Finance Targeted Affinity Council (TAC)

The LMU Finance Targeted Affinity Council (TAC) provides guidance, advice and feedback to the LMU Department of Finance. The board meets to discuss business and employment trends, assess program objectives and advise the department on how to improve the finance curriculum to better serve the needs of our students.

Christine Ball
SVP and Division Credit Manager, Entertainment Division
City National Bank

Ralph Birchmeier '91
Former Partner
Brandes Investment Partners

Jerry Buczek '04, MBA '07
VP, Institutional Client Services
William O'Neil & Co. Inc.

Peter Casciani '93, MBA '97
CFO - North America

Adolfo Chanez ’85
Executive Director of Finance, Controller
Saddleback Memorial Medical Center

Mike Costello '13
Co-Founder and Principal
Evolve MGA

Bill Costigan, MBA '13
Managing Director
Guggenheim Partners

Paul Craig '76
Director of Business Operations
Mary and Joseph Retreat Center

Jason Crawshaw '92
CPA/Investment Advisor
William Allan LLC

Jon Ekoniak '89
Bordeaux Wealth Advisors

Matthew Hyland ’13
Shareholder Services Specialist
Dodge & Cox

Ellie Judy, MBA ’05
Vice President
Capitol Group

E.J. Kahn
First Vice President - Investments
Wells Fargo Advisors

Scott Kaplan, MBA '05
Founder & Chief Coach
Quick Hit Sales Tips

Lynn Kimmel Johnson '80
Executive Vice President
Brown & Brown Program Insurance Services, Inc.

Rob Knowles, MBA '96
SVP - Regional Director
Copeland Capital Management

Rich Lang '91, MBA '98
SVP - Target Date Investment Director
Capital Group

Karin Longhurst
Morgan Stanley/Graystone Consulting

Robert Lu '03
COO, Managing Partner

Kevin McConahey, MBA '05
Sr. Group Manager - FP&A
Yamaha Motor Finance

Scott McConnell '02
Principal, Relationship Manager, Consultant Relations
Ares Management

Elliott Neumayer '02, MBA '05
Product Manager
Western Asset Management

Maureen Palladini '78
Litho Pac Inc.

Bob Parker '89

Michael Pasquale '17
K1 Investment Management

Jessica Purnell '18
Sr. Financial Analyst
Edwards Lifesciences

Matt Putnicki '03, MBA '05
EVP, Portfolio Management Group

Tony Santana '89
Managing Director
Berkeley Research Group

Brett Sifling ’17
Investment Advisor
Gerber Kawasaki

Brian Spinelli '02, MBA '05
Sr. Wealth Advisor/Chairman of the Investment Committee
Halbert Hargrove

Joanne Steenson '79
Private Client Manager
Bank of America Private Bank

Jenny Tang, MBA '99
Deputy Controller
U.S. Air Force Space & Missile Center

Cliff Wang '07, MBA '11
Sr. Director, FP&A and Operations - Digital Enterprises
NBCUniversal Media, LLC

Nick Wielock, MBA '02
Portfolio Manager
US Bank

Michael Wilhite '05
Financial Advisor
Morgan Stanley