Uncovering insights into what is driving sales & marketing results. We then create valuable performance and compensation design strategies to better achieve your goals.

 
 

Contact Us

info@tasnadyassociates.com
516.414.4055
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Serving Wall Street, Financial Services, and Other Industries

 
 
Our Team

Tasnady & Associates is actively led by Andy Tasnady and draws on a team of specialized resources. Our staff is deeply experienced in the direct skills and industry knowledge necessary to successfully complete specialized projects.

In addition to our core team, a network of diverse specialty consultants can also be called upon if needed.

 

Andy Tasnady
Andy has a broad blend of over 25 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 brokerage sales forces, with the last 10 years leading engagements at his own firm. His brokerage 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.


Gerry Krako

Gerry most recently held the position of Global Head of Compensation for Merrill Lynch Private Client Group, which he led for over 10 years. He advised on compensation decisions and management for all relevant positions including Financial Advisors, Regional and Branch Management, Executive Management, and supporting field and home office positions. Gerry lends his deep experiences at Merrill Lynch in supporting the assessment and interpretation of qualitative and compensation issues, including HR and compensation administration issues. He also advises on the direction of compensation designs and the implications of implementation alternatives. Gerry holds both an MA in Education and BA in Industrial Relations from Seton Hall University.


Bill Gillett
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 brokerage compensation projects. His over 25 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 Perry

Kevin is a data and systems expert with over 15 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 Meyer

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.



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