Mark A. Agustin
President chez Aspire Financial Services LLC
Provenance du réseau au premier degré de Mark A. Agustin
| Entité | Type d'entité | Industrie | |
|---|---|---|---|
Aspire Financial Services LLC
 Aspire Financial Services LLC Investment ManagersFinance Aspire Financial Services LLC provides retirement plan solutions to small and medium sized businesses, organizations, and government entities. It leverages its proprietary technology platform to offer services to plan sponsors, third party administrators, and advisors through a web interface containing research, tools, and access to investment products. The company was founded by James J. Olson, Manish Gupta and Michael A. Gottfried in 2002 and is headquartered in Tampa, FL.
15
| Subsidiary | Investment Managers | 15 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Mark A. Agustin via son réseau personnel
| Société | Secteur | Personnes liées | Poste principal |
|---|---|---|---|
| Schwab Annuity Portfolios | Investment Trusts/Mutual Funds | Director/Board Member | |
| Schwab Capital Trust | Director/Board Member | ||
| CHARLES SCHWAB | Investment Banks/Brokers | Director/Board Member | |
| Charles Schwab Family of Funds | Investment Trusts/Mutual Funds | Director/Board Member | |
| Schwab Investments | Investment Trusts/Mutual Funds | Director/Board Member | |
| WATSCO, INC. | Building Products | Comptroller/Controller/Auditor | |
| MARINEMAX, INC. | Specialty Stores | Comptroller/Controller/Auditor | |
| Laudus Institutional Trust | Investment Trusts/Mutual Funds | Director/Board Member | |
| MPHASE TECHNOLOGIES, INC. | Packaged Software | Director of Finance/CFO | |
| EnTrust Global Emerging Markets Holdings NV | Investment Trusts/Mutual Funds | Director/Board Member | |
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 | Corporate Officer/Principal | |
Berkshire Capital Securities LLC
 Berkshire Capital Securities LLC Investment ManagersFinance Berkshire Capital Securities LLC operates as an independent employee-owned investment bank specializing in Mergers & Acquisitions in the financial services sector. The company has partners located in Philadelphia, Denver, London, Frankfurt and Sydney. Berkshire Capital majorly transacts in the wealth management, money management, alternatives, real estate and broker/dealer industries. The company was founded in 1983 and headquartered in New York. | Investment Managers | Corporate Officer/Principal | |
CMO Council
 CMO Council Miscellaneous Commercial ServicesCommercial Services CMO Council is a network of executives dedicated to high-level knowledge exchange, thought leadership, and relationship building among senior corporate marketing leaders. The private company is based in Palo Alto, CA, and was founded by Donovan Neale-May. The company provides insights and best practices on various marketing topics, including AI, customer experience, revenue growth, and digital transformation. The company also explore the impact of the pandemic on traditional retailers and the need for agility in recovering from it. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| VERUS INTERNATIONAL, INC. | Food: Major Diversified | Director of Finance/CFO | |
| Schwab Strategic Trust | Investment Trusts/Mutual Funds | Director/Board Member | |
Case Interactive Media, Inc.
 Case Interactive Media, Inc. Investment ManagersFinance Case Interactive Media, Inc. operates as a private equity firm specializing in growth equity and private equity acquisition opportunities. The company is headquartered in New York, NY. | Investment Managers | Director/Board Member | |
Janus Henderson Indices LLC
 Janus Henderson Indices LLC Investment Banks/BrokersFinance Janus Index & Calculation Services LLC develops and distributes exchange traded products. Its products include volatility strategy, volatility tactical, metals and energy. The company was founded by Nicholas Cherney, Richard Hoge and Gregory King in 2009 and is headquartered in Darien, CT. | Investment Banks/Brokers | Director/Board Member | |
Jumio Corp.
 Jumio Corp. Internet Software/ServicesTechnology Services Jumio Corp. provides digital identification verification and scanning solutions. Its products include Netverify, BAM Checkout, and Fastfill. The firms solutions are used by companies in the financial services, sharing economy, retail, travel, and online gaming sectors. The company was founded by Daniel Mattes in 2010 and is headquartered in Palo Alto, CA. | Internet Software/Services | Chairman | |
KPMG LLP
 KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Comptroller/Controller/Auditor | |
| University of California, Los Angeles | College/University | Undergraduate Degree | |
| Berklee College of Music | College/University | Undergraduate Degree | |
| Hofstra University | College/University | Undergraduate Degree | |
| Trinity College (Connecticut) | College/University | Undergraduate Degree | |
| The Pennsylvania State University | College/University | Undergraduate Degree | |
Financial Technology Ventures Management Co. LLC
 Financial Technology Ventures Management Co. LLC Investment ManagersFinance Financial Technology Ventures Management Co LLC (Financial Technology Ventures) is a private equity firm founded in 1998 by Jim Hale, Bob Huret and Richard Garman. The firm is headquartered in New York. | Investment Managers | Private Equity Investor Private Equity Investor | |
| University of South Florida | College/University | Undergraduate Degree Graduate Degree | |
Toastmasters International
 Toastmasters International Miscellaneous Commercial ServicesCommercial Services Toastmasters International is a non-profit educational organization that teaches public speaking and leadership skills through a worldwide network of clubs. The organization has approximately 270,000 members in more than 14,200 clubs across 148 countries. Since 1924, Toastmasters International has helped people from diverse backgrounds become more confident speakers, communicators, and leaders. The American company is headquartered in an undisclosed location. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| CEO Council of Tampa Bay | Corporate Officer/Principal | ||
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 | Director/Board Member | |
| Laudus Trust | Investment Trusts/Mutual Funds | Director/Board Member | |
| GROW CAPITAL, INC. | Real Estate Development | Chairman | |
Asset International, Inc. (Connecticut)
 Asset International, Inc. (Connecticut) Commercial Printing/FormsCommercial Services Asset International, Inc. owns and operates publishing, email, newsletter and education portals. The company was founded by Charles A. Ruffel and is headquartered in Stamford, CT. | Commercial Printing/Forms | Chief Executive Officer | |
Decimal, Inc.
 Decimal, Inc. Packaged SoftwareTechnology Services Decimal, Inc. provides flat fee retirement and savings plans for small businesses and entrepreneurs. It offers Single(k) plans for the business owner with part-time W-2 employees or no employees, and Express(k), a 401(k) plan, and Custom(k), a custom retirement plan. It provides Starter(k), a payroll-deduction IRA solution for small businesses. The company was founded by Isabelle Quesada, Kyle Stephan and Chad W. Parks in 1999 and is headquartered in San Francisco, CA. | Packaged Software | Corporate Officer/Principal | |
Carrier Enterprise LLC
 Carrier Enterprise LLC Wholesale DistributorsDistribution Services Carrier Enterprise LLC distributes heating, ventilation, and air conditioning equipment. The company was founded by Willis Carrier in 1902 and is headquartered in Orlando, FL. | Wholesale Distributors | Comptroller/Controller/Auditor | |
| University of Phoenix | College/University | Undergraduate Degree | |
| University of Memphis | College/University | Undergraduate Degree | |
| Stetson University College of Law | College/University | Graduate Degree | |
The Florida Bar
 The Florida Bar Miscellaneous Commercial ServicesCommercial Services The Florida Bar operates as professional organization of lawyers. The company is headquartered in Tallahassee, FL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
McCann Erickson (Germany)
 McCann Erickson (Germany) Miscellaneous Commercial ServicesCommercial Services McCann Erickson (Germany) provides brand communication and public relation services. The private company is based in Frankfurt, Germany. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Centana Management LLC
 Centana Management LLC Investment ManagersFinance Centana Management LLC (Centana Growth Partners) is a private equity firm founded in 2015 by Ben Cukier, Eric Byunn and Steve Swain. The firm is headquartered in New York with an additional office in Palo Alto. | Investment Managers | Founder | |
ReliaQuest LLC
 ReliaQuest LLC Information Technology ServicesTechnology Services ReliaQuest LLC provides enterprise security solutions. It offers detection and response, security and engineering, threat management, and delivery management. The company was founded by Brian P. Murphy in 2007 and is headquartered in Tampa, FL. | Information Technology Services | Director/Board Member | |
True Potential LLP
 True Potential LLP Investment ManagersFinance True Potential LLP provides investment and wealth management technology platform. The firm offers recruitment, client management, platform architecture, investment, and investment tools strategies. The company was founded by David George Harrison in 2007 and is headquartered in Newcastle-upon-Tyne, the United Kingdom. | Investment Managers | Director/Board Member | |
Jumio Holdings, Inc.
 Jumio Holdings, Inc. Information Technology ServicesTechnology Services Jumio Holdings, Inc. provides digital identification verification and scanning solutions. The company is headquartered in Palo Alto, CA. | Information Technology Services | Director/Board Member | |
| Stanford Graduate School of Business | College/University | Masters Business Admin |
Statistiques
Internationale
| Etats-Unis | 44 |
| Pays-Bas | 2 |
| Allemagne | 2 |
| Royaume-Uni | 2 |
Sectorielle
| Finance | 11 |
| Consumer Services | 11 |
| Miscellaneous | 8 |
| Technology Services | 7 |
| Commercial Services | 7 |
Opérationnelle
| Corporate Officer/Principal | 28 |
| Director/Board Member | 27 |
| Undergraduate Degree | 13 |
| Founder | 6 |
| Director of Finance/CFO | 5 |
Relations les plus connectées
| Insiders | |
|---|---|
| Charles Ruffel | 21 |
| Robert L. Francis | 13 |
| Ben Cukier | 12 |
| Christopher Cutchens | 11 |
| Kyle Griswold | 10 |
| J. Robert Jones | 5 |
| Peter W. Kirtland | 4 |
| James Olson | 4 |
| Jennifer Tanck | 4 |
| Shelia Reed | 4 |
| Manish Gupta | 2 |
| Michael A. Gottfried | 2 |
| Stephen Tague | 2 |
| Lisa Esker | 1 |
| Troy Tarr | 1 |
- Bourse
- Insiders
- Mark A. Agustin
- Connexions Sociétés
