Nancy Woodall

Chief Executive Officer at Meridian Investment Counsel, Inc.

57 year

Finance

Consumer Services

Profile

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.

Nancy Woodall active positions

Companies	Position	Start
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	2003-12-31

All active positions of Nancy Woodall

Former positions of Nancy Woodall

Companies	Position	End
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	2004-12-30
MERRILL LYNCH PREFERRED CAPITAL TRUST I	Economist	1999-02-27

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Training of Nancy Woodall

University of Toronto	Graduate Degree
University of Western Ontario	Undergraduate Degree

Experiences
Positions held

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Inactive

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Private companies

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Connections

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Linked companies

Listed companies	1
MERRILL LYNCH PREFERRED CAPITAL TRUST I	Finance

Private companies	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