Oorsprong van het eerstegraads netwerk van Steven Neeley
Entiteit | Type entiteit | Industrie | |
---|---|---|---|
Indiana University
288
| College/University | Other Consumer Services | 288 |
Thunderbird School of Global Management
23
| College/University | Other Consumer Services | 23 |
One Charles Private Wealth Services LLC
One Charles Private Wealth Services LLC Investment ManagersFinance One Charles Private Wealth Services LLC (One Charles) is a SEC-registered investment advisor and wealth management firm headquartered in Hingham, Massachusetts. The firm was founded by Paul Squarcia in 2015 and is a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). One Charles provides comprehensive fee-based wealth management services to business owners, corporate executives, professional athletes, and similarly affluent clients.
1
| Subsidiary | Investment Managers | 1 |
TMD Wealth Management LLC
TMD Wealth Management LLC Investment ManagersFinance TMD Wealth Management LLC (TMD) is a SEC-registered investment advisor headquartered in Scottsdale, Arizona. The firm is a wholly owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). TMD provides comprehensive fee-based wealth management services to business owners, corporate executives, professional athletes, and similarly affluent clients.
1
| Subsidiary | Investment Managers | 1 |
TMD & Associates, Inc.
TMD & Associates, Inc. Investment ManagersFinance TMD & Associates, Inc. provides investment advice. The company is based in Scottsdale, AZ. The company was founded in 1994 by Todd McArthur Douma. TMD & Associates was acquired by One Charles Private Wealth LLC on July 01, 2019.
1
| Extinct | Investment Managers | 1 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Steven Neeley via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
---|---|---|---|
CARDINAL HEALTH, INC. | Medical Distributors | Corporate Officer/Principal | |
Credit Suisse Securities (USA) LLC (Broker)
Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity | |
Janus Henderson Investors US LLC
Janus Henderson Investors US LLC Investment ManagersFinance Janus Henderson Investors US LLC (JHIUS) is a registered investment advisor and mutual fund manager headquartered in Denver, Colorado. The firm was founded in 1969 and formerly known as Janus Capital Management LLC. They are a subsidiary of Janus Henderson US (Holdings) Inc., which is owned by Janus Henderson Group plc (NYSE: JHG, LON: 0RPW) in Great Britain. JHIUS provides investment management services, as an investment adviser or sub-adviser, to pooled investment vehicles. | Investment Managers | Portfolio Manager-Equities | |
FTI CONSULTING, INC. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
QUEST DIAGNOSTICS INCORPORATED | Services to the Health Industry | Corporate Officer/Principal | |
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 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 Analyst-Equity | |
Ernst & Young LLP
Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Comptroller/Controller/Auditor Corporate Officer/Principal | |
Barclays Capital, Inc.
Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Investment Banks/Brokers | Economist Economist Corporate Officer/Principal | |
Brigham Young University | College/University | Undergraduate Degree Undergraduate Degree | |
Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin | |
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 Analyst-Equity | |
Ice Miller LLP
Ice Miller LLP Miscellaneous Commercial ServicesCommercial Services Ice Miller LLP provides legal services. Its areas of practice include agribusiness, business services, intellectual property, bankruptcy, lobbying, labor, employment and immigration, litigation, employee benefits, environment, tax, trusts and estates, government investigations, energy and utilities, real estate, municipal finance, and government law. The company was founded by Frederick Matson in 1910 and is headquartered in Indianapolis, IN. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Wake Forest University | College/University | Corporate Officer/Principal Masters Business Admin | |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
Ball State University (Indiana) | College/University | Undergraduate Degree Undergraduate Degree | |
The University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
KITE REALTY GROUP TRUST | Real Estate Investment Trusts | Comptroller/Controller/Auditor Public Communications Contact | |
JPMorgan Securities LLC
JPMorgan Securities LLC Investment ManagersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
Manchester College | College/University | Undergraduate Degree Undergraduate Degree | |
University of Michigan | College/University | Doctorate Degree Graduate Degree | |
The University of Colorado | College/University | Undergraduate Degree Graduate Degree | |
American Academy of Sleep Medicine
American Academy of Sleep Medicine Miscellaneous Commercial ServicesCommercial Services American Academy of Sleep Medicine improves improve sleep health and patient-centered care for all people. The firm specializes in professional support, association management, education, government relations, research, publishing and sleep medicine. The company was founded in 1975 and is headquartered in Darien, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Zoominfo LLC
Zoominfo LLC Internet Software/ServicesTechnology Services Zoominfo LLC engages in the provision of marketing and sales intelligence platform. It offers sales leadership, sales development, marketing and demand generation; sales and marketing operations; and recruiting. The company was founded by Henry L. Schuck and Kirk N. Brown in 2007 and is headquartered in Vancouver, WA. | Internet Software/Services | Corporate Officer/Principal | |
Oaktree Capital Management LP
Oaktree Capital Management LP Investment ManagersFinance Oaktree Capital Management LP (Oaktree) is a SEC-registered investment advisor and hedge fund manager headquartered in Los Angeles, California. The firm was founded by Howard Marks, Bruce Karsh, and Sheldon Stone in 1995 as an LLC and was reorganized as an LP in 2007. They are a subsidiary of Oaktree Capital Management GP LLC, ultimately held by Brookfield Corp. (NYSE, TSX: BN) in Canada. Oaktree provides advisory services to clients with separately managed accounts and to private limited partnerships and other pooled investment vehicles for which either Oaktree or an affiliate acts as general partner and/or investment manager. The firm is a socially responsible investor and a signatory to the United Nations Principles for Responsible Investment (UNPRI). | Investment Managers | Analyst-Equity | |
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 | Undergraduate Degree | |
Accenture LLC
Accenture LLC Miscellaneous Commercial ServicesCommercial Services Accenture LLC operates as a global management consulting, technology services and outsourcing company. The company is headquartered in Reston, VA. | Miscellaneous Commercial Services | Consultant / Advisor | |
Academy of General Dentistry
Academy of General Dentistry Miscellaneous Commercial ServicesCommercial Services The Academy of General Dentistry is an organization that provides resources and support to its over 40,000 members to deliver the best dental care and oral health education to the public. The non-profit company is based in Chicago, IL. The organization also makes it easy for its members to participate in advocacy initiatives on legislative and regulatory activities affecting their practice. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Kite Realty Group LP
Kite Realty Group LP Real Estate Investment TrustsFinance Kite Realty Group LP operates as a real estate investment trust. It engages in the ownership, operation, acquisition, development, and redevelopment of neighborhood and community shopping centers in selected markets in the United States. The company was founded on August 16, 2004 and is headquartered in Indianapolis, IN. | Real Estate Investment Trusts | Comptroller/Controller/Auditor | |
KPMG LLP
KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
University of Georgia | College/University | Undergraduate Degree | |
Texas Christian University | College/University | Corporate Officer/Principal | |
Balentine LLC
Balentine LLC Investment ManagersFinance Balentine LLC is SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 2009 and is solely owned by Balentine Partners LLC. Balentine provides a full complement of comprehensive wealth management solutions for individuals, families, and institutions, as well as a pooled investment vehicle. | Investment Managers | Sales & Marketing | |
International Congress of Oral Implantologist | Corporate Officer/Principal | ||
Elevate Ventures, Inc.
Elevate Ventures, Inc. Investment ManagersFinance Elevate Ventures, Inc (Elevate Ventures) is a venture capital firm founded in 2010. The firm is headquartered in Indianapolis. | Investment Managers | Chief Operating Officer | |
PactSafe, Inc.
PactSafe, Inc. Miscellaneous Commercial ServicesCommercial Services PactSafe, Inc. provides web-based solutions. It offers software application designed that will help to track, implement, and safely manage the website legal agreements. The company was founded by Brian Powers, Eric Prugh, and Adam Gillaspie in 2013 and is headquartered in Indianapolis. IN. | Miscellaneous Commercial Services | Director/Board Member | |
PolicyStat LLC
PolicyStat LLC Packaged SoftwareTechnology Services PolicyStat LLC provides policy management software for healthcare organizations. Its software helps in providing quick user access and administrative functions to keep healthcare documents and forms current and accessible to all employees, promoting behaviors that are in line with pertinent regulations, accreditation mandates and payer requirements. Its services include consultation, implementation, and training. The company was founded in 2006 and is headquartered in Carmel, IN. | Packaged Software | Director/Board Member | |
App Press LLC
App Press LLC Packaged SoftwareTechnology Services App Press LLC creates tools to design and publish custom mobile applications. Its services include app prototyping and custom app development. The company was founded by Grant Glas and Kevin Smith and is headquartered in | Packaged Software | Director/Board Member | |
Dentons Bingham Greenebaum LLP
Dentons Bingham Greenebaum LLP Miscellaneous Commercial ServicesCommercial Services Dentons Bingham Greenebaum LLP operates as a business law firm. It offers transactional, economic development, litigation, tax, and succession planning services. The firm also provides estate planning and other services to individuals and non-profits. The company was founded by Samuel L. Greenebaum in 1952 and is headquartered in Indianapolis, IN. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
PricewaterhouseCoopers International Ltd.
PricewaterhouseCoopers International Ltd. Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers International Ltd. operates as an international association of accounting and consultancy firm. The company was founded on June 24, 1998 and is headquartered in London, the United Kingdom. | Miscellaneous Commercial Services | Consultant / Advisor | |
Chapman & Cutler LLP
Chapman & Cutler LLP Miscellaneous Commercial ServicesCommercial Services Chapman & Cutler LLP provides legal services. Its services include, asset securitization, banking and financial services, bankruptcy, restructuring and workouts, chapman practice innovations, commercial litigation and alternative dispute resolution and corporate counseling. The company was founded in 1913 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal |
Statistieken
Internationaal
Verenigde Staten | 48 |
Verenigd Koninkrijk | 2 |
Sectoraal
Finance | 20 |
Commercial Services | 13 |
Consumer Services | 12 |
Technology Services | 4 |
Distribution Services | 2 |
Operationeel
Corporate Officer/Principal | 145 |
Undergraduate Degree | 99 |
Director/Board Member | 89 |
Analyst-Equity | 53 |
Masters Business Admin | 33 |
Sterkste connecties
Insiders | |
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Daniel Herz | 28 |
Christopher L. Edson | 16 |
Michelle de Fonseca | 14 |
Logan Burt | 13 |
Shane Tiemann | 13 |
Quinn Thomas Kiley | 12 |
Phillip M. Lodato | 12 |
Eric M. Meslin | 11 |
Gary N. Hoipkemier | 11 |
John M. Carsello | 10 |
Brian Lian | 10 |
JC Chetnani | 10 |
Eric Ottinger | 9 |
Jeff Shelton | 9 |
Joshua Leavitt | 8 |
- Beurs
- Insiders
- Steven Neeley
- Bedrijfsconnecties