
Experience
Medical Valuations, Inc. November 2013 - Present
Physis, Inc. March 2011 - November 2013
Henry & Horne, LLP March 2010 - March 2011
Mercer Advisors January 2006 - March 2010
Allstate Insurance September 2003 - January 2006
Skills
Business Valuation, Financial Analysis, Budgeting, Forecasting, Valuation, Budgets, Mergers
Education
California State University-East Bay 1999 — 2001
MBA, Finance
University of California, Berkeley 1994 — 1998
BA, Economics
Medical Valuations, Inc. November 2013 - Present
Physis, Inc. March 2011 - November 2013
Henry & Horne, LLP March 2010 - March 2011
Mercer Advisors January 2006 - March 2010
Allstate Insurance September 2003 - January 2006
Skills
Business Valuation, Financial Analysis, Budgeting, Forecasting, Valuation, Budgets, Mergers
Education
California State University-East Bay 1999 — 2001
MBA, Finance
University of California, Berkeley 1994 — 1998
BA, Economics
Terri Straley Terri Straley's Mercer Advisors Experience May 2008 - January 2009
Job Office Manager at Charles E. Latham, D.D.S.
Industry Health, Wellness and Fitness
Experience
Charles E. Latham, D.D.S. January 2010 - Present
Mercer Advisors May 2008 - January 2009
Constance Camman, D.D.S. February 2002 - May 2008
Skills
Microsoft Excel, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML
Education
Clark State Community College 1993 — 1994
Urbana High School 1978 — 1981
Charles E. Latham, D.D.S. January 2010 - Present
Mercer Advisors May 2008 - January 2009
Constance Camman, D.D.S. February 2002 - May 2008
Skills
Microsoft Excel, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML
Education
Clark State Community College 1993 — 1994
Urbana High School 1978 — 1981
Monte Garpestad CFP® Monte Garpestad CFP®'s Mercer Advisors Experience May 2013 - March 2014
Job Regional Manager Chicago Metro at Scottrade
Industry Financial Services
Experience
Scottrade January 2015 - Present
Fisher Investments March 2014 - November 2014
Mercer Advisors May 2013 - March 2014
Securities America October 2012 - May 2013
Charles Schwab April 2003 - July 2012
Charles Schwab February 1996 - April 2003
Charles Schwab April 1991 - February 1996
Skills
Series 7, Investments, Portfolio Management, Series 63, Wealth Management, Mutual Funds, Investment Advisory, Asset Allocation, Retirement Planning, Wealth Management..., Investment Strategies, Asset Managment, Strategic Financial..., Managing Accounts, Sales Management, Banking, Investment Management
Education
Montana State University-Bozeman
Scottrade January 2015 - Present
Fisher Investments March 2014 - November 2014
Mercer Advisors May 2013 - March 2014
Securities America October 2012 - May 2013
Charles Schwab April 2003 - July 2012
Charles Schwab February 1996 - April 2003
Charles Schwab April 1991 - February 1996
Skills
Series 7, Investments, Portfolio Management, Series 63, Wealth Management, Mutual Funds, Investment Advisory, Asset Allocation, Retirement Planning, Wealth Management..., Investment Strategies, Asset Managment, Strategic Financial..., Managing Accounts, Sales Management, Banking, Investment Management
Education
Montana State University-Bozeman
Stephanie Hautem Stephanie Hautem's Mercer Advisors Experience December 2003 - June 2010
Job Project Manager at HelmsBriscoe
Industry Hospitality
Experience
HelmsBriscoe August 2011 - Present
Mercer Advisors December 2003 - June 2010
Ann Taylor 2004 - 2006
Resort Suites of Scottsdale 2003 - 2005
International Conference Resorts 1993 - 2003
Education
Arizona State University 1991 — 1994
BS, Organizational Communications
HelmsBriscoe August 2011 - Present
Mercer Advisors December 2003 - June 2010
Ann Taylor 2004 - 2006
Resort Suites of Scottsdale 2003 - 2005
International Conference Resorts 1993 - 2003
Education
Arizona State University 1991 — 1994
BS, Organizational Communications
Leah Lord-Seidelmann's Mercer Advisors Experience July 2009 - August 2010
Job Staffing Supervisor at FreeportMcMoRan
Industry Human Resources
Experience
Freeport-McMoRan (NYSE: FCX) March 2012 - Present
Freeport-McMoRan (NYSE: FCX) September 2010 - February 2012
Mercer Advisors July 2009 - August 2010
Robert Half International September 2006 - July 2009
Skills
Staff Supervision, Talent Acquisition, Onboarding, Recruiting, Employee Relations, Internet Recruiting, College Recruiting, Sourcing, Talent Management, Taleo, Staffing Services, SAP, PeopleSoft, Hands-on Training, Mentoring New Hires, Leadership, Management, Training, Job Fairs, Temporary Placement, Workforce Planning, Screening, Mining, Interviews, Resume Writing, Screening Resumes, Hiring, Personnel Management, Temporary Staffing, Contract Recruitment, Leadership Development, Employee Benefits, Recruitment Advertising
Education
Arizona State University 1999 — 2004
B.A. Psychology
Arizona State University
Bachelor's degree, Psychology
Freeport-McMoRan (NYSE: FCX) March 2012 - Present
Freeport-McMoRan (NYSE: FCX) September 2010 - February 2012
Mercer Advisors July 2009 - August 2010
Robert Half International September 2006 - July 2009
Skills
Staff Supervision, Talent Acquisition, Onboarding, Recruiting, Employee Relations, Internet Recruiting, College Recruiting, Sourcing, Talent Management, Taleo, Staffing Services, SAP, PeopleSoft, Hands-on Training, Mentoring New Hires, Leadership, Management, Training, Job Fairs, Temporary Placement, Workforce Planning, Screening, Mining, Interviews, Resume Writing, Screening Resumes, Hiring, Personnel Management, Temporary Staffing, Contract Recruitment, Leadership Development, Employee Benefits, Recruitment Advertising
Education
Arizona State University 1999 — 2004
B.A. Psychology
Arizona State University
Bachelor's degree, Psychology
Aaron Williams's Mercer Advisors Experience May 2001 - February 2003
Job
Industry Computer Software
Experience
SAP March 2014 - Present
SAP Labs - SAP Research December 2011 - March 2014
SAP Labs December 2010 - November 2011
SAP Labs May 2010 - December 2010
SAP Labs July 2006 - May 2010
Smartstream 2005 - 2006
The Hillman Group March 2003 - September 2005
Mercer Advisors May 2001 - February 2003
Skills
Databases, C#, Java, Software Development, ABAP, Microsoft SQL Server
Education
Arizona State University 2000 — 2005
SAP March 2014 - Present
SAP Labs - SAP Research December 2011 - March 2014
SAP Labs December 2010 - November 2011
SAP Labs May 2010 - December 2010
SAP Labs July 2006 - May 2010
Smartstream 2005 - 2006
The Hillman Group March 2003 - September 2005
Mercer Advisors May 2001 - February 2003
Skills
Databases, C#, Java, Software Development, ABAP, Microsoft SQL Server
Education
Arizona State University 2000 — 2005
Ranjit Bhatia's Mercer Advisors Experience January 2006 - November 2007
Job Investment Director at John Hancock Investments
Industry Investment Management
Experience
John Hancock Investments January 2015 - Present
Transamerica January 2011 - December 2014
Transamerica Asset Management Group January 2010 - December 2010
Transamerica Asset Management Group December 2007 - December 2009
Mercer Advisors January 2006 - November 2007
Texas tech University August 2004 - December 2005
Fujitsu Ltd. February 2003 - June 2003
Skills
Portfolio Management, Investments, Valuation, Mutual Funds, Asset Allocation, Strategic Financial..., Due Diligence, Analysis, Investment Management, Asset Managment, Financial Analysis, Financial Modeling, Fixed Income, Business Analysis, Securities, Bloomberg, Alternative Investments, Finance, Asset Management, Equities, Financial Planning
Education
Texas Tech University - Rawls College of Business 2005 — 2005
MSF, Finance
Texas Tech University - Rawls College of Business 2003 — 2004
MBA, Finance
Institute Of Technology And Management 1998 — 2002
Bachelor of Engineering, Electronics and Communication
John Hancock Investments January 2015 - Present
Transamerica January 2011 - December 2014
Transamerica Asset Management Group January 2010 - December 2010
Transamerica Asset Management Group December 2007 - December 2009
Mercer Advisors January 2006 - November 2007
Texas tech University August 2004 - December 2005
Fujitsu Ltd. February 2003 - June 2003
Skills
Portfolio Management, Investments, Valuation, Mutual Funds, Asset Allocation, Strategic Financial..., Due Diligence, Analysis, Investment Management, Asset Managment, Financial Analysis, Financial Modeling, Fixed Income, Business Analysis, Securities, Bloomberg, Alternative Investments, Finance, Asset Management, Equities, Financial Planning
Education
Texas Tech University - Rawls College of Business 2005 — 2005
MSF, Finance
Texas Tech University - Rawls College of Business 2003 — 2004
MBA, Finance
Institute Of Technology And Management 1998 — 2002
Bachelor of Engineering, Electronics and Communication
Rohi Batra, CFP®, MBA's Mercer Advisors Experience May 2000 - April 2007
Job Senior Wealth Advisor at CliftonLarsonAllen Wealth Advsiors, LLC
Industry Financial Services
Experience
CliftonLarsonAllen Wealth Advisors October 2009 - August 2015
Ameriprise Financial December 2007 - March 2009
Mercer Advisors May 2000 - April 2007
Wescott Financial Advisory Group, LLC May 1996 - May 2000
Skills
Strategic Financial..., Investments, Finance
Education
Villanova University 1995 — 1999
MBA, Masters in Business Administration
Penn State University 1989 — 1993
CliftonLarsonAllen Wealth Advisors October 2009 - August 2015
Ameriprise Financial December 2007 - March 2009
Mercer Advisors May 2000 - April 2007
Wescott Financial Advisory Group, LLC May 1996 - May 2000
Skills
Strategic Financial..., Investments, Finance
Education
Villanova University 1995 — 1999
MBA, Masters in Business Administration
Penn State University 1989 — 1993
Jamie Gialanella's Mercer Advisors Experience May 2002 - March 2005
Job Sales at Patterson Dental
Industry Medical Devices
Experience
Patterson Dental January 2007 - Present
Commission Junction March 2005 - October 2007
Mercer Advisors May 2002 - March 2005
Skills
Business Planning, Account Management, New Business Development, Sales, Dentistry, Coaching, Medical Devices, Social Media Development, CAD/CAM, CEREC, Digital Radiography, Dental Equipment, Dental Education, Sales Operations, Product Launch, Social Media, Strategy
Education
Oakland University 1999 — 2003
Bachelor of Science (BS), Communication and Marketing
Patterson Dental January 2007 - Present
Commission Junction March 2005 - October 2007
Mercer Advisors May 2002 - March 2005
Skills
Business Planning, Account Management, New Business Development, Sales, Dentistry, Coaching, Medical Devices, Social Media Development, CAD/CAM, CEREC, Digital Radiography, Dental Equipment, Dental Education, Sales Operations, Product Launch, Social Media, Strategy
Education
Oakland University 1999 — 2003
Bachelor of Science (BS), Communication and Marketing
Meredith Torres's Mercer Advisors Experience December 2002 - February 2005
Job Senior Corporate Account Manager at International SOS
Industry Hospital & Health Care
Experience
International SOS March 2012 - Present
International SOS June 2009 - May 2012
International SOS May 2007 - June 2009
International SOS March 2006 - May 2007
International SOS February 2005 - March 2006
Mercer Advisors December 2002 - February 2005
Skills
Healthcare, Strategic Planning, Project Management, Healthcare Management, Account Management, Nonprofits, Management, Leadership, Team Building, Business Development, Customer Service, Operations Management, Change Management, Process Improvement, Contract Negotiation, New Business Development, Training, Strategy
Education
McGill University 2001 — 2002
The George Washington University 1996 — 2001
Bachelor of the Arts, International Affairs / French
William Penn Senior High School
International SOS March 2012 - Present
International SOS June 2009 - May 2012
International SOS May 2007 - June 2009
International SOS March 2006 - May 2007
International SOS February 2005 - March 2006
Mercer Advisors December 2002 - February 2005
Skills
Healthcare, Strategic Planning, Project Management, Healthcare Management, Account Management, Nonprofits, Management, Leadership, Team Building, Business Development, Customer Service, Operations Management, Change Management, Process Improvement, Contract Negotiation, New Business Development, Training, Strategy
Education
McGill University 2001 — 2002
The George Washington University 1996 — 2001
Bachelor of the Arts, International Affairs / French
William Penn Senior High School
Sandra Jones RDH's Mercer Advisors Experience 2006 - 2006
Job Territory Sales Representative/ Registered Dental Hygienist
Industry Hospital & Health Care
Experience
Patterson Dental August 2015 - Present
Dr Thomas Newman DDS March 2014 - Present
The tooth repair shoppe January 2001 - February 2014
Chicago Dental Temps October 2006 - January 2010
Mercer Advisors 2006 - 2006
Education
Southern Illinois University, Carbondale 1994 — 1996
Patterson Dental August 2015 - Present
Dr Thomas Newman DDS March 2014 - Present
The tooth repair shoppe January 2001 - February 2014
Chicago Dental Temps October 2006 - January 2010
Mercer Advisors 2006 - 2006
Education
Southern Illinois University, Carbondale 1994 — 1996
Brenda Dixon's Mercer Advisors Experience July 2009 - March 2010
Job Supporting SAP Ecosystem and Channels
Industry Computer Software
Experience
SAP November 2013 - Present
SAP May 2012 - November 2013
SAP January 2010 - May 2012
Mercer Advisors July 2009 - March 2010
Sage October 2007 - May 2009
Skills
Sales Process, Solution Selling, Sales, Leadership, Customer Satisfaction, Enterprise Software, SaaS, Lead Generation, Salesforce.com, Demand Generation, Cloud Computing, Channel Partners, Software Industry, CRM, Business Alliances, Partner Management, Sales Enablement, Sales Operations, Account Management, Strategic Partnerships, ERP
Education
Indiana University Bloomington 1990 — 1994
Bachlors, Business
SAP November 2013 - Present
SAP May 2012 - November 2013
SAP January 2010 - May 2012
Mercer Advisors July 2009 - March 2010
Sage October 2007 - May 2009
Skills
Sales Process, Solution Selling, Sales, Leadership, Customer Satisfaction, Enterprise Software, SaaS, Lead Generation, Salesforce.com, Demand Generation, Cloud Computing, Channel Partners, Software Industry, CRM, Business Alliances, Partner Management, Sales Enablement, Sales Operations, Account Management, Strategic Partnerships, ERP
Education
Indiana University Bloomington 1990 — 1994
Bachlors, Business
Kari Root's Mercer Advisors Experience 2004 - 2007
Job Owner/Partner at DK Accounting
Industry Accounting
Experience
DK ACCT January 1989 - Present
DK Accounting 2001 - 2008
Mercer Advisors 2004 - 2007
DK Accounting 2001 - 2002
Gladys Taylor McGarey Medical Foundation 1999 - 2001
Border Marketing, Inc. 1997 - 1999
What A Product, Inc. 1993 - 1997
James C Andrews, CPA 1990 - 1993
Valley National Bank 1983 - 1985
Skills
QuickBooks, Training, Customer Service, Accounts Receivable, Management, Payroll, Accounting, Human Resources, Small Business, Invoicing, Time Management, Sales, Nonprofits, Fundraising, Marketing, Coaching
Education
Phoenix College 2005 — 2006
Wellness
Arcadia High school
Arcadia High school
DK ACCT January 1989 - Present
DK Accounting 2001 - 2008
Mercer Advisors 2004 - 2007
DK Accounting 2001 - 2002
Gladys Taylor McGarey Medical Foundation 1999 - 2001
Border Marketing, Inc. 1997 - 1999
What A Product, Inc. 1993 - 1997
James C Andrews, CPA 1990 - 1993
Valley National Bank 1983 - 1985
Skills
QuickBooks, Training, Customer Service, Accounts Receivable, Management, Payroll, Accounting, Human Resources, Small Business, Invoicing, Time Management, Sales, Nonprofits, Fundraising, Marketing, Coaching
Education
Phoenix College 2005 — 2006
Wellness
Arcadia High school
Arcadia High school
Josh Yager's Mercer Advisors Experience January 1993 - December 2004
Job Anodos Advisors
Industry Legal Services
Experience
Anodos Advisors 2005 - Present
Mercer Advisors January 1993 - December 2004
Skills
Fiduciary Services, Trustee Investments, Legal Compliance
Education
Westmont College 1988 — 1992
B.A., English & Business
The Santa Barbara and Ventura Colleges of Law-Ventura
Doctor of Law (JD)
College for Financial Planning
Certified Financial Planner (CFP)
The American College
Chartered Financial Consultant (ChFC)
Anodos Advisors 2005 - Present
Mercer Advisors January 1993 - December 2004
Skills
Fiduciary Services, Trustee Investments, Legal Compliance
Education
Westmont College 1988 — 1992
B.A., English & Business
The Santa Barbara and Ventura Colleges of Law-Ventura
Doctor of Law (JD)
College for Financial Planning
Certified Financial Planner (CFP)
The American College
Chartered Financial Consultant (ChFC)
Heather Conklin's Mercer Advisors Experience June 1995 - September 2001
Job Managing Director at Mercer Global Advisors, Inc.
Industry Financial Services
Experience
Mercer Global Advisors, Inc. July 2005 - Present
Strategic Point November 2001 - April 2005
Mercer Advisors June 1995 - September 2001
Skills
Investment Advisory, Wealth Management, Retirement Planning, Asset Allocation, Financial Advisory, Portfolio Management, Estate Planning, Strategic Financial..., Investments, Retirement, Asset Management
Education
Rutgers, The State University of New Jersey-New Brunswick 1988 — 1992
Bachelor of Arts (B.A.), Linguistics
Mercer Global Advisors, Inc. July 2005 - Present
Strategic Point November 2001 - April 2005
Mercer Advisors June 1995 - September 2001
Skills
Investment Advisory, Wealth Management, Retirement Planning, Asset Allocation, Financial Advisory, Portfolio Management, Estate Planning, Strategic Financial..., Investments, Retirement, Asset Management
Education
Rutgers, The State University of New Jersey-New Brunswick 1988 — 1992
Bachelor of Arts (B.A.), Linguistics
Chelsey Davis's Mercer Advisors Experience September 2010 - May 2012
Job Digital Marketing Specialist at TraceGains
Industry Marketing and Advertising
Experience
TraceGains January 2015 - Present
Ad2 Denver July 2014 - Present
Zoola Inc. July 2014 - January 2015
Pyxl May 2012 - March 2014
Mercer Advisors September 2010 - May 2012
Keller Williams Realty June 2010 - September 2010
Costco Home/ Costco Wholesale December 2005 - September 2010
Aflac June 2009 - August 2009
Arizona Tile July 2005 - December 2005
Skills
Social Media Marketing, Marketing, Social Media, Marketing Strategy, Marketing Communications, Blogging, Management, Project Management, Customer Service, Sales, Email Marketing, Online Advertising, Leadership, Online Marketing, Digital Marketing, Search Advertising, Inbound Marketing, Paid Search Strategy, Paid Search Campaigns, Content Writing, Content Marketing
Education
General Assembly 2014 — 2015
Certificate, HTML, CSS, & Wed Design Circuit
Arizona State University - W. P. Carey School of Business 2005 — 2009
BA, Marketing
TraceGains January 2015 - Present
Ad2 Denver July 2014 - Present
Zoola Inc. July 2014 - January 2015
Pyxl May 2012 - March 2014
Mercer Advisors September 2010 - May 2012
Keller Williams Realty June 2010 - September 2010
Costco Home/ Costco Wholesale December 2005 - September 2010
Aflac June 2009 - August 2009
Arizona Tile July 2005 - December 2005
Skills
Social Media Marketing, Marketing, Social Media, Marketing Strategy, Marketing Communications, Blogging, Management, Project Management, Customer Service, Sales, Email Marketing, Online Advertising, Leadership, Online Marketing, Digital Marketing, Search Advertising, Inbound Marketing, Paid Search Strategy, Paid Search Campaigns, Content Writing, Content Marketing
Education
General Assembly 2014 — 2015
Certificate, HTML, CSS, & Wed Design Circuit
Arizona State University - W. P. Carey School of Business 2005 — 2009
BA, Marketing
James Vavoulis's Mercer Advisors Experience July 2012 - June 2013
Job Conversion Account Manager at Maxwell Systems
Industry Computer Software
Experience
Viewpoint Construction Software September 2013 - Present
Mercer Advisors July 2012 - June 2013
Computer Guidance Corporation February 2007 - June 2012
KMA LLC January 2002 - December 2006
Crystal Decisions January 1999 - January 2002
Business Objects January 1997 - December 1999
Information Builders January 1995 - January 1997
Sybase October 1991 - December 1995
Microcom 1990 - 1991
System Industries 1987 - 1990
Skills
Solution Selling, Contract Negotiation, Enterprise Software, Software Industry, Salesforce.com, CRM, Strategic Planning, Sales, Direct Sales, Account Management, Business Analysis, Customer Service, Business Development, Lead Generation, Cloud Computing, ERP, Sales Operations, Selling, SaaS, Software Sales, Customer Relations, Software Solution Sales, Manage Client..., Customer Satisfaction, Big Data, Business Analytics, Management, Analytics, Marketing Strategy, Business Intelligence, Professional Services, Project Management, Forecasting, Complex Sales, Strategy, Strategic Partnerships, Training, Start-ups, Cross-functional Team..., B2B, Business Alliances, Product Marketing, Channel Partners, Sales Enablement, Go-to-market Strategy, Executive Management, E-commerce, Key Account Management, Partner Management, Networking
Education
East Stroudsburg University of Pennsylvania 1977 — 1980
BA, Economics, Cum Laude
Viewpoint Construction Software September 2013 - Present
Mercer Advisors July 2012 - June 2013
Computer Guidance Corporation February 2007 - June 2012
KMA LLC January 2002 - December 2006
Crystal Decisions January 1999 - January 2002
Business Objects January 1997 - December 1999
Information Builders January 1995 - January 1997
Sybase October 1991 - December 1995
Microcom 1990 - 1991
System Industries 1987 - 1990
Skills
Solution Selling, Contract Negotiation, Enterprise Software, Software Industry, Salesforce.com, CRM, Strategic Planning, Sales, Direct Sales, Account Management, Business Analysis, Customer Service, Business Development, Lead Generation, Cloud Computing, ERP, Sales Operations, Selling, SaaS, Software Sales, Customer Relations, Software Solution Sales, Manage Client..., Customer Satisfaction, Big Data, Business Analytics, Management, Analytics, Marketing Strategy, Business Intelligence, Professional Services, Project Management, Forecasting, Complex Sales, Strategy, Strategic Partnerships, Training, Start-ups, Cross-functional Team..., B2B, Business Alliances, Product Marketing, Channel Partners, Sales Enablement, Go-to-market Strategy, Executive Management, E-commerce, Key Account Management, Partner Management, Networking
Education
East Stroudsburg University of Pennsylvania 1977 — 1980
BA, Economics, Cum Laude
Jana Baker's Mercer Advisors Experience January 2008 - July 2009
Job National Account Executive
Industry Information Technology and Services
Experience
BAI Security September 2009 - Present
Mercer Advisors January 2008 - July 2009
Palatine-Schaumburg School District 211 January 1998 - January 2008
United Airlines May 1982 - October 1985
Skills
CRM, Salesforce.com, Selling, Lead Generation, Social Networking, Entrepreneurship, Start-ups, Solution Selling, B2B, Sales Process, SaaS, Enterprise Software, Email Marketing, Cloud Computing
Education
Eastern Illinois University
BS in Business, Sales & Marketing
BAI Security September 2009 - Present
Mercer Advisors January 2008 - July 2009
Palatine-Schaumburg School District 211 January 1998 - January 2008
United Airlines May 1982 - October 1985
Skills
CRM, Salesforce.com, Selling, Lead Generation, Social Networking, Entrepreneurship, Start-ups, Solution Selling, B2B, Sales Process, SaaS, Enterprise Software, Email Marketing, Cloud Computing
Education
Eastern Illinois University
BS in Business, Sales & Marketing
Carly Kinch's Mercer Advisors Experience October 2006 - January 2008
Job Marketing Coordinator/Graphic Artist/Online Tools Support at Instron
Industry Mechanical or Industrial Engineering
Experience
Instron January 2012 - Present
Instron Corporation February 2009 - December 2011
Instron January 2008 - February 2009
Mercer Advisors October 2006 - January 2008
Skills
Internal Marketing, International Marketing, Product Development, Product Marketing, Marketing Strategy, Product Management, Marketing Communications, Corporate Branding, Adobe Creative Suite, Email Marketing, Product Design, Marketing, SEO, Advertising
Education
Rhode Island School of Design 2011 — 2014
Graphic Design Certificate, Graphic Design
University of New Hampshire 2002 — 2006
Bachelor's degree, Sociology
Instron January 2012 - Present
Instron Corporation February 2009 - December 2011
Instron January 2008 - February 2009
Mercer Advisors October 2006 - January 2008
Skills
Internal Marketing, International Marketing, Product Development, Product Marketing, Marketing Strategy, Product Management, Marketing Communications, Corporate Branding, Adobe Creative Suite, Email Marketing, Product Design, Marketing, SEO, Advertising
Education
Rhode Island School of Design 2011 — 2014
Graphic Design Certificate, Graphic Design
University of New Hampshire 2002 — 2006
Bachelor's degree, Sociology
Bryan Duncan's Mercer Advisors Experience January 1995 - July 2013
Job Real Estate Agent at Long Realty The FOX Group
Industry Real Estate
Experience
Long Realty The FOX Group August 2015 - Present
Mercer Advisors January 1995 - July 2013
Mercer Advisors January 1995 - December 2011
Nevada Power Company 1994 - 1995
REECO 1990 - 1994
Piercy, Bowler, Taylor & Kern 1991 - 1993
Skills
CRM, Dentistry, Strategic Financial..., Retirement, Practice Management, New Business Development, Healthcare, Consulting, Finance, Selling, Executive Management, Strategic Planning, Business Planning, Small Business, Leadership, Business Development, Risk Management, Management Consulting, Relationship Management, Financial Analysis, Due Diligence, Entrepreneurship, Financial Services, Training, Mergers & Acquisitions, Account Management, Budgets, Business Strategy, Coaching, Employee Benefits, High Net Worth..., Insurance, Investment Advisory, Investment Strategies, Investments, Management, Marketing, Process Improvement, Recruiting, Retirement Planning, Sales, Sales Management, Sales Process, Salesforce.com, Strategy, Tax, Team Building, Wealth Management, Insurance Planning, Financial Planning
Education
Arizona State University 1987 — 1990
BS, Accounting
Arizona State University - W. P. Carey School of Business 1986 — 1990
Bachelor's degree, Accounting
Long Realty The FOX Group August 2015 - Present
Mercer Advisors January 1995 - July 2013
Mercer Advisors January 1995 - December 2011
Nevada Power Company 1994 - 1995
REECO 1990 - 1994
Piercy, Bowler, Taylor & Kern 1991 - 1993
Skills
CRM, Dentistry, Strategic Financial..., Retirement, Practice Management, New Business Development, Healthcare, Consulting, Finance, Selling, Executive Management, Strategic Planning, Business Planning, Small Business, Leadership, Business Development, Risk Management, Management Consulting, Relationship Management, Financial Analysis, Due Diligence, Entrepreneurship, Financial Services, Training, Mergers & Acquisitions, Account Management, Budgets, Business Strategy, Coaching, Employee Benefits, High Net Worth..., Insurance, Investment Advisory, Investment Strategies, Investments, Management, Marketing, Process Improvement, Recruiting, Retirement Planning, Sales, Sales Management, Sales Process, Salesforce.com, Strategy, Tax, Team Building, Wealth Management, Insurance Planning, Financial Planning
Education
Arizona State University 1987 — 1990
BS, Accounting
Arizona State University - W. P. Carey School of Business 1986 — 1990
Bachelor's degree, Accounting
Belle Kohen [LION]'s Mercer Advisors Experience February 2005 - January 2006
Job Radio Show Host UNLEASH YOUR BOLD on BlogTalkRadio.com
Industry Professional Training & Coaching
Experience
UNLEASHED Magazine February 2015 - Present
Outrageous Success Women's TV September 2014 - Present
UNLEASH YOUR BOLD on BlogTalkRadio.com May 2014 - Present
BlogTalkRadio March 2014 - Present
Creative Coaching, LLC January 2012 - Present
L & F Investments, LLC January 2000 - Present
Mercer Advisors February 2005 - January 2006
1-800-DENTIST June 2000 - March 2005
Belle's Eye 4 Design Screen Printing and Advertising Specialties November 1993 - December 1998
Heritage Dental August 1992 - January 1998
Skills
Property Management, Negotiation, Leases, Real Estate, Dental Hygienist, Dental Consultant, Public Speaking, Marketing, Investments, Customer Service, Retail, Entrepreneurship, Leadership, Management, Small Business, Advertising, Time Management, Leadership Development, Team Building, Business Planning, Coaching, Management Consulting, Strategic Planning, Start-ups, Consulting, Training, Practice Management, Business Coaching, Strategy, Executive Management, Personal Development, Motivational Speaking, Life Coaching, Performance Improvement, Strategic Consulting, Technical Writing, Dentistry, Fundraising, Business Development, Business Strategy, Marketing Strategy, Social Media, Healthcare, Social Networking, Social Media Marketing, New Business Development, Public Relations, Online Marketing, Sales, Digital Magazines
Education
Coach U 2012 — 2012
CEP, CORE EDUCATION PROGRAM GRADUATE
Kalamazoo Valley Community College 1972 — 1974
Dental Hygiene
UNLEASHED Magazine February 2015 - Present
Outrageous Success Women's TV September 2014 - Present
UNLEASH YOUR BOLD on BlogTalkRadio.com May 2014 - Present
BlogTalkRadio March 2014 - Present
Creative Coaching, LLC January 2012 - Present
L & F Investments, LLC January 2000 - Present
Mercer Advisors February 2005 - January 2006
1-800-DENTIST June 2000 - March 2005
Belle's Eye 4 Design Screen Printing and Advertising Specialties November 1993 - December 1998
Heritage Dental August 1992 - January 1998
Skills
Property Management, Negotiation, Leases, Real Estate, Dental Hygienist, Dental Consultant, Public Speaking, Marketing, Investments, Customer Service, Retail, Entrepreneurship, Leadership, Management, Small Business, Advertising, Time Management, Leadership Development, Team Building, Business Planning, Coaching, Management Consulting, Strategic Planning, Start-ups, Consulting, Training, Practice Management, Business Coaching, Strategy, Executive Management, Personal Development, Motivational Speaking, Life Coaching, Performance Improvement, Strategic Consulting, Technical Writing, Dentistry, Fundraising, Business Development, Business Strategy, Marketing Strategy, Social Media, Healthcare, Social Networking, Social Media Marketing, New Business Development, Public Relations, Online Marketing, Sales, Digital Magazines
Education
Coach U 2012 — 2012
CEP, CORE EDUCATION PROGRAM GRADUATE
Kalamazoo Valley Community College 1972 — 1974
Dental Hygiene
Cherie Sydor's Mercer Advisors Experience February 2008 - August 2009
Job Experienced Dental Coach
Industry Management Consulting
Experience
South Lyon Dental Care Center February 2010 - Present
Central Detroit Community of Hope 2012 - 2012
Jacobson Dental August 2009 - January 2011
Mercer Advisors February 2008 - August 2009
South Lyon Dental Care Center 1979 - 2009
Education
Ferris State University
Associates, Dental Hygiene
Mercy High School, Farmington Hills, MI
South Lyon Dental Care Center February 2010 - Present
Central Detroit Community of Hope 2012 - 2012
Jacobson Dental August 2009 - January 2011
Mercer Advisors February 2008 - August 2009
South Lyon Dental Care Center 1979 - 2009
Education
Ferris State University
Associates, Dental Hygiene
Mercy High School, Farmington Hills, MI
Amy Shappell's Mercer Advisors Experience June 2006 - April 2010
Job at Juetten Personal Financial Planning
Industry Financial Services
Experience
Juetten Personal Financial Planning August 2012 - Present
MWBoone & Associates, LLC May 2010 - August 2012
Mercer Advisors June 2006 - April 2010
Huntington National Bank July 1997 - September 1997
CompuServe February 1992 - April 1993
CompuServe March 1986 - September 1988
Skills
Certified Financial..., Personal Financial..., Wealth Management, 401k, Investment Management, College Savings Plans, Retirement Planning, Investment Advisory, Financial Goals, Estate Planning, Financial Planning
Education
The Ohio State University 1983 — 1989
BSBA, Economics
City University of Seattle
Juetten Personal Financial Planning August 2012 - Present
MWBoone & Associates, LLC May 2010 - August 2012
Mercer Advisors June 2006 - April 2010
Huntington National Bank July 1997 - September 1997
CompuServe February 1992 - April 1993
CompuServe March 1986 - September 1988
Skills
Certified Financial..., Personal Financial..., Wealth Management, 401k, Investment Management, College Savings Plans, Retirement Planning, Investment Advisory, Financial Goals, Estate Planning, Financial Planning
Education
The Ohio State University 1983 — 1989
BSBA, Economics
City University of Seattle
Pamela Landy's Mercer Advisors Experience March 2000 - May 2001
Job Senior Advisor at Cambridge Connection Inc
Industry Financial Services
Experience
Cambridge Connection Inc October 2002 - Present
Mercer Advisors March 2000 - May 2001
Pamela S. Landy, Esquire 1995 - 2000
Waldheger, Coyne & Associates 1995 - 1998
McDonald Hopkins LLC 1991 - 1994
International Management Group 1984 - 1991
Education
Emory University - Goizueta Business School 1979 — 1981
MBA, Business
Emory University School of Law 1977 — 1981
JD, Law
Vassar College 1973 — 1977
AB, Political Science-Psychology
Cambridge Connection Inc October 2002 - Present
Mercer Advisors March 2000 - May 2001
Pamela S. Landy, Esquire 1995 - 2000
Waldheger, Coyne & Associates 1995 - 1998
McDonald Hopkins LLC 1991 - 1994
International Management Group 1984 - 1991
Education
Emory University - Goizueta Business School 1979 — 1981
MBA, Business
Emory University School of Law 1977 — 1981
JD, Law
Vassar College 1973 — 1977
AB, Political Science-Psychology
Joshua Woodruff's Mercer Advisors Experience August 2012 - December 2012
Job Supervisor Fund Financial Services at Vanguard
Industry Financial Services
Experience
Vanguard October 2014 - Present
Vanguard January 2013 - October 2014
Mercer Advisors August 2012 - December 2012
Computershare April 2009 - August 2011
Boch Automotive June 2008 - October 2008
Prime Acura/Clair Acura May 2007 - May 2008
Skills
Business Development, Customer Service, Microsoft Office, Microsoft Excel, Financial Services, Process Improvement, Team Leadership, Data Analysis, Training, PowerPoint, Microsoft Word, Call Centers, Management, Team Building, Customer Satisfaction, Relationship Management, Project Management, Leadership, Outlook
Education
Arizona State University 2011 — 2012
Bachelor's degree, Organizational Studies, 4.0
Wheaton College (MA) 2001 — 2004
Psychology
Vanguard October 2014 - Present
Vanguard January 2013 - October 2014
Mercer Advisors August 2012 - December 2012
Computershare April 2009 - August 2011
Boch Automotive June 2008 - October 2008
Prime Acura/Clair Acura May 2007 - May 2008
Skills
Business Development, Customer Service, Microsoft Office, Microsoft Excel, Financial Services, Process Improvement, Team Leadership, Data Analysis, Training, PowerPoint, Microsoft Word, Call Centers, Management, Team Building, Customer Satisfaction, Relationship Management, Project Management, Leadership, Outlook
Education
Arizona State University 2011 — 2012
Bachelor's degree, Organizational Studies, 4.0
Wheaton College (MA) 2001 — 2004
Psychology
Renee Judycki, CFP®'s Mercer Advisors Experience January 2015 - Present
Job Client Advisor at Mercer Advisors
Industry Financial Services
Experience
Mercer Advisors January 2015 - Present
Mercer Advisors October 2011 - January 2015
Mercer Advisors January 2007 - October 2011
Metro North Federal Credit Union 2006 - 2007
Mercer Advisors May 2000 - June 2006
Skills
Retirement Planning, Financial Planning, Wealth Management, Estate Planning, Portfolio Management, Budgeting, Asset Management, Asset Allocation, Personal Finance, Strategic Financial...
Education
Cleary University
BS, Personal Financial Planning
Mercer Advisors January 2015 - Present
Mercer Advisors October 2011 - January 2015
Mercer Advisors January 2007 - October 2011
Metro North Federal Credit Union 2006 - 2007
Mercer Advisors May 2000 - June 2006
Skills
Retirement Planning, Financial Planning, Wealth Management, Estate Planning, Portfolio Management, Budgeting, Asset Management, Asset Allocation, Personal Finance, Strategic Financial...
Education
Cleary University
BS, Personal Financial Planning
Richard L. Bartholomew II, MBA, CFP®'s Mercer Advisors Experience 2003 - 2006
Job Wealthcare Advisor at Wealthcare Capital Management
Industry Financial Services
Experience
Wealthcare Capital Management 2010 - Present
ProEquities, Inc. 2008 - 2010
Citi Smith Barney 2007 - 2008
Ronald Blue & Co. 2006 - 2007
Mercer Advisors 2003 - 2006
Morgan Stanley 2002 - 2003
Skills
Wealth Management, Investment Advisory, Retirement, Asset Management, Financial Planning
Education
Marshall University 1997 — 1999
Master of Business Administration (MBA)
Marshall University 1988 — 1994
Bachelor of Business Administration (BBA)
College for Financial Planning
CFP® Program
Wealthcare Capital Management 2010 - Present
ProEquities, Inc. 2008 - 2010
Citi Smith Barney 2007 - 2008
Ronald Blue & Co. 2006 - 2007
Mercer Advisors 2003 - 2006
Morgan Stanley 2002 - 2003
Skills
Wealth Management, Investment Advisory, Retirement, Asset Management, Financial Planning
Education
Marshall University 1997 — 1999
Master of Business Administration (MBA)
Marshall University 1988 — 1994
Bachelor of Business Administration (BBA)
College for Financial Planning
CFP® Program
Kathy Wallis Rindosh's Mercer Advisors Experience January 2010 - May 2012
Job Owner at KAWR Consulting
Industry Professional Training & Coaching
Experience
KAWR Consulting 2013 - Present
DSO / MSO Company with practices in Ohio and PA 2012 - 2013
Mercer Advisors January 2010 - May 2012
Mercer Advisors December 2005 - December 2010
Over 30 Years in the Dental Industry June 1970 - January 2006
Skills
Practice Management, Dentistry, Healthcare, Management Consulting, Healthcare Management, Office Management, Consulting, Customer Service, Accounts Receivable, Analysis, Team Building, Coaching, Treatment, Recruiting, Training, Leadership, Employee Relations
Education
Gannon University
Business Management
KAWR Consulting 2013 - Present
DSO / MSO Company with practices in Ohio and PA 2012 - 2013
Mercer Advisors January 2010 - May 2012
Mercer Advisors December 2005 - December 2010
Over 30 Years in the Dental Industry June 1970 - January 2006
Skills
Practice Management, Dentistry, Healthcare, Management Consulting, Healthcare Management, Office Management, Consulting, Customer Service, Accounts Receivable, Analysis, Team Building, Coaching, Treatment, Recruiting, Training, Leadership, Employee Relations
Education
Gannon University
Business Management
Melissa Solomon's Mercer Advisors Experience March 2008 - May 2009
Job Director of Risk and Legal Affairs at Silverado Care
Industry Hospital & Health Care
Experience
Silverado Care August 2014 - Present
Strategic Solutions Division of PRA Health Sciences December 2012 - August 2014
PRA Health Sciences June 2011 - December 2012
Mercer Advisors March 2008 - May 2009
Washingtonpost.Newsweek Interactive May 2005 - December 2006
Education
George Mason University School of Law 2002 — 2005
Doctor of Law (JD)
Arizona State University 1997 — 2000
BS, Political Science
Silverado Care August 2014 - Present
Strategic Solutions Division of PRA Health Sciences December 2012 - August 2014
PRA Health Sciences June 2011 - December 2012
Mercer Advisors March 2008 - May 2009
Washingtonpost.Newsweek Interactive May 2005 - December 2006
Education
George Mason University School of Law 2002 — 2005
Doctor of Law (JD)
Arizona State University 1997 — 2000
BS, Political Science
Connie Sherman's Mercer Advisors Experience 2004 - 2005
Job Practice Admistrator at Torrey Pines Dental Arts
Industry Medical Practice
Experience
DMW Board of Directors 2007 - Present
Torrey Pines Dental Arts April 2006 - Present
Mercer Advisors 2004 - 2005
Temple Beth Or 2002 - 2004
Cleveland Bicentennial Commission 1995 - 1997
Skills
Fundraising, Strategic Planning, Marketing, Public Speaking, Marketing Strategy, Healthcare, Small Business, Management, Business Development, Team Building, Program Management, Coaching
Education
Case Western Reserve University - Mandel School of Nonprofit Organizations 1994 — 1997
MNO, Fundraising, Strategic Planning
Case Western Reserve University - Mandel School of Applied Social Sciences 1993 — 1997
MSSA, Collaboration, Community Development
Baldwin Wallace University 1978 — 1979
BA, Business
DMW Board of Directors 2007 - Present
Torrey Pines Dental Arts April 2006 - Present
Mercer Advisors 2004 - 2005
Temple Beth Or 2002 - 2004
Cleveland Bicentennial Commission 1995 - 1997
Skills
Fundraising, Strategic Planning, Marketing, Public Speaking, Marketing Strategy, Healthcare, Small Business, Management, Business Development, Team Building, Program Management, Coaching
Education
Case Western Reserve University - Mandel School of Nonprofit Organizations 1994 — 1997
MNO, Fundraising, Strategic Planning
Case Western Reserve University - Mandel School of Applied Social Sciences 1993 — 1997
MSSA, Collaboration, Community Development
Baldwin Wallace University 1978 — 1979
BA, Business
Vicki Jo Wheeler's Mercer Advisors Experience 2004 - 2009
Job ProVerus Management
Industry Management Consulting
Experience
Professional Practice Solutions LLC January 2010 - Present
Center Care Dental Group August 2013 - April 2014
Innovative Dental Implants November 2011 - March 2013
Mercer Advisors 2004 - 2009
Skills
Management Consulting, Dentistry, Investment Advisory, Wealth Management, Coaching, Financial Advisory, Strategic Planning, Strategic Financial..., Retirement Planning, Team Building, Investments, New Business Development, Organizational..., Practice Management, Marketing Strategy, Sports Management, Aesthetics, Entrepreneurship, Management, Start-ups, Public Speaking, Leadership, Small Business, Healthcare, Business Strategy, Medical Devices, Consulting, Executive Coaching, Leadership Development, Sales Process, Business Planning, Business Development, Marketing, Treatment, Motivational Speaking, Training, Cosmetics, Executive Management, Surgery, Online Marketing, Personal Development
Education
The Ohio State University 1990 — 1995
Pre- Dental School
The Ohio State University 1977 — 1980
Industrial and Product Design
Columbus State
General Studies
Professional Practice Solutions LLC January 2010 - Present
Center Care Dental Group August 2013 - April 2014
Innovative Dental Implants November 2011 - March 2013
Mercer Advisors 2004 - 2009
Skills
Management Consulting, Dentistry, Investment Advisory, Wealth Management, Coaching, Financial Advisory, Strategic Planning, Strategic Financial..., Retirement Planning, Team Building, Investments, New Business Development, Organizational..., Practice Management, Marketing Strategy, Sports Management, Aesthetics, Entrepreneurship, Management, Start-ups, Public Speaking, Leadership, Small Business, Healthcare, Business Strategy, Medical Devices, Consulting, Executive Coaching, Leadership Development, Sales Process, Business Planning, Business Development, Marketing, Treatment, Motivational Speaking, Training, Cosmetics, Executive Management, Surgery, Online Marketing, Personal Development
Education
The Ohio State University 1990 — 1995
Pre- Dental School
The Ohio State University 1977 — 1980
Industrial and Product Design
Columbus State
General Studies
Gene St. Louis's Mercer Advisors Experience April 2006 - June 2012
Job Executive Vice President of Consulting and Business Development at McKenzie Management
Industry Management Consulting
Experience
McKenzie Management July 2012 - Present
Mercer Advisors April 2006 - June 2012
Mercer Advisors April 2006 - June 2012
Werner Consulting,Inc April 2001 - April 2006
Senate Management May 1993 - April 2001
Skills
Management Consulting, Sales Management, New Business Development, Coaching, Practice Management, Dentistry, Team Leadership, Management, Marketing Strategy, Strategic Planning, Business Development, Business Planning, Team Building, Leadership, Public Speaking, Customer Retention, Mergers & Acquisitions, Strategic Partnerships, Sales Process, Selling, Strategy, Consulting, Customer Service, Start-ups, Direct Sales, Account Management, B2B
Education
Robert Morris College 1980 — 1982
Certificate, Dental Assisting
McKenzie Management July 2012 - Present
Mercer Advisors April 2006 - June 2012
Mercer Advisors April 2006 - June 2012
Werner Consulting,Inc April 2001 - April 2006
Senate Management May 1993 - April 2001
Skills
Management Consulting, Sales Management, New Business Development, Coaching, Practice Management, Dentistry, Team Leadership, Management, Marketing Strategy, Strategic Planning, Business Development, Business Planning, Team Building, Leadership, Public Speaking, Customer Retention, Mergers & Acquisitions, Strategic Partnerships, Sales Process, Selling, Strategy, Consulting, Customer Service, Start-ups, Direct Sales, Account Management, B2B
Education
Robert Morris College 1980 — 1982
Certificate, Dental Assisting
Kristy Resch's Mercer Advisors Experience September 2015 - Present
Job Expert in Onboard Training and Transition Support of New Employees
Industry Financial Services
Experience
Mercer Advisors September 2015 - Present
HelmsBriscoe September 2014 - September 2015
Mercer Advisors January 2007 - September 2014
Education
Arizona State University
Bachelor of Arts (B.A.), Communication, General
Mercer Advisors September 2015 - Present
HelmsBriscoe September 2014 - September 2015
Mercer Advisors January 2007 - September 2014
Education
Arizona State University
Bachelor of Arts (B.A.), Communication, General
Jessica Runberg's Mercer Advisors Experience 2006 - 2008
Job Freelance Writer & Editor
Industry Writing and Editing
Experience
Self employed 2012 - Present
Web.com Search Agency 2008 - 2012
Mercer Advisors 2006 - 2008
Deckers Outdoor Corporation 2005 - 2005
Education
Northern Arizona University 2001 — 2005
B.S.B.A., Marketing
Self employed 2012 - Present
Web.com Search Agency 2008 - 2012
Mercer Advisors 2006 - 2008
Deckers Outdoor Corporation 2005 - 2005
Education
Northern Arizona University 2001 — 2005
B.S.B.A., Marketing
Megara Potts's Mercer Advisors Experience April 2010 - August 2012
Job Branch Manager at Washington Federal
Industry Financial Services
Experience
Washington Federal December 2013 - Present
Washington Federal January 2013 - November 2013
Mercer Advisors April 2010 - August 2012
The Dolsen Companies, dba Dolsen Leasing Company March 2005 - December 2009
Stack & Company June 2004 - February 2005
Advanced Equine Products, a div. of Chalex Corp March 2000 - October 2003
Stars Children's Wear September 1994 - February 2000
Unity of Bellevue May 1983 - February 1987
Driftmier Design Associates 1987 - 1987
Skills
Strategic Financial..., Retirement Planning, Finance, Financial Analysis, Management, Small Business, Banking
Education
Sierra College
Washington Federal December 2013 - Present
Washington Federal January 2013 - November 2013
Mercer Advisors April 2010 - August 2012
The Dolsen Companies, dba Dolsen Leasing Company March 2005 - December 2009
Stack & Company June 2004 - February 2005
Advanced Equine Products, a div. of Chalex Corp March 2000 - October 2003
Stars Children's Wear September 1994 - February 2000
Unity of Bellevue May 1983 - February 1987
Driftmier Design Associates 1987 - 1987
Skills
Strategic Financial..., Retirement Planning, Finance, Financial Analysis, Management, Small Business, Banking
Education
Sierra College
Ben Forgrave's Mercer Advisors Experience March 2006 - August 2010
Job Marketing Associate
Industry Investment Management
Experience
Stratos Wealth Partners June 2012 - Present
Huntington Wealth Advisors August 2010 - June 2012
Mercer Advisors March 2006 - August 2010
BISYS Fund Services 2001 - 2006
Skills
401k, Series 7, Series 63, Series 65, 401k Rollovers
Education
Mount Vernon Nazarene University 1997 — 2000
Communication
Mount Vernon Nazarene University 1997 — 2000
Communication
Stratos Wealth Partners June 2012 - Present
Huntington Wealth Advisors August 2010 - June 2012
Mercer Advisors March 2006 - August 2010
BISYS Fund Services 2001 - 2006
Skills
401k, Series 7, Series 63, Series 65, 401k Rollovers
Education
Mount Vernon Nazarene University 1997 — 2000
Communication
Mount Vernon Nazarene University 1997 — 2000
Communication
Lyon Zeibak's Mercer Advisors Experience 2004 - 2009
Job President at Beez Media, LLC
Industry Hospital & Health Care
Experience
Beez Media, LLC January 2013 - Present
WPHIMSS July 2012 - August 2013
PeraHealth, Inc (formerly Rothman Healthcare) 2009 - 2012
Mercer Advisors 2004 - 2009
Skills
Strategic Partnerships, Healthcare, Management, Management Consulting, Public Speaking, Fundraising, Non-profits, Healthcare Information..., Team Building, Business Development, Sales, CRM, Strategic Planning, New Business Development, Program Management, Marketing, Event Planning, Strategy, Account Management, Access, Executive Management, Contract Negotiation
Education
Edinboro University of Pennsylvania
B.S., Business Management, Political Science
Beez Media, LLC January 2013 - Present
WPHIMSS July 2012 - August 2013
PeraHealth, Inc (formerly Rothman Healthcare) 2009 - 2012
Mercer Advisors 2004 - 2009
Skills
Strategic Partnerships, Healthcare, Management, Management Consulting, Public Speaking, Fundraising, Non-profits, Healthcare Information..., Team Building, Business Development, Sales, CRM, Strategic Planning, New Business Development, Program Management, Marketing, Event Planning, Strategy, Account Management, Access, Executive Management, Contract Negotiation
Education
Edinboro University of Pennsylvania
B.S., Business Management, Political Science
Kathi Wearne's Mercer Advisors Experience October 2005 - April 2007
Job NW Region Territory Manager WA, ID, OR and AK
Industry Medical Devices
Experience
Shofu Dental Corp December 2014 - Present
Patterson Dental 2008 - December 2014
Patterson Dental April 2007 - June 2008
Mercer Advisors October 2005 - April 2007
Patterson Dental 2002 - 2005
Skills
Entrepreneurship, Marketing Strategy, New Business Development, Small Business, Marketing, Social Media, Strategic Planning, Business Strategy, Start-ups, Social Media Marketing, Online Marketing, Business Planning, Email Marketing, Lead Generation, Coaching, Training, Product Marketing, Social Networking, Customer Service, Leadership Development, Healthcare, Public Speaking, Integrated Marketing, Direct Sales, B2B, Sales, Account Management, Sales Process, Team Building, Business Development, Trade Shows, Sales Operations, Medical Devices, Capital Equipment, Product Launch, Sales Presentations, Dentistry, Cold Calling, Market Development, Sales Management, Salesforce.com, Key Account Management
Education
Eastern Washington University
Woodinville High School
Shofu Dental Corp December 2014 - Present
Patterson Dental 2008 - December 2014
Patterson Dental April 2007 - June 2008
Mercer Advisors October 2005 - April 2007
Patterson Dental 2002 - 2005
Skills
Entrepreneurship, Marketing Strategy, New Business Development, Small Business, Marketing, Social Media, Strategic Planning, Business Strategy, Start-ups, Social Media Marketing, Online Marketing, Business Planning, Email Marketing, Lead Generation, Coaching, Training, Product Marketing, Social Networking, Customer Service, Leadership Development, Healthcare, Public Speaking, Integrated Marketing, Direct Sales, B2B, Sales, Account Management, Sales Process, Team Building, Business Development, Trade Shows, Sales Operations, Medical Devices, Capital Equipment, Product Launch, Sales Presentations, Dentistry, Cold Calling, Market Development, Sales Management, Salesforce.com, Key Account Management
Education
Eastern Washington University
Woodinville High School
Brett Knapp's Mercer Advisors Experience 2009 - 2009
Job Client Manager at Follett Higher Education Group
Industry Automotive
Experience
Follett Higher Education Group August 2014 - Present
Hanger, Inc. October 2012 - Present
Stone Wheel Inc. July 2010 - February 2012
Mercer Advisors 2009 - 2009
Skills
Customer Service, Microsoft Office, Sales, Automotive, Microsoft Excel, Strategic Planning, Team Building, Lean Manufacturing, Account Management, Marketing, Negotiation, Process Improvement
Education
Arizona State University 2007 — 2009
Bachelor of Science (B.S.), Business Administration and Management, General
Scottsdale Community College 2005 — 2007
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Follett Higher Education Group August 2014 - Present
Hanger, Inc. October 2012 - Present
Stone Wheel Inc. July 2010 - February 2012
Mercer Advisors 2009 - 2009
Skills
Customer Service, Microsoft Office, Sales, Automotive, Microsoft Excel, Strategic Planning, Team Building, Lean Manufacturing, Account Management, Marketing, Negotiation, Process Improvement
Education
Arizona State University 2007 — 2009
Bachelor of Science (B.S.), Business Administration and Management, General
Scottsdale Community College 2005 — 2007
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Nancy Somers's Mercer Advisors Experience March 2008 - April 2011
Job Help Desk Lead at Aetna
Industry Insurance
Experience
Aetna Insurance Company October 2012 - Present
Cap Gemini April 2011 - October 2012
Mercer Advisors March 2008 - April 2011
Western Regional Examining Board July 2007 - February 2008
Perot Systems February 2007 - July 2007
TechTeam Global October 2005 - January 2007
Product Action International August 2004 - July 2005
Skills
MS Office Suite, MS Windows Operating..., Active Directory, Microsoft, Customer Service, Customer Satisfaction, Training Delivery, SAP, Remedy Ticketing System, Networking, Windows, Microsoft Office, Management, Technical Support, Troubleshooting, Training, Software Documentation, Program Management, Microsoft Exchange, Databases
Education
Indiana University-Purdue University at Indianapolis 1974 — 1978
BS, Public/Environmental Health
Aetna Insurance Company October 2012 - Present
Cap Gemini April 2011 - October 2012
Mercer Advisors March 2008 - April 2011
Western Regional Examining Board July 2007 - February 2008
Perot Systems February 2007 - July 2007
TechTeam Global October 2005 - January 2007
Product Action International August 2004 - July 2005
Skills
MS Office Suite, MS Windows Operating..., Active Directory, Microsoft, Customer Service, Customer Satisfaction, Training Delivery, SAP, Remedy Ticketing System, Networking, Windows, Microsoft Office, Management, Technical Support, Troubleshooting, Training, Software Documentation, Program Management, Microsoft Exchange, Databases
Education
Indiana University-Purdue University at Indianapolis 1974 — 1978
BS, Public/Environmental Health
Hanif Hirji's Mercer Advisors Experience 2003 - 2008
Job VP Sales at Engel's Bakeries Ltd
Industry Consumer Goods
Experience
Engel's Bakeries Ltd September 2008 - Present
Mercer Advisors 2003 - 2008
Skills
Key Account Management, Sales Management, Business Strategy, Sales Operations, New Business Development, Marketing Strategy, Business Development, Food, Strategic Planning, Team Building, Forecasting, Key Account Development, Marketing, Account Management, Sales, Product Development, Negotiation, Food Service
Education
Simon Fraser University 1974 — 1977
BA Com, Commerce & History
Engel's Bakeries Ltd September 2008 - Present
Mercer Advisors 2003 - 2008
Skills
Key Account Management, Sales Management, Business Strategy, Sales Operations, New Business Development, Marketing Strategy, Business Development, Food, Strategic Planning, Team Building, Forecasting, Key Account Development, Marketing, Account Management, Sales, Product Development, Negotiation, Food Service
Education
Simon Fraser University 1974 — 1977
BA Com, Commerce & History
Andrew Shoemaker's Mercer Advisors Experience 2004 - 2007
Job Alternative Investments Professional
Industry Financial Services
Experience
Meyler Capital October 2014 - Present
Christiania Capital LLC November 2010 - Present
Mercury Securities, LLC August 2011 - December 2014
SEI April 2007 - August 2008
Mercer Advisors 2004 - 2007
Skills
Alternative Investments, FINRA Series 7, FINRA Series 63, FINRA Series 6, Series 7, Series 65, Series 6, Separately Managed..., Investments, Series 63, Wealth Management, Investment Management, Mutual Funds, Securities, Capital Markets, Equities, Strategy, Portfolio Management, Management, Due Diligence, Financial Services, Hedge Funds, Marketing, CRM, Fixed Income, FINRA, Strategic Partnerships
Education
Penn State University 1996 — 2001
BS, Marketing
Meyler Capital October 2014 - Present
Christiania Capital LLC November 2010 - Present
Mercury Securities, LLC August 2011 - December 2014
SEI April 2007 - August 2008
Mercer Advisors 2004 - 2007
Skills
Alternative Investments, FINRA Series 7, FINRA Series 63, FINRA Series 6, Series 7, Series 65, Series 6, Separately Managed..., Investments, Series 63, Wealth Management, Investment Management, Mutual Funds, Securities, Capital Markets, Equities, Strategy, Portfolio Management, Management, Due Diligence, Financial Services, Hedge Funds, Marketing, CRM, Fixed Income, FINRA, Strategic Partnerships
Education
Penn State University 1996 — 2001
BS, Marketing
Antoinette Roberts's Mercer Advisors Experience March 2013 - June 2014
Job Strategic Operations Leader
Industry Entertainment
Experience
TriStar Financial 2015 - Present
Cold Iron Pictures/ The Film Arcade June 2014 - September 2014
Mercer Advisors March 2013 - June 2014
Mercer Advisors 2008 - 2013
WorkforceLogic December 2011 - December 2012
Mercer Advisors August 2005 - 2008
Safe 1 Credit Union August 2004 - June 2005
Skills
Management, Outlook, Training, Project Management, Salesforce.com, Microsoft Excel, Problem Solving, Process Improvement, Wealth Management, PowerPoint, Microsoft Word, Asset Allocation, Financial Services, Investments, Workflow Management, Investor Relations, GoToMeeting, WebEx, Operations, Vendor Relationships, Coaching, Staff Training, SharePoint, Microsoft Office, Risk Management, Leadership, Strategic Financial..., Advertising Research, Marketing Research, Excel, Analysis, Script Coverage, Salesforce.com..., Finance
Education
California State University-Bakersfield
B.S.
Bakersfield College
A.A.
TriStar Financial 2015 - Present
Cold Iron Pictures/ The Film Arcade June 2014 - September 2014
Mercer Advisors March 2013 - June 2014
Mercer Advisors 2008 - 2013
WorkforceLogic December 2011 - December 2012
Mercer Advisors August 2005 - 2008
Safe 1 Credit Union August 2004 - June 2005
Skills
Management, Outlook, Training, Project Management, Salesforce.com, Microsoft Excel, Problem Solving, Process Improvement, Wealth Management, PowerPoint, Microsoft Word, Asset Allocation, Financial Services, Investments, Workflow Management, Investor Relations, GoToMeeting, WebEx, Operations, Vendor Relationships, Coaching, Staff Training, SharePoint, Microsoft Office, Risk Management, Leadership, Strategic Financial..., Advertising Research, Marketing Research, Excel, Analysis, Script Coverage, Salesforce.com..., Finance
Education
California State University-Bakersfield
B.S.
Bakersfield College
A.A.
Jason Chesney's Mercer Advisors Experience May 2013 - Present
Job Pension Administrator at Mercer Advisors
Industry Financial Services
Experience
Mercer Advisors May 2013 - Present
Coble Pension Group, LLC July 2012 - May 2013
National Benefit Services, LLC August 2009 - July 2012
Macey's Food Stores May 2008 - May 2009
Skills
Microsoft Office, Basic Accounting, Public Relations, Corporate Communications, Benefits Administration, Qualified Retirement..., Compliance, Human Resources, Retirement Planning, 401k, Accounting, Pension Administration, Relius Administration, Analysis, Training, Insurance
Education
Utah State University 2005 — 2008
Bachelor of Arts (B.A.), Public Relations / Speech Communications
Snow College 2004 — 2005
Associate's degree, General Studies
Mercer Advisors May 2013 - Present
Coble Pension Group, LLC July 2012 - May 2013
National Benefit Services, LLC August 2009 - July 2012
Macey's Food Stores May 2008 - May 2009
Skills
Microsoft Office, Basic Accounting, Public Relations, Corporate Communications, Benefits Administration, Qualified Retirement..., Compliance, Human Resources, Retirement Planning, 401k, Accounting, Pension Administration, Relius Administration, Analysis, Training, Insurance
Education
Utah State University 2005 — 2008
Bachelor of Arts (B.A.), Public Relations / Speech Communications
Snow College 2004 — 2005
Associate's degree, General Studies
Deb Atwater's Mercer Advisors Experience October 1996 - Present
Job CFO at Mercer Advisors
Industry Financial Services
Experience
Mercer Advisors October 1996 - Present
InfoGenesis December 1993 - October 1996
Jetcenters Inc April 1991 - December 1993
KPMG January 1987 - April 1991
Skills
Strategic Planning, Management, Leadership, Strategy, Investments, Mergers & Acquisitions, Due Diligence, Start-ups, Customer Service, Microsoft Office
Education
California State University-Long Beach 1984 — 1986
Bachelor of Science (B.S.), Business Administration and Accounting
Mercer Advisors October 1996 - Present
InfoGenesis December 1993 - October 1996
Jetcenters Inc April 1991 - December 1993
KPMG January 1987 - April 1991
Skills
Strategic Planning, Management, Leadership, Strategy, Investments, Mergers & Acquisitions, Due Diligence, Start-ups, Customer Service, Microsoft Office
Education
California State University-Long Beach 1984 — 1986
Bachelor of Science (B.S.), Business Administration and Accounting
Liz-Ann Collins's Mercer Advisors Experience June 1996 - January 2009
Job Pension Administrator at Accrued Benefit Administrators, Inc.
Industry Legal Services
Experience
Accrued Benefit Administrators, Inc. March 2011 - Present
Mercer Advisors June 1996 - January 2009
Skills
Pensions, Retirement Planning, Customer Service, Retirement, Public Speaking, Employee Benefits, 401k, Microsoft Office, Microsoft Excel, Access, Strategic Planning, Outlook
Education
Santa Monica College
Associate's Degree, Liberal Arts and Sciences/Liberal Studies, 3.75
Accrued Benefit Administrators, Inc. March 2011 - Present
Mercer Advisors June 1996 - January 2009
Skills
Pensions, Retirement Planning, Customer Service, Retirement, Public Speaking, Employee Benefits, 401k, Microsoft Office, Microsoft Excel, Access, Strategic Planning, Outlook
Education
Santa Monica College
Associate's Degree, Liberal Arts and Sciences/Liberal Studies, 3.75
Stacey Guzman's Mercer Advisors Experience December 2008 - September 2009
Job Staff Accountant
Industry Accounting
Experience
Custom Sensors & Technologies (CST) August 2014 - Present
DEX Corporation July 2013 - August 2014
AGIA June 2011 - July 2013
AGIA September 2009 - June 2011
Mercer Advisors December 2008 - September 2009
Integres July 2003 - August 2008
Skills
Accounting, Account Reconciliation, Accounts Payable, Accounts Receivable, Financial Reporting, General Ledger, Internal Controls
Education
UCSB 2008 — 2013
Professional Certificate, Accounting
California State University-Northridge 2006 — 2008
Bachelor's degree, Finance, General
Custom Sensors & Technologies (CST) August 2014 - Present
DEX Corporation July 2013 - August 2014
AGIA June 2011 - July 2013
AGIA September 2009 - June 2011
Mercer Advisors December 2008 - September 2009
Integres July 2003 - August 2008
Skills
Accounting, Account Reconciliation, Accounts Payable, Accounts Receivable, Financial Reporting, General Ledger, Internal Controls
Education
UCSB 2008 — 2013
Professional Certificate, Accounting
California State University-Northridge 2006 — 2008
Bachelor's degree, Finance, General
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY