Mercer Advisors
Industry: Company
DescriptionFounded: 1985 Subsidiaries: Bell Wealth Management Inc.,
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Mercer Advisors Employees
Employee
Years
Job
Industry
Jeff Minc Jeff Minc's Mercer Advisors Experience August 2014 - Present
Job Mercer Advisors
Industry Financial Services
Experience
Mercer Advisors August 2014 - Present
Safety Kleen Systems Inc February 2012 - July 2014
Skills
Account Management, Sales, Sales Management, Fixed Income, Trading, Cold Calling, Direct Sales, Customer Service, Salesforce.com, Selling, Sales Process, Social Media, Social Media Marketing, Strategic Planning, Marketing, Management, Public Speaking, Social Networking, Investments, Event Planning
Education
University of California, Santa Barbara
University of California, Santa Barbara
Mercer Advisors August 2014 - Present
Safety Kleen Systems Inc February 2012 - July 2014
Skills
Account Management, Sales, Sales Management, Fixed Income, Trading, Cold Calling, Direct Sales, Customer Service, Salesforce.com, Selling, Sales Process, Social Media, Social Media Marketing, Strategic Planning, Marketing, Management, Public Speaking, Social Networking, Investments, Event Planning
Education
University of California, Santa Barbara
University of California, Santa Barbara
Alex Rochestie Alex Rochestie's Mercer Advisors Experience April 2000 - August 2000
Job TV Free Media & SpiroFIT
Industry Entertainment
Experience
SpiroFIT May 2012 - Present
Founders Entertainment 2011 - Present
TV Free Media March 2010 - Present
National Basketball Association November 2009 - July 2010
AROC Productions 2000 - November 2009
Current TV September 2006 - November 2008
International Medical Corps 2005 - 2006
Baltimore Orioles May 2004 - August 2005
Mercer Advisors April 2000 - August 2000
Skills
Tricaster, Final Cut Pro, Social Media Development, Broadcast Production, Strategic Communications, Organizational..., Strategic Thinking, Field Production, Acquisitions, Strategic Partnerships, Forum Moderator, Camera Operator, Leading Change, Negotiation, Live Events, Event Marketing, Sports Management, Tricaster Director, Music Festivals, Electronic Music, EDM, Broadcast, Video Production, Event Planning, Camera Operating, Social Media, Television, Producing, Public Relations, Video, New Media, Entertainment, Event Management, Facebook, Marketing
Education
The George Washington University - School of Business 2001 — 2005
Sports & Event Management
Santa Barbara High School 1998 — 2001
High School Diploma
SpiroFIT May 2012 - Present
Founders Entertainment 2011 - Present
TV Free Media March 2010 - Present
National Basketball Association November 2009 - July 2010
AROC Productions 2000 - November 2009
Current TV September 2006 - November 2008
International Medical Corps 2005 - 2006
Baltimore Orioles May 2004 - August 2005
Mercer Advisors April 2000 - August 2000
Skills
Tricaster, Final Cut Pro, Social Media Development, Broadcast Production, Strategic Communications, Organizational..., Strategic Thinking, Field Production, Acquisitions, Strategic Partnerships, Forum Moderator, Camera Operator, Leading Change, Negotiation, Live Events, Event Marketing, Sports Management, Tricaster Director, Music Festivals, Electronic Music, EDM, Broadcast, Video Production, Event Planning, Camera Operating, Social Media, Television, Producing, Public Relations, Video, New Media, Entertainment, Event Management, Facebook, Marketing
Education
The George Washington University - School of Business 2001 — 2005
Sports & Event Management
Santa Barbara High School 1998 — 2001
High School Diploma
Douglas Gilbert, LUTCF,CWS® Douglas Gilbert, LUTCF,CWS®'s Mercer Advisors Experience June 2013 - Present
Job Regional Vice President at Mercer Advisors
Industry Financial Services
Experience
Mercer Advisors June 2013 - Present
Westwood Holdings Group, Inc. March 2012 - January 2013
First National Wealth Advisors July 2008 - March 2012
Orizon Group April 2006 - May 2008
Legacy Fitness DBA Anytime Fitness July 2006 - January 2007
Benchmark Financial LLC August 2004 - March 2006
New York Life May 2001 - August 2004
Skills
Trust Services, Investment Advisory, Asset Management, Registered Investment..., Private Client Services, Wealth Management, Financial Planning, Estate Planning, Foundation Management, Insurance Planning, New Business Development, Relationship Management, Strategic Financial..., Financial Planners, Private Clients, Wealth Management..., Wealth, Financial Advisory, Mutual Funds, Retirement, Fixed Annuities, Non-profit..., Insurance, Retirement Planning, Investments
Education
Wayne State College 1997 — 2001
BS, Business Administration and Marketing
Boston Institute of Finance
CFP®, Certified Financial Planner, Currently scheduled for 03/2014 FInal Exam
Cannon Financial Institute 2010 — 2011
CWS®, Certified Wealth Strategist
The American College 2002 — 2003
LUTCF, Life Underwriter Training Counsel Fellow Designation
Mercer Advisors June 2013 - Present
Westwood Holdings Group, Inc. March 2012 - January 2013
First National Wealth Advisors July 2008 - March 2012
Orizon Group April 2006 - May 2008
Legacy Fitness DBA Anytime Fitness July 2006 - January 2007
Benchmark Financial LLC August 2004 - March 2006
New York Life May 2001 - August 2004
Skills
Trust Services, Investment Advisory, Asset Management, Registered Investment..., Private Client Services, Wealth Management, Financial Planning, Estate Planning, Foundation Management, Insurance Planning, New Business Development, Relationship Management, Strategic Financial..., Financial Planners, Private Clients, Wealth Management..., Wealth, Financial Advisory, Mutual Funds, Retirement, Fixed Annuities, Non-profit..., Insurance, Retirement Planning, Investments
Education
Wayne State College 1997 — 2001
BS, Business Administration and Marketing
Boston Institute of Finance
CFP®, Certified Financial Planner, Currently scheduled for 03/2014 FInal Exam
Cannon Financial Institute 2010 — 2011
CWS®, Certified Wealth Strategist
The American College 2002 — 2003
LUTCF, Life Underwriter Training Counsel Fellow Designation
Kevin Jack Kevin Jack's Mercer Advisors Experience April 2005 - Present
Job Managing Director at Mercer Advisors
Industry Financial Services
Experience
Mercer Advisors April 2005 - Present
Skills
Investments, Wealth Management, Estate Planning, Investment Advisory, Retirement Planning, Finance, Retirement, Asset Allocation, Portfolio Management, Series 65, Insurance, Financial Advisory, Certified Financial..., Alternative Investments, Asset Management, Securities, Strategic Financial..., Series 63, Mutual Funds, Financial Services, Investment Strategies, Investment Management
Education
University of Arizona 1998 — 2003
Bachelor of Arts (B.A.), Economics
Mercer Advisors April 2005 - Present
Skills
Investments, Wealth Management, Estate Planning, Investment Advisory, Retirement Planning, Finance, Retirement, Asset Allocation, Portfolio Management, Series 65, Insurance, Financial Advisory, Certified Financial..., Alternative Investments, Asset Management, Securities, Strategic Financial..., Series 63, Mutual Funds, Financial Services, Investment Strategies, Investment Management
Education
University of Arizona 1998 — 2003
Bachelor of Arts (B.A.), Economics
Rick DuBreuil, CFA Rick DuBreuil, CFA's Mercer Advisors Experience 2005 - 2012
Job CoFounder & Portfolio Manager at Ariadne Wealth Management
Industry Financial Services
Experience
Ariadne Wealth Management November 2014 - Present
DuBreuil Consulting November 2013 - October 2014
Self Employed 2012 - 2013
Mercer Advisors 2005 - 2012
Skills
Wealth Management, Retirement Planning, Investments, Strategic Financial..., Portfolio Management, Investment Advisory, Mutual Funds, Retirement, Asset Allocation, Series 7, Securities, Asset Management, Bloomberg, Financial Analysis, Series 63, Fixed Income, Alternative Investments, Investment Strategies, Estate Planning, Financial Advisory
Education
University of California, Santa Barbara
Ariadne Wealth Management November 2014 - Present
DuBreuil Consulting November 2013 - October 2014
Self Employed 2012 - 2013
Mercer Advisors 2005 - 2012
Skills
Wealth Management, Retirement Planning, Investments, Strategic Financial..., Portfolio Management, Investment Advisory, Mutual Funds, Retirement, Asset Allocation, Series 7, Securities, Asset Management, Bloomberg, Financial Analysis, Series 63, Fixed Income, Alternative Investments, Investment Strategies, Estate Planning, Financial Advisory
Education
University of California, Santa Barbara
Andrew Bucher, CFA Andrew Bucher, CFA's Mercer Advisors Experience April 2003 - December 2005
Job Chief Investment Officer/Partner
Industry Investment Management
Experience
Trinity Capital Management, LLC January 2006 - Present
Mercer Advisors April 2003 - December 2005
Skills
Investment Management, Mutual Funds, Portfolio Management, Investments, Asset Management, Business Strategy, Investment Advisory, Asset Allocation, Wealth Management, Investment Strategies, Alternative Investments, Microsoft Excel, Retirement Planning, Fixed Income, High Net Worth...
Education
CFA Institute 2004 — 2007
CFA, Investments/Finance
The Evergreen State College 2000 — 2002
Liberal Studies, Finance/Business Management
Western Washington University 1998 — 2000
General Undergrad Requirements
Trinity Capital Management, LLC January 2006 - Present
Mercer Advisors April 2003 - December 2005
Skills
Investment Management, Mutual Funds, Portfolio Management, Investments, Asset Management, Business Strategy, Investment Advisory, Asset Allocation, Wealth Management, Investment Strategies, Alternative Investments, Microsoft Excel, Retirement Planning, Fixed Income, High Net Worth...
Education
CFA Institute 2004 — 2007
CFA, Investments/Finance
The Evergreen State College 2000 — 2002
Liberal Studies, Finance/Business Management
Western Washington University 1998 — 2000
General Undergrad Requirements
Brackley Victoria Brackley Victoria's Mercer Advisors Experience June 2014 - January 2015
Job Precertification Coordinator at the Southeast Medical Region of Cancer Treatment Centers of America
Industry Hospital & Health Care
Experience
Cancer Treatment Centers of America August 2015 - Present
Mercer Advisors June 2014 - January 2015
University of Georgia 2010 - December 2013
VITA Voluntary Income Tax Assistance March 2013 - May 2013
State Farm 2012 - 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Public Speaking, Windows, Event Planning, Necho, ABS, Social Media, Access, Research, Social Networking, Strategic Financial..., Personal Financial..., speaking, planning, Investments, Estate Planning, Retirement Planning, Practice Management, Income Tax, Finance, Economics, Project Planning, Financial Planning
Education
University of Georgia 2010 — 2014
Bachelor of Science (B.S.), Financial Planning and Services
The University of Georgia 2010 — 2014
Bachelor of Science (B.S.), Consumer Economics
Cancer Treatment Centers of America August 2015 - Present
Mercer Advisors June 2014 - January 2015
University of Georgia 2010 - December 2013
VITA Voluntary Income Tax Assistance March 2013 - May 2013
State Farm 2012 - 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Public Speaking, Windows, Event Planning, Necho, ABS, Social Media, Access, Research, Social Networking, Strategic Financial..., Personal Financial..., speaking, planning, Investments, Estate Planning, Retirement Planning, Practice Management, Income Tax, Finance, Economics, Project Planning, Financial Planning
Education
University of Georgia 2010 — 2014
Bachelor of Science (B.S.), Financial Planning and Services
The University of Georgia 2010 — 2014
Bachelor of Science (B.S.), Consumer Economics
Courtland Smith Courtland Smith's Mercer Advisors Experience July 2001 - September 2001
Job Hiring a Marketing Operations Leader @ GitHub
Industry Computer Software
Experience
GitHub July 2015 - Present
OpenDNS (acquired by Cisco $635M) September 2011 - July 2015
Independent Consultant February 2011 - March 2012
AngelPoints (acquired by MicroEdge) August 2010 - February 2011
Adify (acquired by Cox Enterprises: $300M) July 2007 - July 2010
Select Staffing November 2006 - May 2007
Telefund April 2006 - March 2007
University of California at Santa Cruz September 2005 - December 2005
UC Santa Cruz September 2003 - June 2005
Mercer Advisors July 2001 - September 2001
Skills
Lead Scoring, Marketing Automation, Sales Metrics, Revenue Building, Marketing Process, Lead Management, Marketing ROI, Content Marketing, Online Marketing, Marketing Strategy, Marketing Analytics, Online Advertising, Lead Generation, Demand Generation, CRM, Marketing Operations, Revenue Forecasting, SaaS, Sales Operations, Microsoft Excel, Sales, Marketing, Salesforce.com, Entrepreneurship, Digital Marketing, Start-ups, Management, Marketo, Product Marketing, Strategy, Technology, Direct Marketing, Email Marketing
Education
University of California, Santa Cruz 2001 — 2005
BA, Economics
Multimedia Art and Design Academy 1998 — 2001
Multimedia Art and Design
Crane
SBHS
GitHub July 2015 - Present
OpenDNS (acquired by Cisco $635M) September 2011 - July 2015
Independent Consultant February 2011 - March 2012
AngelPoints (acquired by MicroEdge) August 2010 - February 2011
Adify (acquired by Cox Enterprises: $300M) July 2007 - July 2010
Select Staffing November 2006 - May 2007
Telefund April 2006 - March 2007
University of California at Santa Cruz September 2005 - December 2005
UC Santa Cruz September 2003 - June 2005
Mercer Advisors July 2001 - September 2001
Skills
Lead Scoring, Marketing Automation, Sales Metrics, Revenue Building, Marketing Process, Lead Management, Marketing ROI, Content Marketing, Online Marketing, Marketing Strategy, Marketing Analytics, Online Advertising, Lead Generation, Demand Generation, CRM, Marketing Operations, Revenue Forecasting, SaaS, Sales Operations, Microsoft Excel, Sales, Marketing, Salesforce.com, Entrepreneurship, Digital Marketing, Start-ups, Management, Marketo, Product Marketing, Strategy, Technology, Direct Marketing, Email Marketing
Education
University of California, Santa Cruz 2001 — 2005
BA, Economics
Multimedia Art and Design Academy 1998 — 2001
Multimedia Art and Design
Crane
SBHS
Dr Albert St Germain Dr Albert St Germain's Mercer Advisors Experience 2005 - 2010
Job Owner at Merrimack Valley Dental Care
Industry Hospital & Health Care
Experience
Merrimack Valley Dental Care June 2011 - Present
Andover Cosmetic Dental Group July 2010 - September 2011
Merrimack Valley Dental Care 2011 - 2011
Bedford Dental Care July 1995 - June 2010
Mercer Advisors 2005 - 2010
Skills
Dentistry, Practice Management, Healthcare, Cosmetic Dentistry, Surgery, Clinical Research, Healthcare Management, Restorative Dentistry, Treatment, Aesthetics, Hospitals, Oral Surgery, TMJ dysfunction
Education
University at Buffalo 1966 — 1970
D.D.S., Dentistry
University of Massachusetts, Amherst 1960 — 1964
Bachelor of Science (B.S.), Pre-Med
Merrimack Valley Dental Care June 2011 - Present
Andover Cosmetic Dental Group July 2010 - September 2011
Merrimack Valley Dental Care 2011 - 2011
Bedford Dental Care July 1995 - June 2010
Mercer Advisors 2005 - 2010
Skills
Dentistry, Practice Management, Healthcare, Cosmetic Dentistry, Surgery, Clinical Research, Healthcare Management, Restorative Dentistry, Treatment, Aesthetics, Hospitals, Oral Surgery, TMJ dysfunction
Education
University at Buffalo 1966 — 1970
D.D.S., Dentistry
University of Massachusetts, Amherst 1960 — 1964
Bachelor of Science (B.S.), Pre-Med
Heather (Roberts) Lackmeyer Heather (Roberts) Lackmeyer's Mercer Advisors Experience February 2006 - December 2007
Job Experienced Senior Business/Systems Analyst
Industry Financial Services
Experience
Entomo May 2013 - Present
Entomo April 2011 - May 2013
Entomo December 2007 - April 2011
Brass Magazine 2006 - 2009
Mercer Advisors February 2006 - December 2007
Mercer Advisors December 2005 - January 2007
Waddell & Reed Financial Services February 2005 - August 2005
Skills
Customer Service, Excel, Microsoft Office, Inventory Reconciliation, Data Analysis, Sales Analytics, Sales Trend Analysis, Commission Management, Channel Management, Channel Partners, Channel Programs, Claims Management, Documentation, Document Design, Basic Accounting, Business Analysis, Reporting & Analysis, Business Intelligence, Investments, Financial Planning, Financial Advisory, Investment Advisory, Strategic Financial..., SaaS, Microsoft Excel, Project Management, PowerPoint, Solution Selling, Software Documentation, Sales, Cross-functional Team..., Strategic Partnerships, Start-ups, Analytics, Salesforce.com
Education
The Ohio State University 2001 — 2005
Bachelor's Financial Management, Resource Management
Whetstone High School 1997 — 2001
High School Diploma, College Preparatory
Entomo May 2013 - Present
Entomo April 2011 - May 2013
Entomo December 2007 - April 2011
Brass Magazine 2006 - 2009
Mercer Advisors February 2006 - December 2007
Mercer Advisors December 2005 - January 2007
Waddell & Reed Financial Services February 2005 - August 2005
Skills
Customer Service, Excel, Microsoft Office, Inventory Reconciliation, Data Analysis, Sales Analytics, Sales Trend Analysis, Commission Management, Channel Management, Channel Partners, Channel Programs, Claims Management, Documentation, Document Design, Basic Accounting, Business Analysis, Reporting & Analysis, Business Intelligence, Investments, Financial Planning, Financial Advisory, Investment Advisory, Strategic Financial..., SaaS, Microsoft Excel, Project Management, PowerPoint, Solution Selling, Software Documentation, Sales, Cross-functional Team..., Strategic Partnerships, Start-ups, Analytics, Salesforce.com
Education
The Ohio State University 2001 — 2005
Bachelor's Financial Management, Resource Management
Whetstone High School 1997 — 2001
High School Diploma, College Preparatory
Michelle Isabel Castillo Michelle Isabel Castillo's Mercer Advisors Experience June 2011 - June 2012
Job Wedding Planner & Events Coordinator
Industry Events Services
Experience
Loma Linda University July 2014 - Present
Morivelli Events April 2014 - Present
The Raben Group January 2013 - March 2013
SolarRFP 2013 - 2013
Mercer Advisors June 2011 - June 2012
Hudena James., J.D. August 2010 - November 2010
Hudena James., J.D. June 2010 - August 2010
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Networking, PowerPoint, Teamwork, Outlook, Financial Analysis, Customer Service, Adobe Creative Suite, Finance, Spanish, Social Media, Office Management, Office Administration, Human Resources, Start-ups, Business Development, New Business Development, Market Research, Marketing Strategy, Clean Energy..., Legal Compliance, Presentation Design, Research, Social Networking, Event Planning, Fundraising, Public Speaking, Community Outreach
Education
University of California, Santa Barbara 2011 — 2013
Political Science, Comparative Politics
Loma Linda University July 2014 - Present
Morivelli Events April 2014 - Present
The Raben Group January 2013 - March 2013
SolarRFP 2013 - 2013
Mercer Advisors June 2011 - June 2012
Hudena James., J.D. August 2010 - November 2010
Hudena James., J.D. June 2010 - August 2010
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Networking, PowerPoint, Teamwork, Outlook, Financial Analysis, Customer Service, Adobe Creative Suite, Finance, Spanish, Social Media, Office Management, Office Administration, Human Resources, Start-ups, Business Development, New Business Development, Market Research, Marketing Strategy, Clean Energy..., Legal Compliance, Presentation Design, Research, Social Networking, Event Planning, Fundraising, Public Speaking, Community Outreach
Education
University of California, Santa Barbara 2011 — 2013
Political Science, Comparative Politics
Sarah Ambrose, CPA Sarah Ambrose, CPA's Mercer Advisors Experience March 2009 - Present
Job Accounting Manager at Mercer Advisors
Industry Accounting
Experience
Mercer Advisors March 2009 - Present
Mercer Advisors February 2007 - February 2009
Mercer Advisors September 2006 - February 2007
Skills
Financial Accounting, Microsoft Excel, Accounts Receivable, Financial Statements, Accounts Payable, Management, Salesforce.com, Revenue Cycle Management, Great Plains Software, Revenue Forecasting, Client Billing, Cash Handling Experience, Account Reconciliation, Financial Analysis, TIMSS, Credit Card Transaction..., Maintaining Strong..., Customer-focused Service, Microsoft Office, ADP Payroll, ADP ezLaborManager, Invoicing
Education
University of California, Santa Barbara 2002 — 2006
Bachelor's degree, Business Economics with Accounting Emphasis; History Minor
Mercer Advisors March 2009 - Present
Mercer Advisors February 2007 - February 2009
Mercer Advisors September 2006 - February 2007
Skills
Financial Accounting, Microsoft Excel, Accounts Receivable, Financial Statements, Accounts Payable, Management, Salesforce.com, Revenue Cycle Management, Great Plains Software, Revenue Forecasting, Client Billing, Cash Handling Experience, Account Reconciliation, Financial Analysis, TIMSS, Credit Card Transaction..., Maintaining Strong..., Customer-focused Service, Microsoft Office, ADP Payroll, ADP ezLaborManager, Invoicing
Education
University of California, Santa Barbara 2002 — 2006
Bachelor's degree, Business Economics with Accounting Emphasis; History Minor
Melissa Addington Melissa Addington's Mercer Advisors Experience November 2005 - September 2008
Job Owner at IZone Marketing
Industry Marketing and Advertising
Experience
I-Zone Marketing August 2012 - Present
USMC Toys for Tots, Maricopa County November 2010 - Present
Addington Business Consultants, LLC June 2009 - December 2012
Addington Advisors, LLC August 2006 - December 2012
Scottsdale Air Fair May 2011 - November 2011
PSM Squared Inc. 2010 - November 2011
Mercer Advisors November 2005 - September 2008
Mercer Global Advisors, Inc November 2005 - August 2008
Quintess / Nevo Resorts August 2004 - October 2005
FrontLine Investments and Professional Services January 2001 - January 2003
Skills
Marketing, Digital Marketing, Marketing Strategy, Business Development, Direct Marketing, Strategic Partnerships, Public Relations, EDDM Direct Mail, Graphic Design, Social Media, Whiteboarding, Digital Video, Book Illustration, Iconography, Kinetic Typography, Strategic Planning, Management, Program Management, New Business Development, Business Planning, Social Networking, Start-ups, Event Management, Project Management, Sales, Budgets, Management Consulting, Proposal Writing
Education
University of Colorado 1984 — 1989
Bachelor of Fine Arts
University of Colorado Boulder 1984 — 1989
BFA, Business, Fine Art
Colorado Institute of Art 1984 — 1987
Associate Degree, Advertising
High School
I-Zone Marketing August 2012 - Present
USMC Toys for Tots, Maricopa County November 2010 - Present
Addington Business Consultants, LLC June 2009 - December 2012
Addington Advisors, LLC August 2006 - December 2012
Scottsdale Air Fair May 2011 - November 2011
PSM Squared Inc. 2010 - November 2011
Mercer Advisors November 2005 - September 2008
Mercer Global Advisors, Inc November 2005 - August 2008
Quintess / Nevo Resorts August 2004 - October 2005
FrontLine Investments and Professional Services January 2001 - January 2003
Skills
Marketing, Digital Marketing, Marketing Strategy, Business Development, Direct Marketing, Strategic Partnerships, Public Relations, EDDM Direct Mail, Graphic Design, Social Media, Whiteboarding, Digital Video, Book Illustration, Iconography, Kinetic Typography, Strategic Planning, Management, Program Management, New Business Development, Business Planning, Social Networking, Start-ups, Event Management, Project Management, Sales, Budgets, Management Consulting, Proposal Writing
Education
University of Colorado 1984 — 1989
Bachelor of Fine Arts
University of Colorado Boulder 1984 — 1989
BFA, Business, Fine Art
Colorado Institute of Art 1984 — 1987
Associate Degree, Advertising
High School
Yolanda Carbajal, CFP® Yolanda Carbajal, CFP®'s Mercer Advisors Experience June 2010 - Present
Job Managing Director at Mercer Advisors
Industry Financial Services
Experience
Mercer Advisors June 2010 - Present
Miller Advisors, Inc May 2008 - June 2010
Tamarac Inc. August 2007 - January 2008
Price Meadows Incorporated January 2005 - August 2007
Petersen, Flynn & Dinsmore, Inc. February 1997 - June 2004
Skills
Wealth Management, Retirement Planning, Investment Advisory, Asset Allocation, Investments, Strategic Financial..., Retirement, Asset Managment, Alternative Investments, Estate Planning, Securities, Financial Analysis, Portfolio Management, 401k
Education
University of California, Davis 1991 — 1995
Mercer Advisors June 2010 - Present
Miller Advisors, Inc May 2008 - June 2010
Tamarac Inc. August 2007 - January 2008
Price Meadows Incorporated January 2005 - August 2007
Petersen, Flynn & Dinsmore, Inc. February 1997 - June 2004
Skills
Wealth Management, Retirement Planning, Investment Advisory, Asset Allocation, Investments, Strategic Financial..., Retirement, Asset Managment, Alternative Investments, Estate Planning, Securities, Financial Analysis, Portfolio Management, 401k
Education
University of California, Davis 1991 — 1995
Colleen Byron's Mercer Advisors Experience July 2015 - Present
Job Financial Administrator at Mercer Advisors
Industry Financial Services
Experience
Mercer Advisors July 2015 - Present
Citi March 2013 - June 2015
Starbucks November 2010 - March 2013
Cliff Drive Care Center November 2010 - March 2013
The Ballard Inn December 2009 - November 2010
Skills
Retail Banking, Banking, Customer Service, Microsoft Office, Credit, Loans, Financial Analysis, Finance, Financial Services, Commercial Banking, Mortgage Lending
Education
University of California, Santa Barbara 2015 — 2017
Financial Planning and Services
Westmont College 2004 — 2008
Bachelor's Degree, Psychology, French
Mercer Advisors July 2015 - Present
Citi March 2013 - June 2015
Starbucks November 2010 - March 2013
Cliff Drive Care Center November 2010 - March 2013
The Ballard Inn December 2009 - November 2010
Skills
Retail Banking, Banking, Customer Service, Microsoft Office, Credit, Loans, Financial Analysis, Finance, Financial Services, Commercial Banking, Mortgage Lending
Education
University of California, Santa Barbara 2015 — 2017
Financial Planning and Services
Westmont College 2004 — 2008
Bachelor's Degree, Psychology, French
Adam Stempel Adam Stempel's Mercer Advisors Experience March 2004 - November 2014
Job CoFounder & Chief Financial Planner at Ariadne Wealth Management
Industry Financial Services
Experience
Ariadne Wealth Management November 2014 - Present
Mercer Advisors March 2004 - November 2014
Skills
Wealth Management, Retirement Planning, Investment Advisory, Portfolio Management, Investments
Education
University of California, Santa Barbara
Bachelor of Arts (B.A.), Business/Economics
Ariadne Wealth Management November 2014 - Present
Mercer Advisors March 2004 - November 2014
Skills
Wealth Management, Retirement Planning, Investment Advisory, Portfolio Management, Investments
Education
University of California, Santa Barbara
Bachelor of Arts (B.A.), Business/Economics
Duncan Wilk, CFP® Duncan Wilk, CFP®'s Mercer Advisors Experience May 2014 - Present
Job Regional Vice President at Mercer Advisors
Industry Financial Services
Experience
Mercer Advisors May 2014 - Present
Charles Schwab May 2008 - April 2014
Skills
Mutual Funds, Series 7, Series 63, Retirement Planning, Wealth Management, Retirement, Investments, Asset Allocation, Financial Services, Investment Advisory, 401k, Securities, Investment Strategies
Education
University of California, Davis 1992 — 1997
Managerial Economics, Business
Mercer Advisors May 2014 - Present
Charles Schwab May 2008 - April 2014
Skills
Mutual Funds, Series 7, Series 63, Retirement Planning, Wealth Management, Retirement, Investments, Asset Allocation, Financial Services, Investment Advisory, 401k, Securities, Investment Strategies
Education
University of California, Davis 1992 — 1997
Managerial Economics, Business
Haley Araki Haley Araki's Mercer Advisors Experience June 2012 - August 2012
Job Strategy Analyst at Accenture
Industry
Experience
Accenture February 2015 - Present
ContextLogic February 2013 - January 2015
UBS Financial Services Inc. August 2013 - December 2014
Apple May 2014 - August 2014
Deloitte June 2013 - June 2013
Mercer Advisors June 2012 - August 2012
Everybody Dance Now! December 2009 - August 2012
Dos Pueblos Engineering Academy Foundation June 2011 - August 2011
Education
University of California, Berkeley 2011 — 2014
B.S. Business Administration
Accenture February 2015 - Present
ContextLogic February 2013 - January 2015
UBS Financial Services Inc. August 2013 - December 2014
Apple May 2014 - August 2014
Deloitte June 2013 - June 2013
Mercer Advisors June 2012 - August 2012
Everybody Dance Now! December 2009 - August 2012
Dos Pueblos Engineering Academy Foundation June 2011 - August 2011
Education
University of California, Berkeley 2011 — 2014
B.S. Business Administration
Lyn Delmastro, MA, CBP, RYT Lyn Delmastro, MA, CBP, RYT's Mercer Advisors Experience June 2008 - September 2010
Job Helping Women Live in Love, Wealth, and Health
Industry Alternative Medicine
Experience
Heart Fire Healing September 2014 - Present
Body in Balance: Biofeedback and Yoga, LLC January 2010 - Present
Pure Heart Yoga April 2012 - February 2013
Portland Therapeutic Yoga April 2011 - June 2012
Mercer Advisors June 2008 - September 2010
Mercer Advisors June 2008 - May 2009
Skills
Healing, Stress, Stress Management, Relaxation, Wellness, Yoga, Pain Management, Wellness Coaching, Wellbeing, Public Speaking, Breathing, Chronic Pain, Holistic Health, Meditation, Health, Chronic Illness, Headaches, Injury, Hatha Yoga, gentle yoga, restorative yoga, Migraine, Hypertension, IBS, yoga therapy, relationship support, romance support
Education
Santa Barbara Graduate Institute 2007 — 2010
MA, Somatic Psychology
Women's Economic Ventures 2009 — 2009
University of California, Santa Barbara 2001 — 2007
MA, Modern European History
Willamette University 1997 — 2001
BA, History
Heart Fire Healing September 2014 - Present
Body in Balance: Biofeedback and Yoga, LLC January 2010 - Present
Pure Heart Yoga April 2012 - February 2013
Portland Therapeutic Yoga April 2011 - June 2012
Mercer Advisors June 2008 - September 2010
Mercer Advisors June 2008 - May 2009
Skills
Healing, Stress, Stress Management, Relaxation, Wellness, Yoga, Pain Management, Wellness Coaching, Wellbeing, Public Speaking, Breathing, Chronic Pain, Holistic Health, Meditation, Health, Chronic Illness, Headaches, Injury, Hatha Yoga, gentle yoga, restorative yoga, Migraine, Hypertension, IBS, yoga therapy, relationship support, romance support
Education
Santa Barbara Graduate Institute 2007 — 2010
MA, Somatic Psychology
Women's Economic Ventures 2009 — 2009
University of California, Santa Barbara 2001 — 2007
MA, Modern European History
Willamette University 1997 — 2001
BA, History
Jebrawn Sana's Mercer Advisors Experience September 2008 - August 2009
Job Account Executive, Financial Services at salesforce.com
Industry Information Technology and Services
Experience
salesforce.com April 2014 - Present
Core 3 Technologies, LLC April 2013 - March 2014
Eli Lilly and Company June 2012 - April 2013
Patterson Dental January 2010 - June 2012
Mercer Advisors September 2008 - August 2009
Skills
Sales, CRM, Customer Service, Sales Operations, Medical Devices, Strategic Partnerships, Strategy, Computer Hardware, IT Solutions, Cloud Computing, Salesforce.com, SaaS, Start-ups, Sales Management, Account Management, Sales Process
Education
University of California, Santa Barbara
Bachelor of Arts (B.A.), Business Economics with Accounting Emphasis
salesforce.com April 2014 - Present
Core 3 Technologies, LLC April 2013 - March 2014
Eli Lilly and Company June 2012 - April 2013
Patterson Dental January 2010 - June 2012
Mercer Advisors September 2008 - August 2009
Skills
Sales, CRM, Customer Service, Sales Operations, Medical Devices, Strategic Partnerships, Strategy, Computer Hardware, IT Solutions, Cloud Computing, Salesforce.com, SaaS, Start-ups, Sales Management, Account Management, Sales Process
Education
University of California, Santa Barbara
Bachelor of Arts (B.A.), Business Economics with Accounting Emphasis
Leslie Corley's Mercer Advisors Experience August 2013 - April 2015
Job Mercer Global Advisors
Industry Investment Management
Experience
Mercer Advisors August 2013 - April 2015
Wells Fargo April 2013 - July 2013
Matthew Goff LLC, August 2011 - December 2011
MetLife Investors May 2008 - August 2011
Self-Employed November 1998 - July 2006
Kelsey-Seybold Clinic April 1995 - February 1999
AIG American General January 1991 - March 1995
Skills
Series 6, Retirement, Investments, Series 63, Financial Services, Insurance, Marketing Strategy, Management, Retirement Planning, Risk Management, Mutual Funds, Technical Writing, Copy Editing, Marketing Communications, Client Services, Estate Law, Analysis, Life Insurance, Process Improvement, 401k, Securities, Wealth Management, Fixed Annuities, Estate Conservation..., FINRA Series 6, FINRA Series 63, Group I - Life,..., Series 65
Education
Texas A&M University
Bachelor’s Degree, Kinesiology and Exercise Science
Mercer Advisors August 2013 - April 2015
Wells Fargo April 2013 - July 2013
Matthew Goff LLC, August 2011 - December 2011
MetLife Investors May 2008 - August 2011
Self-Employed November 1998 - July 2006
Kelsey-Seybold Clinic April 1995 - February 1999
AIG American General January 1991 - March 1995
Skills
Series 6, Retirement, Investments, Series 63, Financial Services, Insurance, Marketing Strategy, Management, Retirement Planning, Risk Management, Mutual Funds, Technical Writing, Copy Editing, Marketing Communications, Client Services, Estate Law, Analysis, Life Insurance, Process Improvement, 401k, Securities, Wealth Management, Fixed Annuities, Estate Conservation..., FINRA Series 6, FINRA Series 63, Group I - Life,..., Series 65
Education
Texas A&M University
Bachelor’s Degree, Kinesiology and Exercise Science
Eric Denovellis Eric Denovellis's Mercer Advisors Experience October 2007 - July 2009
Job Graduate Student at Boston University
Industry Higher Education
Experience
Boston University August 2009 - Present
Mercer Advisors October 2007 - July 2009
Skills
Data Analysis, Statistics, Research, R, Higher Education, LaTeX, Teaching, Matlab, Qualitative Research, Machine Learning, Public Speaking
Education
University of California, Santa Barbara 2003 — 2007
B.S., Mathematics
University of California, Santa Barbara 2003 — 2007
B.A., Philosophy
Boston University August 2009 - Present
Mercer Advisors October 2007 - July 2009
Skills
Data Analysis, Statistics, Research, R, Higher Education, LaTeX, Teaching, Matlab, Qualitative Research, Machine Learning, Public Speaking
Education
University of California, Santa Barbara 2003 — 2007
B.S., Mathematics
University of California, Santa Barbara 2003 — 2007
B.A., Philosophy
Kristen Koch, CSP Kristen Koch, CSP's Mercer Advisors Experience 2005 - 2007
Job Recruiting & Sales Professional
Industry Staffing and Recruiting
Experience
Independent Contractor 2014 - Present
Babysitter for Eliana. 2014 - 2014
Babysitter for Eliana. 2014 - 2014
Collision Solution 2012 - 2014
LaSalle Network October 2011 - April 2012
QPS Employment Group May 2010 - October 2011
QPS Employment Group October 2008 - May 2010
Cancer Treatment Centers of America 2007 - 2008
Mercer Advisors 2005 - 2007
Northern Illinois Cat Clinic 2003 - 2005
Skills
Recruiting, Human Resources, Temporary Staffing, Call Center, Applicant Tracking..., Talent Acquisition, Technical Recruiting, Employee Relations, Cold Calling, Customer Service, Accounting, Collision, Automotive, Leadership, Onboarding, HRIS, Employee Benefits, Temporary Placement, Internet Recruiting, New Hire Orientations, Employee Training, Interviews, Resume Writing, Taleo, Account Management, College Recruiting, Hiring, Outlook, Management, Sourcing, Sales, Team Building, Training
Education
University of Illinois at Urbana-Champaign 1999 — 2003
B.S., Animal Sciences
Independent Contractor 2014 - Present
Babysitter for Eliana. 2014 - 2014
Babysitter for Eliana. 2014 - 2014
Collision Solution 2012 - 2014
LaSalle Network October 2011 - April 2012
QPS Employment Group May 2010 - October 2011
QPS Employment Group October 2008 - May 2010
Cancer Treatment Centers of America 2007 - 2008
Mercer Advisors 2005 - 2007
Northern Illinois Cat Clinic 2003 - 2005
Skills
Recruiting, Human Resources, Temporary Staffing, Call Center, Applicant Tracking..., Talent Acquisition, Technical Recruiting, Employee Relations, Cold Calling, Customer Service, Accounting, Collision, Automotive, Leadership, Onboarding, HRIS, Employee Benefits, Temporary Placement, Internet Recruiting, New Hire Orientations, Employee Training, Interviews, Resume Writing, Taleo, Account Management, College Recruiting, Hiring, Outlook, Management, Sourcing, Sales, Team Building, Training
Education
University of Illinois at Urbana-Champaign 1999 — 2003
B.S., Animal Sciences
Paul Troyer ptroyer@hotmail.com Paul Troyer ptroyer@hotmail.com's Mercer Advisors Experience October 2005 - May 2007
Job Financial Advisor and Investment Coach, CPA/PFS, CFP®
Industry Investment Management
Experience
NorthStar Wealth Advisors, LLC June 2007 - Present
Mercer Advisors October 2005 - May 2007
Gresham Partners August 2001 - September 2005
Education
University of Michigan 1994 — 1998
BBA, Accounting, Finance
University of Michigan - Stephen M. Ross School of Business 1994 — 1998
NorthStar Wealth Advisors, LLC June 2007 - Present
Mercer Advisors October 2005 - May 2007
Gresham Partners August 2001 - September 2005
Education
University of Michigan 1994 — 1998
BBA, Accounting, Finance
University of Michigan - Stephen M. Ross School of Business 1994 — 1998
Karli Jungwirth Karli Jungwirth's Mercer Advisors Experience July 2006 - July 2007
Job Human Resources Manager at Berry Pack, Inc.
Industry Human Resources
Experience
Berry Pack, Inc. April 2014 - Present
Jungwirth Law Group June 2012 - Present
Bay Area Surgical Management, LLC June 2012 - September 2013
Johnson, Moncrief & Hart October 2011 - June 2012
Anastassiou & Associates October 2009 - October 2011
Procter, Slaughter & Reagan, LLP July 2008 - October 2009
Mullen & Henzell LLP July 2007 - July 2008
Mercer Advisors July 2006 - July 2007
Foley Bezek Behle & Curtis, LLP June 2004 - July 2006
Skills
Trials, Litigation, Commercial Litigation, Civil Litigation, Intellectual Property, Arbitration, Legal Research, Trade Secrets, Legal Writing, Unfair Competition, Corporate Law, Class Actions, Trademarks, Appeals, Patent Litigation, Business Litigation, Mediation, Personal Injury
Education
University of San Diego - School of Law 2000 — 2003
Doctor of Law (J.D.), Intellectual Property Law
University of San Diego 1994 — 1998
Bachelor of Science (B.S.), Biochemistry and Cell Biology
Berry Pack, Inc. April 2014 - Present
Jungwirth Law Group June 2012 - Present
Bay Area Surgical Management, LLC June 2012 - September 2013
Johnson, Moncrief & Hart October 2011 - June 2012
Anastassiou & Associates October 2009 - October 2011
Procter, Slaughter & Reagan, LLP July 2008 - October 2009
Mullen & Henzell LLP July 2007 - July 2008
Mercer Advisors July 2006 - July 2007
Foley Bezek Behle & Curtis, LLP June 2004 - July 2006
Skills
Trials, Litigation, Commercial Litigation, Civil Litigation, Intellectual Property, Arbitration, Legal Research, Trade Secrets, Legal Writing, Unfair Competition, Corporate Law, Class Actions, Trademarks, Appeals, Patent Litigation, Business Litigation, Mediation, Personal Injury
Education
University of San Diego - School of Law 2000 — 2003
Doctor of Law (J.D.), Intellectual Property Law
University of San Diego 1994 — 1998
Bachelor of Science (B.S.), Biochemistry and Cell Biology
Mark Murphy Mark Murphy's Mercer Advisors Experience October 2008 - 2011
Job Lead Faculty Clinical Education for DTI Dental Technologies Inc.
Industry Health, Wellness and Fitness
Experience
MicroDental - a DTI Laboratory May 2011 - Present
The Pankey Institute January 2011 - Present
The Pankey Institute September 2010 - December 2013
Funktional Consulting July 2009 - May 2011
Mercer Advisors October 2008 - 2011
Pankey Institute June 2005 - December 2006
DTI Dental Technologies Inc November 1999 - June 2005
Mark T Murphy DDS PC May 1982 - December 2002
Education
University of Detroit Mercy 1975 — 1981
BS DDS, Dentistry Biology
MicroDental - a DTI Laboratory May 2011 - Present
The Pankey Institute January 2011 - Present
The Pankey Institute September 2010 - December 2013
Funktional Consulting July 2009 - May 2011
Mercer Advisors October 2008 - 2011
Pankey Institute June 2005 - December 2006
DTI Dental Technologies Inc November 1999 - June 2005
Mark T Murphy DDS PC May 1982 - December 2002
Education
University of Detroit Mercy 1975 — 1981
BS DDS, Dentistry Biology
Curtis Smith, CFP® Curtis Smith, CFP®'s Mercer Advisors Experience December 2014 - Present
Job Managing Director Central/Midwest Team at Mercer Advisors
Industry Financial Services
Experience
Mercer Advisors December 2014 - Present
Houston Estate and Financial Forum 1992 - April 2015
Gainer Donnelly Wealth Advisors LLC July 2013 - November 2014
USAA Wealth Management February 2011 - June 2013
National Association of Personal Financial Advisors 2007 - February 2012
Interactive Capital Management September 1991 - February 2011
Interactive Capital Management 1991 - February 2011
American Association of Individual Investors 1991 - 1998
Curtis A. Smith & Associates August 1980 - September 1991
Institute of Certified Financial Planners 1986 - 1989
Education
College for Financial Planning 1982 — 1984
CFP Designation, Financial Planning
Texas Tech University - Rawls College of Business 1969 — 1974
BBA, Management and Marketing
Clear Creek High School 1966 — 1969
Mercer Advisors December 2014 - Present
Houston Estate and Financial Forum 1992 - April 2015
Gainer Donnelly Wealth Advisors LLC July 2013 - November 2014
USAA Wealth Management February 2011 - June 2013
National Association of Personal Financial Advisors 2007 - February 2012
Interactive Capital Management September 1991 - February 2011
Interactive Capital Management 1991 - February 2011
American Association of Individual Investors 1991 - 1998
Curtis A. Smith & Associates August 1980 - September 1991
Institute of Certified Financial Planners 1986 - 1989
Education
College for Financial Planning 1982 — 1984
CFP Designation, Financial Planning
Texas Tech University - Rawls College of Business 1969 — 1974
BBA, Management and Marketing
Clear Creek High School 1966 — 1969
Daniel Mosseri's Mercer Advisors Experience March 2011 - June 2012
Job Registered Client Associate at Richardson/Fitzgerald Wealth Management Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Richardson/Fitzgerald Wealth Management Group of Wells Fargo Advisors, LLC October 2012 - Present
The Local Notion June 2012 - Present
Mercer Advisors March 2011 - June 2012
Skills
Salesforce.com, Pensions, Leadership, Microsoft Office, Financial Advisory, Investments, Risk Management, 401(k) Rollovers, SmartStation, Stock Analysis, eMoney, Financeware, Fixed-Income Strategies, Asset Allocation, E-money, Finance, Financial Planning, Strategic Financial...
Education
The University of Georgia 2006 — 2010
Bachelor of Science (BS), Financial Planning and Services
Richardson/Fitzgerald Wealth Management Group of Wells Fargo Advisors, LLC October 2012 - Present
The Local Notion June 2012 - Present
Mercer Advisors March 2011 - June 2012
Skills
Salesforce.com, Pensions, Leadership, Microsoft Office, Financial Advisory, Investments, Risk Management, 401(k) Rollovers, SmartStation, Stock Analysis, eMoney, Financeware, Fixed-Income Strategies, Asset Allocation, E-money, Finance, Financial Planning, Strategic Financial...
Education
The University of Georgia 2006 — 2010
Bachelor of Science (BS), Financial Planning and Services
Alissa Weddington Alissa Weddington's Mercer Advisors Experience September 2009 - December 2014
Job Vice President, Director of Operations at Beacon Pointe Wealth Management
Industry Financial Services
Experience
Beacon Pointe Wealth Advisors December 2014 - Present
Mercer Advisors September 2009 - December 2014
Skills
Wealth Management, Securities, Investments, Investment Advisory, Retirement Planning, Mutual Funds, Portfolio Management, Asset Management, Asset Allocation, Series 7, Retirement, Strategic Financial..., Bloomberg, Financial Services, Series 63, Investment Management, Financial Advisory, Equities
Education
University of California, Santa Barbara
Bachelor of Arts (B.A.), Psychology
Beacon Pointe Wealth Advisors December 2014 - Present
Mercer Advisors September 2009 - December 2014
Skills
Wealth Management, Securities, Investments, Investment Advisory, Retirement Planning, Mutual Funds, Portfolio Management, Asset Management, Asset Allocation, Series 7, Retirement, Strategic Financial..., Bloomberg, Financial Services, Series 63, Investment Management, Financial Advisory, Equities
Education
University of California, Santa Barbara
Bachelor of Arts (B.A.), Psychology
Jeffrey D. Lovell Jeffrey D. Lovell's Mercer Advisors Experience May 2008 - May 2015
Job Chairman at Lovell Minnick Partners
Industry Venture Capital & Private Equity
Experience
361 Capital June 2014 - Present
Matthews International Capital Management January 2011 - Present
Lovell Minnick Partners February 1999 - Present
Mercer Advisors May 2008 - May 2015
Leerink Partners LLC September 2007 - December 2013
Duff & Phelps Corporation January 2005 - April 2013
Putnam Lovell Securities April 1988 - February 1999
SEI Investments April 1976 - April 1988
Skills
Private Equity, Asset Management, Mergers & Acquisitions, Investment Banking
Education
University of Colorado Boulder - Leeds School of Business 1970 — 1974
BSBA, Finance
University of Southern California -- Regents College London 1986 — 1987
Graduate Studies, International Economics
361 Capital June 2014 - Present
Matthews International Capital Management January 2011 - Present
Lovell Minnick Partners February 1999 - Present
Mercer Advisors May 2008 - May 2015
Leerink Partners LLC September 2007 - December 2013
Duff & Phelps Corporation January 2005 - April 2013
Putnam Lovell Securities April 1988 - February 1999
SEI Investments April 1976 - April 1988
Skills
Private Equity, Asset Management, Mergers & Acquisitions, Investment Banking
Education
University of Colorado Boulder - Leeds School of Business 1970 — 1974
BSBA, Finance
University of Southern California -- Regents College London 1986 — 1987
Graduate Studies, International Economics
Jana Evans Dombrowski Jana Evans Dombrowski's Mercer Advisors Experience April 1999 - July 2004
Job Owner/Director, ComposeEase, Inc.
Industry Writing and Editing
Experience
ComposeEase, Inc. January 2008 - Present
Franchise Matchmaker 2008 - 2012
Mercer Advisors April 1999 - July 2004
Big Dog Holdings June 1995 - April 1999
Skills
Adult Learning Theory, Business Writing, Coaching, Public Speaking, Team Building, Marketing, Editing, Strategic Planning, Research, Copywriting, Social Media, Customer Service, Training, Press Releases, Content Development, Social Networking, Copy Editing
Education
International Wine Guild 2010 — 2011
Certification, Senior Cellar Manager
University of Colorado Boulder - Leeds School of Business 1983 — 1987
Bachelor of Science, Business
University of Bordeaux, France 1985 — 1986
Diplome, French Banking
Cheyenne Mountain High School
ComposeEase, Inc. January 2008 - Present
Franchise Matchmaker 2008 - 2012
Mercer Advisors April 1999 - July 2004
Big Dog Holdings June 1995 - April 1999
Skills
Adult Learning Theory, Business Writing, Coaching, Public Speaking, Team Building, Marketing, Editing, Strategic Planning, Research, Copywriting, Social Media, Customer Service, Training, Press Releases, Content Development, Social Networking, Copy Editing
Education
International Wine Guild 2010 — 2011
Certification, Senior Cellar Manager
University of Colorado Boulder - Leeds School of Business 1983 — 1987
Bachelor of Science, Business
University of Bordeaux, France 1985 — 1986
Diplome, French Banking
Cheyenne Mountain High School
John Wei John Wei's Mercer Advisors Experience 2015 - Present
Job John T. Wei, CFP®
Industry Financial Services
Experience
Mercer Advisors 2015 - Present
TIAA-CREF September 2014 - September 2015
Charles Schwab September 2013 - September 2014
New England Financial, A MetLife Company January 2009 - January 2013
Ameriprise Financial Services, Inc. August 2004 - January 2009
Skills
Microsoft Office, Microsoft Excel, Investments, Microsoft Word, PowerPoint, Portfolio Management, Sales, Insurance, Strategic Financial..., Finance, Asset Management, Retirement Planning, Financial Services, Mutual Funds, Wealth Management, Customer Service, Financial Planning
Education
University of San Francisco 1999 — 2003
Bachelor's degree, Finance, General
University of San Francisco 1999 — 2003
Bachelor's degree, Finance, General
Mercer Advisors 2015 - Present
TIAA-CREF September 2014 - September 2015
Charles Schwab September 2013 - September 2014
New England Financial, A MetLife Company January 2009 - January 2013
Ameriprise Financial Services, Inc. August 2004 - January 2009
Skills
Microsoft Office, Microsoft Excel, Investments, Microsoft Word, PowerPoint, Portfolio Management, Sales, Insurance, Strategic Financial..., Finance, Asset Management, Retirement Planning, Financial Services, Mutual Funds, Wealth Management, Customer Service, Financial Planning
Education
University of San Francisco 1999 — 2003
Bachelor's degree, Finance, General
University of San Francisco 1999 — 2003
Bachelor's degree, Finance, General
Jesse Redmond Jesse Redmond's Mercer Advisors Experience May 2015 - Present
Job Passionate Hedge Fund Critic
Industry Investment Management
Experience
Mercer Advisors May 2015 - Present
Next Alternatives January 2013 - April 2015
Evolved Alpha April 2010 - December 2012
Alpha Titans November 2007 - December 2009
Santa Barbara Alpha Strategies August 2003 - October 2007
Fisher Investments January 1999 - February 2003
Franklin Templeton Group 1997 - 1999
Skills
Sourcing, Alternative Investments, Hedge Funds, Fund Of Funds, Portfolio Management, Investment Management, Financial Structuring, Management, Equities, Asset Allocation, Asset Managment, Managed Futures, Investment Strategies, Due Diligence, Trading, Equity Research, Investments, Asset Management, Securities, Options, Financial Markets, Emerging Markets, Trading Strategies, Bloomberg, Private Equity, Hedging, Global Macro
Education
University of California, Santa Barbara 1995 — 1997
BS
Saint Paul Academy 1988 — 1992
Mercer Advisors May 2015 - Present
Next Alternatives January 2013 - April 2015
Evolved Alpha April 2010 - December 2012
Alpha Titans November 2007 - December 2009
Santa Barbara Alpha Strategies August 2003 - October 2007
Fisher Investments January 1999 - February 2003
Franklin Templeton Group 1997 - 1999
Skills
Sourcing, Alternative Investments, Hedge Funds, Fund Of Funds, Portfolio Management, Investment Management, Financial Structuring, Management, Equities, Asset Allocation, Asset Managment, Managed Futures, Investment Strategies, Due Diligence, Trading, Equity Research, Investments, Asset Management, Securities, Options, Financial Markets, Emerging Markets, Trading Strategies, Bloomberg, Private Equity, Hedging, Global Macro
Education
University of California, Santa Barbara 1995 — 1997
BS
Saint Paul Academy 1988 — 1992
Ernest Wade Ernest Wade's Mercer Advisors Experience May 2011 - February 2012
Job Sr. SharePoint Developer at HewlettPackard
Industry Entertainment
Experience
Hewlett-Packard December 2014 - Present
Universal Studios Hollywood May 2014 - November 2014
The University of Arizona March 2014 - June 2014
Grand Canyon University December 2013 - March 2014
American Express September 2013 - November 2013
eBay February 2012 - June 2013
Mercer Advisors May 2011 - February 2012
Wells Fargo November 2010 - April 2011
WADTechnologies Communications Group January 2006 - November 2010
Pegasus Solutions October 2006 - March 2009
Skills
XML, Microsoft SQL Server, Microsoft Office..., .NET, Web Services, SharePoint, ASP.NET, AJAX, Visual Studio, C#, SDLC, Web Applications, JavaScript, Software Development, IIS, TFS, SharePoint Server
Education
The University of Kansas 1985 — 1989
B.S., Business Administration
University of Michigan 1967 — 1972
B.A., Political Science
Hewlett-Packard December 2014 - Present
Universal Studios Hollywood May 2014 - November 2014
The University of Arizona March 2014 - June 2014
Grand Canyon University December 2013 - March 2014
American Express September 2013 - November 2013
eBay February 2012 - June 2013
Mercer Advisors May 2011 - February 2012
Wells Fargo November 2010 - April 2011
WADTechnologies Communications Group January 2006 - November 2010
Pegasus Solutions October 2006 - March 2009
Skills
XML, Microsoft SQL Server, Microsoft Office..., .NET, Web Services, SharePoint, ASP.NET, AJAX, Visual Studio, C#, SDLC, Web Applications, JavaScript, Software Development, IIS, TFS, SharePoint Server
Education
The University of Kansas 1985 — 1989
B.S., Business Administration
University of Michigan 1967 — 1972
B.A., Political Science
Josh DeForest, CFA, CFP® Josh DeForest, CFA, CFP®'s Mercer Advisors Experience March 2013 - Present
Job Financial Advisor at Mercer Advisors
Industry Financial Services
Experience
Mercer Advisors March 2013 - Present
Mercer Advisors September 2011 - March 2013
Mercer Advisors April 2010 - September 2011
Vanguard Credit March 2007 - April 2010
Skills
Financial Analysis, Financial Planning, Investment Products, Portfolio Management, Customer Relations, Investments, Asset Allocation, Investment Advisory, Wealth Management, Asset Management, Retirement Planning, Financial Advisory, Asset Managment, Strategic Financial..., Valuation, Retirement, Finance, Customer Service, Financial Risk, Leadership, Banking, Underwriting, Mutual Funds, Investment Management
Education
Westmont College 2003 — 2007
Bachelors, Economics and Business, Spanish
Universidad Nacional 2006 — 2006
Spanish Language, Spanish
Mercer Advisors March 2013 - Present
Mercer Advisors September 2011 - March 2013
Mercer Advisors April 2010 - September 2011
Vanguard Credit March 2007 - April 2010
Skills
Financial Analysis, Financial Planning, Investment Products, Portfolio Management, Customer Relations, Investments, Asset Allocation, Investment Advisory, Wealth Management, Asset Management, Retirement Planning, Financial Advisory, Asset Managment, Strategic Financial..., Valuation, Retirement, Finance, Customer Service, Financial Risk, Leadership, Banking, Underwriting, Mutual Funds, Investment Management
Education
Westmont College 2003 — 2007
Bachelors, Economics and Business, Spanish
Universidad Nacional 2006 — 2006
Spanish Language, Spanish
Jason Eagle, CFP®'s Mercer Advisors Experience February 2009 - Present
Job Financial Advisor at Mercer Advisors
Industry Financial Services
Experience
Mercer Advisors February 2009 - Present
Skills
Certified Financial..., Retirement Planning, Wealth Management, Investment Advisory, Retirement, Strategic Financial..., Asset Allocation, Investments, Estate Planning, Financial Advisory, Mutual Funds, Portfolio Management, Investment Strategies, 401k, Pensions, Asset Management, Financial Planners, Alternative Investments
Education
The University of Georgia 2006 — 2008
Bachelor of Arts in Family and Consumer Sciences, Financial Planning
Gainesville State College 2004 — 2006
Associate of Science (AS), Psychology
Mercer Advisors February 2009 - Present
Skills
Certified Financial..., Retirement Planning, Wealth Management, Investment Advisory, Retirement, Strategic Financial..., Asset Allocation, Investments, Estate Planning, Financial Advisory, Mutual Funds, Portfolio Management, Investment Strategies, 401k, Pensions, Asset Management, Financial Planners, Alternative Investments
Education
The University of Georgia 2006 — 2008
Bachelor of Arts in Family and Consumer Sciences, Financial Planning
Gainesville State College 2004 — 2006
Associate of Science (AS), Psychology
Fanny Guo, CFP® Fanny Guo, CFP®'s Mercer Advisors Experience June 2015 - Present
Job Financial Advisor at Mercer Advisors
Industry Financial Services
Experience
Mercer Advisors June 2015 - Present
AXA Advisors November 2013 - Present
AXA Advisors April 2013 - November 2013
Raymond James Financial Services July 2010 - April 2013
Wells Fargo Advisors January 2008 - July 2010
Education
University of California, Riverside 2003 — 2007
Bachelor of Science (B.S.), Business Administration
Mercer Advisors June 2015 - Present
AXA Advisors November 2013 - Present
AXA Advisors April 2013 - November 2013
Raymond James Financial Services July 2010 - April 2013
Wells Fargo Advisors January 2008 - July 2010
Education
University of California, Riverside 2003 — 2007
Bachelor of Science (B.S.), Business Administration
Stefani Bucifal's Mercer Advisors Experience July 2013 - Present
Job Investment Operations Supervisor l Mercer Global Advisors Inc
Industry Investment Management
Experience
Mercer Advisors July 2013 - Present
Sanctuary Psychiatric Centers August 2013 - February 2014
Sanctuary Psychiatric Centers of Santa Barbara April 2013 - February 2014
UC Santa Barbara June 2012 - June 2013
n/a September 2009 - June 2013
Domestic Violence Solutions February 2013 - May 2013
Skills
Series 65, Money Transfers, Account Management, Investments, Research, Supervisory Skills, Data Analysis, Literature Reviews, SPSS, Psychology, Statistics, Qualitative Research, Research Design, Community Outreach, Quantitative Research, Teaching, Higher Education
Education
UCSB 2009 — 2013
Bachelor's degree, Psychology
Mercer Advisors July 2013 - Present
Sanctuary Psychiatric Centers August 2013 - February 2014
Sanctuary Psychiatric Centers of Santa Barbara April 2013 - February 2014
UC Santa Barbara June 2012 - June 2013
n/a September 2009 - June 2013
Domestic Violence Solutions February 2013 - May 2013
Skills
Series 65, Money Transfers, Account Management, Investments, Research, Supervisory Skills, Data Analysis, Literature Reviews, SPSS, Psychology, Statistics, Qualitative Research, Research Design, Community Outreach, Quantitative Research, Teaching, Higher Education
Education
UCSB 2009 — 2013
Bachelor's degree, Psychology
Ryan O'Leary, CFP ® Ryan O'Leary, CFP ®'s Mercer Advisors Experience September 2015 - Present
Job Regional Vice President, Mercer Advisors
Industry Financial Services
Experience
Mercer Advisors September 2015 - Present
Sequoia Financial January 2014 - September 2015
Calton & Associates, Inc. January 2011 - January 2014
Morgan Stanley Smith Barney September 2009 - January 2011
National Life Group September 2006 - September 2009
Raymond James January 2003 - October 2006
T Rowe Price 2001 - January 2003
Skills
Investment Strategies, Strategic Financial..., Equities, Wealth, Investment Advisory, Series 7, Securities, Wealth Management, Series 63, Trading, Financial Modeling, Asset Protection, 401k Rollovers, Retirement Planning, Mutual Funds, 401k, Alternative Investments, Financial Advisory, Hedge Funds, ETFs, Investments, Retirement, Fixed Annuities, Asset Allocation, Bonds, Finance, Loans, Financial Markets, Estate Planning, Uniform Combined State..., FINRA, Financial Services, Insurance, Asset Management, Series 24, Pensions, Disability Insurance, Portfolio Management, Retirement Plan..., Fixed Income, Series 65, Defined Benefit, Life Insurance, Long-term Care, IRAs, Risk Management, Wealth Management..., Wealth Accumulation, Financial Analysis, Relationship Management
Education
University of Florida 1999 — 2001
Master of Science (MS), Business Administration and Management, General
University of Florida 1995 — 1999
B.A., Economics
Mercer Advisors September 2015 - Present
Sequoia Financial January 2014 - September 2015
Calton & Associates, Inc. January 2011 - January 2014
Morgan Stanley Smith Barney September 2009 - January 2011
National Life Group September 2006 - September 2009
Raymond James January 2003 - October 2006
T Rowe Price 2001 - January 2003
Skills
Investment Strategies, Strategic Financial..., Equities, Wealth, Investment Advisory, Series 7, Securities, Wealth Management, Series 63, Trading, Financial Modeling, Asset Protection, 401k Rollovers, Retirement Planning, Mutual Funds, 401k, Alternative Investments, Financial Advisory, Hedge Funds, ETFs, Investments, Retirement, Fixed Annuities, Asset Allocation, Bonds, Finance, Loans, Financial Markets, Estate Planning, Uniform Combined State..., FINRA, Financial Services, Insurance, Asset Management, Series 24, Pensions, Disability Insurance, Portfolio Management, Retirement Plan..., Fixed Income, Series 65, Defined Benefit, Life Insurance, Long-term Care, IRAs, Risk Management, Wealth Management..., Wealth Accumulation, Financial Analysis, Relationship Management
Education
University of Florida 1999 — 2001
Master of Science (MS), Business Administration and Management, General
University of Florida 1995 — 1999
B.A., Economics
Angela Spadaro's Mercer Advisors Experience 2007 - 2008
Job Purchasing Specialist at City of Mesa
Industry Financial Services
Experience
City of Mesa September 2008 - Present
Goodrich Aerostructures 2007 - 2008
Mercer Advisors 2007 - 2008
Catering Cuisines 2004 - 2007
Arizona Corporation Commission 1999 - 2006
Education
University of Phoenix 2010 — 2011
Master’s Degree, Business Administration and Management, General
University of Phoenix 2003 — 2008
Bachelor’s Degree, Business, Management, Marketing, and Related Support Services
City of Mesa September 2008 - Present
Goodrich Aerostructures 2007 - 2008
Mercer Advisors 2007 - 2008
Catering Cuisines 2004 - 2007
Arizona Corporation Commission 1999 - 2006
Education
University of Phoenix 2010 — 2011
Master’s Degree, Business Administration and Management, General
University of Phoenix 2003 — 2008
Bachelor’s Degree, Business, Management, Marketing, and Related Support Services
Alexia Lopez's Mercer Advisors Experience August 2012 - August 2014
Job Technical Recruiter at Amazon
Industry Staffing and Recruiting
Experience
Amazon June 2015 - Present
Amazon September 2014 - June 2015
Mercer Advisors August 2012 - August 2014
Nordstrom June 2011 - August 2012
Wells Fargo Advisors May 2011 - August 2011
Optimal Print Technologies, Inc. July 2005 - May 2011
Golden Spoon Frozen Yogurt June 2007 - June 2008
Skills
Recruiting, Talent Acquisition, Sourcing, Technical Recruiting, Finance, Customer Service, Investments, Financial Services, Wealth Management, Social Media, Microsoft Office, Sales, PowerPoint, Series 65, Excel, Financial Reporting, Microsoft Excel, CRM, Orion, Outlook, Mutual Funds, Microsoft Word, Scheduling, tech sourcing
Education
University of Colorado at Boulder 2008 — 2012
BA, Economics, Business
Northwood High School 2004 — 2008
Amazon June 2015 - Present
Amazon September 2014 - June 2015
Mercer Advisors August 2012 - August 2014
Nordstrom June 2011 - August 2012
Wells Fargo Advisors May 2011 - August 2011
Optimal Print Technologies, Inc. July 2005 - May 2011
Golden Spoon Frozen Yogurt June 2007 - June 2008
Skills
Recruiting, Talent Acquisition, Sourcing, Technical Recruiting, Finance, Customer Service, Investments, Financial Services, Wealth Management, Social Media, Microsoft Office, Sales, PowerPoint, Series 65, Excel, Financial Reporting, Microsoft Excel, CRM, Orion, Outlook, Mutual Funds, Microsoft Word, Scheduling, tech sourcing
Education
University of Colorado at Boulder 2008 — 2012
BA, Economics, Business
Northwood High School 2004 — 2008
Jessica Feinstein Jessica Feinstein's Mercer Advisors Experience September 2008 - October 2009
Job Manager of Client Services at LinkedIn
Industry E-Learning
Experience
LinkedIn August 2015 - Present
LinkedIn May 2015 - Present
lynda.com June 2014 - May 2015
lynda.com October 2011 - June 2014
Austin Partners in Education October 2009 - May 2011
Mercer Advisors September 2008 - October 2009
Mercer Advisors February 2005 - October 2009
Veeco Instruments October 2002 - February 2005
Skills
Salesforce.com, Outlook, Training, CRM, Microsoft Excel, Strategy, PowerPoint, QuickBooks, Analysis, Time Management, Accounting, Finance
Education
University of California, Santa Barbara 1999 — 2003
BA, Business Economics, History
LinkedIn August 2015 - Present
LinkedIn May 2015 - Present
lynda.com June 2014 - May 2015
lynda.com October 2011 - June 2014
Austin Partners in Education October 2009 - May 2011
Mercer Advisors September 2008 - October 2009
Mercer Advisors February 2005 - October 2009
Veeco Instruments October 2002 - February 2005
Skills
Salesforce.com, Outlook, Training, CRM, Microsoft Excel, Strategy, PowerPoint, QuickBooks, Analysis, Time Management, Accounting, Finance
Education
University of California, Santa Barbara 1999 — 2003
BA, Business Economics, History
Petra Wetherill Petra Wetherill's Mercer Advisors Experience June 2004 - March 2010
Job Owner, PSW Consulting
Industry Management Consulting
Experience
PSW Dental Consulting March 2010 - Present
Mercer Advisors June 2004 - March 2010
Skills
Management Consulting, Strategic Planning, Coaching, Business Strategy, Entrepreneurship, Start-ups, Small Business, Business Planning, Strategy, Marketing Strategy, New Business Development, Leadership Development, Business Development, Organizational..., Team Building, Online Marketing, Management
Education
New Mexico State University 1994 — 1999
BS, Economics and International Businesss
University of South Carolina-Columbia 1984 — 1988
Bachelor of Applied Science (BASc), Business Administration and Management, General
PSW Dental Consulting March 2010 - Present
Mercer Advisors June 2004 - March 2010
Skills
Management Consulting, Strategic Planning, Coaching, Business Strategy, Entrepreneurship, Start-ups, Small Business, Business Planning, Strategy, Marketing Strategy, New Business Development, Leadership Development, Business Development, Organizational..., Team Building, Online Marketing, Management
Education
New Mexico State University 1994 — 1999
BS, Economics and International Businesss
University of South Carolina-Columbia 1984 — 1988
Bachelor of Applied Science (BASc), Business Administration and Management, General
Bryan Goligoski's Mercer Advisors Experience September 2013 - December 2014
Job Client Portfolio Manager Hatteras Funds
Industry Investment Management
Experience
Hatteras Funds January 2015 - Present
Mercer Advisors September 2013 - December 2014
Nuveen Santa Barbara Asset Management June 2007 - February 2013
Nuveen Santa Barbara Asset Management 2005 - 2007
Mikles/Miller - Kodiak Capital, LLC 2004 - 2004
Chatwood Capital, LLC 1999 - 2004
Strome Investment Management, LLC 1996 - 2001
Skills
Alternative Investments, Hedge Funds, Portfolio Management, Equities, Equity Research, Fixed Income, Venture Capital, Asset Management, Investments, Investment Strategies, Investment Management, Wealth Management, Capital Markets, Bloomberg, FactSet
Education
University of California, Los Angeles
Bachelor of Arts (B.A.), Political Science and Government & Business Administration
Hatteras Funds January 2015 - Present
Mercer Advisors September 2013 - December 2014
Nuveen Santa Barbara Asset Management June 2007 - February 2013
Nuveen Santa Barbara Asset Management 2005 - 2007
Mikles/Miller - Kodiak Capital, LLC 2004 - 2004
Chatwood Capital, LLC 1999 - 2004
Strome Investment Management, LLC 1996 - 2001
Skills
Alternative Investments, Hedge Funds, Portfolio Management, Equities, Equity Research, Fixed Income, Venture Capital, Asset Management, Investments, Investment Strategies, Investment Management, Wealth Management, Capital Markets, Bloomberg, FactSet
Education
University of California, Los Angeles
Bachelor of Arts (B.A.), Political Science and Government & Business Administration
Lynne-Ann Rose Lynne-Ann Rose's Mercer Advisors Experience October 2007 - May 2009
Job Technology Advisor at Patterson Dental
Industry Computer Software
Experience
Patterson Dental August 2010 - Present
Mark Fleming,DDS May 2009 - August 2010
Mercer Advisors October 2007 - May 2009
Patterson Dental August 2000 - October 2007
Skills
Team Building, Public Speaking, Social Media Marketing, Marketing Strategy, Marketing Communications, Practice Management, Account Management, Computer Software..., Client Relations Skills, Microsoft Office, E-mailers, Business Strategy, Customer Service, Cold Calling, Training, SQL, Leadership, Management, Selling, Sales Process, Eaglesoft, Sales Presentations, Direct Sales, Capital Equipment, Healthcare, Sales Operations, Medical Devices, Sales, New Business Development, Salesforce.com, Sales Management
Education
University of Florida 1989 — 1990
Certifed, Dental Radiology
Numerous Consulting Coures
Patterson Dental August 2010 - Present
Mark Fleming,DDS May 2009 - August 2010
Mercer Advisors October 2007 - May 2009
Patterson Dental August 2000 - October 2007
Skills
Team Building, Public Speaking, Social Media Marketing, Marketing Strategy, Marketing Communications, Practice Management, Account Management, Computer Software..., Client Relations Skills, Microsoft Office, E-mailers, Business Strategy, Customer Service, Cold Calling, Training, SQL, Leadership, Management, Selling, Sales Process, Eaglesoft, Sales Presentations, Direct Sales, Capital Equipment, Healthcare, Sales Operations, Medical Devices, Sales, New Business Development, Salesforce.com, Sales Management
Education
University of Florida 1989 — 1990
Certifed, Dental Radiology
Numerous Consulting Coures
Adis Mehic, CFP®'s Mercer Advisors Experience May 2012 - Present
Job Financial Associate at Mercer Advisors
Industry Financial Services
Experience
Mercer Advisors May 2012 - Present
Sam's Club January 2007 - August 2012
A.I. Group May 2011 - August 2011
Skills
Sales, Microsoft Office, Microsoft Excel, Finance, PowerPoint, Accounting, Asset Allocation, Microsoft Word, Customer Service, Financial Planning, Outlook
Education
The University of Georgia 2008 — 2012
Bachelor of Science, Family and Consumer Sciences; Family Financial Planning
Mercer Advisors May 2012 - Present
Sam's Club January 2007 - August 2012
A.I. Group May 2011 - August 2011
Skills
Sales, Microsoft Office, Microsoft Excel, Finance, PowerPoint, Accounting, Asset Allocation, Microsoft Word, Customer Service, Financial Planning, Outlook
Education
The University of Georgia 2008 — 2012
Bachelor of Science, Family and Consumer Sciences; Family Financial Planning
Scott Goldsmith, CIPM Scott Goldsmith, CIPM's Mercer Advisors Experience February 2008 - June 2010
Job Financial Technology Associate at Bingham, Osborn & Scarborough
Industry Investment Management
Experience
Bingham, Osborn & Scarborough April 2014 - Present
Bingham, Osborn & Scarborough July 2012 - April 2014
Bingham, Osborn & Scarborough March 2011 - July 2012
Mercer Advisors February 2008 - June 2010
Kensington Investment Group October 2007 - December 2007
Kensington Investment Group June 2006 - September 2006
CNC Partners LLC May 2001 - August 2003
Skills
Outlook, Excel, Word, Access, Bloomberg, Axys, Portfolio Management, Microsoft Excel, Microsoft Word, Analysis, Accounting, Investments, Mutual Funds, Investment Management, Financial Analysis, Wealth Management, Financial Services
Education
University of California, Santa Barbara 2003 — 2007
B.S., Financial Mathematics and Statistics
Bingham, Osborn & Scarborough April 2014 - Present
Bingham, Osborn & Scarborough July 2012 - April 2014
Bingham, Osborn & Scarborough March 2011 - July 2012
Mercer Advisors February 2008 - June 2010
Kensington Investment Group October 2007 - December 2007
Kensington Investment Group June 2006 - September 2006
CNC Partners LLC May 2001 - August 2003
Skills
Outlook, Excel, Word, Access, Bloomberg, Axys, Portfolio Management, Microsoft Excel, Microsoft Word, Analysis, Accounting, Investments, Mutual Funds, Investment Management, Financial Analysis, Wealth Management, Financial Services
Education
University of California, Santa Barbara 2003 — 2007
B.S., Financial Mathematics and Statistics
Christopher Weill's Mercer Advisors Experience June 2008 - Present
Job Chief Operating Officer
Industry Investment Management
Experience
Mercer Advisors June 2008 - Present
Skills
Wealth Management, Investments, Securities, Training, Investment Advisory, Asset Management, Portfolio Management, Strategic Financial..., Retirement Planning, Asset Allocation, Mutual Funds, Alternative Investments, Retirement, Financial Services, Series 7, Investment Management, Estate Planning, Financial Advisory, Investment Strategies, Risk Management, Corporate Law
Education
Santa Barbara College of Law 2002 — 2005
Juris Doctorate
University of California, Santa Barbara 1992 — 1996
Geography
Burlingame High School 1985 — 1989
Mercer Advisors June 2008 - Present
Skills
Wealth Management, Investments, Securities, Training, Investment Advisory, Asset Management, Portfolio Management, Strategic Financial..., Retirement Planning, Asset Allocation, Mutual Funds, Alternative Investments, Retirement, Financial Services, Series 7, Investment Management, Estate Planning, Financial Advisory, Investment Strategies, Risk Management, Corporate Law
Education
Santa Barbara College of Law 2002 — 2005
Juris Doctorate
University of California, Santa Barbara 1992 — 1996
Geography
Burlingame High School 1985 — 1989
Michael Prodanovich's Mercer Advisors Experience May 2007 - October 2011
Job Manager, Contracts Operations at Cepheid
Industry Legal Services
Experience
Cepheid September 2015 - Present
Apple February 2015 - August 2015
Apple May 2013 - April 2014
SRI International November 2012 - April 2013
Mercer Advisors May 2007 - October 2011
Volt Services Group February 2007 - April 2007
Qualcomm August 2006 - February 2007
Metro Atlantic Athletic Conference January 2006 - April 2006
Skills
Mergers, Compliance, Contract Negotiation, Contract Management, Contract Review, Contract Development, Corporate Law, Mergers & Acquisitions, Analysis
Education
Tulane University Law School 2002 — 2005
J.D.
University of Southern California 1997 — 2001
B.A., Communication, Broadcast Journalism
San Marcos High School 1993 — 1997
Cepheid September 2015 - Present
Apple February 2015 - August 2015
Apple May 2013 - April 2014
SRI International November 2012 - April 2013
Mercer Advisors May 2007 - October 2011
Volt Services Group February 2007 - April 2007
Qualcomm August 2006 - February 2007
Metro Atlantic Athletic Conference January 2006 - April 2006
Skills
Mergers, Compliance, Contract Negotiation, Contract Management, Contract Review, Contract Development, Corporate Law, Mergers & Acquisitions, Analysis
Education
Tulane University Law School 2002 — 2005
J.D.
University of Southern California 1997 — 2001
B.A., Communication, Broadcast Journalism
San Marcos High School 1993 — 1997
Emilio Lujan's Mercer Advisors Experience February 2006 - March 2007
Job Project Manager at American Express/Open Systems Technologies
Industry Information Technology and Services
Experience
American Express/Open Systems Technologies March 2014 - Present
State of Arizona Department of Economic Security/Insight Global April 2013 - Present
TekOneIT 2013 - 2015
TekOneIT 2013 - 2015
Kona Kai Corp/US Foods April 2012 - October 2012
Collabera February 2011 - March 2012
ASU Website Search 1998 - 2012
Advantage Technical Resourcing/Wells Fargo January 2010 - April 2011
TriWest Healthcare Alliance February 2008 - November 2009
Mercer Advisors February 2006 - March 2007
Skills
Business Analysis, Project Management, Visio, PMP, Data Center, Telecommunications, Management, Cross-functional Team..., Outsourcing, Managed Services, Networking, VoIP, SDLC, Security, Information Technology, Disaster Recovery, Vendor Management, SharePoint
Education
L.A. Trade Technical College
A.S., Computer Comp.
University of California, Los Angeles
Business Administration
University of Phoenix
American Express/Open Systems Technologies March 2014 - Present
State of Arizona Department of Economic Security/Insight Global April 2013 - Present
TekOneIT 2013 - 2015
TekOneIT 2013 - 2015
Kona Kai Corp/US Foods April 2012 - October 2012
Collabera February 2011 - March 2012
ASU Website Search 1998 - 2012
Advantage Technical Resourcing/Wells Fargo January 2010 - April 2011
TriWest Healthcare Alliance February 2008 - November 2009
Mercer Advisors February 2006 - March 2007
Skills
Business Analysis, Project Management, Visio, PMP, Data Center, Telecommunications, Management, Cross-functional Team..., Outsourcing, Managed Services, Networking, VoIP, SDLC, Security, Information Technology, Disaster Recovery, Vendor Management, SharePoint
Education
L.A. Trade Technical College
A.S., Computer Comp.
University of California, Los Angeles
Business Administration
University of Phoenix
Johnathan Aelmore CFP®'s Mercer Advisors Experience May 2012 - Present
Job Financial Administrator at Mercer Advisors
Industry Financial Services
Experience
Mercer Advisors May 2012 - Present
Mercer Advisors May 2012 - Present
Wells Fargo Bank, N.A. August 2011 - May 2012
Wells Fargo Bank N. A. August 2009 - August 2011
Investec Advisory Group, Inc. February 2008 - August 2009
New York Life October 2007 - February 2008
Texas Tech University August 2003 - May 2007
Risch and Associates June 2006 - August 2006
Skills
Personal Financial..., Estate Planning, Investment Strategies, Life Insurance, Long Term Care Insurance, Retirement Planning, Banking, Finance, Insurance
Education
Texas Tech University 2003 — 2007
Bachelors of Science, Personal Financial Planning
Stephen F. Austin High School 1998 — 2002
Mercer Advisors May 2012 - Present
Mercer Advisors May 2012 - Present
Wells Fargo Bank, N.A. August 2011 - May 2012
Wells Fargo Bank N. A. August 2009 - August 2011
Investec Advisory Group, Inc. February 2008 - August 2009
New York Life October 2007 - February 2008
Texas Tech University August 2003 - May 2007
Risch and Associates June 2006 - August 2006
Skills
Personal Financial..., Estate Planning, Investment Strategies, Life Insurance, Long Term Care Insurance, Retirement Planning, Banking, Finance, Insurance
Education
Texas Tech University 2003 — 2007
Bachelors of Science, Personal Financial Planning
Stephen F. Austin High School 1998 — 2002
Shekhar Iyer's Mercer Advisors Experience February 2004 - June 2012
Job Sr. Business Systems Analyst at PennyMac Loan Services, LLC
Industry Financial Services
Experience
PennyMac Loan Services, LLC June 2014 - Present
Bank of America February 2013 - February 2014
Nuveen Investments June 2012 - February 2013
Mercer Advisors February 2004 - June 2012
Ericsson Inc, Santa Barbara, CA 2000 - 2003
Ericsson/ACC 1998 - 2003
ericsson/acc 1998 - 2003
Tecolote Research, Inc. 1991 - 1998
Skills
Business Analysis, Microsoft SQL Server, Software Project..., Portfolio Management, SimCorp Dimension, Portia, Salesforce.com, Telecommunications, Systems Analysis, Oracle SQL, Crystal Reports, MS Project, Visio, Visual Basic, Access, Microsoft Excel, PowerPoint, Requirements Analysis, Test Cases, Use Case Analysis, Bloomberg, Account Reconciliation, Trading Systems, Charles River IMS, SSRS, SSIS, CRM, PowerBuilder, VB.NET, ASP.NET, Databases, SDLC, Software Development, Integration
Education
University of Mumbai 1986 — 1990
Bachelor's degree, Computer Engineering
PennyMac Loan Services, LLC June 2014 - Present
Bank of America February 2013 - February 2014
Nuveen Investments June 2012 - February 2013
Mercer Advisors February 2004 - June 2012
Ericsson Inc, Santa Barbara, CA 2000 - 2003
Ericsson/ACC 1998 - 2003
ericsson/acc 1998 - 2003
Tecolote Research, Inc. 1991 - 1998
Skills
Business Analysis, Microsoft SQL Server, Software Project..., Portfolio Management, SimCorp Dimension, Portia, Salesforce.com, Telecommunications, Systems Analysis, Oracle SQL, Crystal Reports, MS Project, Visio, Visual Basic, Access, Microsoft Excel, PowerPoint, Requirements Analysis, Test Cases, Use Case Analysis, Bloomberg, Account Reconciliation, Trading Systems, Charles River IMS, SSRS, SSIS, CRM, PowerBuilder, VB.NET, ASP.NET, Databases, SDLC, Software Development, Integration
Education
University of Mumbai 1986 — 1990
Bachelor's degree, Computer Engineering
Brandyn Cavin's Mercer Advisors Experience July 2001 - May 2006
Job Independent Financial Services Professional
Industry Financial Services
Experience
Foothill Securities, Inc. June 2006 - Present
Mercer Advisors July 2001 - May 2006
Skills
Investment Advisory, Retirement, Retirement Planning, Wealth Management
Education
University of California, Santa Barbara 1999 — 2001
Bachelor's degree, Business-Economics
Foothill Securities, Inc. June 2006 - Present
Mercer Advisors July 2001 - May 2006
Skills
Investment Advisory, Retirement, Retirement Planning, Wealth Management
Education
University of California, Santa Barbara 1999 — 2001
Bachelor's degree, Business-Economics
Paul Mannion, CFP®'s Mercer Advisors Experience June 2011 - January 2013
Job Associate Advisor at Walpole Financial Advisors
Industry Financial Services
Experience
Walpole Financial Advisors December 2013 - Present
Mercer Advisors June 2011 - January 2013
AppleOne July 2009 - June 2011
Retirement Strategies and Investments December 2008 - June 2009
Charles Schwab March 2006 - August 2007
Skills
Mutual Funds, Asset Allocation, Series 65, Wealth Management, Investments, Strategic Financial..., Retirement Planning, Securities, Investment Advisory, Finance, Relationship Management, Asset Management, Investment Strategies, Financial Advisory, Portfolio Management
Education
University of California, Santa Barbara 1998 — 2001
Bachelor of Arts (BA), Economics
Walpole Financial Advisors December 2013 - Present
Mercer Advisors June 2011 - January 2013
AppleOne July 2009 - June 2011
Retirement Strategies and Investments December 2008 - June 2009
Charles Schwab March 2006 - August 2007
Skills
Mutual Funds, Asset Allocation, Series 65, Wealth Management, Investments, Strategic Financial..., Retirement Planning, Securities, Investment Advisory, Finance, Relationship Management, Asset Management, Investment Strategies, Financial Advisory, Portfolio Management
Education
University of California, Santa Barbara 1998 — 2001
Bachelor of Arts (BA), Economics
George E. Haas's Mercer Advisors Experience February 2014 - December 2014
Job Managing Director at Mercer Advisors
Industry Financial Services
Experience
Mercer Global Advisors Inc. January 2015 - Present
Mercer Advisors February 2014 - December 2014
United Capital Financial Advisers October 2006 - February 2014
Girard Securities October 2006 - February 2014
UBS Financial Services 2005 - 2006
Charles Schwab June 1997 - March 2005
Education
University of Phoenix 2000 — 2003
Masters Business Administration, Business
University of Arizona 1993 — 1997
Bachelor of Science, Regional Development
Brophy College Preparatory 1988 — 1992
Mercer Global Advisors Inc. January 2015 - Present
Mercer Advisors February 2014 - December 2014
United Capital Financial Advisers October 2006 - February 2014
Girard Securities October 2006 - February 2014
UBS Financial Services 2005 - 2006
Charles Schwab June 1997 - March 2005
Education
University of Phoenix 2000 — 2003
Masters Business Administration, Business
University of Arizona 1993 — 1997
Bachelor of Science, Regional Development
Brophy College Preparatory 1988 — 1992
Alice Strange's Mercer Advisors Experience September 2000 - February 2001
Job Account Manager at Advanced Tissue
Industry Marketing and Advertising
Experience
Advanced Tissue May 2014 - Present
Vowell Inc March 2012 - May 2014
American Management Corporation January 2005 - February 2008
The Unexploded Brand (UXB) August 2004 - December 2004
Phelps Dunbar LLP March 2002 - June 2002
Mercer Advisors September 2000 - February 2001
Skills
Creative Concept..., Creative Development, Event Planning, Corporate Events, Account Management, Content Management, Strategic Thinking, Customer Relations, Adobe Creative Suite, QuarkXPress, Microsoft Office, PC, Mac, Staff Supervision, Creative Problem Solving, Corporate Branding, Brand Development, Target Oriented, Market Research, Adobe Acrobat, Acting, Media Planning, Creative Direction, Product Development, Direct Mail, Marketing Communications, Customer Service, Marketing, Graphic Design, Advertising, Direct Marketing, Sales, Social Media Marketing, Email Marketing
Education
University of Central Arkansas 1993 — 1998
Bachelor of Arts (BA), Fine/Studio Arts, General
Yellville-Summit Schools
Advanced Tissue May 2014 - Present
Vowell Inc March 2012 - May 2014
American Management Corporation January 2005 - February 2008
The Unexploded Brand (UXB) August 2004 - December 2004
Phelps Dunbar LLP March 2002 - June 2002
Mercer Advisors September 2000 - February 2001
Skills
Creative Concept..., Creative Development, Event Planning, Corporate Events, Account Management, Content Management, Strategic Thinking, Customer Relations, Adobe Creative Suite, QuarkXPress, Microsoft Office, PC, Mac, Staff Supervision, Creative Problem Solving, Corporate Branding, Brand Development, Target Oriented, Market Research, Adobe Acrobat, Acting, Media Planning, Creative Direction, Product Development, Direct Mail, Marketing Communications, Customer Service, Marketing, Graphic Design, Advertising, Direct Marketing, Sales, Social Media Marketing, Email Marketing
Education
University of Central Arkansas 1993 — 1998
Bachelor of Arts (BA), Fine/Studio Arts, General
Yellville-Summit Schools
Nancy Bohrer's Mercer Advisors Experience January 2003 - February 2007
Job Office manager at Mabrito Dental
Industry Hospital & Health Care
Experience
Mabrito Dental March 2007 - Present
Mercer Advisors January 2003 - February 2007
DDS Associates January 1993 - September 1996
Skills
Administrative..., Data Entry, Office Management, Program Management, Public Speaking, Strategic Planning, Healthcare Management, Team Building, Research, Healthcare, Training, Microsoft Excel, Customer Service, Management, Operations Management, Leadership Development, HIPAA, Nonprofits, Leadership, Account Management, Outlook, Process Improvement, Marketing
Education
The University of Texas at San Antonio
The University of Texas at San Antonio
Mabrito Dental March 2007 - Present
Mercer Advisors January 2003 - February 2007
DDS Associates January 1993 - September 1996
Skills
Administrative..., Data Entry, Office Management, Program Management, Public Speaking, Strategic Planning, Healthcare Management, Team Building, Research, Healthcare, Training, Microsoft Excel, Customer Service, Management, Operations Management, Leadership Development, HIPAA, Nonprofits, Leadership, Account Management, Outlook, Process Improvement, Marketing
Education
The University of Texas at San Antonio
The University of Texas at San Antonio
Chadwick Irving's Mercer Advisors Experience April 2007 - January 2009
Job Energy Trader at American Electric Power
Industry Utilities
Experience
American Electric Power August 2009 - Present
Mercer Advisors April 2007 - January 2009
BISYS Fund Services January 2006 - March 2007
Skills
Chartered Financial..., Series 65, Investments, Sales, Economics, Trading, Portfolio Management, Asset Managment, Commodity Markets, Commodity, Risk Management, Financial Analysis
Education
The Ohio State University 2001 — 2005
BA, Economics
American Electric Power August 2009 - Present
Mercer Advisors April 2007 - January 2009
BISYS Fund Services January 2006 - March 2007
Skills
Chartered Financial..., Series 65, Investments, Sales, Economics, Trading, Portfolio Management, Asset Managment, Commodity Markets, Commodity, Risk Management, Financial Analysis
Education
The Ohio State University 2001 — 2005
BA, Economics
Jan Douma's Mercer Advisors Experience March 2000 - December 2010
Job Co Owner at Meineke Car Care Centers and Financial Agent
Industry Financial Services
Experience
Meineke Car Care Centers, Inc. August 2014 - Present
People Helping People July 2011 - Present
Progressive Leadership Action Network January 2011 - Present
Marketing Consulting Services June 2009 - February 2011
Mercer Advisors March 2000 - December 2010
Mullin Consulting, changed to Mullin TBG March 1998 - September 1999
Legal Aid Foundation of Santa Barbara 1982 - 1983
Skills
Insurance, Writing, Retirement Planning, Financial Planning, Public Speaking, Investments, Public Relations, Investment Advisory, Portfolio Management, Strategic Planning, Social Media, Problem Solving, Financial Analysis, Customer Service, Business Strategy, Business Analysis, Word, Retirement, Marketing Strategy, Product Development, PowerPoint, Process Improvement, Outlook, Editing, Marketing Communications, Management Consulting, Organizational..., Advertising, Microsoft Word, Marketing, Social Media Marketing, Sales, Small Business, Start-ups, Strategic Financial..., Financial Services, Management, Business Planning, Leadership, Fixed Annuities, Newsletters, Entrepreneurship, Training
Education
University of Illinois College of Law 1983 — 1986
JD, Law
University of California, Santa Barbara 1981 — 1983
BA, Law & Society
Del Campo High School
Meineke Car Care Centers, Inc. August 2014 - Present
People Helping People July 2011 - Present
Progressive Leadership Action Network January 2011 - Present
Marketing Consulting Services June 2009 - February 2011
Mercer Advisors March 2000 - December 2010
Mullin Consulting, changed to Mullin TBG March 1998 - September 1999
Legal Aid Foundation of Santa Barbara 1982 - 1983
Skills
Insurance, Writing, Retirement Planning, Financial Planning, Public Speaking, Investments, Public Relations, Investment Advisory, Portfolio Management, Strategic Planning, Social Media, Problem Solving, Financial Analysis, Customer Service, Business Strategy, Business Analysis, Word, Retirement, Marketing Strategy, Product Development, PowerPoint, Process Improvement, Outlook, Editing, Marketing Communications, Management Consulting, Organizational..., Advertising, Microsoft Word, Marketing, Social Media Marketing, Sales, Small Business, Start-ups, Strategic Financial..., Financial Services, Management, Business Planning, Leadership, Fixed Annuities, Newsletters, Entrepreneurship, Training
Education
University of Illinois College of Law 1983 — 1986
JD, Law
University of California, Santa Barbara 1981 — 1983
BA, Law & Society
Del Campo High School
Chuck Breuch, CFP's Mercer Advisors Experience January 2012 - Present
Job Managing Partner at Mercer Advisors
Industry Financial Services
Experience
Mercer Advisors January 2012 - Present
Mercer Advisors October 1991 - January 2012
Skills
Investments, Investment Advisory, Wealth Management, Portfolio Management, Retirement, Retirement Planning, Strategic Financial..., 401k
Education
University of Colorado at Boulder
Bachelor of Business Administration (B.B.A.), Finance, General
Mercer Advisors January 2012 - Present
Mercer Advisors October 1991 - January 2012
Skills
Investments, Investment Advisory, Wealth Management, Portfolio Management, Retirement, Retirement Planning, Strategic Financial..., 401k
Education
University of Colorado at Boulder
Bachelor of Business Administration (B.B.A.), Finance, General
Cherry Thomas's Mercer Advisors Experience January 2010 - March 2014
Job Photographer
Industry Photography
Experience
ByCherry Photography 2008 - Present
Mercer Advisors January 2010 - March 2014
Mercer Advisors July 2007 - January 2010
Mercer Advisors November 2004 - July 2007
Skills
Wealth Management, Public Relations, Securities, Portfolio Management, Salesforce.com, Investment Advisory, Retirement Planning, Investments, Retail, Outlook, Microsoft Excel, Organizational..., Financial Analysis, Asset Managment, Catalogs, Visual Basic, Strategic Financial..., Mutual Funds, Microsoft Office, Finance, Equity Capital Markets, Fixed Income Portfolio..., Communication Skills, Managerial Skills, Supervision, Asset Allocation, Project Management, Leadership, Efficiency, Photography, Fixed Income, Multi Tasking, Equity Trading, Asset Management, Series 65, Financial Services, Creativity, Wedding Photography, Portrait Photography, Trading, Bloomberg, Estate Planning, Financial Planning
Education
University of California, Santa Barbara 1995 — 1998
Bachelor of Arts (B.A.), Comparative Literature
ByCherry Photography 2008 - Present
Mercer Advisors January 2010 - March 2014
Mercer Advisors July 2007 - January 2010
Mercer Advisors November 2004 - July 2007
Skills
Wealth Management, Public Relations, Securities, Portfolio Management, Salesforce.com, Investment Advisory, Retirement Planning, Investments, Retail, Outlook, Microsoft Excel, Organizational..., Financial Analysis, Asset Managment, Catalogs, Visual Basic, Strategic Financial..., Mutual Funds, Microsoft Office, Finance, Equity Capital Markets, Fixed Income Portfolio..., Communication Skills, Managerial Skills, Supervision, Asset Allocation, Project Management, Leadership, Efficiency, Photography, Fixed Income, Multi Tasking, Equity Trading, Asset Management, Series 65, Financial Services, Creativity, Wedding Photography, Portrait Photography, Trading, Bloomberg, Estate Planning, Financial Planning
Education
University of California, Santa Barbara 1995 — 1998
Bachelor of Arts (B.A.), Comparative Literature
Betty Booker-Vaughn's Mercer Advisors Experience 1999 - 2003
Job Student at University of MichiganDearborn
Industry Financial Services
Experience
University of Michigan-Dearborn September 2007 - Present
H & R Block December 1999 - Present
Trader Publishing Company February 2004 - May 2006
Mercer Advisors 1999 - 2003
Education
University of Michigan-Dearborn 2007 — 2011
University of Michigan-Dearborn September 2007 - Present
H & R Block December 1999 - Present
Trader Publishing Company February 2004 - May 2006
Mercer Advisors 1999 - 2003
Education
University of Michigan-Dearborn 2007 — 2011
Daphne Hu, MST, CFP®, CDFA™'s Mercer Advisors Experience June 2011 - June 2012
Job Wealth Manager at United Capital Financial Advisers, LLC
Industry Financial Services
Experience
United Capital Financial Advisers, LLC October 2014 - Present
United Capital Financial Advisers, LLC May 2013 - September 2014
Mercer Advisors June 2011 - June 2012
US Bank May 2010 - June 2011
Advanta December 2005 - April 2009
Litz Hitech Corp. March 1999 - February 2002
J.P. Morgan Investment Management January 1998 - January 1999
Brown and Wood, LLP September 1996 - January 1998
Education
The Johns Hopkins University 1992 — 1996
B.A.
Widener University 2010 — 2012
Master
University of Pennsylvania - The Wharton School 2006 — 2008
United Capital Financial Advisers, LLC October 2014 - Present
United Capital Financial Advisers, LLC May 2013 - September 2014
Mercer Advisors June 2011 - June 2012
US Bank May 2010 - June 2011
Advanta December 2005 - April 2009
Litz Hitech Corp. March 1999 - February 2002
J.P. Morgan Investment Management January 1998 - January 1999
Brown and Wood, LLP September 1996 - January 1998
Education
The Johns Hopkins University 1992 — 1996
B.A.
Widener University 2010 — 2012
Master
University of Pennsylvania - The Wharton School 2006 — 2008
Ofer Ben Menahem's Mercer Advisors Experience May 2015 - Present
Job Regional Vice President at Mercer Advisors
Industry Investment Management
Experience
Mercer Advisors May 2015 - Present
TD June 2013 - May 2015
AXA Advisors August 2009 - June 2013
UBS Wealth Management April 2000 - March 2002
Merrill Lynch September 1998 - April 2000
Skills
Wealth Management, Investments, Finance, Retirement Planning, Financial Services, Wealth, Investment Advisory, Investment Strategies, Asset Management, Equities, Alternative Investments
Education
UCLA 1993 — 1995
BA, Political Science, International Relations
Mercer Advisors May 2015 - Present
TD June 2013 - May 2015
AXA Advisors August 2009 - June 2013
UBS Wealth Management April 2000 - March 2002
Merrill Lynch September 1998 - April 2000
Skills
Wealth Management, Investments, Finance, Retirement Planning, Financial Services, Wealth, Investment Advisory, Investment Strategies, Asset Management, Equities, Alternative Investments
Education
UCLA 1993 — 1995
BA, Political Science, International Relations
Cari Toigo's Mercer Advisors Experience April 2008 - July 2009
Job Account Executive at CareWorks
Industry Hospital & Health Care
Experience
CareWorks March 2013 - Present
CareWorks May 2011 - March 2013
Mercer Advisors April 2008 - July 2009
Skills
Account Management, Sales, Customer Service, Marketing, New Business Development, Sales Management, Salesforce.com, Team Building, Direct Sales, Customer Satisfaction, Leadership, Social Media, Sales Process, Strategic Planning, Marketing Strategy, Social Media Marketing
Education
The University of Akron 1997 — 2003
Bachelor of Science, Early Childhood Education
CareWorks March 2013 - Present
CareWorks May 2011 - March 2013
Mercer Advisors April 2008 - July 2009
Skills
Account Management, Sales, Customer Service, Marketing, New Business Development, Sales Management, Salesforce.com, Team Building, Direct Sales, Customer Satisfaction, Leadership, Social Media, Sales Process, Strategic Planning, Marketing Strategy, Social Media Marketing
Education
The University of Akron 1997 — 2003
Bachelor of Science, Early Childhood Education
Roman Brent's Mercer Advisors Experience 1993 - 1994
Job President at Anacapa, LLC
Industry Investment Management
Experience
Anacapa, LLC April 2006 - Present
Bristlecone Advisors, LLC April 2003 - April 2006
Russell Investments April 2001 - April 2003
US Trust April 2000 - April 2001
Russell Investments 1996 - 2000
Russell Investments 1994 - 1996
Mercer Advisors 1993 - 1994
Skills
Alternative Investments, Asset Allocation, Asset Managment, Investment Strategies, Investments, Hedge Funds, Portfolio Management, Investment Management, Equities, Fixed Income, Mutual Funds, Investment Advisory, Wealth Management, Private Equity, Series 7, Equity Research, Financial Markets, Risk Management, Bloomberg, Quantitative Analytics, Asset Management, Financial Advisory, Valuation, Due Diligence, Trading, Emerging Markets, Derivatives, Capital Markets, Venture Capital, Commodity
Education
University of Puget Sound 1989 — 1993
Bachelor of Arts (B.A.), Finance, General
Clover Park HS 1986 — 1989
Anacapa, LLC April 2006 - Present
Bristlecone Advisors, LLC April 2003 - April 2006
Russell Investments April 2001 - April 2003
US Trust April 2000 - April 2001
Russell Investments 1996 - 2000
Russell Investments 1994 - 1996
Mercer Advisors 1993 - 1994
Skills
Alternative Investments, Asset Allocation, Asset Managment, Investment Strategies, Investments, Hedge Funds, Portfolio Management, Investment Management, Equities, Fixed Income, Mutual Funds, Investment Advisory, Wealth Management, Private Equity, Series 7, Equity Research, Financial Markets, Risk Management, Bloomberg, Quantitative Analytics, Asset Management, Financial Advisory, Valuation, Due Diligence, Trading, Emerging Markets, Derivatives, Capital Markets, Venture Capital, Commodity
Education
University of Puget Sound 1989 — 1993
Bachelor of Arts (B.A.), Finance, General
Clover Park HS 1986 — 1989
Kristyl Riggs's Mercer Advisors Experience April 2007 - December 2007
Job Senior Accountant
Industry Accounting
Experience
Kyriba Corporation April 2011 - Present
Kyriba Corporation April 2011 - February 2012
Persall, P.C. January 2011 - March 2011
Siliken S.A. January 2010 - December 2010
Merced Medical Supply September 2008 - August 2009
Mercer Advisors April 2007 - December 2007
Skills
Customer Service, Research, Microsoft Office, Microsoft Excel, Outlook, Photoshop, Microsoft Word, English, Windows, PowerPoint, Management, Accounting, Financial Statements, Sales, Business Strategy
Education
University of California, Santa Barbara 2004 — 2008
Business Economics, Accounting
Kyriba Corporation April 2011 - Present
Kyriba Corporation April 2011 - February 2012
Persall, P.C. January 2011 - March 2011
Siliken S.A. January 2010 - December 2010
Merced Medical Supply September 2008 - August 2009
Mercer Advisors April 2007 - December 2007
Skills
Customer Service, Research, Microsoft Office, Microsoft Excel, Outlook, Photoshop, Microsoft Word, English, Windows, PowerPoint, Management, Accounting, Financial Statements, Sales, Business Strategy
Education
University of California, Santa Barbara 2004 — 2008
Business Economics, Accounting
Christopher Soltau's Mercer Advisors Experience March 2006 - June 2013
Job Digital Education Advisor at Spear Education
Industry Financial Services
Experience
Spear Education June 2013 - Present
Mercer Advisors March 2006 - June 2013
Education
University of Kentucky
BS, Hospitality Administration/Management
Spear Education June 2013 - Present
Mercer Advisors March 2006 - June 2013
Education
University of Kentucky
BS, Hospitality Administration/Management
Scott Hulme's Mercer Advisors Experience August 2007 - February 2009
Job FMS Analyst at Plum Creek
Industry Information Technology and Services
Experience
Plum Creek July 2014 - Present
Plum Creek April 2014 - July 2014
Cothran Farms June 2011 - April 2014
Jackson County GIS Department January 2013 - May 2013
Northwestern Mutual Goodwin-Wright Agency February 2009 - April 2011
Mercer Advisors August 2007 - February 2009
Northwestern Mutual Goodwin-Wright Agency May 2007 - August 2007
University of Georgia July 2004 - May 2007
Education
University of North Georgia 2011 — 2013
B.S., Applied Environmental Spatial Analysis - Information Technology Concentration
University of North Georgia 2011 — 2013
Cert., Geographic Information Science
The University of Georgia 2003 — 2007
B.S., Financial Planning
Plum Creek July 2014 - Present
Plum Creek April 2014 - July 2014
Cothran Farms June 2011 - April 2014
Jackson County GIS Department January 2013 - May 2013
Northwestern Mutual Goodwin-Wright Agency February 2009 - April 2011
Mercer Advisors August 2007 - February 2009
Northwestern Mutual Goodwin-Wright Agency May 2007 - August 2007
University of Georgia July 2004 - May 2007
Education
University of North Georgia 2011 — 2013
B.S., Applied Environmental Spatial Analysis - Information Technology Concentration
University of North Georgia 2011 — 2013
Cert., Geographic Information Science
The University of Georgia 2003 — 2007
B.S., Financial Planning
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY