Thomas A. Nally
Corporate Officer/Principal bij TD AMERITRADE HOLDING CORPORATION
Oorsprong van het eerstegraads netwerk van Thomas A. Nally
Entiteit | Type entiteit | Industrie | |
---|---|---|---|
Foundation for Financial Planning
10
| Foundation/Endowment | 10 | |
Subsidiary | Investment Banks/Brokers | 7 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Thomas A. Nally via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
---|---|---|---|
CHARLES SCHWAB | Investment Banks/Brokers | Chief Operating Officer Director of Finance/CFO Corporate Officer/Principal | |
UBS Americas, Inc.
UBS Americas, Inc. Investment ManagersFinance UBS Americas, Inc. provides investment advice services. It offers wealth, asset management and investment banking services. The company was founded in 2000 and is headquartered in Stamford, CT. | Investment Managers | Chairman | |
American General Life Insurance Co.
American General Life Insurance Co. Life/Health InsuranceFinance American General Life Insurance Co. offers life insurance services. The company was founded in 1910 and is headquartered in Houston, TX. | Life/Health Insurance | Director/Board Member | |
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 | |
W. P. CAREY INC. | Real Estate Investment Trusts | Director/Board Member | |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Investment Managers | Director of Finance/CFO Director of Finance/CFO Director/Board Member | |
SCMS LLC | Corporate Officer/Principal | ||
INLAND REAL ESTATE INCOME TRUST, INC. | Real Estate Investment Trusts | Chairman | |
American Funds Multi-Sector Income Fund
American Funds Multi-Sector Income Fund Investment Trusts/Mutual FundsMiscellaneous American Funds Multi-Sector Income Fund operates as a closed ended mutual fund investment trust. Its Investment objective is to provide a high level of current income and capital appreciation. The company was founded on December 21, 2018 and is headquartered in Irvine, CA. | Investment Trusts/Mutual Funds | Compliance Officer | |
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 | Corporate Officer/Principal | |
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 | |
Excite@Home Corp.
Excite@Home Corp. Specialty TelecommunicationsCommunications Excite at Home Corp. provides voice, data, and video telecommunication services. The company provides Internet access over cable lines. It is headquartered in Redwood City, CA | Specialty Telecommunications | Corporate Officer/Principal | |
Cboe Exchange, Inc. (Illinois)
Cboe Exchange, Inc. (Illinois) Investment Banks/BrokersFinance Cboe Exchange, Inc. provides options exchange services. It trades equity options, security index options, options on exchange traded notes and products, binary options, one-week and quarterly options, long-term equity anticipation securities options, and flexible exchange options. The firm also provides information on various stock and options trading strategies, options trading tools, stock and option quotes and data; and options information and education. Additionally, they offer access to product information, conference notices, portfolio management tools, and educational materials for institutional investors and products and strategies for advisors to protect client’s portfolios. The company was founded in 1973 and is headquartered in Chicago, IL. | Investment Banks/Brokers | Corporate Officer/Principal | |
San Diego State University | College/University | Undergraduate Degree | |
Purdue University | College/University | Undergraduate Degree | |
St. John's University | College/University | Undergraduate Degree | |
University of Wisconsin | College/University | Undergraduate Degree | |
University of Connecticut | College/University | Undergraduate Degree | |
Webcor Builders LP
Webcor Builders LP Engineering & ConstructionIndustrial Services Webcor Builders, Inc. provides construction services. The company offers interior, concrete constructions, seismic upgrades, and renovation services. It has office locations in San Francisco, Los Angeles, San Diego, and Northern California. Webcor Builders was founded in 1971 by Rosser B. Edwards & David R. Boyd and is headquartered in San Mateo, CA. | Engineering & Construction | Corporate Officer/Principal | |
The Inland Real Estate Group of Cos., Inc.
The Inland Real Estate Group of Cos., Inc. Real Estate DevelopmentFinance The Inland Real Estate Group of Cos., Inc. provides real estate services. The firm specializes in investments, asset management, acquisitions, leasing, property management, commercial lending / mortgage financing and institutional partners. The company is headquartered in Oak Brook, IN. | Real Estate Development | Founder | |
COREBRIDGE FINANCIAL, INC. | Investment Managers | Corporate Officer/Principal | |
Carey Financial LLC
Carey Financial LLC Investment Banks/BrokersFinance Part of W.P. Carey, Inc., Carey Financial LLC is a private company that provides securities brokerage services. The company is based in New York, NY. | Investment Banks/Brokers | Chief Executive Officer | |
Financial Planning Association
Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Schwab Institutional
Schwab Institutional Financial ConglomeratesFinance Part of The Charles Schwab Corp., Schwab Institutional is a private company that provides financial advisory services. The company is based in Chicago, IL. | Financial Conglomerates | Corporate Officer/Principal | |
Aspiriant LLC
Aspiriant LLC Investment ManagersFinance Aspiriant LLC is an independent, wealth management firm and SEC-registered investment advisor firm headquartered in Los Angeles, California. The firm was founded by Robert J. Francais as Kochis Fitz/Quintile LLC through the merger between Kochis Fitz Tracy Fitzhugh and Quintile Wealth Management in 2008. Aspirant provides investment advisory and wealth planning services primarily to individuals with substantial wealth, including corporate executives, business owners, affluent individuals, foundations, family partnerships, limited partnerships, the Aspiriant Affiliated Mutual Funds and other individuals. They also provide investment management and consulting services to pension plans, trusts, and charitable institutions, such as foundations that are often connected to, and created by individual clients, but not in all cases. | Investment Managers | Portfolio Manager-Equities | |
The University of Nebraska-Lincoln | College/University | Undergraduate Degree | |
Columbia Business School | College/University | Masters Business Admin | |
Joseph M. Katz Graduate School of Business | College/University | Masters Business Admin | |
Harvard Business School | College/University | Masters Business Admin | |
Savant Capital LLC (Illinois)
Savant Capital LLC (Illinois) Investment ManagersFinance Savant Capital LLC, do-business-as Savant Wealth Management (Savant), is a SEC-registered investment advisor headquartered in Rockford, Illinois. The firm was founded by Thomas Muldowney in 1986 and is a subsidiary of Savant Capital Holdings LLC, which is owned by SCMI, Inc. (formerly known as Savant Capital Management, Inc.). Savant provides comprehensive financial advice and services to individuals, families, and businesses across the nation. | Investment Managers | Founder | |
National Multifamily Portfolio IV DST
National Multifamily Portfolio IV DST Real Estate DevelopmentFinance National Multifamily Portfolio IV DST provides real estate management services. The company was founded in 2018 and is headquartered in Oak Brook, IL. | Real Estate Development | Director/Board Member | |
Colorado Multifamily Portfolio IV DST
Colorado Multifamily Portfolio IV DST Real Estate DevelopmentFinance Colorado Multifamily Portfolio IV DST is engaged in providing real estate services. The company is headquartered in Oak Brook, IL. | Real Estate Development | Director/Board Member | |
National Multifamily Portfolio III DST
National Multifamily Portfolio III DST Real Estate DevelopmentFinance National Multifamily Portfolio III DST engages in real estate business. The company was founded in 2017 and is headquartered in Oak Brook, IL. | Real Estate Development | Director/Board Member | |
ROBINHOOD MARKETS, INC. | Investment Banks/Brokers | Corporate Officer/Principal | |
Center For Services Leadership | Director/Board Member | ||
Saguaro High School Football Foundation
Saguaro High School Football Foundation Investment Trusts/Mutual FundsMiscellaneous The Saguaro High School Football Foundation operates as a grant making foundation. The private company is based in Scottsdale. | Investment Trusts/Mutual Funds | President | |
W.P. Carey School of Business | College/University | Director/Board Member | |
W.P. Carey Foundation | Investment Trusts/Mutual Funds | Director/Board Member | |
Investment Program Association | Director/Board Member | ||
Cetera Financial Group, Inc.
Cetera Financial Group, Inc. Investment ManagersFinance Cetera Financial Group Inc. engages in the provision of brokerage and advisory services for financial professionals and institutions. Its portfolio of products include mutual funds, life insurance, stocks, bonds, fixed and variable annuity products, estate planning, college education planning, and cash management accounts. The company is headquartered in El Segundo, CA. | Investment Managers | Corporate Officer/Principal | |
McKinsey & Co. (Hong Kong) | Corporate Officer/Principal |
Statistieken
Internationaal
Verenigde Staten | 45 |
Verenigd Koninkrijk | 2 |
Duitsland | 2 |
Hongkong | 2 |
Sectoraal
Finance | 26 |
Consumer Services | 11 |
Miscellaneous | 4 |
Commercial Services | 4 |
Communications | 2 |
Operationeel
Director/Board Member | 53 |
Corporate Officer/Principal | 46 |
Chairman | 16 |
Undergraduate Degree | 11 |
President | 6 |
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