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Bill Neuman
Consultant / Advisor chez Lovell Minnick Partners LLC
Provenance du réseau au premier degré de Bill Neuman
Entité | Type d'entité | Industrie | |
---|---|---|---|
Lovell Minnick Partners LLC
![]() Lovell Minnick Partners LLC Investment ManagersFinance Lovell Minnick Partners LLC (Lovell Minnick Partners) is a private equity subsidiary of Lovell Minnick Holdings LLC founded in 1999 by Jeff Dale Lovell and Jim Edward Minnick. The firm is headquartered in Radnor, Philadelphia.
45
| Subsidiary | Investment Managers | 45 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Bill Neuman via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
---|---|---|---|
MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Corporate Officer/Principal Private Equity Analyst | |
SAFEGUARD SCIENTIFICS, INC. | Investment Managers | Corporate Officer/Principal Chief Operating Officer | |
ASTRAZENECA PLC | Pharmaceuticals: Major | Chief Tech/Sci/R&D Officer | |
Transamerica Partners Funds Group II | Investment Trusts/Mutual Funds | Director/Board Member | |
Transamerica Asset Allocation Variable Funds | Director/Board Member | ||
Citibank NA (New York)
![]() Citibank NA (New York) Major BanksFinance Citibank NA engages in the provision of banking services. It offers retail and commercial banking; credit cards; banking, capital markets, and advisory; markets and securities services; private banking; and treasury and trade solutions. The company was founded on June 16, 1812 and is headquartered in New York, NY. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
PricewaterhouseCoopers LLP
![]() PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Private Equity Investor | |
ALPS Holdings, Inc.
![]() ALPS Holdings, Inc. Investment ManagersFinance ALPS Holdings, Inc. operates as a holding company which through its business units provides investment products and servicing solutions to the financial services industry. The firm's business units include ALPS Advisors, ALPS Fund Services and ALPS Distributors. It delivers asset management and asset servicing solutions through offices in Boston, Golden, New York, Seattle and Toronto. The company was founded in June 1985 and is headquartered in Denver, CO. | Investment Managers | Director/Board Member Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Xactus LLC
![]() Xactus LLC Information Technology ServicesTechnology Services Xactus LLC provides verification services for banks. The private company is based in Salisbury, MD and has subsidiaries in the United States. The CEO of the company is Perry Winter Steiner. | Information Technology Services | Director/Board Member Director/Board Member Director/Board Member Director/Board Member | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
CHARLES TAYLOR PLC | Insurance Brokers/Services | Chairman Director/Board Member Director/Board Member Director/Board Member | |
ATTOM Data Solutions LLC
![]() ATTOM Data Solutions LLC Data Processing ServicesTechnology Services Attom Data Solutions LLC provides real estate information services through online. The firm collects and aggregates foreclosure data, including property, loan and home sales data for home seekers, investors, real estate professionals to locate, evaluate, buy, and sell properties. It offers data and turnkey solutions. The company was founded by Derek White, Michael Keane and James Saccacio in 1996 and is headquartered in Irvine, CA. | Data Processing Services | Director/Board Member Director/Board Member Chairman Director/Board Member | |
Consolidated Information Services Solutions LLC
![]() Consolidated Information Services Solutions LLC Internet Software/ServicesTechnology Services Part of Lovell Minnick Holdings LLC, Consolidated Information Services Solutions LLC is a market leader in mortgage technology, credit reporting, and related products and solutions for mortgage originators. The company is based in Broomall, PA. The company has over 4,000 clients ranging from the largest bank and non-bank mortgage originators to credit unions and mortgage brokers. Consolidated Information Services Solutions prides itself on the best technology, solutions, and service in the industry. The CEO of the company is Jerry Haftmann. | Internet Software/Services | Director/Board Member Director/Board Member Director/Board Member | |
The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Mercer Advisors, Inc.
![]() Mercer Advisors, Inc. Investment ManagersFinance Mercer Advisors, Inc. engages in the provision of a wealth management solutions. It offers financial planning, investment management, estate planning, tax planning, and corporate trustee. The company was founded by Howard Rochestie, Gene Dongieux, and Kendrick Mercer in 1985 and is headquartered in Denver, CO. | Investment Managers | Director/Board Member Corporate Officer/Principal Corporate Officer/Principal | |
Columbia Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
InsideRE LLC
![]() InsideRE LLC Real Estate DevelopmentFinance InsideRE LLC provides a cloud-based software platform and marketing services for residential real estate brokers and agent teams. The firm?s solutions include kvCORE platform, k+TEAMS, CORE cloud, CORE ListingMachine, CORE social, CORE BackOffice and CORE PropertyBoost. The company was founded by Joe Skousen and Justin Tracy in 2008 and is headquartered in Draper, UT. | Real Estate Development | Director/Board Member Chief Executive Officer Director/Board Member | |
Foreside Financial Group LLC
![]() Foreside Financial Group LLC Packaged SoftwareTechnology Services Foreside Financial Group LLC engages in the provision of regulatory and compliance services. Is solutions include broker-dealer consulting, investment advisor consulting, capital connections, fund officer services and technology solutions. It offers services to investment adviser, broker-dealer, CPOs/CTAs, mutual funds, exchange-traded products (ETPs), funds of funds, hedge funds, private equity funds and investment bankers. The company was founded on October 19, 2005 and is headquartered in Portland, ME. | Packaged Software | Director/Board Member Director/Board Member | |
TortoiseEcofin Investments LLC
![]() TortoiseEcofin Investments LLC Financial ConglomeratesFinance TortoiseEcofin Investments LLC engages in the provision of investment advisory services. It also offers investment vehicles which includes closed-end, open end, interval, and private funds. The company was founded by H. Kevin Birzer, David J. Schulte, Zachary A. Hamel, Kenneth P. Malvey, and Terry C. Matlack in December 2002 and is headquartered in Leawood, KS. | Financial Conglomerates | Director/Board Member Director/Board Member | |
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 | Chief Administrative Officer Corporate Officer/Principal | |
ASSETMARK FINANCIAL HOLDINGS, INC. | Financial Conglomerates | Director/Board Member Founder | |
Pricewaterhousecoopers LLC | Corporate Officer/Principal Corporate Officer/Principal | ||
Kroll LLC
![]() Kroll LLC Investment ManagersFinance Kroll LLC provides global advisory services. It offers valuation advisory; governance, risk, investigation, and disputes; kroll cyber risk, corporates finance, and compliance and regulatory consulting. The company was founded by William Duff and George Phelps in 1932 and is headquartered in New York, NY. | Investment Managers | Director/Board Member Director/Board Member | |
The Pennsylvania State University | College/University | Undergraduate Degree Undergraduate Degree | |
SVB Securities Holdings LLC
![]() SVB Securities Holdings LLC Financial ConglomeratesFinance SVB Leerink Holdings LLC operates as an investment bank holding company with interest in investment services. The firm provides equity research, institutional sales and trading, corporate finance and strategic advisory services. The company was founded in 1995 and is headquartered in Boston, MA. | Financial Conglomerates | Corporate Officer/Principal Corporate Officer/Principal | |
The Leeds School of Business | College/University | Undergraduate Degree Undergraduate 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 | Director/Board Member Founder | |
Fortis Payment Systems LLC
![]() Fortis Payment Systems LLC Packaged SoftwareTechnology Services Fortis Payment Systems LLC engages in the provision of payments technology and merchant solutions to businesses and software developers. Its products include zeamster gateway, merchant services, business financing, payroll, gift and loyalty, and point of sale. The firm serves the hospitality and lodging, chiropractic, restaurant, veterinary, medical, nonprofit, retail, automotive, liquor and convenience, grocery, fitness and health, and e-commerce industries. The company was founded by Jimmy Nafso, Nirav Shah, Timothy R. Nafso, and Samir Pimputkar and is headquartered in Novi, MI. | Packaged Software | Director/Board Member Chief Executive Officer | |
Morgan Grenfell Capital Management, Inc. | Chief Executive Officer Corporate Officer/Principal | ||
The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin | |
Temple University (Pennsylvania) | College/University | Undergraduate Degree Graduate Degree | |
Colgate University | College/University | Undergraduate Degree Undergraduate Degree | |
Automated Payment Highway, Inc.
![]() Automated Payment Highway, Inc. Information Technology ServicesTechnology Services Automated Payment Highway, Inc. provides cloud based financial solutions for non-profit organizations. It specializes in facilitating, tracking, and reporting unique payment situations for organizations with chapters, including seamlessly splitting individual payments between chapters and parent organizations. The company was founded by Vince Thomas in July 1999 is headquartered in Troy, MI. | Information Technology Services | Chairman Director/Board Member | |
Engage People, Inc.
![]() Engage People, Inc. Information Technology ServicesTechnology Services Engage People, Inc. develops software solutions for sales performance and customer loyalty. It offers Podium, a Software as a Service (SaaS) platform that manages end to end loyalty rewards, employee recognition, sales, and sales channel incentive programs on a global basis. The company is headquartered in Concord, Canada. | Information Technology Services | Director/Board Member Director/Board Member | |
University of Michigan | College/University | Undergraduate Degree Undergraduate Degree | |
King's College (Pennsylvania) | College/University | Undergraduate Degree | |
RealTime Media, Inc.
![]() RealTime Media, Inc. Miscellaneous Commercial ServicesCommercial Services RealTime Media, Inc. provides online promotional marketing campaign including sweepstakes, instant-win games, custom contests, and online loyalty programs as well as integrating digital coupon technologies. They also offer solutions for managing email campaigns, enabling immediate compliance with the CAN-SPAM Act of 2003. The company was founded in 1993 and is headquartered in King of Prussia, PA. | Miscellaneous Commercial Services | Director of Finance/CFO | |
Kenan-Flagler Business School | College/University | Undergraduate Degree | |
Brigham Young University | College/University | Undergraduate Degree | |
Schreyer Honors College | College/University | Undergraduate Degree | |
The University of Arkansas | College/University | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 43 |
Royaume-Uni | 3 |
Suède | 2 |
Canada | 2 |
Sectorielle
Finance | 17 |
Consumer Services | 15 |
Technology Services | 8 |
Miscellaneous | 3 |
Commercial Services | 3 |
Opérationnelle
Director/Board Member | 145 |
Corporate Officer/Principal | 76 |
Undergraduate Degree | 42 |
Private Equity Investor | 37 |
Chairman | 30 |
Relations les plus connectées
Insiders | |
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Steve Ozonian | 31 |
Jeff Dale Lovell | 25 |
Joan Binstock | 25 |
Joseph Velli | 23 |
Edward George Creasy | 20 |
Ned Stringham | 17 |
Valerie Keating | 16 |
Jim Edward Minnick | 15 |
Ron Cordes | 14 |
Greg Cohen | 14 |
John Cochran | 14 |
Bob M. Belke | 11 |
Steven Grenfell | 11 |
Stefanie L. Shelley | 11 |
Jason Klein | 10 |
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