Mercer Global Advisors

Industry: Company

Description

Founded: 1985 Parent organization: Mercer Advisors Inc.

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Mercer Global Advisors Employees

Employee
Years
Job
Industry
Charles Newton Charles Newton San Francisco Bay Area Details
Charles Newton's Mercer Global Advisors Experience May 1992 - May 1993
Job Managing Director CoHead of Healthcare Investment Banking in the Americas at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse  September 2010 - Present
Morgan Stanley  June 1996 - September 2010
Lehman Brothers  May 1993 - July 1995
Mercer Global Advisors   May 1992 - May 1993

Skills
Investment Banking, Private Equity, Valuation, Venture Capital, Corporate Development, Mergers, Financial Modeling, Corporate Finance, Due Diligence, Equities, Capital Markets, Investments, IPO, Alternative Investments, Investor Relations, Acquisitions, DCF, Financial Analysis, Mergers & Acquisitions

Education
Dartmouth College - The Tuck School of Business at Dartmouth   1995 — 1997
MBA

Miami University   1988 — 1992
Bachelor of Science, Finance

Renee Marks Renee Marks State College, Pennsylvania Area Details
Renee Marks's Mercer Global Advisors Experience September 2003 - October 2009
Job Principal Marnee Management
Industry Management Consulting
Experience
Marnee Management LLC   November 2009 - Present
Mercer Advisors  September 2008 - October 2009
Mercer Global Advisors   September 2003 - October 2009
Mercer Advisors  2005 - 2009
Dentsply, International Professional Division   January 2001 - September 2003
Penn State University Smeal College and Health & Human Development   1998 - 2002
IFR Applications, Inc   January 1996 - January 2001
Penn State University  1990 - 1998

Skills
Coaching, Research, Customer Relations, Writing, Hiring, Customer Service, Workshop Facilitation, Leadership, Recruiting, Blogging, Microsoft Excel, Event Planning, Nonprofits, Training, Microsoft Office, Public Speaking, Dentistry, Management Consulting, Management, Advertising, Teaching, Consulting, Time Management, Human Resources, Leadership Development, Team Building, Instructional Design, Organizational..., Employee Benefits, Strategic Planning, Marketing, Social Networking, Small Business, Social Media, Marketing Communications, Entrepreneurship, Fundraising, Team Leadership, Marketing Strategy, Social Media Marketing, Public Relations, Sales, Product Development, Business Planning, Project Management, Strategy, Change Management, Program Management

Education
Penn State University   1995 — 1998
MS, Training and Development

Penn State University
Bachelor of Science, Vocational Education and Health Occupations Education

University of Pittsburgh   1970 — 1972
Associate Degree, Dental

Kelly Cabral Kelly Cabral Scottsdale, Arizona Details
Kelly Cabral's Mercer Global Advisors Experience March 2005 - January 2007
Job Associate Director, Conference Services at Fairmont Scottsdale Princess
Industry Hospitality
Experience
Fairmont Scottsdale Princess  October 2014 - Present
Fairmont Scottsdale Princess  November 2013 - October 2014
Fairmont Scottsdale Princess  March 2012 - November 2013
Muscular Dystrophy Association  January 2010 - January 2012
Muscular Dystrophy Association  February 2009 - January 2010
Monterra at WestWorld   January 2007 - January 2009
Mercer Global Advisors   March 2005 - January 2007

Skills
Fundraising, Marketing, Budgets, Sales, Event Planning, Sponsorship, Management, Hotels, Event Management, Project Planning, Trade Shows, Catering, Business Planning, Recruiting, Proposal Writing, Hospitality, Time Management, Customer Service

Education
College of Charleston   2000 — 2004
Bachelors, Communications

Jason Peasley Jason Peasley Richmond, Virginia Details
Jason Peasley's Mercer Global Advisors Experience May 1996 - May 2000
Job Internal Wholesaler Long Term Care at Genworth Financial
Industry Insurance
Experience
Genworth Financial  October 2007 - Present
First Horizon National Corporation  December 2001 - October 2007
Merrill Lynch  May 2000 - December 2001
Mercer Global Advisors   May 1996 - May 2000

Skills
Sales, Wealth Management, Long Term Care Insurance, Fixed Annuities, Long-term Care, Universal Life, Investments, Insurance, Salesforce.com, Series 7, Series 63, Series 65, Life Insurance, Variable Life, Variable Products, Term Life Insurance, Series 6

Education
Central Michigan University
B.S.B.A, Major in Finance, Minor in Economics

Sean Tamami Sean Tamami Miami/Fort Lauderdale Area Details
Sean Tamami's Mercer Global Advisors Experience March 2004 - June 2005
Job Senior Executive, focusing on Strategic Sales & Partnership, and Quality Solution Delivery
Industry Information Technology and Services
Experience
Tekmark Global Solutions  June 2014 - Present
Globant  July 2013 - May 2014
Saba  January 2011 - December 2012
Softscape  January 2009 - April 2010
Softscape Inc  April 2006 - April 2010
Mercer Global Advisors   March 2004 - June 2005
PEC Solutions  November 2003 - April 2005
Intelsat Global Services   April 1994 - July 2001
INTELSAT  May 1997 - December 1999

Skills
SaaS, Cloud Computing, Software Project..., Vendor Management, Requirements Analysis, SDLC, Business Intelligence, Program Management, Salesforce.com, Enterprise Architecture, SharePoint, Product Management, Software Development, IT Management, Enterprise Software, Cross-functional Team..., Professional Services, IT Strategy, Project Management, ITIL, PMP, Project Planning, Business Development, Process Improvement, Disaster Recovery, Business Analysis, SQL, Management, Change Management, CRM, Account Management, PMO, Integration, Information Technology, Software Documentation, Business Process, Telecommunications, Project Portfolio..., Training, ERP, Oracle, Consulting, Analysis, Leadership, IT Service Management, Agile Methodologies, Business Process..., Outsourcing

Education
The George Washington University   2003 — 2005
Master of Business Administration (MBA), Management and Finance

The George Washington University - School of Business   2003 — 2005
MBA, Executive MBA--Strategic Management and Finance, 3.6

University of the district of Colubmia   1993 — 1994
Bachelor of Science (BSCS), Computer Science, 3.7

University of the District of Columbia   1990 — 1993
Bachelor of Science (B.S EE), Electrical Engineering, 3.6

Tabetha Meier Tabetha Meier Littleton, Colorado Details
Tabetha Meier's Mercer Global Advisors Experience August 2009 - August 2012
Job Financial Assistant at Life Transition Planners, Inc
Industry Financial Services
Experience
Mercer Global Advisors   August 2009 - August 2012
Mercer Advisors  March 2009 - August 2012
Mercer Global Advisors   September 2009 - August 2010
Mercer Global Advisors   March 2009 - September 2009
Burke Wealth Management   April 2008 - January 2009

Skills
Wealth Management, Investment Advisory, Investments, Risk Management, Business Analysis, Microsoft Excel, Process Improvement, Outlook, Financial Analysis, Series 7, Portfolio Management, Strategic Financial..., Securities

Education
Santa Barbara City College   2007 — 2008
Associate's degree, Business, Management, Marketing, and Related Support Services

UC Merced   2005 — 2006

Michele Berson Michele Berson Westlake Village, California Details
Michele Berson's Mercer Global Advisors Experience 1995 - 1996
Job Simple, straightforward and easy to understand solutions for your financial independence.
Industry Financial Services
Experience
Berson Money Management   May 2012 - Present
Churchill Management Group  November 1999 - May 2012
The Business Life Connection (aka Coaching By Michele)   January 2003 - June 2007
Charles Schwab  1997 - November 1999
Mercer Global Advisors   1995 - 1996
Global Dynamics   1993 - 1995
First Interstate Bank  January 1990 - September 1994
Citi  September 1989 - January 1990
Bank of New York (formally Irving Trust Company)   February 1985 - September 1988
First Interstate Bank  September 1983 - February 1985

Skills
Investments, Entrepreneur, Personal Finance, Securities, Wealth Management, Entrepreneurship, Financial Advisory, Investment Advisory, Insurance, Portfolio Management, Series 7, Relationship Management, Asset Allocation, Financial Services, Retirement Planning, Investment Management, Finance

Education
University of California, Los Angeles   1979 — 1983
B.A., Economics

La Jolla High School   1977 — 1979

Keith Fenstad Keith Fenstad Houston, Texas Area Details
Keith Fenstad's Mercer Global Advisors Experience March 1997 - April 2000
Job Partner / Director of Financial Planning, CCO at Tanglewood Wealth Management, Inc.
Industry Investment Management
Experience
Tanglewood Wealth Management, Inc.   March 2002 - Present
Morgan Stanley  April 2000 - March 2002
Mercer Global Advisors   March 1997 - April 2000
VALIC  April 1995 - March 1997
American Express Financial Advisors  1993 - 1995

Education
University of Houston   1998 — 1999
Certificate, Personal Financial Planning

Sam Houston State University   1989 — 1993
BBA, Finance

Geoff Gaggs Geoff Gaggs Greater Los Angeles Area Details
Geoff Gaggs's Mercer Global Advisors Experience 1995 - 2000
Job Director of Client Relations at Mission Wealth Management
Industry Financial Services
Experience
Mission Wealth Management  2008 - Present
Mission Wealth Management  2004 - 2007
Mission Wealth Management  2000 - 2004
Mercer Global Advisors   1995 - 2000

Education
College for Financial Planning   2004 — 2006
MS, Financial Planning

College for Financial Planning   1997 — 1999
Certified Financial Planner (CFP) Prerequisites

California State University-Northridge   1991 — 1994
BS, Business - Finance

Karen Stolman-Parker Karen Stolman-Parker Greater Chicago Area Details
Karen Stolman-Parker's Mercer Global Advisors Experience 2006 - 2008
Job RDH/Hygiene Clinical Coach at In transition, seeking , to practice and or support exceptional clinical systems
Industry Medical Practice
Experience
In transition, seeking the right fit, to practice and or support exceptional clinical systems   Dental Hygienist. .2008 - Present
Transitions Group North America   2010 - August 2015
ASSK, Inc   2008 - 2014
The Sletten Group   2008 - 2009
Mercer Global Advisors   2006 - 2008
Dr John Rothchild & Associates   1995 - 2008
Brite Smile   2003 - 2004

Skills
Dentistry, Periodontics, Public Speaking, Practice Management, Clinical Research, Aesthetics, Restorative Dentistry, Training, Dental Care, Healthcare, Coaching, Management Consulting, Dental Education, Case Presentation, Team Building, EHR, Management, Internal Medicine, Strategic Planning, Teeth Whitening

Education
Forsyth School for Dental Hygienists   1980 — 1982
AS, Dental Hygiene

Northeastern University
AS, Allied Health Science

Ferris State University
Process of completion of BS Dental Hygiene, BS Dental Hygiene

Karen Braswell - Winkle Karen Braswell - Winkle Phoenix, Arizona Area Details
Karen Braswell - Winkle's Mercer Global Advisors Experience 2005 - 2007
Job President, CoFounder Phoenix Dental Consultants
Industry Management Consulting
Experience
Dental Manager 911, LLC dba Phoenix Dental Consultants   June 2007 - Present
Legislative District 6   August 2005 - Present
Turf Paradise  August 2005 - Present
Schuster Center   2002 - 2008
Mercer Global Advisors   2005 - 2007

Skills
Public Speaking, Strategic Planning, Dentistry, Team Building, Organization, B2B, Healthcare, Time Management, Social Media, Customer Service, Leadership, Business Planning, Small Business, Surgery, Management Consulting, Teaching, Marketing, Marketing Strategy, Coaching, Team Leadership, Analysis, Recruiting, Hospitals, Microsoft Office, New Business Development, Medical Devices, Treatment, Leadership Development, Management, Sales Operations, Training, Fundraising, Business Strategy, Practice Management, Entrepreneurship, Social Networking, Social Media Marketing, Online Marketing, Business Development, Budgets, Sales Management, Strategy, Sales, Public Relations, Employee Benefits, Negotiation, Start-ups, Healthcare Management, Account Management, Product Development

Education
Southwestern Assemblies of God University
Theology, Psychology, Music Ed.

Steve Caputo Steve Caputo Santa Barbara, California Area Details
Steve Caputo's Mercer Global Advisors Experience January 1997 - January 2000
Job Manager Organizational Development at Cottage Health System
Industry Human Resources
Experience
Cottage Health System  July 2006 - Present
Antioch University  1997 - Present
Allergan / Inamed   2002 - 2007
Inamed  2002 - 2006
Ericsson  February 2000 - August 2001
Mercer Global Advisors   January 1997 - January 2000
UCSB  1985 - 1986

Skills
Coaching, Executive Coaching, Change Management, Organizational..., Team Building, Organizational..., Leadership Development, Employee Engagement, Conflict Resolution, Strategic Planning, Healthcare, Human Resources, Leadership, Project Management, Training, Nonprofits, Workshop Facilitation, Employee Relations, Onboarding, Talent Management, Performance Management

Education
Antioch University   1996 — 1997
Masters, Organizational Development

University of California, Santa Barbara   1983 — 1986
BA, Economics / Accounting / Computer Science

Debbie Rice Debbie Rice Orlando, Florida Area Details
Debbie Rice's Mercer Global Advisors Experience January 1997 - January 2000
Job North America Marketing Director Bont International
Industry Sports
Experience
Bont International   2009 - Present
Bont Skates   1996 - 2010
Executone of Central LA   1999 - 2009
Mercer Global Advisors   January 1997 - January 2000

Skills
Sports Marketing, Sports, Event Planning, Sports Management, Event Management, Marketing, Marketing Strategy, Social Networking, Sales, Public Relations, Facebook, Social Media, Public Speaking, Social Media Marketing, Advertising

Education
University of Houston
Bachelor of Science (BS), Health and Human Performance

University of Houston-Clear Lake
BS, Health & Human Performance

Diane Willis Diane Willis Charlotte, North Carolina Area Details
Diane Willis's Mercer Global Advisors Experience January 1991 - April 2000
Job Divorce Financial Analyst
Industry Financial Services
Experience
Wilshire Financial  February 2005 - Present
Merrill Lynch  May 2000 - November 2004
Mercer Global Advisors   January 1991 - April 2000

Education
Mediation, Inc.   2012 — 2012
Certificate Course, Family and Divorce Mediation Training, Certificate

Institute for Divorce Financial Analysts   2002 — 2003
CDFA, Divorce Financial Analysis

Institute for Certified Financial Planners   1985 — 1986
CFP, Financial Planning

Florida Atlantic University   1981 — 1982
CLA, Paralegal

Mitchell Berman Mitchell Berman Cleveland/Akron, Ohio Area Details
Mitchell Berman's Mercer Global Advisors Experience January 1996 - December 1998
Job Financial Services Professional
Industry Financial Services
Experience
LPL Financial  September 2010 - Present
BNY Mellon Wealth Management  May 2008 - August 2010
ADP  January 2007 - April 2008
Principal Financial Group  July 2004 - July 2006
ADP  January 1998 - June 2004
Mercer Global Advisors   January 1996 - December 1998

Skills
Sales Management, Relationship Management, Team Building, Territory..., Sales Presentations, Retirement Planning, Group Benefit Plans, Retirement, Employee Benefits, Asset Allocation, Defined Benefit

Education
The Ohio State University   1978 — 1982
BS, Business Administration

Shinobu Bharaj Shinobu Bharaj Greater San Diego Area Details
Shinobu Bharaj's Mercer Global Advisors Experience June 2015 - Present
Job CFP®
Industry Financial Services
Experience
Mercer Global Advisors   June 2015 - Present
Fidelity Investments  May 2010 - September 2014
Fidelity Investments  July 2009 - April 2010
Fidelity Investments  April 2008 - June 2009

Skills
Financial Services, CRM, Investments, Finance, Retirement, Securities, Sales, Marketing, Investment Strategies, Financial Risk, Wealth Management...

Education
Drew University   2001 — 2005
Bachelor's degree, Economics, 3.5

Jeannene (Allhands) Miller Jeannene (Allhands) Miller Birmingham, Alabama Area Details
Jeannene (Allhands) Miller's Mercer Global Advisors Experience 1998 - 1999
Job Executive Assistant at BioHorizons
Industry Medical Devices
Experience
BioHorizons  October 2006 - Present
Johnson Controls  December 2005 - October 2006
Johnson Controls  October 1999 - December 2005
Mercer Global Advisors   1998 - 1999

Skills
Excel, Visio, First Aid, AED, Cpr Certified, Word, Lotus Notes, ISO, Auditing, Microsoft Office, Microsoft Excel, Human Resources, Management, Microsoft Word, Outlook, Team Leadership, Continuous Improvement, Employee Training, Training, Customer Service, Medical Devices, Team Building, Product Development, Process Improvement

Education
Oakland Community College
Associates, Liberal Art

Ross Medical Education Center
Certificate of Completion, Medical Assistant

Steve Shelvey Steve Shelvey Dallas/Fort Worth Area Details
Steve Shelvey's Mercer Global Advisors Experience November 2013 - Present
Job Regional Vice President at Mercer Global Advisors
Industry Financial Services
Experience
Mercer Global Advisors   November 2013 - Present
Beacon Financial Group Wealth Management Services   August 2011 - November 2013
Charles Schwab  March 2005 - August 2011
Fidelity Investments  September 1995 - March 2005

Skills
Series 7, Investments, Retirement Planning, Mutual Funds, Series 63, Asset Allocation, Wealth Management, Asset Management, Portfolio Management, Investment Advisory, Risk Management, Retirement, Strategic Financial..., Securities, Financial Services, Estate Planning, Financial Advisory, Investment Strategies, Financial Analysis, Alternative Investments, 401k, Equities, Insurance, Operations Management, Finance, FINRA, Uniform Combined State..., Financial Planning

Education
The University of Dallas   2001 — 2004
MBA, Finance

Paschal High School   1979 — 1983

The University of Texas at Arlington - College of Business
BBA, Finance and Accounting

Gary Shershevsky, MBA Gary Shershevsky, MBA Columbus, Ohio Area Details
Gary Shershevsky, MBA's Mercer Global Advisors Experience December 2004 - August 2005
Job Compliance Manager at Cardinal Health
Industry Health, Wellness and Fitness
Experience
Cardinal Health  June 2015 - Present
JPMorgan Chase & Co.   July 2014 - June 2015
JPMorgan Chase  January 2013 - July 2014
IGS Energy  February 2008 - January 2013
Nationwide Insurance  January 2006 - February 2008
Mercer Global Advisors   December 2004 - August 2005

Skills
Financial Analysis, Strategic Planning, Negotiation, Budgeting, Underwriting, Hedging, Forecasting, Financial Modeling, Business Planning, Process Improvement, Market Analysis, Problem Solving, Business Development, Management, Account Management, Budgets, Analysis, Risk Management, CRM

Education
Franklin University   2007 — 2008
MBA, Finance and Leadership

The Ohio State University Fisher College of Business   2000 — 2004
Bachelors in Business Administration, Marketing & Logistics

Petra Watjen Petra Watjen Phoenix, Arizona Area Details
Petra Watjen's Mercer Global Advisors Experience February 2004 - July 2007
Job Partner at B2B CFO®
Industry Management Consulting
Experience
B2B CFO®  April 2015 - Present
Apache Nitrogen Products, Inc.   March 2014 - February 2015
Chromalloy Arizona  September 2010 - March 2014
Watjen Consulting, LLC   March 2009 - September 2010
TP Orthodontics, Inc.   October 2007 - March 2009
Mercer Global Advisors   February 2004 - July 2007
PricewaterhouseCoopers, LLP  February 1996 - January 2004
Airline Training Center Arizona, Inc, a subsidiary of Lufthansa Airlines   July 1990 - February 1996
Lufthansa German Airlines  August 1988 - July 1990

Skills
Mergers & Acquisitions, Strategy, Budgets, Forecasting, Corporate Finance, Management, Due Diligence, Finance, Mergers, Restructuring, Financial Analysis, Accounting, Internal Controls, Enterprise Software, Leadership, Process Improvement, Strategic Planning, Financial Reporting, Analysis, Risk Management, Financial Planning, Business Strategy

Education
Arizona State University - W. P. Carey School of Business
MBA

Hofstra University
BBA, Finance

Rob Cain Rob Cain San Francisco Bay Area Details
Rob Cain's Mercer Global Advisors Experience 1991 - 1999
Job Portfolio Manager at CFM
Industry Financial Services
Experience
CFM  January 2000 - Present
Mercer Global Advisors   1991 - 1999

Skills
Portfolio Management, Asset Management, Investments, Emerging Markets, Alternative Investments, Venture Capital, Private Equity

Education
Gonzaga University - School of Business Administration   1988 — 1989
Master of Business Administration (MBA), Emphasis in Finance

Weber State University   1982 — 1986
BA, Finance

Ben Lomond   1975 — 1978
High School Diploma

Gypsy Mims Gypsy Mims Greater Atlanta Area Details
Gypsy Mims's Mercer Global Advisors Experience 1995 - 1997
Job Assoc. Client Service Director and Operations Manager
Industry Telecommunications
Experience
Steel in the Air   2004 - Present
Harvey and Tully, CPA   October 2006 - May 2007
Imperial Princess Cruises   1999 - 2002
Boron LePore & Associates   1997 - 1999
Mercer Global Advisors   1995 - 1997

Skills
Payroll, QuickBooks, Accounting Management, Human Resources, Tax Preparation, Tax, Administrative..., Payroll Taxes, Balance, Invoicing, Sage, GAAP, Great Plains Software, Preparation, Expenses, Cash Flow, Cost Accounting, Income Tax, MYOB

Education
DePaul University   1991 — 1995
Bachelor's degree, Corporate Travel Management

Dana Hastings, CFP, ChFC, MBA, MS, RICP Dana Hastings, CFP, ChFC, MBA, MS, RICP Cleveland/Akron, Ohio Area Details
Dana Hastings, CFP, ChFC, MBA, MS, RICP's Mercer Global Advisors Experience 1995 - 2000
Job Vice President, Business Development at Prosperity Capital Advisors
Industry Financial Services
Experience
Prosperity Capital Advisors  July 2013 - Present
Thomas McDonald Partners, LLC   June 2009 - July 2013
UBS (fomerly Key/McDonald Investments)   February 2007 - August 2008
KeyBank/MCDonald Investments   January 2000 - February 2007
Mercer Global Advisors   1995 - 2000
IMG  1989 - 1994

Skills
Financial Planning, Investments, Financial Services, Investment Advisory, Retirement, Investment Management, High Net Worth..., Wealth Management, Retirement Planning, Portfolio Management, Asset Allocation, Financial Advisory, Mutual Funds, Personal Financial...

Education
The American College   2013 — 2015
RICP Certification, Retirement Income Planning

College For Financial Planning Denver, CO   1993 — 1997
MS, Financial Planning

Baldwin Wallace   1988 — 1990
MBA, Master's of Business Adminiistration

University of Mount Union   1979 — 1984
Business w/ Concentration in Finance, Psychology

Canton Central Catholic   1975 — 1979
College Prep

Jim Perrine, CFP® Jim Perrine, CFP® Cleveland/Akron, Ohio Area Details
Jim Perrine, CFP®'s Mercer Global Advisors Experience 1994 - 2000
Job Senior Wealth Planner at PNC Bank
Industry Banking
Experience
PNC Bank  September 2010 - Present
National City  October 2007 - December 2008
UBS  2005 - 2007
Key Bank  2001 - 2007
Mercer Global Advisors   1994 - 2000

Skills
Wealth Management, Retirement Planning, Wealth, Estate Planning, Financial Planning, Asset Allocation, Strategic Financial..., Banking, Financial Planners, Portfolio Management, Mutual Funds, Small Business, Investment Advisory, Investments, Wealth Management..., High Net Worth..., Retirement, Series 7, Private Banking, Investment Management, Financial Advisory, Investment Strategies, Finance, Series 63, Asset Management, Uniform Combined State..., Financial Services, Securities, Loans, Trust Services, Alternative Investments, Mortgage Lending, Series 65, Relationship Management, Equities, Life Insurance, Pensions, Series 24, 401k, Credit, Insurance, Financial Risk

Education
Purdue University - Krannert School of Management   1989 — 1995
Bachelor of Science, Business

Bay Village

Bay Village

Joseph Henry CFP® Joseph Henry CFP® Greater Chicago Area Details
Joseph Henry CFP®'s Mercer Global Advisors Experience October 2014 - Present
Job Regional Vice President at Mercer Global Advisors
Industry Financial Services
Experience
Mercer Global Advisors   October 2014 - Present
TIAA-CREF  August 2005 - October 2014
Charles Schwab  February 2003 - July 2005
TD Waterhouse  June 1999 - 2003

Skills
Wealth Management, Wealth Management..., Series 7, Uniform Combined State..., Series 63, Asset Allocation, FINRA, Securities, Licensed to Sell..., Retirement Planning, 403 b, 401k Rollovers, Estate Planning, Education Funding, Job Coaching, Mutual Funds, 401k, Investment Advisory, Series 24, Series 6, Series 9 & 10, Life, Gifting Strategies, Mentoring, Retirement Income...

Education
Eastern Illinois University   1978 — 1982
BS, Finance

Aaron Langston, CFP®, EA Aaron Langston, CFP®, EA San Francisco Bay Area Details
Aaron Langston, CFP®, EA's Mercer Global Advisors Experience June 2015 - Present
Job Regional Vice President at Mercer Global Advisors
Industry Financial Services
Experience
Mercer Global Advisors   June 2015 - Present
Destination Wealth Management  March 2011 - May 2015
Ayco, a Goldman Sachs Company  September 2006 - February 2011
US Army  August 2000 - August 2005

Skills
Wealth Management, Investments, Asset Allocation, Strategic Financial..., Retirement Planning, Income Tax, Investment Management, Mutual Funds, Personal Income Tax..., High Net Worth..., Wealth Management..., Estate Planning, Portfolio Management, Investment Strategies, Alternative Investments

Education
Austin Peay State University   2004 — 2006
Bachelor of Business Administration (B.B.A.), Finance

Monica Bucher-Smith Monica Bucher-Smith Santa Barbara, California Area Details
Monica Bucher-Smith's Mercer Global Advisors Experience June 1992 - February 1999
Job Office Administrator
Industry Executive Office
Experience
HRxpress   September 2013 - Present
SB Cookie MOMster   September 2011 - Present
Self Employed  1999 - Present
Oaks Parent Child Workshop   2011 - June 2013
Antioch University Santa Barbara  2009 - 2010
ABC-CLIO  2002 - 2004
HRxpress   2000 - 2002
Mercer Global Advisors   June 1992 - February 1999

Skills
Executive..., Administrative..., Office Administration, Events Coordination, Event Planning, Project Coordination, Human Resources, Benefits Administration, Board Relations, Classical Flute, Musicians, Teachers, Music Education, Music, Flute, Piccolo, Cookie Decorating, Cookies, Non-profit Volunteer, Newsletters, Microsoft Office, Outlook, Adobe Acrobat, Word Processing, Microsoft Word, Microsoft Excel, PowerPoint, HRIS, Ceridian Payroll System, ADP HRIS, QuickBooks, iweb, MS FrontPage, Master Scheduling, Process Scheduler, iphoto, imovie, idvd, itunes, Comic Life

Education
San Jose State University   1989 — 1992
BA, Music

Santa Barbara City College
Music & Art

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