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Provenance du réseau au premier degré de Larry Mealer
Entité | Type d'entité | Industrie | |
---|---|---|---|
Bell Investment Advisors, Inc.
![]() Bell Investment Advisors, Inc. Investment ManagersFinance Bell Investment Advisors, Inc. (BIA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Oakland, California. The firm was founded in 1991 by Jim Bell. BIA provides investment management, financial planning and financial consultation services to individuals and their trusts and estates, pension and profit-sharing plans, mutual funds, business entities and charitable foundations.
14
| Private Company | Investment Managers | 14 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Larry Mealer via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
---|---|---|---|
University of California, Berkeley | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
University of Kansas | College/University | Undergraduate Degree Undergraduate Degree | |
Webster University | College/University | Graduate Degree | |
California State University-East Bay | College/University | Undergraduate Degree | |
PeopleSoft USA, Inc.
![]() PeopleSoft USA, Inc. Information Technology ServicesTechnology Services PeopleSoft USA, Inc. provides software solutions and management systems services. The private company is based in Bethesda, MD. | Information Technology Services | Corporate Officer/Principal | |
WORKDAY INC. | Information Technology Services | Corporate Officer/Principal | |
Stony Brook University | College/University | Undergraduate Degree | |
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 | Investment Banks/Brokers | Corporate Officer/Principal | |
Barra LLC
![]() Barra LLC Packaged SoftwareTechnology Services Barra LLC provides investment analytics, trading solutions and software to investment professions. The company provides risk management technology for investment professionals. Barra was founded by Barr Rosenberg and Andrew Rudd in 1975 and is headquartered in Berkeley, CA. | Packaged Software | Corporate Officer/Principal | |
University of Missouri | College/University | Undergraduate Degree | |
University of California, Davis | College/University | Undergraduate Degree | |
J.D. Powers Financial Services, Inc.
![]() J.D. Powers Financial Services, Inc. Investment ManagersFinance J.D. The private company is based in Knoxville, TN. Powers Financial Services, Inc. provides investment advice. | Investment Managers | Corporate Officer/Principal | |
Claremont Graduate University | College/University | Graduate Degree | |
Claremont McKenna College | College/University | Undergraduate Degree | |
Willow Creek Wealth Management, Inc.
![]() Willow Creek Wealth Management, Inc. Investment ManagersFinance Willow Creek Wealth Management, Inc. (Willow Creek) is an independent registered investment adviser headquartered in Sebastopol, California. The firm was founded by Bruce J. Dzieza in 1984 as Willow Creek Financial Services, Inc. Willow Creek provides investment advisory services to a variety of clientele, such as individuals, families, businesses, pension and profit-sharing plans, trusts and charitable organizations. | Investment Managers | Corporate Officer/Principal | |
MORGAN STANLEY | Investment Managers | Corporate Officer/Principal | |
Financial Planning Association
![]() Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
CHARLES SCHWAB | Investment Banks/Brokers | Corporate Officer/Principal | |
New York University | College/University | Undergraduate Degree | |
Cal Poly Alumni Association
![]() Cal Poly Alumni Association Miscellaneous Commercial ServicesCommercial Services Cal Poly Alumni Association is a non profit organization that provides discounts, benefits, and services to its alumni. The company is headquartered in San Luis Obispo, CA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
California Polytechnic State University (San Luis Obispo) | College/University | Undergraduate Degree | |
Silicon Valley Capital Management
![]() Silicon Valley Capital Management Investment ManagersFinance Silicon Valley Capital Management (SVCM) is a privately-held, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Robert Harden in 1995. SVCM provides investment advisory services to private and high net-worth individuals, trusts and small companies. | Investment Managers | Corporate Officer/Principal |
Statistiques
Internationale
Etats-Unis | 29 |
Sectorielle
Consumer Services | 12 |
Finance | 10 |
Technology Services | 5 |
Commercial Services | 4 |
Opérationnelle
Corporate Officer/Principal | 28 |
Undergraduate Degree | 12 |
Graduate Degree | 3 |
Portfolio Manager-Equities | 3 |
Sales & Marketing | 2 |
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