Andy has a broad blend of over 30 years of line and consulting experience in multiple disciplines within Financial Services which provides the basis for his focus and skills. After over 10 years in Marketing, Strategy, Service Operations, and Quality & HR management roles with American Express, he focused the last 15 years in Sales compensation and Marketing performance projects, mostly within financial service firms, and most often with Wealth Management sales forces, with the last 10 years leading engagements at his own firm. His Wealth Management firm experience includes Merrill Lynch, Wells Fargo (and Wachovia Securities), UBS, Citibank, RBC Dain, Chase, and Charles Schwab. Other recent industries include Insurance and Web-based technology firms. Andy holds a B.S. in Computer & Systems Engineering from Rensselaer Polytechnic Institute and an M.B.A. from Harvard Business School.
Bill is an accomplished leader in collecting and assessing large sources of data and converting it into valuable information to support critical business processes and management decisions. His specialty is in Financial Services, including retail and institutional markets, and has led the detailed analyses and modeling on several Wealth Management compensation projects. His over 30 years of experience at applying data-oriented business solutions at American Express, Citibank, and JP Morgan Chase, among others, provide the perspectives and skills necessary to lead the data collection and analyses targeted for projects. Bill is a Duke graduate with a BS in Mechanical Engineering, and holds an MBA from the MIT Sloan School.
Kevin is a data and systems expert with over 20 years of experience on a wide range of compensation and operational administration projects, including numerous wealth management variable compensation plans. Most recently he worked at Merrill Lynch Private Wealth Management and designed and implemented several systems-based compensation management and administration tools, including Branch Management formulaic and discretionary compensation. He works with several data and modeling programs and systems to execute necessary analyses. Kevin holds a BS in Mathematics with a Computer Science concentration from the University of Delaware.
Nancy has been with Tasnady & Associates for eight years and has supported several Marketing research and analyses projects. Her prior experience includes being a fully licensed Financial Advisor at Lehman Brothers Private Client Group, directly selling and servicing retail investment clients. She also held earlier positions in marketing and advertising. She leads marketing and research projects and can also assist in larger Financial Services projects as well. Nancy holds a BA in Journalism and Communications from the University of North Carolina and an MBA from New York University.