Jason Sheldon Close
Fondateur chez Motive Wealth Advisors LLC
Provenance du réseau au premier degré de Jason Sheldon Close
Entité | Type d'entité | Industrie | |
---|---|---|---|
Western Michigan University
20
| College/University | Other Consumer Services | 20 |
Motive Wealth Advisors LLC
Motive Wealth Advisors LLC Investment ManagersFinance Motive Wealth Advisors LLC (Motive) is an independent registered investment advisor and wealth management firm headquartered in Birmingham, Michigan. The firm was co-founded by Jim Niedzinski and Jay Close in 2020. Motive offers discretionary investment management, financial planning, and investment advisory services to high net worth individuals and families.
1
| Private Company | Investment Managers | 1 |
Planning Alternatives Ltd.
Planning Alternatives Ltd. Investment ManagersFinance Planning Alternatives Ltd. is an independent registered investment adviser headquartered in Birmingham, Michigan. The firm was founded in 1982 by Edwin Shaw and William Vanover. Planning Alternatives provides investment management and financial planning services to high net worth individuals, individuals, pension and profit-sharing plans, trusts and estates, charitable institutions, foundations, corporations and other business entities.
1
| Private Company | Investment Managers | 1 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Jason Sheldon Close via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
---|---|---|---|
Oakland University (Michigan) | College/University | Undergraduate Degree Undergraduate Degree | |
SPROUTLY CANADA INC. | Agricultural Commodities/Milling | Director/Board Member | |
Malaysian Institute of Accountants
Malaysian Institute of Accountants Other Consumer ServicesConsumer Services Malaysian Institute of Accountants develops, supports and enhances the integrity, status and interests of the profession in Malaysia. It offers educational services to the members. The company is headquartered in Kuala Lumpur, Malaysia. | College/University | Corporate Officer/Principal | |
ANALABS RESOURCES | Chemicals: Specialty | Chief Executive Officer | |
Hekate Health Sciences, Inc.
Hekate Health Sciences, Inc. Food RetailRetail Trade Hekate Health Sciences, Inc. is a Canadian company that is revolutionizing sport and mental performance with functional mushrooms. The company's focus is on cultivating great performance through the use of these mushrooms. The company was founded by Vasek Pospisil, Russell Henderson, Justin G. Kates. | Food Retail | Founder | |
GSP RESOURCE CORP. | Steel | Director/Board Member | |
Tennis-British Columbia
Tennis-British Columbia Movies/EntertainmentConsumer Services Tennis British Columbia develops and delivers tennis programs. It provides youth and adult tennis, coaching, and tournaments. The company is headquartered in Vancouver, Canada. | Movies/Entertainment | Director/Board Member | |
PERMEX PETROLEUM CORPORATION | Integrated Oil | General Counsel | |
The Institution of Engineers Malaysia | Corporate Officer/Principal | ||
British Columbia Bar Association
British Columbia Bar Association Miscellaneous Commercial ServicesCommercial Services British Columbia Bar Association Operates as a law firm association to provide legal services. The company is headquartered in Vancouver, Canada. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
University of Western Ontario | College/University | Graduate Degree | |
The Canadian Bar Association
The Canadian Bar Association Miscellaneous Commercial ServicesCommercial Services The Canadian Bar Association operates as a professional organization. The non-profit company is based in Ottawa, Canada. and has subsidiaries in Canada. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
DuMoulin Black LLP
DuMoulin Black LLP Miscellaneous Commercial ServicesCommercial Services DuMoulin Black LLP operates as a corporate finance and securities law firm. It practices in the areas of mergers and acquisitions, proxy contests, corporate governance and corporate law. The company was founded in 1966 and is headquartered in Vancouver, Canada. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
GLOBAL GARDENS GROUP INC. | Miscellaneous Commercial Services | Director/Board Member | |
Tompkins Community Bank
Tompkins Community Bank Regional BanksFinance Tompkins Community Bank is a subsidiary of Tompkins Trustco, Inc. (AMEX: TMP). The firm is headquartered in New York. | Regional Banks | Corporate Officer/Principal | |
Chartered Institute of Management Accountants (Malaysia) | Corporate Officer/Principal | ||
Coveright Surfaces Malaysia Sdn. Bhd.
Coveright Surfaces Malaysia Sdn. Bhd. Containers/PackagingProcess Industries Part of Analabs Resources Bhd., Coveright Surfaces Malaysia Sdn. The company is based in Klang, Malaysia. Bhd. is a Malaysian company that manufactures and distributes decorative melamine films and related products. Coveright Surfaces Malaysia Sdn. from Surfaces Holding BV on September 07, 2009 for $11.29 million. was acquired by Analabs Resources Bhd. | Containers/Packaging | Director/Board Member | |
Invesco Capital Markets, Inc.
Invesco Capital Markets, Inc. Investment Banks/BrokersFinance Invesco Capital Markets, Inc. provides financial services. It offers investment brokerage services to individual investors. The company is headquartered in Downers Grove, IL. | Investment Banks/Brokers | Corporate Officer/Principal | |
Minergy Resources Pte Ltd.
Minergy Resources Pte Ltd. Financial ConglomeratesFinance Minergy Resources Pte Ltd. functions as an investment holding Singaporean company. The private company is based in Singapore, Singapore. | Financial Conglomerates | Director of Finance/CFO | |
University of Detroit Mercy School of Law | College/University | Graduate Degree | |
Towne Mortgage Co.
Towne Mortgage Co. Finance/Rental/LeasingFinance Towne Mortgage Co. is a mortgage company that offers refinancing and purchasing services. The company is based in Troy, MI and was founded in 1993. Towne Mortgage prioritizes the health and financial interests of its employees and customers, especially during the COVID-19 pandemic. The company offers programs to qualified borrowers and is licensed by the Department of Financial Protection and Innovation under the California Residential Mortgage Lending Act. Towne Mortgage provides resources such as a mortgage process guide, payments calculator, and auto pay option. The CEO is Mark Janssen. | Finance/Rental/Leasing | General Counsel | |
35711 Investments AG LLC
35711 Investments AG LLC Investment ManagersFinance 35711 Investments AG LLC (35711 Investments AG) is a private equity firm founded in 2012 by Dale LeFebvre. The firm is headquartered in Washington, D.C. | Investment Managers | Private Equity Investor | |
tru Independence Asset Management 2 LLC
tru Independence Asset Management 2 LLC Investment ManagersFinance tru Independence Asset Management 2 LLC (dba Rely Wealth Partners) is a SEC-registered investment adviser and wealth management firm headquartered in Portland, Oregon. The firm was founded in 2020 and is owned by tru Independence LLC. Rely Wealth Partners offers discretionary investment management and investment advisory services to a variety of clients. | Investment Managers | Compliance Officer | |
Paces Ferry Wealth Advisors LLC
Paces Ferry Wealth Advisors LLC Investment ManagersFinance Paces Ferry Wealth Advisors LLC (Paces Ferry) is a SEC-registered investment adviser and wealth management firm headquartered in Atlanta, Georgia. The firm is owned by Bodhi Tree Investments LLC. Paces Ferry offers investment advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. | Investment Managers | Compliance Officer | |
ASL MARINE HOLDINGS LTD. | Trucks/Construction/Farm Machinery | Corporate Officer/Principal | |
CIMB Bank Bhd.
CIMB Bank Bhd. Regional BanksFinance CIMB Bank Bhd. provides commercial banking services. It offers accounts, cards, loans, investment, insurance, and support. The company is headquartered in Kuala Lumpur, Malaysia. | Regional Banks | Corporate Officer/Principal | |
Ten Coves Capital LP
Ten Coves Capital LP Investment ManagersFinance Ten Coves Capital LP (Ten Coves Capital) is a private equity firm founded in 2009 by Dan Kittredge, Ned May, and Steve Piaker. The firm is headquartered in Darien, Connecticut. | Investment Managers | Private Equity Investor | |
Egi Group Ltd. | Chief Investment Officer | ||
Menorah Worldwide Ltd. | Director of Finance/CFO | ||
Mufg Securities Asia (Singapore) Ltd.
Mufg Securities Asia (Singapore) Ltd. Investment Banks/BrokersFinance Part of Mitsubishi UFJ Financial Group, Inc., Mufg Securities Asia (Singapore) Ltd. is a Singaporean financial securities company. The company is based in Singapore, Singapore. The CEOs of the company are Hideki Suruga, Wei Lian Tan. | Investment Banks/Brokers | Corporate Officer/Principal | |
BIOLIDICS LIMITED | Biotechnology | Director/Board Member | |
Procurify Technologies, Inc.
Procurify Technologies, Inc. Packaged SoftwareTechnology Services EKA Innovations, Inc. provides cloud based procurement and spend management solutions. It offers Procurify which core features include approval routing; web and mobile; three way watching; user role controls; expense tracking; and cost allocation. The company was founded by Eugene Dong, Kenneth Loi, and Aman Mann and is headquartered in Vancouver, Canada. | Packaged Software | Director/Board Member | |
MORGAN STANLEY | Investment Managers | Corporate Officer/Principal | |
Columbia Business School | College/University | 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 | Corporate Officer/Principal | |
Metronome Partners LLC
Metronome Partners LLC Investment ManagersFinance Metronome Partners LLC is an independent M&A advisory firm that specializes in sell-side transactions and capital raising across various industries. The private company is based in Chicago, IL. The company has completed transactions in Manufacturing & Industrial, Business Services, and Distribution & Logistics. | Investment Managers | Corporate Officer/Principal | |
University of Delaware | College/University | Graduate Degree | |
Moody's Investors Service, Inc.
Moody's Investors Service, Inc. Insurance Brokers/ServicesFinance Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks. | Insurance Brokers/Services | Analyst-Fixed Income | |
Florida Institute of Technology, Inc. | College/University | Graduate Degree | |
Butterfly Effects LLC
Butterfly Effects LLC Miscellaneous Commercial ServicesCommercial Services Butterfly Effects LLC provides applied behavior analysis therapy to children on the autism spectrum. Its services include adult and elderly care, pediatric and adult rehabilitation, babysitting, professional development training and supervision. The firm also operates specialty clinics with focus on speech and language disorders, development delay, toileting and dyslexia therapy programs. The company was founded by Michael B. Penman in 2004 and is headquartered in Deerfield Beach, FL. | Miscellaneous Commercial Services | Chief Tech/Sci/R&D Officer | |
Morningstar, Inc. (Research)
Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research. | Investment Managers | Analyst-Equity | |
Morningstar Investment Services LLC
Morningstar Investment Services LLC Investment ManagersFinance Morningstar Investment Services, Inc. (MIS) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2000 and is a wholly owned subsidiary of Morningstar Investment Management LLC, ultimately held by Morningstar, Inc. (NASDAQ: MORN). MIS offers various investment advisory services that focus on their core capacities in asset allocation, investment selection, and portfolio construction to retail investors and to institutional clients. | Investment Managers | Analyst-Equity | |
The University of Chicago | College/University | Graduate Degree | |
Grand Valley State University (Michigan) | College/University | Masters Business Admin |
Statistiques
Internationale
Etats-Unis | 27 |
Canada | 13 |
Malaisie | 7 |
Singapour | 5 |
Israël | 2 |
Sectorielle
Finance | 23 |
Consumer Services | 11 |
Commercial Services | 6 |
Process Industries | 4 |
Retail Trade | 2 |
Opérationnelle
Corporate Officer/Principal | 31 |
Undergraduate Degree | 21 |
Director/Board Member | 12 |
Graduate Degree | 8 |
Masters Business Admin | 6 |
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