William L. (Bill) MacDonald

William L. (Bill) MacDonald

Chairman @ My Financial Coach (MFC)

About

Over the last 35 plus years I have spent my career working with highly compensated individuals and business owners, designing and funding a number of deferred compensation and executive benefit arrangements. My first company, in the space, was very successful, and I sold it to Merrill Lynch and ran it for five years as their Managing Director. During this time we designed plans for a number of Fortune 500 companies. At the end of five years, I purchased the company from Merrill Lynch and formed Compensation Resource Group, Inc., where we continued to work with large organizations helping them attract and retain key employees. With a couple of partners, and a number of key employees we built a leading company in the executive compensation and benefits consulting industry. I sold that company to a NYSE firm and stayed on as CEO for four years. With a passion for helping key employees build personal financial wealth, I teamed up with former colleagues, as a partner, in Executive Benefit Solutions. With this experience, and seeing a void in the marketplace for unbiased financial advice, I formed My Financial Coach, with a CEO investor group and good friend Dr. Arthur Laffer. Like my other companies, we hired the best and brightest to serve clients. On my off time, I enjoy golf, fine wine and spending the summers at my home on the coast of Maine. Had the good fortune of playing 73 of the top US 100 golf courses and through YPO have traveled the world. If you would like to schedule a call, use: https://calendly.com/wmacdonald-1 Specialties: Executive Pay, Employee Benefits, Deferred Compensation, Financial Planning and a good competitive round of golf.

Country

United States

City

Sedona

Industry

Financial Services

Skill

Executive Pay, Employee Benefits, Deferred Compensation, Strategic Planning, Entrepreneurship, Strategy, Business Planning, Mergers & Acquisitions, Business Strategy, Retirement, Investments, Insurance, CRM, Management Consulting, Recruiting, 401k, Start-ups, Change Management, Succession Planning, Due Diligence

Experience

My Financial Coach (MFC)

Chairman

My Financial Coach (MFC)

LinkedIn
2018-1 - Present · 8 yrs 9 mos

Scottsdale, Arizona, United States

My Financial Coach (www.myfinancialcoach.com). After years in the executive compensation and benefits industry, I became alarmed by how many executives received poor advice from financial planners and advisors. They did not understand the benefits offered by their clients’ employers nor how to leverage them in financial planning. There was a better way to offer unbiased financial guidance designed to build wealth for executives and key employees, not their financial advisors. With a group of like-minded entrepreneurs, I decided to create My Financial Coach. I also wanted to use technology, unbiased advice and design an affordable benefit. And we did.

Plein Aire Strategies, LLC

Chairman, President, CEO & Author

Plein Aire Strategies, LLC

LinkedIn
2011-2 - Present · 15 yrs 8 mos

My passion has always been sales and marketing, I guess ever since I was a youth. I always was top sales person with school, my hockey team, little league and the Boy Scouts etc. When I was 17, I started a semi professional basketball team, called the Imperial Counts, and form a business selling events. I hired sales people to call on businesses to sell tickets and promotions to have our team play against the high school faculty. It was a combination fund raising event, and profit center for me. I also had the good fortune of being part of a YPO/CEO group at the Harvard Business School, attended each year for 28 plus years. I took what I learned, and my life lessons, and wrote two best-selling books, MERGE and MERGE 2.0. I also put eLearning modules together on the website, and help companies when I can. This company is more based on me paying it forward than being a profit center. If I can help, I will.

EBS - Executive Benefit Solutions

Managing Director

EBS - Executive Benefit Solutions

LinkedIn
2014-1 - Present · 12 yrs 9 mos

San Diego, CA

The principals and professional staff of EBS have been working together in the executive compensation and benefits market for more than 20 years. During that period through affiliation with other national organizations they have maintained strong relationships with our clients. By melding long-standing relationships with thinkers and builders in the field, EBS has created a rock-solid formation of talent and technology to push best practices in executive benefits to a higher elevation. Global and domestic clients appreciate our market reach, experience in dozens of business sectors, thorough knowledge of executive benefits, and our ability to cross-fertilize the insight and innovation of our strategic partners. EBS’s competitive advantage is not what we do but how we do it―we think critically about your needs, anticipate issues, create alternatives, and continually monitor actions for optimal results. EBS delivers world-class service, consulting, plan design structure, funding strategies, asset management, and full-service plan administration. Our consultants, backed by an industry edge technology platform (administration resource center in Dallas) , provides overarching support to manage and oversee plan design, investment portfolios, benefit security, participant communication and education for all types of executive benefit plans. .

Graziadio School of Business and Management Pepperdine University

Founding Director of Board of Visitors

Graziadio School of Business and Management Pepperdine University

1996-1 - Present · 30 yrs 9 mos

I was very close to George Graziadio and served on his board at Imperial Bank. George asked me to be a founding member. We help set the stage for his vision of the school etc. It is an honor to serve.

RCG|Executive Compensation & Benefits Group

Chairman, President & CEO

RCG|Executive Compensation & Benefits Group

2003 - 2011-2 · 8 yrs

Bill is the founder of RCG. The firm is headquartered in San Diego with offices in Atlanta, Boston, Chicago, Denver, Milwaukee and Los Angeles. RCG is exclusively dedicated to developing innovative and strategically oriented solutions to executive compensation and benefit issues. Unlike our competitors in the industry, we look at compensation and benefits as an integrated, cohesive whole. This means we bring a strategic mindset to everything we do, starting with defining the questions. We dig deep into the numbers as a basis for creating solutions to match a company's objectives and strategic direction. We are pragmatic and open-minded, which is why we find solutions others overlook. Mr. MacDonald is a member of the Chief Executives Organization (CEO), World President's Oranization (WPO), National Association of Corporate Directors (NACD), Financial Executives International (FEI), San Diego Havard Business School Alumni Club, Board of Vistors Graziadio School of Business at Pepperdine University, and a director of the Boy Scouts of America.

National Association of Corporate Directors-Southern California

Director

National Association of Corporate Directors-Southern California

1982-1 - 2006-9 · 24 yrs 9 mos
Clark Consulting

President & CEO Executive Benefits Group

Clark Consulting

1999 - 2003 · 4 yrs

Took position as part of the sale of Compensation Resource Group to Clark.

Clark Consulting

President

Clark Consulting

LinkedIn
1999 - 2000 · 1 yr

Greater Los Angeles Area

Compensation Resource Group, Inc

Founder, Chairman & CEO

Compensation Resource Group, Inc

1982 - 1999 · 17 yrs

Greater Los Angeles Area

ING Security Life of Denver

General Agent

ING Security Life of Denver

1982 - 1988 · 6 yrs
Merrill Lynch

Managing Director-Executive Compensation Practice

Merrill Lynch

LinkedIn
1982 - 1987 · 5 yrs

Pasadena CA

Ran Merrill Lynch's Executive Comp Practice focused on deferred compensation plans. Sold a business to Merrill Lynch in 1982 to start group. Purchased business back in 1987 to form CRG>

Education

Harvard Business School

Harvard Business School

LinkedIn

Leadership

1992 - 2000 · 8 yrs
Northeastern University

Northeastern University

LinkedIn

Marketing

1971 - 1974 · 3 yrs

William L. (Bill) MacDonald's Contact Information

Email

******@***.com

Phone

(**) *** ****

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