Mercer Global Advisors
Industry: Company
DescriptionFounded: 1985 Parent organization: Mercer Advisors Inc.
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Mercer Global Advisors Employees
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
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
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
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
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
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
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
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
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
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
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.
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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