Pamela Wheelock
Director/Board Member bij ALLSPRING UTILITIES AND HIGH INCOME FUND
Oorsprong van het eerstegraads netwerk van Pamela Wheelock
Entiteit | Type entiteit | Industrie | |
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University of Minnesota
University of Minnesota Other Consumer ServicesConsumer Services Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN.
76
| College/University | Other Consumer Services | 76 |
Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 18 | |
Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 15 | |
Blue Cross & Blue Shield Association
Blue Cross & Blue Shield Association Life/Health InsuranceFinance Blue Cross & Blue Shield Association provides healthcare insurance services. The firm operates several business initiatives in support of the Blue Cross and Blue Shield companies and represents the Blue System in national forums. It offers insurance products to all segments of the population, including large employer groups, small business and individuals. The company was founded in 1982 and is headquartered in Chicago, IL.
13
| Non-Profit Organization | Life/Health Insurance | 13 |
Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 13 | |
Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 13 | |
State of Minnesota
4
| Government | Province/State | 4 |
St. Catherine University (Minnesota)
3
| College/University | Other Consumer Services | 3 |
Blue Cross & Blue Shield of Minnesota Foundation
Blue Cross & Blue Shield of Minnesota Foundation Miscellaneous Commercial ServicesCommercial Services Blue Cross & Blue Shield of Minnesota Foundation is a non-profit organization based in Minneapolis, MN. The foundation focuses on improving the health of communities in Minnesota by providing grants to organizations that work towards health equity and addressing social determinants of health. Dana Erickson has been the CEO of the non-profit company since 2022.
2
| Non-Profit Organization | Miscellaneous Commercial Services | 2 |
Twin Cities Habitat For Humanity, Inc.
Twin Cities Habitat For Humanity, Inc. Services to the Health IndustryHealth Services Twin Cities Habitat for Humanity, Inc. is a non-profit organization that aims to promote affordable homeownership and advance racial equity in housing. Since 1985, the organization has partnered with over 1,700 families to help them achieve the transformational power of homeownership. Twin Cities Habitat is highly regarded among Habitat for Humanity affiliates nationwide. The organization offers various programs that serve the community, including resources for Habitat homeowners, volunteer opportunities, and a home improvement outlet called Twin Cities Habitat for Humanity Restore. Additionally, Twin Cities Habitat has donor programs such as Builder's Circle, Legacy Circle, and Carpenter's Club.
2
| Private Company | Services to the Health Industry | 2 |
Destination Medical Center Corp.
2
| Non-Profit Organization | 2 | |
Minnesota Sports & Entertainment
Minnesota Sports & Entertainment Movies/EntertainmentConsumer Services Minnesota Sports & Entertainment owns and operates sports clubs. Its services include venues for unique sports, entertainment and business experiences. The company was founded in 1997 and is located in St. Paul, MN.
1
| Private Company | Movies/Entertainment | 1 |
The Bush Foundation
The Bush Foundation Investment Trusts/Mutual FundsMiscellaneous The Bush Foundation engages in the provision of grants and investments to support organizations. It offers community innovation grants, Bush fellowship, Bush prize for community innovation, 2020 school design institute, change networks, event sponsorship, and President's innovation and partnership grant. The company was founded by Archibald Granville Bush and Edyth Bush in 1953 and is headquartered in St. Paul, MN.
1
| Foundation/Endowment | Investment Trusts/Mutual Funds | 1 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Pamela Wheelock via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
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ECOLAB INC. | Chemicals: Specialty | Corporate Officer/Principal Corporate Officer/Principal Compliance Officer | |
MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | General Counsel Corporate Officer/Principal | |
WELLS FARGO & COMPANY | Major Banks | Corporate Officer/Principal General Counsel | |
Allspring Funds Trust
Allspring Funds Trust Finance/Rental/LeasingFinance Wells Fargo Funds Trust is an open-end, management investment company. Established in 1999, the company is based in San Francisco, CA. | Finance/Rental/Leasing | Treasurer President | |
Wells Fargo Variable Trust | Investment Trusts/Mutual Funds | Treasurer President | |
Wells Fargo Bank NA
Wells Fargo Bank NA Major BanksFinance Wells Fargo Bank, NA provides investment advisory services. It offers banking, insurance, investments, mortgage, and consumer finance services. The company is headquartered in Sioux Falls, SD. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
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 Analyst-Equity Analyst-Equity | |
Allspring Master Trust | Investment Trusts/Mutual Funds | Treasurer President | |
Riverbridge Partners LLC
Riverbridge Partners LLC Investment ManagersFinance Riverbridge Partners LLC (Riverbridge) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Minneapolis, Minnesota. The firm was founded by Mark Thompson in 1987. Riverbridge serves as an investment manager for institutions, investment companies, pooled investment vehicles, individuals, and advisors. The firm also provides portfolio management services under a wrap fee arrangement offered by unaffiliated broker-dealer sponsors. | Investment Managers | Analyst-Equity Analyst-Equity | |
UBS Securities LLC
UBS Securities LLC Investment Banks/BrokersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Investment Banks/Brokers | Analyst-Equity | |
Piper Sandler & Co. (Broker)
Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity | |
Allspring Funds Management LLC
Allspring Funds Management LLC Investment ManagersFinance Allspring Funds Management LLC (AFM) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded as Wells Fargo Funds Management LLC (WFFM) in 2001 to succeed the former mutual fund advisory responsibilities of Wells Fargo Bank, N.A. In November 2021, Wells Fargo & Co. sells its asset management business, which includes WFFM and certain affiliates, to a third-party purchaser. As part of the sale, WFFM has changed its name to Allspring Funds Management LLC. AFM is a wholly owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. The firm serves as investment adviser for the portfolios of the Allspring Funds. The firm also participates as an investment adviser in several managed account programs offered by other financial institutions to their respective clients. | Investment Managers | Chief Executive Officer Corporate Officer/Principal | |
Asset Allocation Trust
Asset Allocation Trust Investment Trusts/Mutual FundsMiscellaneous Asset Allocation Trust provides trust services. The private company is based in San Francisco, CA. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Treasurer Director/Board Member Director/Board Member President Director/Board Member Director/Board Member Director/Board Member Director/Board Member | |
Russell Exchange Traded Funds Trust | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
Parametric Portfolio Associates LLC
Parametric Portfolio Associates LLC Investment ManagersFinance Parametric Portfolio Associates LLC (Parametric) is a SEC-registered investment advisor headquartered in Seattle, Washington. The firm was founded in 1987 and is directly owned by Eaton Vance Acquisitions LLC. They became ultimately owned by Morgan Stanley (NYSE: MS) in 2021. Parametric provides various portfolio management services and investment strategies directly to institutional investors and indirectly to individual investors through financial intermediaries. | Investment Managers | Portfolio Manager-Equities | |
The Wharton School of the University of Pennsylvania | College/University | Corporate Officer/Principal Masters Business Admin Corporate Officer/Principal Masters Business Admin Masters Business Admin Masters Business Admin | |
Craig-Hallum Capital Group LLC
Craig-Hallum Capital Group LLC Investment Banks/BrokersFinance Craig-Hallum Capital Group LLC (Craig-Hallum) is an employee-owned, idea-driven research, trading and investment banking firm headquartered in Minneapolis, Minnesota. The firm was founded by Bradley Baker and Kevin Harris in 1997. Craig-Hallum provides research, institutional sales and trading and investment banking services to institutional investors and growth companies. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity | |
Norwest Equity Partners
Norwest Equity Partners Investment ManagersFinance Norwest Equity Partners is a private equity firm, a subsidiary of Norwest Partners founded in 1961 by John E. Lindahl. The firm is headquartered in Minneapolis, Minnesota. | Investment Managers | Private Equity Investor Private Equity Investor Private Equity Analyst | |
University of St. Thomas
University of St. Thomas Other Consumer ServicesConsumer Services The University of St. Thomas is an institution that values diversity, equity, and inclusion. The private company is based in St. Paul, MN. It offers over 150 undergraduate majors and minors, as well as graduate programs in various fields such as business, engineering, law, education, social work, and arts and humanities. The University of St. Thomas was founded in 1885 by John Ireland. | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Northland Securities, Inc.
Northland Securities, Inc. Investment Banks/BrokersFinance Northland Securities, Inc. (NSI) is a dually registered, full-service broker dealer and investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 2002 and is owned by Northland Capital Holdings, Inc., which was acquired by First National of Nebraska, Inc. (OTCMKTS: FINN) in 2023. NSI is actively engaged in buying and selling securities for its own account as well as for clients. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
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 Graduate Degree | |
Georgia Institute of Technology | College/University | Undergraduate Degree Graduate Degree | |
Galliard Capital Management LLC
Galliard Capital Management LLC Investment ManagersFinance Galliard Capital Management LLC (Galliard) is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 1995 by Richard Merriman, John Caswell and Karl Tourville. Galliard designs fixed income and stable value solutions for institutional investors. | Investment Managers | President Portfolio Manager-Fixed Income | |
Tsinghua University | College/University | Undergraduate Degree Masters Business Admin | |
RICI HEALTHCARE HOLDINGS LIMITED | Hospital/Nursing Management | Director/Board Member Chief Executive Officer | |
University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree | |
Cornell University
Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Masters Business Admin Corporate Officer/Principal | |
State Street Global Advisors
State Street Global Advisors Investment ManagersFinance State Street Global Advisors (State Street Global Advisors) is a private equity subsidiary of State Street Corp. founded in 1978. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Compliance Officer General Counsel | |
National Institute for Health Care Management Foundation | Chairman Director/Board Member | ||
Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin | |
BCBSM, Inc.
BCBSM, Inc. Managed Health CareHealth Services BCBSM, Inc. engages in the provision of health care plans and resources. It offers individual and family plans, medicare plans, employer provided plans, prescription drugs, and dental plans. The company was founded in 1933 and is headquartered in St. Paul, MN. | Managed Health Care | Director/Board Member Chief Executive Officer | |
America's Health Insurance Plans, Inc.
America's Health Insurance Plans, Inc. Life/Health InsuranceFinance America's Health Insurance Plans, Inc. is the national trade association representing the health insurance industry. AHIP's members provide health and supplemental benefits to more than 200 million Americans through employer-sponsored coverage, the individual insurance market, and public programs such as Medicare and Medicaid. AHIP advocates for public policies that expand access to affordable health care coverage to all Americans through a competitive marketplace that fosters choice, quality and innovation. The company is headquartered in Washington, DC. | Life/Health Insurance | Director/Board Member Director/Board Member | |
Sun Yat-Sen University | College/University | Undergraduate Degree | |
Saint John University | College/University | Undergraduate Degree | |
New York University | College/University | Masters Business Admin | |
AB CarVal Investors LP (Private Equity)
AB CarVal Investors LP (Private Equity) Investment ManagersFinance AB CarVal Investors LP (AB CarVal Investors) is a private equity firm founded in 1987 by Cargill Inc. The firm is headquartered in Minneapolis, Minnesota. | Investment Managers | Private Equity Investor | |
Bessemer Investors
Bessemer Investors Investment ManagersFinance Bessemer Investors (Bessemer Investors) is a private equity firm founded in 2018. The firm is headquartered in New York. | Investment Managers | Private Equity Investor | |
Harris Williams & Co.
Harris Williams & Co. Investment Banks/BrokersFinance Harris Williams & Co. provides investment advisory services. It offers investment banking, sell-side mergers and acquisitions, capital raising, fairness opinion, and restructuring advisory services. The company was founded by H. Hiter Harris III and Christopher H. Williams in 1991 and is headquartered in Richmond, VA. | Investment Banks/Brokers | Corporate Officer/Principal | |
Olympus Advisors LLC
Olympus Advisors LLC Investment ManagersFinance Olympus Advisors LLC is an Independent Private Equity firm founded in 1988 by Robert S. Morris. The firm is headquartered in Stamford. | Investment Managers | Corporate Officer/Principal |
Statistieken
Internationaal
Verenigde Staten | 40 |
China | 4 |
Thailand | 2 |
Sectoraal
Finance | 23 |
Consumer Services | 12 |
Miscellaneous | 7 |
Health Services | 3 |
Process Industries | 2 |
Operationeel
Director/Board Member | 212 |
Corporate Officer/Principal | 106 |
Undergraduate Degree | 79 |
Independent Dir/Board Member | 54 |
Chairman | 40 |
Sterkste connecties
Insiders | |
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William J. Marino | 29 |
William George | 21 |
Isaiah Harris | 20 |
Bill Ebsworth | 19 |
Timothy Penny | 17 |
Michael J. Guyette | 17 |
Andrew Owen | 17 |
Jane Freeman | 15 |
Michael Hickey | 14 |
Kathryn Sullivan | 14 |
Yi Xin Fang | 14 |
Michelle Rhee | 13 |
Jan K. Malcolm | 13 |
Michael S. Scofield | 13 |
David Larcker | 12 |
- Beurs
- Insiders
- Pamela Wheelock
- Bedrijfsconnecties