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Sean Granere
Gestionnaire de Portefeuille-Actions chez Creative Planning LLC
Provenance du réseau au premier degré de Sean Granere
Entité | Type d'entité | Industrie | |
---|---|---|---|
Creative Planning LLC
![]() Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions.
80
| Holding Company | Investment Managers | 80 |
Houston Baptist University
1
| College/University | Other Consumer Services | 1 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Sean Granere via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
---|---|---|---|
Rockhurst University | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin | |
University of Missouri-Kansas City | College/University | Graduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin | |
Kansas State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Michigan State University | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
![]() Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
UBS Financial Services, Inc.
![]() UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
University of Missouri | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
University of Kansas | College/University | Graduate Degree Masters Business Admin Graduate Degree | |
University of Utah | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree | |
Westminster College (Utah) | College/University | Undergraduate Degree Masters Business Admin | |
Baylor University | College/University | Undergraduate Degree Undergraduate Degree | |
University of California | College/University | Undergraduate Degree Undergraduate Degree | |
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 Corporate Officer/Principal | |
University of California San Diego | College/University | Undergraduate Degree Undergraduate Degree | |
University of Illinois | College/University | Undergraduate Degree Undergraduate Degree | |
Regis University | College/University | Undergraduate Degree Undergraduate Degree | |
Eastern Connecticut State University | College/University | Undergraduate Degree Undergraduate Degree | |
University of California, Los Angeles | College/University | Undergraduate Degree Undergraduate Degree | |
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 Corporate Officer/Principal | |
University of Phoenix | College/University | Undergraduate Degree Undergraduate Degree | |
University of Dallas | College/University | Masters Business Admin Masters Business Admin | |
Missouri State University | College/University | Undergraduate Degree Undergraduate Degree | |
University of Minnesota
![]() University of Minnesota Other Consumer ServicesConsumer Services Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN. | College/University | Graduate Degree Undergraduate Degree | |
San Jose State University | College/University | Undergraduate Degree | |
Clemson University | College/University | Undergraduate Degree | |
University College Dublin | College/University | Undergraduate Degree | |
Portland State University | College/University | Undergraduate Degree | |
University of St. Thomas
![]() University of St. Thomas Other Consumer ServicesConsumer Services The University of St. Thomas is an institution that values diversity, equity, and inclusion. The private company is based in St. Paul, MN. It offers over 150 undergraduate majors and minors, as well as graduate programs in various fields such as business, engineering, law, education, social work, and arts and humanities. The University of St. Thomas was founded in 1885 by John Ireland. | College/University | Masters Business Admin | |
Northwood University (Michigan) | College/University | Undergraduate Degree | |
Advantage Wealth Management LLC
![]() Advantage Wealth Management LLC Investment ManagersFinance Advantage Wealth Management LLC provides investment advice. It offers financial services, health insurance, life insurance and disability income insurance. The firm also provides variety of financial and insurance products and services like portfolio management, professional insurance advice and small business services. The company is headquartered in Lafayette, LA. | Investment Managers | Corporate Officer/Principal | |
Bentley University | College/University | Undergraduate Degree | |
United States Marine Corps | Sovereign | Corporate Officer/Principal | |
Northern Illinois University | College/University | Undergraduate Degree | |
University Of Missouri School of Law | College/University | Graduate Degree | |
United Services Automobile Association
![]() United Services Automobile Association Miscellaneous Commercial ServicesCommercial Services United Services Automobile Association provides insurance, banking and investment services. Its products include renters insurance, flood and life insurance, checking savings accounts, certificate of deposits, stocks and options, USAA mutual funds, USAA 529 savings plan, mortgages, and individual retirement account. The company was founded in 1922 and is headquartered in San Antonio, TX. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Arizona State University | College/University | Masters Business Admin | |
Charter Oak State College | College/University | Undergraduate Degree | |
Stetson University | College/University | Undergraduate Degree | |
University of California, Santa Barbara | College/University | Undergraduate Degree | |
Capital University | College/University | Undergraduate Degree | |
Koesten Hirschmann & Crabtree, Inc.
![]() Koesten Hirschmann & Crabtree, Inc. Investment ManagersFinance Koesten Hirschmann & Crabtree, Inc. (dba Aspyre Wealth Partners) is an independent, SEC-registered investment advisor headquartered in Overland Park, Kansas. Founded in 1996, Aspyre Wealth Partners provides financial planning, consulting, and investment management services to individuals, high net worth individuals, trusts, estates, and other business entities. | Investment Managers | Corporate Officer/Principal | |
Saint Xavier University | College/University | Undergraduate Degree | |
Excelsior College (New York) | College/University | Undergraduate Degree | |
Texas Trial Lawyers Association | Corporate Officer/Principal | ||
American Century Investment Management, Inc.
![]() American Century Investment Management, Inc. Investment ManagersFinance American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients. | Investment Managers | Corporate Officer/Principal | |
Beloit College | College/University | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 50 |
Irlande | 2 |
Sectorielle
Consumer Services | 37 |
Finance | 11 |
Government | 2 |
Commercial Services | 2 |
Opérationnelle
Portfolio Manager-Equities | 88 |
Undergraduate Degree | 80 |
Corporate Officer/Principal | 54 |
Masters Business Admin | 17 |
Director/Board Member | 8 |
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