Brenna Saunders
Gestionnaire de Portefeuille-Actions chez Creative Planning LLC
Provenance du réseau au premier degré de Brenna Saunders
| Entité | Type d'entité | Industrie | |
|---|---|---|---|
Creative Planning LLC
 Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions.
84
| Holding Company | Investment Managers | 84 |
Rockhurst University
28
| College/University | Other Consumer Services | 28 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Brenna Saunders via son réseau personnel
| Société | Secteur | Personnes liées | Poste principal |
|---|---|---|---|
| Washington University in St. Louis | College/University | Masters Business Admin Graduate Degree | |
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
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 | Corporate Officer/Principal Corporate Officer/Principal | |
E*TRADE Capital Management LLC
 E*TRADE Capital Management LLC Investment ManagersFinance E*TRADE Capital Management LLC (ETCM) is an SEC-registered investment advisor headquartered in Arlington, Virginia. The firm was founded in 1996 and is a subsidiary of ETCM Holdings LLC, which is ultimately owned by Morgan Stanley (NYSE: MS). ETCM provides investment advisory services through wrap fee programs primarily to individual retail investors. | Investment Managers | Corporate Officer/Principal | |
| Michigan State University | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
University of Washington
 University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Masters Business Admin 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 | |
| University of Missouri | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Acropolis Investment Management LLC
 Acropolis Investment Management LLC Investment ManagersFinance Acropolis Investment Management LLC (Acropolis) is a fee-only, SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded in 2002 by Christopher Lissner, David Ott and Dannelle Ward. Acropolis specializes in retirement planning together with 401k and IRA rollovers. They serve individual investors, institutional investors and 401k plan sponsors. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
| University of Utah | College/University | Masters Business Admin Undergraduate Degree Graduate Degree Undergraduate Degree | |
| University of California, Los Angeles | College/University | Undergraduate Degree Undergraduate Degree | |
| Baker University | College/University | Undergraduate Degree Graduate Degree | |
| Baylor University | College/University | Undergraduate Degree Undergraduate Degree | |
| Capital University | College/University | Undergraduate Degree | |
| Clemson University | College/University | Undergraduate Degree | |
| Eastern Connecticut State University | College/University | Undergraduate Degree Undergraduate Degree | |
| Excelsior College (New York) | College/University | Undergraduate Degree | |
| Houston Baptist University | College/University | Undergraduate Degree | |
| Kansas State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Stetson University | College/University | Undergraduate Degree | |
| Northwood University (Michigan) | College/University | Undergraduate Degree | |
| Portland State University | College/University | Undergraduate Degree | |
| Regis University | College/University | Undergraduate Degree Undergraduate Degree | |
| Saint Xavier University | College/University | Undergraduate Degree | |
| San Jose State University | College/University | Undergraduate Degree | |
| Missouri State University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of California San Diego | College/University | Undergraduate Degree Undergraduate Degree | |
| University of California, Santa Barbara | College/University | Undergraduate Degree | |
| University of Dallas | College/University | Masters Business Admin Masters Business Admin | |
| University of Illinois | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Kansas | College/University | Graduate Degree Graduate Degree Undergraduate Degree Masters Business Admin Graduate Degree | |
University of Minnesota
 University of Minnesota Other Consumer ServicesConsumer Services Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN. | College/University | Graduate Degree Undergraduate Degree | |
| University of Phoenix | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Missouri-Kansas City | College/University | Graduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| University of California | College/University | Undergraduate Degree Undergraduate Degree | |
Charles Schwab & Co., Inc. (Broker)
 Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| Westminster College (Utah) | College/University | Undergraduate Degree Masters Business Admin | |
FIAM LLC
 FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. The firm also sub-advices funds or accounts for affiliated advisers and unaffiliated advisers. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| University College Dublin | College/University | Undergraduate Degree | |
| University of Redlands | College/University | Undergraduate Degree | |
Union Station Kansas City, Inc.
 Union Station Kansas City, Inc. Movies/EntertainmentConsumer Services Union Station Kansas City, Inc. organizes cultural and entertainment activities. The company was founded in 1914 and is headquartered in Kansas City, MO. | Movies/Entertainment | President | |
| Westminster College (Missouri) | College/University | Undergraduate Degree | |
Bart's Electric Co., Inc.
 Bart's Electric Co., Inc. Engineering & ConstructionIndustrial Services Bart's Electric Co., Inc. provides commercial electrical and special systems services. It serves the commercial, industrial, institutional, healthcare, military, and correctional markets. The company was founded by Bart Walker in 1992 and is headquartered in Pleasant Valley, MO. | Engineering & Construction | Corporate Officer/Principal | |
| United States Marine Corps | Sovereign | Corporate Officer/Principal |
Statistiques
Internationale
| Etats-Unis | 47 |
| Irlande | 2 |
Sectorielle
| Consumer Services | 36 |
| Finance | 10 |
| Industrial Services | 2 |
| Government | 2 |
Opérationnelle
| Undergraduate Degree | 97 |
| Portfolio Manager-Equities | 94 |
| Corporate Officer/Principal | 69 |
| Masters Business Admin | 31 |
| Director/Board Member | 25 |
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