Geoff White
Directeur Général chez GRP Financial Services Corp. /California/
Provenance du réseau au premier degré de Geoff White
Entité | Type d'entité | Industrie | |
---|---|---|---|
National Retirement Partners, Inc.
National Retirement Partners, Inc. Miscellaneous Commercial ServicesCommercial Services National Retirement Partners is a nationwide organization dedicated to the retirement plan and wealth management marketplace. NRP has comprised of independent advisors that provide plan consulting, fiduciary best practices and investment due diligence to retirement plan sponsors and their participants as well as comprehensive wealth management tools. Our Member Firms utilize NRP's vast resources and services to deliver solutions to each client that had traditionally only been available to the largest companies- sophisticated independent vendor search and benchmarking analysis, open architecture plan analysis and design, investment due diligence and comprehensive employee communications. National Retirement Partners offers comprehensive 401(k), 403(b), 457, ESOP, KSOP, Defined Benefit, Pension, Deferred Compensation and other retirement plan options through strategic alliances with the nation’s largest plan providers. NRP strives for excellence in participant education, communication and plan satisfaction through the tools and services available designed for retirement plan participants. Our services also include proprietary investment due diligence analytics to help manage the investments and mitigate fiduciary liability for Plan Sponsors. NRP also provides investment consulting and education services on a fee-for-service basis for corporations that prefer to retain their existing plan recordkeeping relationships. In addition, Registered Investment Advisor (RIA) Services are available to the company advisors and their clients. National Retirement Partners was founded by William R. Chetney in 2003 and is headquartered in San Juan Capistrano, California.
9
| Extinct | Miscellaneous Commercial Services | 9 |
Global Retirement Partners LLC
Global Retirement Partners LLC Investment ManagersFinance Global Retirement Partners LLC (GRP) is a SEC-registered investment adviser and retirement plan consulting firm headquartered in San Rafael, California. The firm was founded in 2014 and is a subsidiary of HUB International Ltd., ultimately held by Hockey Investments LP. GRP provides investment management and strategic wealth planning to both plan sponsors and individual investors.
2
| Subsidiary | Investment Managers | 2 |
GRP Financial Services Corp. /California/
GRP Financial Services Corp. /California/ Financial ConglomeratesFinance GRP Financial Services Corp. operates as a financial advisors. The firm offers retirement plan and wealth management services. The company was founded in 2014 and is headquartered in San Rafael, CA.
2
| Private Company | Financial Conglomerates | 2 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Geoff White via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
---|---|---|---|
NRP Financial, Inc. | Corporate Officer/Principal | ||
NRP Advisors, Inc.
NRP Advisors, Inc. Investment ManagersFinance Part of LPL Financial Holdings, Inc., NRP Advisors, Inc. provides investment advice. The company is based in Bryan, OH. Founded in 2008. | Investment Managers | Corporate Officer/Principal | |
Hennessy Funds, Inc. | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
RunMoney Corp.
RunMoney Corp. Investment ManagersFinance RunMoney Corp. provides investment advisory services. The company was founded by Robert B. Jorgensen and is headquartered in San Diego, CA. | Investment Managers | Director of Research - Equity | |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
University of Utah | College/University | Undergraduate Degree | |
Miami University | College/University | Undergraduate Degree | |
Financial Industry Regulatory Authority, Inc.
Financial Industry Regulatory Authority, Inc. Miscellaneous Commercial ServicesCommercial Services Financial Industry Regulatory Authority, Inc. engages in the provision of securities regulation, complementary compliance, and technology-based services. Its services include writing and enforcing rules governing the activities of securities firms with brokers, examining firms for compliance with those rules, fostering market transparency, and educating investors. The company was founded in 2007 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
HENNESSY ADVISORS, INC. | Investment Managers | Compliance Officer | |
Young Presidents' Organization, Inc.
Young Presidents' Organization, Inc. Miscellaneous Commercial ServicesCommercial Services Young Presidents' Organization, Inc. is a global leadership community of over 30,000 chief executives from 142 countries. The non-profit company is based in Irving, TX and has a global presence of subsidiaries in several regions. The company's mission is to help its members become better leaders and better people. The company was founded in 1950 by Ray Hickok, Khalid Mohamed Jassem Kanoo. Thayer Smith has been the CEO of the company since 2007. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Million Dollar Round Table Foundation | Corporate Officer/Principal | ||
D. A. Davidson & Co.
D. A. Davidson & Co. Investment Banks/BrokersFinance D. A. Davidson & Co. is a dually SEC-registered investment adviser and FINRA broker-dealer headquartered in Great Falls, Montana. The firm was founded in 1935 and is a subsidiary of D.A. Davidson Companies, a financial service holding company. They provide liquidity and execution in small & mid-cap stocks to a wide range of institutional investors, including mutual fund and money managers around the world. | Investment Banks/Brokers | Institutional Sales | |
Sacred Heart University, Inc. | College/University | Undergraduate Degree | |
Oppenheimer & Co., Inc.
Oppenheimer & Co., Inc. Investment ManagersFinance Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY. | Investment Managers | Sales & Marketing | |
Pacific Mcgeorge School of Law | College/University | Graduate Degree | |
The State Bar of California
The State Bar of California Miscellaneous Commercial ServicesCommercial Services The State Bar of California operates as an official attorney licensing agency. The non-profit company is based in San Francisco, CA. Elizabeth Rindskopf Parker has been the CEO of the company since 2015. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Innovate Partners LLC
Innovate Partners LLC Investment ManagersFinance Innovate Partners LLC (Innovate Partners) is a venture capital firm founded in 1995 by Robert Allison. The firm is headquartered in Newport Beach, California. | Investment Managers | Consultant / Advisor | |
PacketVideo Corp.
PacketVideo Corp. Packaged SoftwareTechnology Services PacketVideo Corp. develops software for mobile telephones and other wireless handheld devices. The firm offers software that transmits video and digital media over wireless networks to devices such as handheld computers, mobile phones and laptops. The company was founded by James C. Brailean and James Z. Carol on August 10, 1998 and is headquartered in San Diego, CA. | Packaged Software | Chairman | |
Pacific Investment Management Co. LLC
Pacific Investment Management Co. LLC Investment ManagersFinance Pacific Investment Management Co. LLC (PIMCO) is a SEC-registered investment advisor headquartered in Newport Beach, California. Founded in 1971, the firm is a subsidiary of Allianz Asset Management of America LP and their ultimate parent is Allianz SE (ETR: ALV), a German global insurance company. PIMCO provides discretionary investment management services to a global client base. | Investment Managers | Chairman | |
Pacific Life Fund Advisors LLC
Pacific Life Fund Advisors LLC Investment ManagersFinance Pacific Life Fund Advisors LLC (PLFA) is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded by Brian Robertson in 2007 and they are a direct subsidiary of Pacific Life Insurance Co., an indirect, wholly-owned subsidiary of Pacific Mutual Holding Co. PLFA provides discretionary investment advisory services to US open-ended mutual funds and a private investment fund. | Investment Managers | Chief Investment Officer | |
HK Enterprise Group | Director/Board Member | ||
Northwestern University
Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Masters Business Admin | |
University of Notre Dame | College/University | Undergraduate Degree | |
SJC Capital LLC | Chief Executive Officer | ||
University of California, Los Angeles | College/University | Masters Business Admin | |
University of Southern California
University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Undergraduate Degree | |
Wyle Laboratories, Inc.
Wyle Laboratories, Inc. Engineering & ConstructionIndustrial Services Wyle Laboratories, Inc. engages in the provision of engineering, scientific, and technical services to the federal government. The firm’s areas of expertise includes systems and sustainment engineering, program and acquisition management, life science research, space medical operations, information technology, test, and evaluation of aircraft, weapon system and networks. The company was founded in 1949 and is headquartered in El Segundo, CA. | Engineering & Construction | Director of Finance/CFO | |
KPMG LLP (United Kingdom)
KPMG LLP (United Kingdom) Miscellaneous Commercial ServicesCommercial Services KPMG LLP (United Kingdom) provides audit, advisory, and tax services. Its audit and assurance services encompass accounting advisory, financial reporting publications, financial state audit, internal audit, and revenue recognition. The firm's tax and pension services include statutory residency test, pension, personal tax investigations, tax management consulting, tax technology, legal services, tax value chain, employment issues, indirect tax, and tax policy cycle. KPMG was founded in 1987 and is headquartered in London, the United Kigdom. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
University of Arizona | College/University | Undergraduate Degree | |
Claremont Graduate University | College/University | Masters Business Admin | |
Pitzer College | College/University | Undergraduate Degree | |
Michael K. Farrell & Associates | Corporate Officer/Principal | ||
LPL Financial LLC
LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Investment Managers | Corporate Officer/Principal | |
UC Santa Barbara College of Engineering | College/University | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 45 |
Royaume-Uni | 2 |
Sectorielle
Finance | 18 |
Consumer Services | 14 |
Commercial Services | 7 |
Technology Services | 3 |
Miscellaneous | 2 |
Opérationnelle
Corporate Officer/Principal | 18 |
Undergraduate Degree | 9 |
Director/Board Member | 6 |
President | 5 |
Sales & Marketing | 4 |
Relations les plus connectées
- Bourse
- Insiders
- Geoff White
- Connexions Sociétés