Nancy Woodall
Vorstandsvorsitzender bei 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.
Aktive Positionen von Nancy Woodall
| Unternehmen | Position | Beginn |
|---|---|---|
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. | Vorstandsvorsitzender | 01.01.2004 |
Ehemalige bekannte Positionen von Nancy Woodall
| Unternehmen | Position | Ende |
|---|---|---|
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 | Ökonom | 28.02.1999 |
Ausbildung von Nancy Woodall
| University of Toronto | Graduate Degree |
| University of Western Ontario | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Börsennotierte Unternehmen | 1 |
|---|---|
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Finance |
| Private Unternehmen | 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 |
