Nancy Woodall
Directeur Général chez Meridian Investment Counsel, Inc.
Profil
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.
Postes actifs de Nancy Woodall
| Sociétés | Poste | Début |
|---|---|---|
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. | Directeur Général | 01/01/2004 |
Anciens postes connus de Nancy Woodall
| Sociétés | Poste | Fin |
|---|---|---|
SDR Capital Management, Inc.
 SDR Capital Management, Inc. Investment ManagersFinance SDR Capital Management, Inc. is a registered investment advisor located in San Francisco. | Directeur en chef des Investissements | 31/12/2004 |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Economiste | 28/02/1999 |
Formation de Nancy Woodall
| University of Toronto | Graduate Degree |
| University of Western Ontario | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Finance |
| Entreprise privées | 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 |
