Nancy Woodall
Chief Executive Officer bij Meridian Investment Counsel, Inc.
Profiel
Ms. Nancy Woodall, CFA, is President & Chief Compliance Officer at Meridian Investment Counsel, Inc.
Prior to co-founding Meridian Investment in 2004, she was employed by SDR Capital Management, Bank of America, Bank of Canada, and at BMO Nesbitt Burns.
Ms. Woodall received her Bachelor of Arts in Economics from the University of Western Ontario and her Master of Arts in Economics from the University of Toronto.
Actieve functies van Nancy Woodall
| Bedrijven | Functie | Begin |
|---|---|---|
Meridian Investment Counsel, Inc.
 Meridian Investment Counsel, Inc. Investment ManagersFinance Meridian Investment Counsel, Inc. (Meridian) is a SEC-registered investment advisor and wealth management firm headquartered in San Leandro, California. The firm was founded by Michael and Nancy Woodall in 2004. They are owned by the Woodall Family 2010 Trust. Meridian provides investment advisory services to individuals, families, trusts and estates, non-profit corporations, foundations and endowments, and pension and profit-sharing plans. | Chief Executive Officer | 01-01-2004 |
Eerdere bekende functies van Nancy Woodall
| Bedrijven | Functie | Einde |
|---|---|---|
SDR Capital Management, Inc.
 SDR Capital Management, Inc. Investment ManagersFinance SDR Capital Management, Inc. is a registered investment advisor located in San Francisco. | Chief Investment Officer | 31-12-2004 |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Economist | 28-02-1999 |
Opleiding van Nancy Woodall
| University of Toronto | Graduate Degree |
| University of Western Ontario | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Beursgenoteerde bedrijven | 1 |
|---|---|
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Finance |
| Bedrijven in privébezit | 2 |
|---|---|
SDR Capital Management, Inc.
SDR Capital Management, Inc. Investment ManagersFinance SDR Capital Management, Inc. is a registered investment advisor located in San Francisco. | Finance |
Meridian Investment Counsel, Inc.
Meridian Investment Counsel, Inc. Investment ManagersFinance Meridian Investment Counsel, Inc. (Meridian) is a SEC-registered investment advisor and wealth management firm headquartered in San Leandro, California. The firm was founded by Michael and Nancy Woodall in 2004. They are owned by the Woodall Family 2010 Trust. Meridian provides investment advisory services to individuals, families, trusts and estates, non-profit corporations, foundations and endowments, and pension and profit-sharing plans. | Finance |
