Westminster Consulting Brochure Defined Contribution | Page 7

Roland Salmi Associate Analyst Roland is an Associate Analyst of Westminster Consulting where he is involved in performance analysis, client projects, and Senior Consultant support. Prior to joining Westminster Consulting, Roland held positions as a financial advisor with Morgan Stanley Wealth Management, and a Junior Accountant at St. Bonaventure University. Roland earned his A.S. in Business Administration and B.S. in Psychology from Elmira College. He then earned his M.B.A. from St. Bonaventure University. Roland has achieved his Series 7 and 66 securities licenses. [email protected] 800.237.0076 Jacob Button Director of Software Development Jacob joined Westminster Consulting in May 2008 and currently works as the Software Project Developer for FCRC Apps, LLC, a Westminster Consulting owned company. Jacob continually works t o develop and improve eFiduciary.net, a fiduciary governance tool for consultants and their investment fiduciary clients. Jacob also created the Fiduciary Compliance Resource CenterSM, the software program that Westminster uses to promote procedural prudence, consistent documentation and collaboration among members and professionals. [email protected] 800.237.0076 Daniel Ward Operations Manager Dan is currently the operations manager for Westminster Consulting. Dan began his career at Westminster Financial in October 2004 as an administrative assistant. Besides his responsibility as the operations manager, he oversees the firms technology needs as well as managing the college intern program at Westminster. A graduate of SUNY Geneseo, Dan studied Business Management and received his Bachelor of Science in May 2004. [email protected] 800.237.0076 Re-engineering Fiduciary | 5