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Naumdar Akhavan
Gestionnaire de Portefeuille-Actions chez Summit Wealth & Retirement Planning
Provenance du réseau au premier degré de Naumdar Akhavan
Entité | Type d'entité | Industrie | |
---|---|---|---|
University of California, Santa Cruz
33
| College/University | Other Consumer Services | 33 |
Summit Wealth & Retirement Planning
![]() Summit Wealth & Retirement Planning Investment ManagersFinance Summit Wealth & Retirement Planning provides investment advice. The private company is based in Danville, CA. The company was founded in 1987. Robert Anthony Cucchiaro has been the CEO of the company since 2012.
1
| Private Company | Investment Managers | 1 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Naumdar Akhavan via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
---|---|---|---|
CISCO SYSTEMS, INC. | Telecommunications Equipment | Corporate Officer/Principal | |
BROCADE COMMUNICATIONS SYSTEMS, INC. | Computer Peripherals | Founder | |
Washington Capital Management, Inc.
![]() Washington Capital Management, Inc. Investment ManagersFinance Washington Capital Management, Inc. (WaCap) is an independent, SEC-registered investment advisor headquartered in Seattle, Washington. Founded in 1977, WaCap provides both privately offered commingled pooled investment funds (including feeder funds) and separately managed accounts. The firm serves as an investment manager primarily for institutional investors and accounts, such as pension and profit-sharing plans, corporations, charitable organizations, and governmental entities. | Investment Managers | Analyst-Equity | |
Google LLC
![]() Google LLC Internet Software/ServicesTechnology Services Google LLC engages in the operation of internet portal and search index website. It provides online advertising technologies, search engine, cloud computing, and software solutions. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on September 4, 1998 and is headquartered in Mountain View, CA. | Internet Software/Services | Corporate Officer/Principal | |
William O'Neil + Co., Inc.
![]() William O'Neil + Co., Inc. Investment ManagersFinance Part of Data Analysis, Inc., William O'Neil & Co., Inc. is a financial services company based in Los Angeles, CA. The company specializes in providing financial research, analysis, and investment advisory services to individual and institutional investors. The CEO of the company is Steven L. Birch. | Investment Managers | Corporate Officer/Principal | |
Equitable Advisors LLC
![]() Equitable Advisors LLC Investment ManagersFinance Equitable Advisors LLC is a SEC-registered investment adviser and wealth management firm headquartered in New York City. The firm was founded in 1999 and is a subsidiary of Equitable Distribution Holding Corp., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Equitable Advisors provides investment advisory services to individuals, trusts, estates, charitable organizations, banks or thrift institutions, corporations and other business entities, and pension and profit-sharing plans. | Investment Managers | Corporate Officer/Principal | |
First Allied Securities, Inc.
![]() First Allied Securities, Inc. Investment Banks/BrokersFinance Founded in 1993, First Allied Securities, Inc. is an independent, SEC-registered broker/dealer headquartered in San Diego, California. The firm is a member of FINRA, the NASD and the SIPC. First Allied Securities Inc. was previously a subsidiary of Advanced Equities Financial Corp. In April 2006, Advanced Equities Financial Corp. acquired First Financial Planners and merged it with First Allied Securities. In 2008, the firm acquired First Montauk Securities Corp. from First Montauk Financial Corp. In 2011, Lovell Minnick Partners LLC and the management team of First Allied Advisory Services acquired the firm from Advanced Equities Financial Corp. First Allied Securities is affiliated with First Allied Advisory Services, Inc., a registered investment advisor. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. | Investment Banks/Brokers | Corporate Officer/Principal | |
Glass, Lewis & Co. LLC
![]() Glass, Lewis & Co. LLC Investment ManagersFinance Glass, Lewis & Co. LLC (Glass Lewis) is an independent investment research firm headquartered in San Francisco, California. The firm was founded in 2003 by Kevin J. Cameron & Gregory P. Taxin. Glass Lewis provides investment research and advice on proxy votes to institutional investor and?publicly listed?companies. Their clients include pension plans, mutual funds, and asset managers. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
TWILIO INC. | Packaged Software | Corporate Officer/Principal | |
ROTH Capital Partners LLC
![]() ROTH Capital Partners LLC Investment Banks/BrokersFinance ROTH Capital Partners LLC is a broker/dealer headquartered in Newport Beach, California. The firm was founded in 2001 and is a subsidiary of CR Financial Holdings, Inc. They offer institutional sales and trading services. Their broad institutional coverage includes investors in North America, Canada, UK, Europe and other international territories. | Investment Banks/Brokers | Corporate Officer/Principal | |
Deloitte & Touche LLP
![]() Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Pricewaterhousecoopers LLC | Corporate Officer/Principal Corporate Officer/Principal | ||
Monster, Inc.
![]() Monster, Inc. Personnel ServicesCommercial Services Monster, Inc. operates internet job search engine. Its services include job ads, career information tips on resume writing, interviewing, and salary negotiation. The company was founded by Jeffrey C. Taylor in 1994 and is headquartered in Maynard, MA. | Personnel Services | Corporate Officer/Principal | |
OPENTABLE INC | Packaged Software | Corporate Officer/Principal | |
University of California | College/University | Graduate Degree | |
Pixlee Turnto, Inc.
![]() Pixlee Turnto, Inc. Internet Software/ServicesTechnology Services Pixlee Turnto, Inc. provides personalized visual marketing solutions. It engages in visual marketing platform for collecting, curating, and displaying user photos that drive engagement, conversion, and loyalty. The company was founded by Kyle Wong, Awad Sayeed, Jeff Chen, and Miraj Mohsin in June 2012 and is headquartered in San Francsico, CA. | Internet Software/Services | General Counsel | |
Beijing University of Technology | College/University | Undergraduate Degree | |
IGG INC | Packaged Software | Chief Operating Officer | |
The American Institute of Certified Public Accountants
![]() The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
California Society of Certified Public Accountants | Corporate Officer/Principal | ||
Rowbotham & Co. LLP
![]() Rowbotham & Co. LLP Miscellaneous Commercial ServicesCommercial Services Rowbotham & Co. LLP provides domestic and international tax and audit compliance as well as advisory services. The firm offers assurance, tax, and consulting services. The company was founded by Brian Rowbotham in 1991 and is headquartered in San Francisco, CA. | Miscellaneous Commercial Services | Comptroller/Controller/Auditor | |
Aspiriant LLC
![]() Aspiriant LLC Investment ManagersFinance Aspiriant LLC is an independent, wealth management firm and SEC-registered investment advisor firm headquartered in Los Angeles, California. The firm was founded by Robert J. Francais as Kochis Fitz/Quintile LLC through the merger between Kochis Fitz Tracy Fitzhugh and Quintile Wealth Management in 2008. Aspirant provides investment advisory and wealth planning services primarily to individuals with substantial wealth, including corporate executives, business owners, affluent individuals, foundations, family partnerships, limited partnerships, the Aspiriant Affiliated Mutual Funds and other individuals. They also provide investment management and consulting services to pension plans, trusts, and charitable institutions, such as foundations that are often connected to, and created by individual clients, but not in all cases. | Investment Managers | Portfolio Manager-Equities | |
Beacon Pointe Advisors LLC
![]() Beacon Pointe Advisors LLC Investment ManagersFinance Beacon Pointe Advisors LLC (Beacon Pointe) is the asset management subsidiary of Beacon Pointe Advisors Holdings LLC, headquartered in Newport Beach, California. The firm was founded in 2002 by Matthew Cooper, Shannon Eusey, Mollie Rosing, Douglas Allison, Felix Lin, and Garth Flint, and is ultimately held by KKR North America XIII (Polyphony) Blocker LLC. Beacon Pointe offers discretionary and non-discretionary investment and non-investment-related consulting services and investment advisory services to institutional and individual clients. | Investment Managers | Director of Research - Equity | |
BlueCrest Capital Management (New York) LP
![]() BlueCrest Capital Management (New York) LP Investment ManagersFinance BlueCrest Capital Management (New York) LP (BCM) is a hedge fund manager headquartered in New York City. The firm was founded in 1998 and is a subsidiary of BC Capital Management Services Ltd. BCM provides investment advisory and management services to high-net-worth clients. | Investment Managers | Corporate Officer/Principal | |
Terner Housing Innovation Labs Inc.
![]() Terner Housing Innovation Labs Inc. Investment ManagersFinance Terner Housing Innovation Labs (Terner Housing Innovation Labs) is a venture capital subsidiary of Terner Housing Innovation Labs Inc. The firm is headquartered in United States. | Investment Managers | Director/Board Member | |
Betaworks Studio LLC
![]() Betaworks Studio LLC Packaged SoftwareTechnology Services Betaworks Studio LLC builds and operates real time software, services and media distribution platform. It operates an online platform that offers media products. The firm's products include Digg, Dots, Bloglovin and Giphyt. The company was founded by John K. L. Borthwick and Andrew Weissman in 2007 and is headquartered in New York, NY. | Packaged Software | Director/Board Member | |
Betaworks Investments LLC
![]() Betaworks Investments LLC Investment ManagersFinance Betaworks Investments LLC (Betaworks Investments) is a venture capital firm, a subsidiary of Betaworks Studio LLC founded in 2007 by John Borthwick and Andy Weissman. The firm is headquartered in New York. | Investment Managers | Director/Board Member | |
VSC Ventures
![]() VSC Ventures Investment ManagersFinance VSC Ventures (VSC Ventures) is a venture capital firm founded in 2021 by Vijay Chattha. The firm is headquartered in San Francisco, California. | Investment Managers | Private Equity Investor | |
Junglee Games, Inc.
![]() Junglee Games, Inc. Packaged SoftwareTechnology Services Junglee Games, Inc. operates as a game development company that creates gaming technology and solutions. It develops a wide range of web and social games that offer a platform for people to connect through both traditional and modern games. The company was founded by Rahul .N Bhardwaj and Ankush Gera in 2012 and is headquartered in Oakland, CA. | Packaged Software | Director/Board Member | |
Bond, Inc. (California)
![]() Bond, Inc. (California) Packaged SoftwareTechnology Services Bond, Inc. is a shopping platform app that connects creators, brands, and consumers. The company is based in Los Angeles, CA. The company was founded in 2022 by Maddie Raedts and Sam Robinson. Maddie Raedts has been the CEO since 2022. | Packaged Software | Director/Board Member | |
VSI Holdings USA LLC
![]() VSI Holdings USA LLC Miscellaneous Commercial ServicesCommercial Services VSI Holdings USA LLC provides information technology consulting services. The company is based in Miami, FL. The company was founded by Esteban Reyes. | Miscellaneous Commercial Services | Director/Board Member | |
Scale AI, Inc.
![]() Scale AI, Inc. Packaged SoftwareTechnology Services Scale AI, Inc. develops software to help customers. The firm focuses on human microtasks such as image annotation, transcription, categorization, comparison, phone calls or data collection. Its products include image recognition, audio transcription, categorization, comparison, phone calls, and data collection. The company was founded by Alexander Wang and Lucy Guo in 2016 and is headquartered in San Francisco, CA. | Packaged Software | Corporate Officer/Principal | |
Zenda Capital
![]() Zenda Capital Investment ManagersFinance Zenda Capital (Zenda Capital) is a venture capital firm founded in 2021 by Esteban Reyes. The firm is headquartered in Miami, Florida. | Investment Managers | Private Equity Investor | |
trycourier.com, Inc.
![]() trycourier.com, Inc. Commercial Printing/FormsCommercial Services trycourier.com, Inc. operates as a smart notification platform company. The company was founded by Troy Goode and in 2019 and is headquartered in San Francisco, CA. | Commercial Printing/Forms | Consultant / Advisor | |
NewView Capital Management LLC
![]() NewView Capital Management LLC Investment ManagersFinance NewView Capital Management LLC (NewView Capital) is a venture capital firm founded in 2018. The firm is headquartered in Burlingame. | Investment Managers | Private Equity Investor |
Statistiques
Internationale
Etats-Unis | 40 |
Chine | 2 |
Singapour | 2 |
Sectorielle
Finance | 20 |
Technology Services | 10 |
Commercial Services | 7 |
Consumer Services | 4 |
Electronic Technology | 3 |
Opérationnelle
Corporate Officer/Principal | 47 |
Director/Board Member | 33 |
Undergraduate Degree | 30 |
Founder | 13 |
Analyst-Equity | 11 |
Relations les plus connectées
- Bourse
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