Dan Wasiolek
Analyst-Equity bij Morningstar, Inc. (Research)
Oorsprong van het eerstegraads netwerk van Dan Wasiolek
Entiteit | Type entiteit | Industrie | |
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Morningstar, Inc. (Research)
Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research.
206
| Operating Division | Investment Managers | 206 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Dan Wasiolek via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
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Kemper Financial Services, Inc.
Kemper Financial Services, Inc. Investment Banks/BrokersFinance Part of Deutsche Bank AG, Kemper Financial Services, Inc. is a company that provides insurance, brokerage, and financial services. The company is based in Long Grove, IL. | Investment Banks/Brokers | Corporate Officer/Principal | |
MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Comptroller/Controller/Auditor | |
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Raymond James & Associates, Inc.
Raymond James & Associates, Inc. Financial ConglomeratesFinance Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors. | Financial Conglomerates | Analyst-Equity | |
Deutsche Bank Securities, Inc.
Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
Burren Energy Plc
Burren Energy Plc Oil & Gas ProductionEnergy Minerals Burren Energy Plc explores and produces oil and natural gas. The company was founded by Finian Rory O'Sullivan in 1994 and is headquartered in London, the United Kingdom. | Oil & Gas Production | Corporate Officer/Principal | |
Guggenheim Securities LLC
Guggenheim Securities LLC Investment Banks/BrokersFinance Guggenheim Securities LLC is a SEC-registered broker-dealer headquartered in New York City. The firm was founded in 1999 and is a subsidiary of Links Holdings LLC, ultimately held by Guggenheim Partners LLC. Guggenheim Securities’ specializations include the sales and trading of fixed-income securities and sophisticated structured products. The firm offers in-depth analysis and expert execution of trading opportunities to large institutional investors and asset originators. They offer sales and trading services relating to a wide range of instruments. | Investment Banks/Brokers | Corporate Officer/Principal | |
State Farm Insurance Cos.
State Farm Insurance Cos. Multi-Line InsuranceFinance State Farm Insurance Cos. provides personal property and casualty insurance services. It also offers auto insurance quotes, auto, home, life and health policies. The firm also provides commercial auto insurance coverage for renters, business owners, boats and motorcycles. The company was founded by George Jacob Mecherle in 1922 and is headquartered in Bloomington, IL. | Multi-Line Insurance | Corporate Officer/Principal Corporate Officer/Principal | |
Morningstar Investment Services LLC
Morningstar Investment Services LLC Investment ManagersFinance Morningstar Investment Services, Inc. (MIS) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2000 and is a wholly owned subsidiary of Morningstar Investment Management LLC, ultimately held by Morningstar, Inc. (NASDAQ: MORN). MIS offers various investment advisory services that focus on their core capacities in asset allocation, investment selection, and portfolio construction to retail investors and to institutional clients. | Investment Managers | President | |
University of Notre Dame | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Graduate Degree | |
MORNINGSTAR, INC. | Investment Managers | Chief Executive Officer Investor Relations Contact Founder Corporate Officer/Principal Investor Relations Contact Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree | |
University of Wisconsin | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
University of Illinois | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree | |
Northwestern University
Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
DePaul University | College/University | Masters Business Admin Masters Business Admin Corporate Officer/Principal Undergraduate Degree Masters Business Admin | |
Fitch Ratings, Inc.
Fitch Ratings, Inc. Investment ManagersFinance Fitch Ratings, Inc. is a global rating agency and investment research firm headquartered in New York City. The firm was founded by John Knowles in 1913 as Fitch Publishing Co. They are a subsidiary of Fitch Group, Inc., ultimately owned by The Hearst Family Trust. Fitch Ratings seeks to provide independent and prospective credit opinions, research and data to the world's credit markets. Their approach is based on a foundation of local market experience that covers capital markets in over 150 countries. The firm's ratings analysis and rating decisions are based on established criteria, methodologies and ratings definitions which they apply in a consistent manner. Fitch Ratings provides coverage of the following markets: Economics, Banks, Insurance, Sovereigns, Corporates, Structured Finance, Public Finance – International, Public Finance – US, Infrastructure & Project, and Finance. | Investment Managers | Analyst-Equity Analyst-Equity Analyst-Fixed Income Corporate Officer/Principal | |
William Blair & Co. LLC
William Blair & Co. LLC Regional BanksFinance William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients. | Regional Banks | Analyst-Equity Analyst-Equity Corporate Officer/Principal Corporate Officer/Principal | |
University of Michigan | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree Graduate Degree | |
Ernst & Young LLP (Missouri)
Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Indiana University | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
Michigan State University | College/University | Undergraduate Degree Undergraduate Degree | |
University of California, Berkeley | College/University | Graduate Degree Undergraduate Degree | |
Aon Investments USA, Inc.
Aon Investments USA, Inc. Investment ManagersFinance Aon Investments USA, Inc. (AIUSA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1981 and is wholly owned by Aon Consulting, Inc., an indirect subsidiary of its ultimate parent Aon Plc (NYSE: AON) in Ireland. AIUSA provides professional investment advisory and consulting services to institutional clients. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Morningstar Investment Management LLC
Morningstar Investment Management LLC Investment ManagersFinance Morningstar Investment Management LLC is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 and is a wholly-owned subsidiary of Morningstar, Inc. (NASDAQ: MORN). Morningstar Investment Management offers various investment advisory services that focus on their core capabilities in asset allocation, investment selection, and portfolio construction to financial or other institutions. | Investment Managers | Chief Executive Officer Chairman | |
The Johns Hopkins University | College/University | Undergraduate Degree Graduate Degree | |
Kelley School of Business | College/University | Masters Business Admin Undergraduate Degree | |
Oppenheimer & Co., Inc. (Broker)
Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
University of Georgia | College/University | Undergraduate Degree Undergraduate Degree | |
Wheaton College (Illinois) | College/University | Undergraduate Degree Undergraduate Degree | |
MEAD JOHNSON NUTRITION CO | Food: Meat/Fish/Dairy | Corporate Officer/Principal | |
QualiSystems Ltd.
QualiSystems Ltd. Packaged SoftwareTechnology Services QualiSystems Ltd. develops and markets software and hardware testing solutions. Its use case solutions include test, lab-as-a-service, demos and pocs, developer ecosystem. The firm?s industry segments include enterprise, service provider, and technology vendors. The company was founded by Rotem Ofir, Moshe Moskovitch, and Alex Ackerman in 2004 and is headquartered in Ganey-Tikva, Israel. | Packaged Software | Sales & Marketing | |
American Banker
American Banker Publishing: NewspapersConsumer Services American Banker publishes banking newspapers. It offers news related to Policy & Regulation, Technology and Retail & Commercial sectors. The firm also provides news through online and live conferences and seminars. The company was founded in 1836 and is headquartered in New York, NY. | Publishing: Newspapers | Corporate Officer/Principal | |
Colby College | College/University | Undergraduate Degree | |
The University of Nottingham | College/University | Graduate Degree | |
University of London | College/University | Graduate Degree | |
ENI S.P.A | Oil Refining/Marketing | Corporate Officer/Principal | |
Gies College of Business | College/University | Masters Business Admin | |
US Air Force | Sovereign | Corporate Officer/Principal | |
Carroll College (Montana) | College/University | Undergraduate Degree | |
Harvard University
Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Masters Business Admin | |
Beijing Foreign Studies University | College/University | Undergraduate Degree | |
Prudential Capital Group | Financial Conglomerates | Corporate Officer/Principal | |
Georgetown University | College/University | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 42 |
Verenigd Koninkrijk | 5 |
Italië | 2 |
China | 2 |
Sectoraal
Consumer Services | 25 |
Finance | 18 |
Energy Minerals | 3 |
Technology Services | 3 |
Commercial Services | 2 |
Operationeel
Corporate Officer/Principal | 117 |
Analyst-Equity | 110 |
Undergraduate Degree | 83 |
Masters Business Admin | 42 |
Director of Research - Equity | 22 |
Sterkste connecties
Insiders | |
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Kunal Kapoor | 15 |
Joe Mansueto | 14 |
Ali Mogharabi | 11 |
Rick Summer | 9 |
Charles Fishman | 9 |
Richard Hilgert | 9 |
Michael Holt | 8 |
Neil Macker | 8 |
Barbara Noverini | 8 |
Michael Wong | 7 |
Dave Meats | 7 |
David Swartz | 7 |
Sarah Bush | 7 |
Joscelyn MacKay | 6 |
Sean Sexton | 6 |
- Beurs
- Insiders
- Dan Wasiolek
- Bedrijfsconnecties