Our Staff
Margaret E. Maul, CFP, CIMA, CEO/Managing Director
maulcap@lifesync401k.com
Margaret E. Maul is the only woman in Nevada to serve as founder and chief executive officer of a nationally prominent capital management firm. A Certified Financial Planner, under her leadership, Maul Capital Management was recently named as one of the best managed independent investment advisory firms in the nation by the Financial Planning Association.
Prior to the formation of Maul Capital Management, Margaret was a senior vice president for investments with Prudential Securities. She was a member of the Chairman's Council for the top one percent of Prudential Securities associates from 1985 through 1997. In addition, while with Merrill Lynch she earned a position in the prestigious Merrill Lynch's President's Club for top performers.
Margaret began building her financial expertise immediately after graduating Magna cum Laude from Fresno State University with a degree in business. She earned her Certified Financial Planner (CFP) Designation from the College of Financial Planning and is a Certified Investment Management Analyst (CIMA) through the Investment Management Consultants Association (IMCA). Margaret has continued her education through the Wharton School of Business at the University of Pennsylvania, the Registry of Certified Financial Planner Licensed Practitioners and the Institute of Certified Planners.
Margaret holds NASD Series 3, 5, 7, 24, 53, 63 and 65 licenses.
Andrea Baroncelli, Director of Client Services
abaroncelli@lifesync401k.com
Andrea holds a CPA designation and has more than 20 years experience in the accounting and energy fields. For nine years, Andrea worked in business development and negotiated contracts with major corporate users of natural gas and electricity for a large Mid-Atlantic energy services company. Using her CPA skills, she worked as Director of Finance and Administration for a non-profit medical society for many years in Maryland. At Maul Capital, Andrea works directly with Margaret on financial planning and new client and business development. She holds a Bachelor of Science degree in Accounting from University of Maryland. Andrea holds a Series 65 license.
Gregory Bangma, Portfolio Manager
gbangma@lifesync401k.com
Greg is a technical market analyst and an expert in fundamental analysis. He has held positions with NatCity Investments in Michigan as well as within the banking industry. Greg is one of only two Chartered Market Technicians (CMT®) in Nevada. The CMT® certification process requires candidates to demonstrate proficiency in a broad range of technical analysis subjects. There are just 400 analysts nationwide with this designation. He is also a registered para-planner, and holds NASD series 3,4,7,24,53,63, and 65 licenses. Greg graduated from Grand Valley State University in Michigan with a BBA and an MBA in Finance.
