Jeffrey E. Marks
Analyst-Fixed Income chez Charles Schwab & Co., Inc. (Broker)
Provenance du réseau au premier degré de Jeffrey E. Marks
Entité | Type d'entité | Industrie | |
---|---|---|---|
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
9
| Subsidiary | Investment Banks/Brokers | 9 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Jeffrey E. Marks via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
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Schwab Annuity Portfolios | Investment Trusts/Mutual Funds | Director/Board Member | |
Schwab Capital Trust | Director/Board Member | ||
CHARLES SCHWAB | Investment Banks/Brokers | Chief Executive Officer | |
Charles Schwab Family of Funds | Investment Trusts/Mutual Funds | Director/Board Member | |
Schwab Investments | Investment Trusts/Mutual Funds | Director/Board Member | |
Laudus Institutional Trust | Investment Trusts/Mutual Funds | Director/Board Member | |
KeyBanc Capital Markets, Inc.
KeyBanc Capital Markets, Inc. Investment Banks/BrokersFinance KeyBanc Capital Markets, Inc. is a registered investment bank and broker/dealer headquartered in Cleveland, Ohio. The firm was founded in 1983 and is a subsidiary of KeyCorp. (NYSE: KEY). KeyBanc Capital Markets provides investment banking, commercial lending, treasury management, derivatives, foreign exchange, equity and debt underwriting and trading and syndicated finance products and services to large corporations and middle-market companies. | Investment Banks/Brokers | Analyst-Equity | |
Roffman Miller Associates, Inc.
Roffman Miller Associates, Inc. Investment ManagersFinance Roffman Miller Associates, Inc. (RMA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Philadelphia, Pennsylvania. The firm was founded by Peter Miller in 1990. RMA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. | Investment Managers | Investment Committee Member | |
BNP Paribas Securities Corp.
BNP Paribas Securities Corp. Investment Banks/BrokersFinance BNP Paribas Securities Corp. engages in the provision of brokerage services. It offers commercial banking, corporate and institutional banking, asset management, fleet services, and real estate. The company was founded on September 7, 1984 and is headquartered New York, NY. | Investment Banks/Brokers | Analyst-Equity | |
MODIVCARE INC. | Other Transportation | 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 | Chief Executive Officer | |
BROADRIDGE FINANCIAL SOLUTIONS, INC. | Information Technology Services | Corporate Officer/Principal | |
Schwab Strategic Trust | Investment Trusts/Mutual Funds | Director/Board Member | |
Stanford University | College/University | Undergraduate Degree | |
The American Nurses Association, Inc.
The American Nurses Association, Inc. Hospital/Nursing ManagementHealth Services The American Nurses Association, Inc. operates nursing facilities center. The association represents the interest of the nation’s registered nurses for improving the quality of health care for all. The company was founded in 1896 and is headquartered in Silver Spring, MD. | Hospital/Nursing Management | Consultant / Advisor | |
UCSF Medical Center
UCSF Medical Center Hospital/Nursing ManagementHealth Services UCSF Medical Center owns and operates hospitals. It operates hospitals in San Francisco as well as satellite facilities. It provides health care facilities to children, organ transplants, cardiac care, fertility treatments, neurosurgery, ophthalmology, and orthopedics. It also provides outpatient care and some programs in areas as women's health, aging, cancer, and pain management. UCSF Medical Center is headquartered in San Francisco, CA. | Hospital/Nursing Management | Consultant / Advisor | |
Blue Shield of California
Blue Shield of California Miscellaneous Commercial ServicesCommercial Services Blue Shield of California engages in the provision of healthcare insurance services. The firm offers insurance products include HMO, preferred provider organization, dental and medicare supplemental plan, accidental death and dismemberment, executive medical reimbursement, life insurance, and vision and short-term health plans. The company was founded in 1938 and is headquartered in Oakland, CA. | Miscellaneous Commercial Services | Private Equity Investor | |
Westfield Group (Ohio)
Westfield Group (Ohio) Investment ManagersFinance Westfield Group provides insurance, banking and related financial services. It offers automobile, life and property insurance services. The firm provides flood, motorcycle, car, home, farm and agriculture insurance services. The company has operations in Lancaster and Pennsylvania. It serves the hospitality, health, manufacturing and distribution sectors. Westfield Group was founded in 1848 and is headquartered in Westfield Center, OH. | Investment Managers | Corporate Officer/Principal | |
Ball State University (Indiana) | College/University | Undergraduate Degree | |
Charles Schwab Futures, Inc.
Charles Schwab Futures, Inc. Investment Banks/BrokersFinance Charles Schwab Futures, Inc. provides online brokerage services for retail option investors. It specializes in equity options and futures, as well as provides stocks, mutual funds, exchange traded funds, and bonds. The firm offers trading services such as custom order entry screens for options, spreads, covered calls, and stocks, as well as for mutual funds, including contingent order and one-cancels-other order features. The company was founded by Ned W. Bennett, James A. Gray, and David S. Kalt in 2001 and is headquartered in Chicago, IL. | Investment Banks/Brokers | Corporate Officer/Principal | |
Fordham University
Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Undergraduate Degree | |
The Ohio University
The Ohio University Other Consumer ServicesConsumer Services Central Hockey League operates a professional minor league hockey teams playing in small to medium-sized markets primarily in central and southwestern US states. The league, which was started in 1992, is managed and operated by WPHL, a subsidiary of Global Entertainment Corporation. | College/University | Undergraduate Degree | |
St. Joseph's University | College/University | Undergraduate Degree | |
Charles Schwab Bank, SSB
Charles Schwab Bank, SSB Regional BanksFinance Charles Schwab Bank operates as a federally chartered savings bank. It offers checking accounts, savings accounts, and mortgage services. The company is headquartered in Reno, NV. | Regional Banks | Chairman | |
TD AMERITRADE HOLDING CORPORATION | Investment Banks/Brokers | Director/Board Member | |
Schwab Investor Services | President | ||
Laudus Trust | Investment Trusts/Mutual Funds | Director/Board Member | |
The Hampton Co., Inc. | Chief Executive Officer | ||
Weatherhead School of Management | College/University | Masters Business Admin | |
Sheaff Brock Investment Advisors LLC
Sheaff Brock Investment Advisors LLC Investment ManagersFinance Sheaff Brock Investment Advisors LLC (Sheaff Brock) is a registered investment advisor headquartered in Indianapolis, Indiana. The firm was founded by Dave Gilreath and Ron Brock in 2001 and is a subsidiary of Sheaff Brock Capital Management LLC. Sheaff Brock provides portfolio management services for high net worth individuals. | Investment Managers | Trading-Equity | |
Glilot Capital Investments GP Ltd.
Glilot Capital Investments GP Ltd. Investment ManagersFinance Glilot Capital Investments GP Ltd. (Glilot Capital Partners) is a venture capital firm founded in 2011 by Kobi Samboursky and Arik Kleinstein. The firm is headquartered in Herzliya. | Investment Managers | Consultant / Advisor | |
Del-Sette Capital Management LLC
Del-Sette Capital Management LLC Investment ManagersFinance Del-Sette Capital Management LLC (Del-Sette) is an independent registered investment advisor headquartered in Schenectady, New York. The firm was founded in 2011 by Hermes William “Bill” Del-Sette, III. Del-Sette offers investment advisory services to individuals, high net worth individuals, trusts and estates. | Investment Managers | Portfolio Manager-Equities | |
College of Engineering Guindy | College/University | Graduate Degree | |
Ayogo Health, Inc.
Ayogo Health, Inc. Packaged SoftwareTechnology Services Ayogo Health, Inc. provides online networking services to healthcare. It develops games and applications for management of chronic health conditions and patient adherence. The firm offers Empower, a digital tool for healthcare systems that uses behavior change to help healthcare consumers with chronic conditions. The company was founded by Michael Fergusson and Paul Prescod in 2011 and is headquartered in Vancouver, Canada. | Packaged Software | Director/Board Member | |
Kaiser Permanente International | Private Equity Investor | ||
University of Colorado Denver | College/University | Masters Business Admin | |
Innovative Portfolios LLC
Innovative Portfolios LLC Investment ManagersFinance Innovative Portfolios LLC is a registered investment adviser headquartered in Indianapolis, Indiana. The firm was founded by David Gilreath and Ronald Brock and is owned by Sheaff Brock Capital Management LLC. Innovative Portfolios offers investment advisory services to registered investment companies (including mutual funds) and Sub-advisor Services to registered investment advisors. | Investment Managers | Trading-Equity | |
Charles Schwab Trust Bank (589496) | Savings Banks | Chairman | |
Vinaj LLC
Vinaj LLC Investment ManagersFinance Vinaj LLC (Vinaj) is a venture capital firm founded in 2015 by Anish Srivastava. The firm is headquartered in Redwood city, California. | Investment Managers | Private Equity Investor |
Statistiques
Internationale
Etats-Unis | 38 |
Israël | 2 |
Inde | 2 |
Canada | 2 |
Sectorielle
Finance | 17 |
Consumer Services | 9 |
Miscellaneous | 7 |
Technology Services | 3 |
Health Services | 3 |
Opérationnelle
Director/Board Member | 12 |
Corporate Officer/Principal | 10 |
Chief Executive Officer | 5 |
Chairman | 5 |
President | 5 |
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