![Susan John](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Oorsprong van het eerstegraads netwerk van Susan John
Entiteit | Type entiteit | Industrie | |
---|---|---|---|
Certified Financial Planner Board of Standards, Inc.
![]() Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC.
13
| Non-Profit Organization | Miscellaneous Commercial Services | 13 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Susan John via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
---|---|---|---|
CHARLES SCHWAB | Investment Banks/Brokers | Chief Tech/Sci/R&D Officer | |
BOK FINANCIAL CORPORATION | Major Banks | Corporate Officer/Principal | |
INSPERITY, INC. | Miscellaneous Commercial Services | Director/Board Member | |
Carnegie Mellon University
![]() Carnegie Mellon University Other Consumer ServicesConsumer Services Carnegie Mellon University is an American school that operates as a college or university. It is located in Pittsburgh, Pennsylvania. | College/University | Undergraduate Degree | |
First Eagle Investment Management LLC
![]() First Eagle Investment Management LLC Investment ManagersFinance First Eagle Investment Management LLC (FEIM) is a SEC-registered investment advisor and holding firm headquartered in New York City. The firm was founded in 1864 and formerly known as Arnhold & S. Bleichroeder Advisers, Inc. FEIM provides investment advisory services primarily to mutual funds, private funds, collective investment trusts and institutional separately managed accounts (SMAs), as well as to a registered, closed-end interval fund. The firm serves as the investment adviser to the First Eagle Funds, First Eagle Variable Funds and to the First Eagle Credit Opportunities Fund, which are registered investment companies. | Investment Managers | Sales & Marketing | |
University of Notre Dame | College/University | Masters Business Admin | |
The Trustees of Columbia University in The City of New York | College/University | Graduate Degree | |
George Washington University | College/University | Doctorate Degree | |
Rockhurst University | College/University | Undergraduate Degree | |
University of Missouri | College/University | Corporate Officer/Principal | |
Orion Advisor Technology LLC
![]() Orion Advisor Technology LLC MiscellaneousMiscellaneous Orion Advisor Technology LLC provides financial technology services for advisors and firms. It offers client experience tools, tax-intelligent rebalancing, efficient billing, integrated planning, and automated compliance monitoring. The company was founded by Michael Miola and Warren Patrick Clarke in 1999 and is headquartered in Omaha, NE. | Miscellaneous | Chief Executive Officer | |
Pershing LLC
![]() Pershing LLC Investment Banks/BrokersFinance Founded in 1939, Pershing LLC is a broker/dealer headquartered in Jersey City, New Jersey. The firm is a subsidiary of the Bank of New York Mellon Corp. (NYSE: BK). The firm helps financial services firms and advisors succeed by providing the technology, operational, trading, investment and practice management solutions they need to serve investors. Pershing offers securities processing, trading and operations management, investment technology, asset-gathering solutions and practice management support. The firm serves a wide range of financial organizations including: banks, discount brokerages, full-service brokerages, registered investment advisors, independent contractors, institutional firms, global firms and small- to mid-sized firms. Pershing also offers financial products including annuities, mutual funds and money funds, as well as business tools, cash management services, investor and lending services, retirement products and wealth management. In addition, they offer trading and execution services in listed and OTC securities, fixed-income securities and mutual funds. | Investment Banks/Brokers | Corporate Officer/Principal | |
University of California, Los Angeles | College/University | Masters Business Admin | |
Accel-KKR LLC
![]() Accel-KKR LLC Investment ManagersFinance Accel-KKR LLC (Accel-KKR) is a private equity firm founded in 2000 by Thomas Barnds. The firm is headquartered in Menlo Park, California. | Investment Managers | Private Equity Investor | |
San Diego State University | College/University | Masters Business Admin | |
Grand Valley State University (Michigan) | College/University | Undergraduate Degree | |
US Military Academy | College/University | Undergraduate Degree | |
North Carolina State University | College/University | Undergraduate Degree | |
Oregon State University | College/University | Undergraduate Degree | |
The Pennsylvania State University | College/University | Masters Business Admin | |
University of California, Berkeley | College/University | Undergraduate Degree | |
University of Kansas | College/University | Masters Business Admin | |
University of Mumbai | College/University | Undergraduate Degree | |
American Speech-Language-Hearing Association, Inc.
![]() American Speech-Language-Hearing Association, Inc. Medical/Nursing ServicesHealth Services American Speech-Language-Hearing Association, Inc. provides speech, language and hearing aids. The firm specializes in preventing and assessing hearing and balance disorders as well as providing audiologic treatment including hearing aids. The company was founded in 1925 and is headquartered in Rockville, MD. | Medical/Nursing Services | Chief Executive Officer | |
London School of Economics & Political Science | College/University | Graduate Degree | |
AssetMark, Inc.
![]() AssetMark, Inc. Investment ManagersFinance AssetMark, Inc. is a SEC-registered investment advisor headquartered in Concord, California. The firm was founded in 1985 as Genworth Financial Asset Management. They are a wholly-owned subsidiary of AssetMark Financial Holdings, Inc., which is owned by Huatai International Investment Holdings Ltd. in Hong Kong. AssetMark provides various investment supervisory services to registered investment companies and a variety of clients, which include but not limited to individuals, investment companies, pension and profit-sharing plans, corporations, partnerships, trusts, insurance companies and other investment managers. | Investment Managers | Chief Executive Officer | |
The New York Society of Security Analysts, Inc.
![]() The New York Society of Security Analysts, Inc. Miscellaneous Commercial ServicesCommercial Services The New York Society of Security Analysts, Inc. operates as a financial services trade group and networking forum for wall street and provides Chartered Financial Analyst (CFA) exam. The company was founded in 1937 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Director/Board Member | |
County of Prince William (Virginia) | Province/State | Corporate Officer/Principal | |
American Association of People With Disabilities | Chief Executive Officer | ||
Neurological Institute of Pennsylvania | Chief Administrative Officer | ||
C. T. Bauer College of Business | College/University | Corporate Officer/Principal | |
Allegiance Financial Advisors, Inc.
![]() Allegiance Financial Advisors, Inc. Investment ManagersFinance Allegiance Financial Advisors, Inc. provides investment advice. The private company is based in Scottsdale, AZ. | Investment Managers | Chief Investment Officer | |
Summit Place Financial Advisors LLC
![]() Summit Place Financial Advisors LLC Investment ManagersFinance Summit Place Financial Advisors LLC (SPFA) is an independent registered investment advisor and wealth management firm headquartered in Summit, New Jersey. SPFA provides discretionary investment advisory services on a fee-only basis for a select group of clients. | Investment Managers | Chief Executive Officer | |
Fi360, Inc.
![]() Fi360, Inc. Investment ManagersFinance fi360, Inc. provides fiduciary education, practice management and other financial advisory services. The firm’s service categories include learning and technology, software and technology, and data and analytics. It serves advisors, institutions and asset managers. The company was founded in 1999 and is headquartered in Pittsburgh, PA. | Investment Managers | Chairman | |
The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree | |
The Fuqua School of Business | College/University | Masters Business Admin | |
Kellogg School of Management | College/University | Doctorate Degree | |
Savant Wealth Management LLC
![]() Savant Wealth Management LLC Investment ManagersFinance Part of SCMI, Inc., Savant Wealth Management LLC is an independent, fee-only wealth management firm providing comprehensive financial advice to financially established individuals and institutions. The company offers investment management, financial planning, retirement planning, and family office services. Additionally, Savant also offers corporate accounting, tax preparation, payroll, and consulting through its affiliate, Savant Tax & Consulting, and estate planning document preparation and other legal services through its affiliated law firm, Savant Legal LLP. Savant's headquarters are in Rockford, IL, with locations across the nation. Savant is an SEC registered investment adviser with $13.50 billion in assets under management as of March 31, 2022. The company was founded in 1986 by Brent Raymond Brodeski, who has been the CEO since then. | Investment Managers | Director/Board Member | |
ASSETMARK FINANCIAL HOLDINGS, INC. | Financial Conglomerates | Chief Executive Officer | |
Wealthsimple, Inc.
![]() Wealthsimple, Inc. Investment ManagersFinance Wealthsimple, Inc. is an independent asset management firm headquartered in Toronto, Canada. It was co-founded by Michael Katchen in 2014. The firm manages assets of various clients. | Investment Managers | Director/Board Member | |
Wealthsimple Financial Corp.
![]() Wealthsimple Financial Corp. Investment ManagersFinance Wealthsimple Financial Corp. is based in Toronto, Canada. Part of Power Corp. of Canada, Wealthsimple Financial Corp. is a Canadian company that provides digital-based investment advisory services. The company was founded by Michael Katchen, who has been the CEO since incorporation. | Investment Managers | Director/Board Member | |
Heinz College | College/University | Graduate Degree | |
Advicent Solutions LP
![]() Advicent Solutions LP Packaged SoftwareTechnology Services Advicent Solutions LP provides software-as-a-service technology solutions for the financial services industry. It products include naviplan, fiflo, profiles, advisor briefcase, narrator connect, narrator clients and narrator advisor. The company also offers enterprise, mid-size, independent, DOL compliance and APIs solutions. Advicent Solutions is headquartered in Milwaukee, WI. | Packaged Software | Chief Executive Officer | |
University of Nebraska at Kearney | College/University | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 45 |
Canada | 3 |
India | 2 |
Verenigd Koninkrijk | 2 |
Sectoraal
Consumer Services | 24 |
Finance | 18 |
Commercial Services | 3 |
Miscellaneous | 2 |
Health Services | 2 |
Operationeel
Director/Board Member | 22 |
Undergraduate Degree | 12 |
Corporate Officer/Principal | 10 |
Chairman | 10 |
Chief Executive Officer | 8 |
Sterkste connecties
- Beurs
- Insiders
- Susan John
- Bedrijfsconnecties