Comité Exécutif: Financial Gravity Companies, Inc.

Dirigeant
Fonctions occupéesDepuis
Scott Winters

Scott Winters

55 ans

Chief Executive Officer 15/08/2019
John Pollock

John Pollock

58 ans

Sales & Marketing 15/08/2019
Edward Lyon

Edward Lyon

61 ans

Comptroller/Controller/Auditor 01/10/2015
Gary Nemer

Gary Nemer

79 ans

Director of Finance/CFO 12/09/2021
Jennifer Winters

Jennifer Winters

54 ans

Chief Operating Officer 21/05/2020
Corporate Secretary 27/08/2019
William Nelson

William Nelson

54 ans

Chief Investment Officer -
Kaili Winters

Kaili Winters

Compliance Officer 01/04/2024
Zach Trimble

Zach Trimble

Sales & Marketing 01/01/2021
Ashley Baucum

Ashley Baucum

Chief Administrative Officer 01/04/2024
Alex Brockway

Alex Brockway

General Counsel 01/07/2024
Rosemary Black

Rosemary Black

Chief Tech/Sci/R&D Officer 01/05/2020

Composition du Conseil d'Administration: Financial Gravity Companies, Inc.

Administrateur
ComitésDepuis
Scott Winters

Scott Winters

55 ans

Chairman 15/08/2019
William Nelson

William Nelson

54 ans

Director/Board Member 01/01/2016
Jennifer Winters

Jennifer Winters

54 ans

Director/Board Member 30/12/2019
Edward Lyon

Edward Lyon

61 ans

Director/Board Member 01/10/2015
John Pollock

John Pollock

58 ans

Director/Board Member 05/12/2005

Anciens Dirigeants et Administrateurs: Financial Gravity Companies, Inc.

Insider
Fonctions occupées
DepuisJusqu'au
Mark Williams
Mark Williams
Director/Board Member - 29/01/2025
Corporate Officer/Principal - 29/01/2025
Todd Oligino
Todd Oligino
Director of Finance/CFO 26/07/2021 12/09/2021
Treasurer 26/07/2021 12/09/2021
Paul O. Williams
Paul O. Williams
Director/Board Member 01/01/2015 26/07/2021
Director of Finance/CFO 01/01/2016 26/07/2021
Corporate Secretary 01/01/2016 27/08/2019
Treasurer 01/01/2016 26/07/2021
Michael Ashby
Michael Ashby
Director/Board Member 28/08/2018 13/12/2019
Independent Dir/Board Member 28/08/2018 13/12/2019
David Myers
David Myers
Director/Board Member 28/08/2018 13/12/2019
Independent Dir/Board Member 28/08/2018 13/12/2019
Todd Bourgeois
Todd Bourgeois
Director/Board Member 28/08/2018 12/12/2019
Independent Dir/Board Member 28/08/2018 12/12/2019
Debbie Buckner
Debbie Buckner
Director/Board Member 26/08/2018 21/08/2019
Chief Operating Officer 26/08/2018 21/08/2019
President 26/08/2018 21/08/2019
George E. Crumley
George E. Crumley
Director/Board Member 01/01/2015 28/03/2019
Independent Dir/Board Member 01/01/2015 28/03/2019
Daniel Sundby
Daniel Sundby
Director/Board Member 19/09/2017 26/08/2018
President 13/07/2017 26/08/2018
Sales & Marketing 13/07/2017 27/03/2019
James F. Reggio
James F. Reggio
Chief Tech/Sci/R&D Officer 01/01/2015 31/03/2018
Sales & Marketing 01/01/2015 31/03/2018
A. David Crowley
A. David Crowley
Director/Board Member 01/01/2013 19/09/2017
President 01/01/2013 19/09/2017
Corporate Secretary 01/01/2013 19/09/2017
Treasurer 01/01/2013 19/09/2017
Rick J. Johnson
Rick J. Johnson
Chief Operating Officer 01/06/2016 04/08/2017
Jennifer Sanford
Jennifer Sanford
Chief Operating Officer 01/08/2010 -
Alecia Benites
Alecia Benites
Comptroller/Controller/Auditor - -
Brandon Stuerke
Brandon Stuerke
Sales & Marketing - -

Distribution de l'Âge des Dirigeants

Parité Homme Femme

Homme9
Femme4

Dont comité exécutif

Homme7
Femme4

Dont Administrateurs

Homme4
Femme1
Logo Financial Gravity Companies, Inc.
Financial Gravity Companies, Inc., ainsi que ses filiales, aident les conseillers en investissement, les agents d’assurance, les comptables et les fiscalistes à développer leurs activités en leur proposant des services complémentaires, notamment leurs propres multi-family offices. Ses professionnels des services financiers s’appuient sur les systèmes, la technologie, les ressources exclusives et la solide expertise sectorielle de Financial Gravity pour offrir des services de planification fiscale proactive, de planification de la retraite et successorale, de gestion de patrimoine et d’investissements, ainsi que d’atténuation des risques. Ses filiales comprennent Tax Master Network, LLC, Financial Gravity Family Office Services, LLC, Financial Gravity Enhanced Markets, LLC (FGEM), Financial Gravity Asset Management, Inc. (FGAM), Financial Gravity Tax Services, LLC, Financial Gravity Legacy Services, LLC et Financial Gravity Investment Services, LLC. FGAM est un conseiller en placement agréé qui fournit des services de gestion d'actifs aux particuliers et aux entreprises. FGEM est une société de commercialisation d'assurances.
Employés
27