Relations actives
| Nom | Sexe | Age | Sociétés liées | Collaboration |
|---|---|---|---|---|
| Joseph V. Maugeri | M | - |
Certified Financial Planner Board of Standards, Inc.
 Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | 13 ans |
| Lou Gloria | M | - |
Procyon Partners LLC
 Procyon Partners LLC Investment ManagersFinance Procyon Partners LLC is an independent registered investment advisor that focuses on retirement plans and private clients. The private company is based in Shelton, CT, and has subsidiaries in the United States. The company helps companies and organizations design, manage, and enhance their retirement plan offerings while educating plan participants on how to effectively prepare for their retirement. Procyon also helps high-net-worth individuals, families, and business owners identify and implement the most effective financial strategies for managing their investments and achieving their financial goals. Procyon manages approximately $5b in client assets and provides unbiased financial advice and tailored investment and risk management solutions to institutions and individuals. Procyon was founded in 2017 by Phil Giuseppe Fiore, Jeff Farrar, Thomas James Gahan, Christopher E. Foster, Lou Gloria, and Phil Giuseppe Fiore has been the CEO since 2017. | 7 ans |
| Matthew Brian Boersen | M | - |
Certified Financial Planner Board of Standards, Inc.
Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | 4 ans |
| John M. Loper | M | - |
Certified Financial Planner Board of Standards, Inc.
Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | 10 ans |
| Liz Miller | F | 59 |
Certified Financial Planner Board of Standards, Inc.
Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | 4 ans |
| Phil Giuseppe Fiore | M | - |
Procyon Partners LLC
Procyon Partners LLC Investment ManagersFinance Procyon Partners LLC is an independent registered investment advisor that focuses on retirement plans and private clients. The private company is based in Shelton, CT, and has subsidiaries in the United States. The company helps companies and organizations design, manage, and enhance their retirement plan offerings while educating plan participants on how to effectively prepare for their retirement. Procyon also helps high-net-worth individuals, families, and business owners identify and implement the most effective financial strategies for managing their investments and achieving their financial goals. Procyon manages approximately $5b in client assets and provides unbiased financial advice and tailored investment and risk management solutions to institutions and individuals. Procyon was founded in 2017 by Phil Giuseppe Fiore, Jeff Farrar, Thomas James Gahan, Christopher E. Foster, Lou Gloria, and Phil Giuseppe Fiore has been the CEO since 2017. | 7 ans |
| Kevin R. Keller | M | - |
Certified Financial Planner Board of Standards, Inc.
Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | - |
| Christopher E. Foster | M | - |
Procyon Partners LLC
Procyon Partners LLC Investment ManagersFinance Procyon Partners LLC is an independent registered investment advisor that focuses on retirement plans and private clients. The private company is based in Shelton, CT, and has subsidiaries in the United States. The company helps companies and organizations design, manage, and enhance their retirement plan offerings while educating plan participants on how to effectively prepare for their retirement. Procyon also helps high-net-worth individuals, families, and business owners identify and implement the most effective financial strategies for managing their investments and achieving their financial goals. Procyon manages approximately $5b in client assets and provides unbiased financial advice and tailored investment and risk management solutions to institutions and individuals. Procyon was founded in 2017 by Phil Giuseppe Fiore, Jeff Farrar, Thomas James Gahan, Christopher E. Foster, Lou Gloria, and Phil Giuseppe Fiore has been the CEO since 2017. | 7 ans |
| Tom Gahan | M | 61 |
Procyon Partners LLC
Procyon Partners LLC Investment ManagersFinance Procyon Partners LLC is an independent registered investment advisor that focuses on retirement plans and private clients. The private company is based in Shelton, CT, and has subsidiaries in the United States. The company helps companies and organizations design, manage, and enhance their retirement plan offerings while educating plan participants on how to effectively prepare for their retirement. Procyon also helps high-net-worth individuals, families, and business owners identify and implement the most effective financial strategies for managing their investments and achieving their financial goals. Procyon manages approximately $5b in client assets and provides unbiased financial advice and tailored investment and risk management solutions to institutions and individuals. Procyon was founded in 2017 by Phil Giuseppe Fiore, Jeff Farrar, Thomas James Gahan, Christopher E. Foster, Lou Gloria, and Phil Giuseppe Fiore has been the CEO since 2017. | 7 ans |
| Marilyn Mohrman-Gillis | F | - |
Certified Financial Planner Board of Standards, Inc.
Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | 16 ans |
| Ho Wan Chow | M | 48 |
Certified Financial Planner Board of Standards, Inc.
Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | - |
| Charlie Fitzgerald | M | - |
Certified Financial Planner Board of Standards, Inc.
Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | - |
| Neal Solomon | M | - |
Certified Financial Planner Board of Standards, Inc.
Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | - |
| Gerald L. Larsen | M | 75 |
Certified Financial Planner Board of Standards, Inc.
Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | - |
| Alexander G. Rozman | M | - |
Certified Financial Planner Board of Standards, Inc.
Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | 4 ans |
| Aneri Jambusaria | F | - |
Certified Financial Planner Board of Standards, Inc.
Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | 3 ans |
| Nancy Smith | F | - |
Certified Financial Planner Board of Standards, Inc.
Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | 3 ans |
| Richard Sherlock | M | - |
Certified Financial Planner Board of Standards, Inc.
Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | 3 ans |
| Keith Barberis | M | - |
Certified Financial Planner Board of Standards, Inc.
Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | - |
| Mary Svedberg | F | - |
Certified Financial Planner Board of Standards, Inc.
Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | - |
| Rochelle Zeidman | F | - |
Certified Financial Planner Board of Standards, Inc.
Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | - |
| Paul Kuveke | M | - |
Procyon Partners LLC
Procyon Partners LLC Investment ManagersFinance Procyon Partners LLC is an independent registered investment advisor that focuses on retirement plans and private clients. The private company is based in Shelton, CT, and has subsidiaries in the United States. The company helps companies and organizations design, manage, and enhance their retirement plan offerings while educating plan participants on how to effectively prepare for their retirement. Procyon also helps high-net-worth individuals, families, and business owners identify and implement the most effective financial strategies for managing their investments and achieving their financial goals. Procyon manages approximately $5b in client assets and provides unbiased financial advice and tailored investment and risk management solutions to institutions and individuals. Procyon was founded in 2017 by Phil Giuseppe Fiore, Jeff Farrar, Thomas James Gahan, Christopher E. Foster, Lou Gloria, and Phil Giuseppe Fiore has been the CEO since 2017. | - |
| Phil Cunningham | M | - |
Certified Financial Planner Board of Standards, Inc.
Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | 8 ans |
| Daniel George | M | - |
Certified Financial Planner Board of Standards, Inc.
Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | - |
| Leo G. Rydzewski | M | - |
Certified Financial Planner Board of Standards, Inc.
Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | 9 ans |
| Abdul Malik bin Abdul Rahman | M | 76 |
Certified Financial Planner Board of Standards, Inc.
Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | - |
| Steven M. H. Wallman | M | - |
Certified Financial Planner Board of Standards, Inc.
Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | 1 ans |
| Gregory Tretiak | M | 68 |
Certified Financial Planner Board of Standards, Inc.
Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | - |
| Arlene A. Pietranton | M | - |
Certified Financial Planner Board of Standards, Inc.
Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | 8 ans |
| Tom McIntire | M | - |
Certified Financial Planner Board of Standards, Inc.
Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | - |
| Richard Shaw | M | - |
Certified Financial Planner Board of Standards, Inc.
Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | 1 ans |
| Peggy Miller Ruhlin | F | - |
Certified Financial Planner Board of Standards, Inc.
Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | - |
| Pong Hua Ching | M | 62 |
Certified Financial Planner Board of Standards, Inc.
Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | - |
| W. Glenn Parker | M | - |
Certified Financial Planner Board of Standards, Inc.
Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | - |
| Sze Hock Soon | M | 67 |
Certified Financial Planner Board of Standards, Inc.
Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | - |
| Tom Crowder | M | - |
Certified Financial Planner Board of Standards, Inc.
Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | 14 ans |
| Jason F. Ruimerman | M | - |
Certified Financial Planner Board of Standards, Inc.
Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | 14 ans |
| Rex Staples | M | - |
Certified Financial Planner Board of Standards, Inc.
Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | 12 ans |
| Hock Chye Oon | M | 56 |
Certified Financial Planner Board of Standards, Inc.
Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | - |
| Roberta S. Karmel | F | - |
Certified Financial Planner Board of Standards, Inc.
Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | 4 ans |
| Marguerita Cheng | F | - |
Certified Financial Planner Board of Standards, Inc.
Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | 12 ans |
Graphique Relationnel
Relation dans plusieurs entreprises
Statistiques
| Pays | Relations | % du total |
|---|---|---|
| Etats-Unis | 41 | 100,00% |
Age des relations
Actives
Passées
Homme
Femme
Administrateurs
Exécutifs
Provenance des relations
- Bourse
- Insiders
- Jeff Farrar
- Réseau Personnel
