Robert K. Ward
Directeur Général chez QUODD Financial Information Services, Inc.
Profil
Mr. Robert K.
Ward is Independent Director at Merriman Holdings, Inc. He is on the Board of Directors at Merriman Holdings, Inc., Finaconnect, Inc., and Envestnet Retirement Solutions LLC.
He received his undergraduate degree from Colby College and an MBA from Bentley University.
Postes actifs de Robert K. Ward
| Sociétés | Poste | Début |
|---|---|---|
Finaconnect, Inc.
 Finaconnect, Inc. Internet Software/ServicesTechnology Services Finaconnect, Inc. engages in the operation of a software as a services (SaaS) platform that provides reporting and practice management. The company was founded by Scott Lee and is headquartered in Seattle, WA. | Directeur/Membre du Conseil | - |
Envestnet Retirement Solutions LLC
 Envestnet Retirement Solutions LLC Packaged SoftwareTechnology Services Envestnet Retirement Solutions LLC, a subsidiary of Envestnet, Inc. provides retirement advisors with an integrated platform that combines one of the industry’s leading practice management technology, research and due diligence, data aggregation, compliance tools and intelligent managed account solutions. ERS leverages Envestnet’s advanced capabilities and resources, along with its experience in investment research, portfolio construction and investment management, to meet the specialized needs of each retirement plan stakeholder, from plan participants to sponsors, advisors to home offices and record keepers to DCIOs. | Directeur/Membre du Conseil | - |
QUODD Financial Information Services, Inc.
 QUODD Financial Information Services, Inc. Packaged SoftwareTechnology Services QUODD Financial Information Services, Inc. provides real time data management solutions. Its technology allows an enterprise in content selection. The company was founded in 1999 by Keith Savitz and Angie Abernathy and is headquartered in Jersey City, NJ. | Directeur Général | 01/10/2020 |
Financeware Holdings LLC
 Financeware Holdings LLC Investment ManagersFinance Financeware Holdings LLC provides financial services. The company is headquartered in Radnor, PA. | Directeur Général | - |
Anciens postes connus de Robert K. Ward
| Sociétés | Poste | Fin |
|---|---|---|
| MERRIMAN HOLDINGS, INC. | Directeur/Membre du Conseil | 16/03/2016 |
Formation de Robert K. Ward
| Bentley University | Masters Business Admin |
| Colby College | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| MERRIMAN HOLDINGS, INC. | Finance |
| Entreprise privées | 4 |
|---|---|
QUODD Financial Information Services, Inc.
QUODD Financial Information Services, Inc. Packaged SoftwareTechnology Services QUODD Financial Information Services, Inc. provides real time data management solutions. Its technology allows an enterprise in content selection. The company was founded in 1999 by Keith Savitz and Angie Abernathy and is headquartered in Jersey City, NJ. | Technology Services |
Financeware Holdings LLC
Financeware Holdings LLC Investment ManagersFinance Financeware Holdings LLC provides financial services. The company is headquartered in Radnor, PA. | Finance |
Finaconnect, Inc.
Finaconnect, Inc. Internet Software/ServicesTechnology Services Finaconnect, Inc. engages in the operation of a software as a services (SaaS) platform that provides reporting and practice management. The company was founded by Scott Lee and is headquartered in Seattle, WA. | Technology Services |
Envestnet Retirement Solutions LLC
Envestnet Retirement Solutions LLC Packaged SoftwareTechnology Services Envestnet Retirement Solutions LLC, a subsidiary of Envestnet, Inc. provides retirement advisors with an integrated platform that combines one of the industry’s leading practice management technology, research and due diligence, data aggregation, compliance tools and intelligent managed account solutions. ERS leverages Envestnet’s advanced capabilities and resources, along with its experience in investment research, portfolio construction and investment management, to meet the specialized needs of each retirement plan stakeholder, from plan participants to sponsors, advisors to home offices and record keepers to DCIOs. | Technology Services |