![Kathleen M. H. Wallman](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Provenance du réseau au premier degré de Kathleen M. H. Wallman
Entité | Type d'entité | Industrie | |
---|---|---|---|
FOLIOfn, Inc.
![]() FOLIOfn, Inc. Internet Software/ServicesTechnology Services FOLIOfn, Inc. provides brokerage and investment solutions to investors. Its services include e-mail alerts, reports delivered online and direct deposits. The company was founded by Kathleen M. H. Wallman and Steven M. Wallman in 1998 and is headquartered in Vienna, VA.
12
| Subsidiary | Internet Software/Services | 12 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Kathleen M. H. Wallman via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
---|---|---|---|
CISCO SYSTEMS, INC. | Telecommunications Equipment | Corporate Officer/Principal | |
HP INC. | Computer Processing Hardware | Corporate Officer/Principal | |
CHARLES SCHWAB | Investment Banks/Brokers | Comptroller/Controller/Auditor | |
New Aurora Corp.
![]() New Aurora Corp. Packaged SoftwareTechnology Services New Aurora Corp. provides communication software solutions. The company was founded on April 11, 1994 and is headquartered in Menlo Park, CA. | Packaged Software | Corporate Officer/Principal | |
Lenox Wealth Management, Inc.
![]() Lenox Wealth Management, Inc. Investment ManagersFinance Lenox Wealth Management, Inc. engages in the provision of independent and objective financial planning, wealth management, and family office services. The company was founded by William Cooper Procter in 1887 and is headquartered in Cincinnati, OH. | Investment Managers | Director/Board Member | |
Capital Analysts LLC
![]() Capital Analysts LLC Investment ManagersFinance Capital Analysts LLC (CA) is a registered investment advisor headquartered in Fort Washington, Pennsylvania. The firm was founded in 2012 and is directly owned by Lincoln Investment Capital Holdings LLC. CA offers investment advisory services through a network of investment adviser representatives (Advisors) located throughout the US. They primarily serve individuals, high net-worth individuals, trusts, institutions, foundations, businesses, and charitable organizations as well as the retirement assets of individuals and businesses, individual retirement accounts (IRAs) and employer sponsored ERISA plans. | Investment Managers | Chief Executive Officer | |
Lincoln Financial Advisors Corp.
![]() Lincoln Financial Advisors Corp. Investment Banks/BrokersFinance Lincoln Financial Advisors Corp. (LFA) is a registered broker-dealer headquartered in Fort Wayne, Indiana. The firm was founded in 1986 and formerly known as LNC Equity Sales Corp. They were acquired by Osaic, Inc. in 2024. LFA offers brokerage services to various investors. | Investment Banks/Brokers | Director of Finance/CFO | |
TD Ameritrade Investment Management LLC
![]() TD Ameritrade Investment Management LLC Investment ManagersFinance TD Amerivest Investment Management LLC (TDAIM) is an investment management firm headquartered in Omaha, Nebraska. The firm was founded in 1997 as PFN Investment Management LLC. They operated under the name Amerivest Investment Management LLC from April 2003 to December 2016. The firm is owned by TD Ameritrade Holding Corp., which is a subsidiary of The Charles Schwab Corp. (NYSE: SCHW). TDAIM provides financial planning and asset allocation services to individuals and trusts, but may provide such services to institutions, as well. These services are provided through the Internet or software applications to a national clientele. | Investment Managers | Private Equity Investor | |
University of Virginia | College/University | Undergraduate Degree Undergraduate Degree | |
George Washington University | College/University | Graduate Degree | |
Moss Adams LLP
![]() Moss Adams LLP Miscellaneous Commercial ServicesCommercial Services Moss Adams LLP engages in the provision of assurance, tax, consulting, risk management, transaction, and wealth services. It focuses on serving public, private, and not-for-profit enterprises. The company was founded by John G. Mcintosh in 1913 and is headquartered in Seattle, WA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
ByAllAccounts, Inc.
![]() ByAllAccounts, Inc. Miscellaneous Commercial ServicesCommercial Services ByAllAccounts, Inc. provides intelligent data aggregation for financial services companies. is a holding company. Its patented, intelligent data aggregation system implements a knowledge-based process that uses artificial intelligence to gather and transform financial account data and deliver it to portfolio management, reconciliation, compliance, trust accounting and performance systems. The cmpany was founded by James M. Carney, Ellen Dickau, and Martin Dickau in 1999 and is headquartered in Woburn, MA. | Miscellaneous Commercial Services | Director/Board Member | |
Xavier University | College/University | Masters Business Admin | |
George Mason University | College/University | Undergraduate Degree | |
Texas A&M University | College/University | Undergraduate Degree | |
Franklin & Marshall College | College/University | Undergraduate Degree | |
New England College | College/University | Undergraduate Degree | |
Santa Clara University | College/University | Undergraduate Degree | |
Seton Hall University | College/University | Masters Business Admin | |
University of Delaware | College/University | Undergraduate Degree | |
University of Florida | College/University | Undergraduate Degree | |
University of Denver | College/University | Graduate Degree | |
The Tokarz Group Advisers LLC
![]() The Tokarz Group Advisers LLC Investment ManagersFinance The Tokarz Group Advisers LLC (Tokarz Group Advisers) is a private equity firm founded in 2006 by Michael Theodore Tokarz. The firm is headquartered in Purchase, New York. | Investment Managers | Chief Executive Officer Private Equity Investor | |
EMAAR PROPERTIES | Real Estate Development | Chief Executive Officer | |
National Securities Corp. (Broker)
![]() National Securities Corp. (Broker) Investment Banks/BrokersFinance National Securities Corp., a subsidiary of National Holdings Corp., is an international, full-service, independent brokerage firm with a diverse base of retail and institutional clients. National Securities was founded in 1947 in Seattle, Washington with the goal of providing a full suite of financial products and services to its registered representatives and clients. The firm and their subsidiaries are headquartered in New York City and Seattle and have a multitude of domestic and international offices that provide a broad range of securities brokerage, financial planning, and investment services, as well as corporate finance and investment banking services to corporations and businesses. National Securities' representatives are primarily independent contractors who operate their business with freedom and flexibility in advising their clients. The firm is a member FINRA/SIPC. | Investment Banks/Brokers | Corporate Officer/Principal | |
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 | |
CCMP Capital Advisors LP
![]() CCMP Capital Advisors LP Investment ManagersFinance CCMP Capital Advisors LP (CCMP Capital Advisors) is a private equity firm, a subsidiary of CCMP Capital LP founded in 1984. The firm is headquartered in New York with additional offices in London. | Investment Managers | Corporate Officer/Principal | |
Alyx Technologies, Inc.
![]() Alyx Technologies, Inc. Packaged SoftwareTechnology Services Alyx Technologies, Inc. provides health informatics, enterprise content management, and information technology solutions to federal and commercial organizations. Its services include administrative, business processes outsourcing, case and contract management, e-learning, general technology, information security, product development and testing, small business learning, and consulting services to commercial, education, energy, government, legal, health, retail, and manufacturing services. The company was founded by Sudhakar V. Shenoy in 1981 and is headquartered in Reston, VA. | Packaged Software | Corporate Officer/Principal | |
Xtiva Financial Systems, Inc.
![]() Xtiva Financial Systems, Inc. Packaged SoftwareTechnology Services Xtiva Financial Systems, Inc. provides enterprise wide business and technology solutions. Itdevelops state-of-the-art technologies that enable retail and institutional broker and dealers to streamline operations, from sales compensation and production reporting to supervision of advisor licensing and compliance issues. The company was founded by James Iacabucci and William Lieberman in 1995 and is headquartered in Rockville Centre, NY. | Packaged Software | Director/Board Member | |
Sensormatic Security Corp.
![]() Sensormatic Security Corp. Miscellaneous Commercial ServicesCommercial Services Sensormatic Security Corp. provides security systems services. It is a franchise of Sensormatic Electronics Corp. The company was founded in 1972 and is headquartered in Rockville, MD | Miscellaneous Commercial Services | Corporate Officer/Principal | |
BC Place Corp.
![]() BC Place Corp. Real Estate DevelopmentFinance Part of BC Pavilion Corp., BC Place Corp. is the largest multipurpose venue in Western Canada. It serves as a home for international, professional and amateur sports, entertainment, commerce, cultural experiences, and community gatherings for the benefit of all British Columbians. BC Place is a GBAC Star certified venue with rigorous protocols in place for a thorough response to biorisk situations. The stadium is Western Canada's premier venue for live events. The Canadian company has made changes to enhance the health and safety of its team members, guests, and community in response to the COVID-19 pandemic. | Real Estate Development | Corporate Officer/Principal | |
George J. Harris & Associates
![]() George J. Harris & Associates Insurance Brokers/ServicesFinance George J. Harris & Associates provides financial services. The company is headquartered in New Windsor, NY. | Insurance Brokers/Services | Corporate Officer/Principal | |
Tiburon Strategic Advisors LLC
![]() Tiburon Strategic Advisors LLC Miscellaneous Commercial ServicesCommercial Services Tiburon Strategic Advisors LLC is engaged in the provision of strategy consulting, market research and other related services to senior executives in the brokerage, investment management, banking and insurance markets. The company was founded by Charles M. Roame in 1998 and is headquartered in Tiburon, CA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
The Living Arts Centre In Mississauga
![]() The Living Arts Centre In Mississauga Movies/EntertainmentConsumer Services The Living Arts Centre In Mississauga is a non-profit organization. It operates the premiere arts and culture facility located in the heart of Mississauga. The company was founded on November 14, 1997 and is headquartered in Mississauga, Canada. | Movies/Entertainment | Director/Board Member | |
Money Management Institute
![]() Money Management Institute Investment ManagersFinance Money Management Institute provides advice and professionally-managed investment solutions to individual and institutional investors. It provides advisory solutions through advocacy, educational initiatives, regulatory affairs, publications, data reporting and professional networking. The company was founded in 1997 and is headquartered in New York, NY. | Investment Managers | Director/Board Member | |
Vancouver Convention Centre
![]() Vancouver Convention Centre Real Estate DevelopmentFinance Vancouver Convention Centre operates convention centre. It offers food & beverage, event and exhibitor services. The company was founded in 1987 and is headquartered in Vancouver, Canada. | Real Estate Development | Director/Board Member | |
PUDO INC. | Air Freight/Couriers | Director/Board Member | |
Stillman School of Business | College/University | Masters Business Admin | |
iFunding USA, Inc. | Corporate Officer/Principal | ||
CentSai, Inc.
![]() CentSai, Inc. Internet Software/ServicesTechnology Services Centsai, Inc. financial adviserey services. It offers financial education, wellness, personal finance, budgeting and debt management. The company was founded by Arindam Nag and Doria Lavagnino and is headquartered in New York, NY. | Internet Software/Services | Consultant / Advisor | |
Strategy & Resources LLC
![]() Strategy & Resources LLC Financial ConglomeratesFinance Strategy & Resources LLC provides financial services. The firm identifies critical markets, clarify priorities, master the data, and evaluate potential. The company is headquartered in Dayton, OH. | Financial Conglomerates | Corporate Officer/Principal | |
Whistler Land Corp. | Director/Board Member | ||
Lendit Conference LLC
![]() Lendit Conference LLC Miscellaneous Commercial ServicesCommercial Services Lendit Conference LLC operates as a financial technology industry. It specializes in online lending, networking, event management, financial technology, digital banking and financial services. The company was founded by Peter Renton, Bo Brustkern and Jason Jones on January 20, 2013 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Verse Development Corp. | Chief Executive Officer |
Statistiques
Internationale
Etats-Unis | 44 |
Canada | 6 |
Maurice (Île) | 2 |
Emirats Arabes Unis | 2 |
Sectorielle
Finance | 20 |
Consumer Services | 15 |
Technology Services | 6 |
Commercial Services | 6 |
Electronic Technology | 4 |
Opérationnelle
Director/Board Member | 39 |
Corporate Officer/Principal | 34 |
Undergraduate Degree | 13 |
Consultant / Advisor | 11 |
Chief Executive Officer | 10 |
Relations les plus connectées
Insiders | |
---|---|
Michael Avon | 29 |
Bruce William Shewmaker | 21 |
E. Cook | 16 |
Paula A. DeLaurentis | 11 |
Matt E. Lynch | 11 |
Jeff Cusack | 10 |
Steven M. H. Wallman | 7 |
Noah Hamman | 7 |
Chris Ferguson | 7 |
Kristin N. Sizemore | 4 |
James Carl | 3 |
Spiro Roiniotis | 3 |
- Bourse
- Insiders
- Kathleen M. H. Wallman
- Connexions Sociétés