Omar Melo

Director/Board Member at Crewe Advisors LLC

Finance

Consumer Services

Distribution Services

Active connections

Name	Gender	Age	Linked companies	Collaboration
Ryan Paul Halliday	M	-	Crewe Advisors LLC Crewe Advisors LLC Investment ManagersFinance Part of HH2007 LLC, Crewe Advisors LLC is a fee-based, independent, SEC-registered investment advisor providing comprehensive financial, estate, investment, tax, risk and philanthropic planning. The company is based in Salt Lake City, UT. Crewe Advisors offers impartial advice and an open architecture with clients’ best interests in mind. The company was founded in 2015 by Ryan Paul Halliday. Ryan Paul Halliday has been the CEO since 2014.	10 years
HANSON Grant	M	-	Loyal Cos Inc Loyal Cos Inc Investment ManagersFinance Loyal Cos Inc (Loyal Companies) is a private equity firm founded in 2007 by Chad Mackay. The firm is headquartered in Draper, Utah.	4 years
Thomas Heuges	M	-	Loyal Cos Inc Loyal Cos Inc Investment ManagersFinance Loyal Cos Inc (Loyal Companies) is a private equity firm founded in 2007 by Chad Mackay. The firm is headquartered in Draper, Utah.	6 years
Dustin Chad Thackeray	M	-	Crewe Advisors LLC Crewe Advisors LLC Investment ManagersFinance Part of HH2007 LLC, Crewe Advisors LLC is a fee-based, independent, SEC-registered investment advisor providing comprehensive financial, estate, investment, tax, risk and philanthropic planning. The company is based in Salt Lake City, UT. Crewe Advisors offers impartial advice and an open architecture with clients’ best interests in mind. The company was founded in 2015 by Ryan Paul Halliday. Ryan Paul Halliday has been the CEO since 2014.	9 years
Trenton Romph	M	-	Loyal Cos Inc Loyal Cos Inc Investment ManagersFinance Loyal Cos Inc (Loyal Companies) is a private equity firm founded in 2007 by Chad Mackay. The firm is headquartered in Draper, Utah.	5 years
Andrew van Noy	M	41	Loyal Cos Inc Loyal Cos Inc Investment ManagersFinance Loyal Cos Inc (Loyal Companies) is a private equity firm founded in 2007 by Chad Mackay. The firm is headquartered in Draper, Utah.	-
James Nelson	M	71	Loyal Cos Inc Loyal Cos Inc Investment ManagersFinance Loyal Cos Inc (Loyal Companies) is a private equity firm founded in 2007 by Chad Mackay. The firm is headquartered in Draper, Utah.	-
David Antley	M	-	Loyal Cos Inc Loyal Cos Inc Investment ManagersFinance Loyal Cos Inc (Loyal Companies) is a private equity firm founded in 2007 by Chad Mackay. The firm is headquartered in Draper, Utah.	-
Sheri Bronstein	F	-	MERRILL LYNCH PREFERRED CAPITAL TRUST I	24 years
Chad MacKay	M	-	Loyal Cos Inc Loyal Cos Inc Investment ManagersFinance Loyal Cos Inc (Loyal Companies) is a private equity firm founded in 2007 by Chad Mackay. The firm is headquartered in Draper, Utah.	17 years
Jami Stout	F	-	Loyal Cos Inc Loyal Cos Inc Investment ManagersFinance Loyal Cos Inc (Loyal Companies) is a private equity firm founded in 2007 by Chad Mackay. The firm is headquartered in Draper, Utah.	-
Sam Brand	M	-	Loyal Cos Inc Loyal Cos Inc Investment ManagersFinance Loyal Cos Inc (Loyal Companies) is a private equity firm founded in 2007 by Chad Mackay. The firm is headquartered in Draper, Utah.	-
John E Wootton	M	-	Loyal Cos Inc Loyal Cos Inc Investment ManagersFinance Loyal Cos Inc (Loyal Companies) is a private equity firm founded in 2007 by Chad Mackay. The firm is headquartered in Draper, Utah.	-
Mark F Hulet	M	-	Loyal Cos Inc Loyal Cos Inc Investment ManagersFinance Loyal Cos Inc (Loyal Companies) is a private equity firm founded in 2007 by Chad Mackay. The firm is headquartered in Draper, Utah.	-
Dom Shipley	M	-	Loyal Cos Inc Loyal Cos Inc Investment ManagersFinance Loyal Cos Inc (Loyal Companies) is a private equity firm founded in 2007 by Chad Mackay. The firm is headquartered in Draper, Utah.	-

Connections Chart

Multi-company connection

Former connections

Name	Gender	Age	Linked companies	Collaboration
H Smith	M	-	MERRILL LYNCH PREFERRED CAPITAL TRUST I	10 years
Aaron Symanski	M	-	MERRILL LYNCH PREFERRED CAPITAL TRUST I	12 years
Greg Fleming	M	61	Merrill Lynch & Co., Inc. /Old/ Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC.	17 years
Michael Murray	M	79	MERRILL LYNCH PREFERRED CAPITAL TRUST I	6 years
Thomas Anderson	M	75	MERRILL LYNCH PREFERRED CAPITAL TRUST I	27 years
Ross Lavnikevich	M	56	Merrill Lynch & Co., Inc. /Old/ Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC.	-
Chris Candela	M	-	MERRILL LYNCH PREFERRED CAPITAL TRUST I	1 years
Cynthia D. Weaver	F	-	MERRILL LYNCH PREFERRED CAPITAL TRUST I	5 years
Lim Say Cheong	M	-	MERRILL LYNCH PREFERRED CAPITAL TRUST I	10 years
Leland Tiffany Hart	M	-	MERRILL LYNCH PREFERRED CAPITAL TRUST I	6 years
Mark Burak	M	75	MERRILL LYNCH PREFERRED CAPITAL TRUST I	-
Jeff Saywitz	M	-	Merrill Lynch & Co., Inc. /Old/ Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC.	1 years
Stephen York	M	67	MERRILL LYNCH PREFERRED CAPITAL TRUST I	19 years
William H. Helmly	M	-	MERRILL LYNCH PREFERRED CAPITAL TRUST I	5 years
Donna Schiano	F	-	MERRILL LYNCH PREFERRED CAPITAL TRUST I	4 years
Bill Charters	M	-	MERRILL LYNCH PREFERRED CAPITAL TRUST I	2 years
Stuart Greenbaum	M	-	MERRILL LYNCH PREFERRED CAPITAL TRUST I	-
Michael Rushmore	M	-	MERRILL LYNCH PREFERRED CAPITAL TRUST I	15 years
Peter Golob	M	-	Merrill Lynch & Co., Inc. /Old/ Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC.	9 years
Manish Thakur	M	-	Merrill Lynch & Co., Inc. /Old/ Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC.	6 years
Douglas Kelly	M	-	Merrill Lynch & Co., Inc. /Old/ Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC.	3 years
Brian Walsh	M	-	Merrill Lynch & Co., Inc. /Old/ Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC.	1 years
Jay Iseman	M	64	MERRILL LYNCH PREFERRED CAPITAL TRUST I	9 years
Cathleen Rittereiser	F	-	Merrill Lynch & Co., Inc. /Old/ Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC.	3 years
Francisco Martinez Henares	M	-	MERRILL LYNCH PREFERRED CAPITAL TRUST I	1 years
Jeff Bullock	M	-	MERRILL LYNCH PREFERRED CAPITAL TRUST I	2 years
Ritesh Agarwal	M	-	MERRILL LYNCH PREFERRED CAPITAL TRUST I	11 years
Greg Stofman	M	-	Peak Technology Partners LLC Peak Technology Partners LLC Investment ManagersFinance Peak Technology Partners LLC is a private company that has helped hundreds of technology companies achieve successful outcomes. The company is based in Conshohocken, PA. The company has executed over $100 billion in cumulative transaction value.	1 years
Matilde Attolico	F	49	MERRILL LYNCH PREFERRED CAPITAL TRUST I	9 years
Anna Shiel	F	-	MERRILL LYNCH PREFERRED CAPITAL TRUST I	12 years
Holly Flanagan	F	53	MERRILL LYNCH PREFERRED CAPITAL TRUST I	9 years
Richard Prager	M	64	MERRILL LYNCH PREFERRED CAPITAL TRUST I	8 years
Grant Word	M	-	MERRILL LYNCH PREFERRED CAPITAL TRUST I	10 years
Polly Sung	F	-	MERRILL LYNCH PREFERRED CAPITAL TRUST I	4 years
Sean O'Neill	M	48	MERRILL LYNCH PREFERRED CAPITAL TRUST I	4 years
Kevin Wilson	M	-	MERRILL LYNCH PREFERRED CAPITAL TRUST I	4 years
Bruce Coleman Richardson	M	-	Merrill Lynch & Co., Inc. /Old/ Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC.	-
David Lawrence Conover	M	68	Merrill Lynch & Co., Inc. /Old/ Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC.	11 years
Beverly Ladley	F	57	MERRILL LYNCH PREFERRED CAPITAL TRUST I	12 years
Tom E. van Buskirk	M	-	Merrill Lynch & Co., Inc. /Old/ Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC.	2 years
Harold Berens	M	-	MERRILL LYNCH PREFERRED CAPITAL TRUST I	9 years
Jeanne Sdroulas	F	-	Merrill Lynch & Co., Inc. /Old/ Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC.	9 years
Mario Caicedo	M	-	MERRILL LYNCH PREFERRED CAPITAL TRUST I	2 years
Noel J. Lassise	F	-	MERRILL LYNCH PREFERRED CAPITAL TRUST I	3 years
Melissa F. Hinmon	F	-	Merrill Lynch & Co., Inc. /Old/ Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC.	9 years
Martin E. Galt	M	-	MERRILL LYNCH PREFERRED CAPITAL TRUST I	3 years
Duke Buchan	M	-	Merrill Lynch & Co., Inc. /Old/ Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC.	4 years
Carl Wade Gardiner	M	-	Merrill Lynch & Co., Inc. /Old/ Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC.	7 years
Ross W. Ohashi	M	-	MERRILL LYNCH PREFERRED CAPITAL TRUST I	-
Mike Schloss	M	-	Merrill Lynch & Co., Inc. /Old/ Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC.	-
Joel A. Smith	M	78	MERRILL LYNCH PREFERRED CAPITAL TRUST I	2 years
Paul M. Meurer	M	58	Merrill Lynch & Co., Inc. /Old/ Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC.	9 years
Robert M. Snell	M	68	MERRILL LYNCH PREFERRED CAPITAL TRUST I	17 years
Robert Finzi	M	70	Merrill Lynch & Co., Inc. /Old/ Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC.	7 years
Richard E. Bruce	M	86	Merrill Lynch & Co., Inc. /Old/ Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC.	-
William C. Nelson	M	86	MERRILL LYNCH PREFERRED CAPITAL TRUST I	-
Vik Thadani	M	-	MERRILL LYNCH PREFERRED CAPITAL TRUST I	6 years
Richard O. Applebach	M	-	MERRILL LYNCH PREFERRED CAPITAL TRUST I	4 years
Teresa Bazemore	F	64	MERRILL LYNCH PREFERRED CAPITAL TRUST I	3 years
Kathleen Brown	F	78	MERRILL LYNCH PREFERRED CAPITAL TRUST I	5 years
Steven M. Gobel	M	72	MERRILL LYNCH PREFERRED CAPITAL TRUST I	10 years
Charles E. Cauthen	M	65	MERRILL LYNCH PREFERRED CAPITAL TRUST I	1 years
Joseph E. Burns	M	69	MERRILL LYNCH PREFERRED CAPITAL TRUST I	5 years
Thomas W. Bunn	M	71	MERRILL LYNCH PREFERRED CAPITAL TRUST I	33 years
Jethro A. Townsend	M	-	Merrill Lynch & Co., Inc. /Old/ Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC.	2 years
John Sulski	M	-	MERRILL LYNCH PREFERRED CAPITAL TRUST I	3 years
Roger Janis	M	75	MERRILL LYNCH PREFERRED CAPITAL TRUST I	-
Frank Lewis Gentry	M	81	MERRILL LYNCH PREFERRED CAPITAL TRUST I	27 years
Adrienne Crowe	F	-	MERRILL LYNCH PREFERRED CAPITAL TRUST I	-
Christopher Pope	M	-	MERRILL LYNCH PREFERRED CAPITAL TRUST I	18 years
Jeremy Frommer	M	57	MERRILL LYNCH PREFERRED CAPITAL TRUST I	2 years
Jesse Bray	M	57	MERRILL LYNCH PREFERRED CAPITAL TRUST I	6 years
Thomas A. Kiel	M	57	MERRILL LYNCH PREFERRED CAPITAL TRUST I	4 years
Theresa Kelly	F	62	MERRILL LYNCH PREFERRED CAPITAL TRUST I	-
Steven W. Fox	M	-	MERRILL LYNCH PREFERRED CAPITAL TRUST I	12 years
Robert Anthony Vogel	M	55	Merrill Lynch & Co., Inc. /Old/ Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC.	4 years
Rohit Kapoor	M	59	MERRILL LYNCH PREFERRED CAPITAL TRUST I	9 years
Roger B. Whaley	M	77	MERRILL LYNCH PREFERRED CAPITAL TRUST I	29 years
Theo Dickens	M	-	MERRILL LYNCH PREFERRED CAPITAL TRUST I	5 years
Michael Patrick Walsh	M	-	Merrill Lynch & Co., Inc. /Old/ Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC.	-
John Oscar Utendahl	M	-	Merrill Lynch & Co., Inc. /Old/ Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC.	6 years
Kevin K. Reevey	M	-	Merrill Lynch & Co., Inc. /Old/ Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC.	2 years
Peter S. Smith	M	-	Merrill Lynch & Co., Inc. /Old/ Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC.	-
Michael Castellano	M	78	Merrill Lynch & Co., Inc. /Old/ Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC.	10 years
Marlo Oaks	M	-	Crewe Advisors LLC Crewe Advisors LLC Investment ManagersFinance Part of HH2007 LLC, Crewe Advisors LLC is a fee-based, independent, SEC-registered investment advisor providing comprehensive financial, estate, investment, tax, risk and philanthropic planning. The company is based in Salt Lake City, UT. Crewe Advisors offers impartial advice and an open architecture with clients’ best interests in mind. The company was founded in 2015 by Ryan Paul Halliday. Ryan Paul Halliday has been the CEO since 2014.	4 years

Statistics

Country	Connections	% of total
United States	100	100.00%

Age of Connections

Active

Past

Male

Female

Members of the board

Executives

Origin of connections