Nancy Woodall
Algemeen Directeur bij Meridian Investment Counsel, Inc.
Actieve functies van Nancy Woodall
Bedrijven | Functie | Begin | Einde |
---|---|---|---|
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. | Algemeen Directeur | 01-01-2004 | - |
Chief Investment Officer | 01-01-2004 | - | |
Compliance Officer | 01-01-2004 | - | |
Oprichter | 01-01-2004 | - | |
Portefeuillebeheerder-Aandelen | 01-01-2004 | - | |
President | 01-01-2004 | - |
Loopbaan van Nancy Woodall
Eerdere bekende functies van Nancy Woodall
Bedrijven | Functie | Begin | 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 | 01-03-1999 | 31-12-2004 |
Portefeuillebeheerder-Aandelen | 01-03-1999 | 31-12-2004 | |
Portfolio Manager-Fixed Income | 01-03-1999 | 31-12-2004 | |
MERRILL LYNCH PREFERRED CAPITAL TRUST I | Econoom | - | 28-02-1999 |
Opleiding van Nancy Woodall
University of Western Ontario | Undergraduate Degree |
University of Toronto | Graduate Degree |
Statistieken
Internationaal
Verenigde Staten | 4 |
Canada | 3 |
Operationeel
Chief Investment Officer | 2 |
Portfolio Manager-Equities | 2 |
Portfolio Manager-Fixed Income | 1 |
Sectoraal
Finance | 4 |
Consumer Services | 3 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Beursgenoteerde bedrijven | 1 |
---|---|
MERRILL LYNCH PREFERRED CAPITAL TRUST I | Finance |
Bedrijven in privébezit | 2 |
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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 |
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