Oorsprong van het eerstegraads netwerk van Monica Millette
Entiteit | Type entiteit | Industrie | |
---|---|---|---|
Ameriprise Financial Services LLC
Ameriprise Financial Services LLC Investment Banks/BrokersFinance Ameriprise Financial Services LLC (AFS) is a registered broker-dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1971 and is a subsidiary of AMPF Holding Corp., which is owned by Ameriprise Financial, Inc. (NYSE: AMP). AFS offers brokerage services that enable clients to invest in many different types of investments including mutual funds, stocks, bonds, exchange traded products, unit investment trusts, annuities and alternative investments.
24
| Subsidiary | Investment Banks/Brokers | 24 |
RBC Wealth Management
RBC Wealth Management Investment ManagersFinance RBC Wealth Management (RBCWM) is wealth management division of RBC Capital Markets Equity Research, which is ultimately owned by Royal Bank of Canada (NYSE; TSE: RY). Formerly known as RBC Dain Rauscher, Inc., the firm was founded in 2001 and is headquartered in Minneapolis, Minnesota. RBCWM provides trusted advice and wealth management solutions to individuals, families and institutions.
15
| Subsidiary | Investment Managers | 15 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Monica Millette via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
---|---|---|---|
D. A. Davidson & Co.
D. A. Davidson & Co. Investment Banks/BrokersFinance D. A. Davidson & Co. is a dually SEC-registered investment adviser and FINRA broker-dealer headquartered in Great Falls, Montana. The firm was founded in 1935 and is a subsidiary of D.A. Davidson Companies, a financial service holding company. They provide liquidity and execution in small & mid-cap stocks to a wide range of institutional investors, including mutual fund and money managers around the world. | Investment Banks/Brokers | Corporate Officer/Principal | |
Parsons Capital Management, Inc.
Parsons Capital Management, Inc. Investment ManagersFinance Parsons Capital Management, Inc. (PCM) is a SEC-registered investment advisor and wealth management firm headquartered in Providence, Rhode Island. The firm was founded by Bob Parsons and Ged Parsons in 1993 and is principally owned by PCM Holdings, Inc. PCM provides investment management services to high net-worth individuals, qualified retirement plans, corporate pension and profit-sharing plans, charitable institutions, endowments, trusts, estates, foundations, and corporations. | Investment Managers | Portfolio Manager-Equities | |
Citigroup Global Markets, Inc. (Broker)
Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
HSBC Securities (USA), Inc.
HSBC Securities (USA), Inc. Regional BanksFinance Founded in 1969, HSBC Securities (U.S.A.) Inc. is an SEC-registered brokerage firm and registered futures commission merchant located in New York City. The firm is a wholly-owned subsidiary of HSBC North America Holdings, Inc. and their ultimate parent is HSBC Holdings Plc. (NYSE: HBC). HSBC Securities (U.S.A.) is a member of FINRA, the NYSE and the SIPC. Their securities and annuity products are provided by registered representatives and insurance agents of HSBC Securities (U.S.A.). In California, HSBC Securities (U.S.A.) conducts insurance business as HSBC Securities Insurance Services. Insurance products are offered through insurance agents of HSBC Insurance Agency (U.S.A.) Inc., a wholly-owned subsidiary of HSBC Bank U.S.A. NA and an indirectly wholly-owned subsidiary of HSBC Holdings plc. The company also engages in investment banking underwriting, dealing and brokering of debt and equity securities and futures contracts and is a primary dealer in U.S. Government and federal agency securities. | Regional Banks | Corporate Officer/Principal | |
Seattle-Northwest Securities Corp.
Seattle-Northwest Securities Corp. Investment Banks/BrokersFinance Seattle-Northwest Securities Corp. is based in Seattle, WA. Part of Piper Sandler Cos., Seattle-Northwest Securities Corp. is a company that provides investment banking and asset management services. Seattle-Northwest Securities was acquired by Piper Jaffray Cos. on July 12, 2013 for $21 million. | Investment Banks/Brokers | Chief Executive Officer | |
Franklin Advisers, Inc.
Franklin Advisers, Inc. Investment ManagersFinance Franklin Advisers, Inc. is a mutual fund manager and registered investment advisor headquartered in San Mateo, California. The firm was founded in 1985 and is a subsidiary of Franklin Resources, Inc. (NYSE: BEN), a holding company that, together with its various subsidiaries is referred to as Franklin Templeton Investments. Franklin Advisers provides investment advisory and portfolio management services to US and non-US, registered open-end and closed-end funds and unregistered funds, as well as separate accounts. | Investment Managers | Corporate Officer/Principal | |
Stanford University | College/University | Graduate Degree | |
University of Washington
University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Undergraduate Degree | |
University of Southern California
University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Undergraduate Degree | |
George Mason University | College/University | Undergraduate Degree | |
Hampden-Sydney College | College/University | Undergraduate Degree | |
Texas A&M University | College/University | Undergraduate Degree | |
University of Akron
University of Akron Other Consumer ServicesConsumer Services University of Akron provides public research education. Its programs include under graduate studies, graduate studies, international studies, law, and continuing education. The company was founded in 1870 and is headquartered in Akron, OH. | College/University | Undergraduate Degree | |
New York Institute of Technology | College/University | Undergraduate Degree | |
St. Anselm College | College/University | Undergraduate Degree Undergraduate Degree | |
St. Cloud State University | College/University | Undergraduate Degree Undergraduate Degree | |
The University of Colorado | College/University | Undergraduate Degree Masters Business Admin | |
University of Kentucky | College/University | Graduate Degree | |
University of Maryland | College/University | Undergraduate Degree | |
Western Michigan University | College/University | Undergraduate Degree | |
University of Puget Sound | College/University | Undergraduate Degree | |
Englewood Hospital & Medical Center, Inc.
Englewood Hospital & Medical Center, Inc. Hospital/Nursing ManagementHealth Services Englewood Hospital & Medical Center, Inc. provides healthcare services. It offers allergy, anesthesiology, bloodless medicine and surgery, cardiology, dermatology, diabetes, emergency medicine, endocrinology, hyperbaric medicine, infectious disease, joint replacement center, and laboratory and pathology services. The company was founded in 1988 and is headquartered in Englewood, NJ. | Hospital/Nursing Management | Director/Board Member | |
AMERIPRISE FINANCIAL, INC. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Prudential Securities, Inc. (Michigan)
Prudential Securities, Inc. (Michigan) Investment Banks/BrokersFinance Part of Prudential Financial, Inc., Prudential Securities, Inc. (Michigan) is a company based in West Bloomfield, MI. | Investment Banks/Brokers | Corporate Officer/Principal | |
American Express Financial Advisors, Inc. | Corporate Officer/Principal | ||
Ameriprise Financial Services LLC (Investment Management)
Ameriprise Financial Services LLC (Investment Management) Investment ManagersFinance Ameriprise Financial Services LLC (Investment Management) (AFS-IM) is the investment management division of Ameriprise Financial Services LLC, a registered broker-dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1986 and is a subsidiary of AMPF Holding Corp., which is owned by Ameriprise Financial, Inc. (NYSE: AMP). AFS-IM sponsors a wrap fee program that offers a variety of investment advisory accounts that have different features and services, supporting a wide array of investment strategies. It is available for individual investors, corporate entities and tax-qualified accounts. | Investment Managers | Chief Executive Officer Corporate Officer/Principal | |
Brio Consultants LLC
Brio Consultants LLC Investment ManagersFinance Brio Consultants LLC, dba Brio Financial Group (Brio), is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Brandon Miller in 2009. Brio provides asset management and investment consulting services for many different types of clients. | Investment Managers | Founder | |
Counterpoint Mutual Funds LLC
Counterpoint Mutual Funds LLC Investment ManagersFinance Counterpoint Mutual Funds LLC (Counterpoint) is an independent, SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by Michael Krause and John Koudsi in 2014. Counterpoint provides portfolio management services to registered investment companies such as mutual funds and ETFs. | Investment Managers | Founder | |
MSH Capital Advisors LLC
MSH Capital Advisors LLC Investment ManagersFinance MSH Capital Advisors LLC is a private company that specializes in guiding businesses through regulatory matters to help protect them. The company is based in Scottsdale, AZ. The company's focus is on providing guidance and protection to their clients. | Investment Managers | Chief Operating Officer | |
Charles Schwab & Co., Inc. (Broker)
Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services | Investment Banks/Brokers | Corporate Officer/Principal | |
Trutina Financial LLC
Trutina Financial LLC Investment ManagersFinance Trutina Financial LLC is a SEC-registered investment advisor headquartered in Bellevue, Washington. The firm was founded in 2005 as Bellevue Financial, Inc. They were acquired in 2023 by CapFinancial Partners LLC, which is a subsidiary of The CapFinancial Group LLC. Trutina Financial provides wealth management services to high-net-worth individuals, business owners and families, investment advisory services to fiduciaries of corporate retirement plans, corporate assets, and endowments and foundations of nonprofits. | Investment Managers | Portfolio Manager-Equities | |
Creative Planning LLC
Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions. | Investment Managers | Portfolio Manager-Equities | |
Schwarz Dygos Wheeler Investment Advisors LLC
Schwarz Dygos Wheeler Investment Advisors LLC Investment ManagersFinance Schwarz Dygos Wheeler Investment Advisors LLC (SDW) is an independent registered investment advisor and wealth management firm headquartered in Minneapolis, Minnesota. The firm was founded in 2008 by Joseph Schwarz, Stephen Dygos and Benjamin Wheeler. SDW offers investment advisory services to individuals, pension and profit-sharing plan participants, trusts, estates, charitable organizations, corporations, and other business entities. | Investment Managers | Founder | |
Refined Wealth Management LLC
Refined Wealth Management LLC Investment ManagersFinance Refined Wealth Management LLC (RWM) is an independent registered investment adviser headquartered in Salt Lake City, Utah. The firm was founded by Ryan Larsen in 2013. RWM offers investment advice, financial planning, insurance, and other financial services to individuals, high net worth individuals, trusts, estates, corporations, and small business owners. | Investment Managers | Chief Executive Officer | |
Onyx Bridge Wealth Group LLC
Onyx Bridge Wealth Group LLC Investment ManagersFinance Onyx Bridge Wealth Group LLC (Onyx Bridge) is an independent asset management firm headquartered in Tarrytown, New York. The firm was founded by Jared Cohen in 2019. Onyx Bridge provides investment management services to individual and institutional clients. | Investment Managers | Chief Executive Officer |
Statistieken
Internationaal
Verenigde Staten | 42 |
Canada | 2 |
Sectoraal
Finance | 25 |
Consumer Services | 16 |
Consumer Durables | 2 |
Health Services | 2 |
Operationeel
Corporate Officer/Principal | 79 |
Undergraduate Degree | 33 |
Chief Executive Officer | 17 |
Portfolio Manager-Equities | 17 |
Analyst-Equity | 15 |
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