![Tricia Baxter](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Tricia Baxter
Corporate Officer/Principal chez Wheelhouse Analytics LLC
Provenance du réseau au premier degré de Tricia Baxter
Entité | Type d'entité | Industrie | |
---|---|---|---|
Wheelhouse Analytics LLC
![]() Wheelhouse Analytics LLC Packaged SoftwareTechnology Services Wheelhouse Analytics LLC provides data analytics, mobile sales solutions, and online education tools to financial advisors, asset managers and enterprises. Its solutions include distribution analysis, Wheelhouse ED, Admiral, and Builder. The company was founded by Todd A. Buck and Frank J. Coates in 2010 and is headquartered in West Chester, PA.
7
| Subsidiary | Packaged Software | 7 |
Coates Analytics Group LP
![]() Coates Analytics Group LP Packaged SoftwareTechnology Services Part of Foreside Financial Group LLC, Coates Analytics Group LP is a company that provides web-based analytic tool software. The company is based in Chadds Ford, PA. Coates Analytics Group was acquired by PFPC Worldwide, Inc. on December 10, 2007. The company was founded by Frank J. Coates.
2
| Subsidiary | Packaged Software | 2 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Tricia Baxter via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
---|---|---|---|
BNY Mellon Investment Adviser, Inc.
![]() BNY Mellon Investment Adviser, Inc. Investment ManagersFinance BNY Mellon Investment Adviser, Inc. (BNYMIA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1951 and formerly known as The Dreyfus Corp. They are a wholly-owned subsidiary of MBC Investments Corp., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK). BNYMIA serves as an investment advisor to mutual funds, such as the BNY Mellon Family of Funds and The BNY Mellon Funds Trust, and as sub-investment advisor to non-affiliated mutual funds. Formed in 2009, Dreyfus Cash Investment Strategies (Dreyfus) is a division of the BNYMIA that offers money market strategies to US and non-US institutional investors. | Investment Managers | Chairman | |
MONY Life Insurance Co.
![]() MONY Life Insurance Co. Life/Health InsuranceFinance MONY Life Insurance Co. is based in New York, NY. Part of Dai-ichi Life Holdings, Inc., MONY Life Insurance Co. is a company that provides life insurance services. The company was founded in 1842. The CEO is Christopher Mark Condron. MONY Life Insurance was acquired by Protective Life Insurance Co. from AXA SA on October 01, 2013 for $1,060 million. | Life/Health Insurance | Chief Executive Officer | |
KBW LLC
![]() KBW LLC Investment Banks/BrokersFinance KBW LLC provides investment banking and financial services. It offers mergers, acquisitions, strategic advisory services, equity and fixed income securities offerings, structured finance and mutual thrift conversions, asset management, securities underwriting, and related investment advisory services. The firm focuses on banking and insurance companies, real estate companies and real estate investment trust, broker-dealers, mortgage banks, asset management companies, and specialty finance companies. Its business is organized into three general service offerings: Investment banking, including mergers and acquisitions and other strategic advisory services, equity and fixed income securities offerings, and mutual thrift conversions, Equity and Fixed Income sales and trading; and Research that provides fundamental, objective analysis that identifies investment opportunities and helps its investor customers make investment decisions. The company was founded by Harry Keefe Jr., Gene Bruyette, and Norbert Woods on June 11, 1962 and is headquartered in New York, NY. | Investment Banks/Brokers | Director/Board Member | |
Equitable Financial Life Insurance Company of America
![]() Equitable Financial Life Insurance Company of America Life/Health InsuranceFinance Equitable Financial Life Insurance Company of America provides life insurance product. It offers variety of fixed and variable life insurance policies which offer policy features. It issues Market Stabilizer Option (MSO), an investment option available under certain variable life insurance policies. The company was founded on March 6, 1969 and is headquartered in Charlotte, NC. | Life/Health Insurance | Chief Executive Officer | |
Epic Financial Corp.
![]() Epic Financial Corp. Investment Banks/BrokersFinance Epic Financial Corp. provides marketing services for financial and business opportunities. The company has three divisions. Financial Software, Marketing and Promotion, Insurance Services and Consulting. Epic's financial wellness software provides consumers with a financial solution allowing them to accelerate and eliminate their financial liabilities by incorporating liability management, and wealth building strategies using state of the art software that contains 24 algorithms. The company was founded by Rodney R. Ray and John E. Ryan on February 14, 2000 and is headquartered in Chicago, IL. | Investment Banks/Brokers | Founder | |
Investment Company Institute
![]() Investment Company Institute Miscellaneous Commercial ServicesCommercial Services The Investment Company Institute is an association of mutual funds, exchange-traded funds, closed-end funds, and unit investment trusts. The non-profit company is based in Washington and has subsidiaries in the United Kingdom. The American company operates to support and represent these types of investment vehicles. The CEO of the company is Paul Schott Stevens. | Miscellaneous Commercial Services | Director/Board Member | |
Northern Capital Securities Corp.
![]() Northern Capital Securities Corp. Investment Banks/BrokersFinance Northern Capital Securities Corp. provides expert perspectives on changes in the fixed income markets, sector analysis, portfolio strategies and implications to institutional investors. The private company is based in Andover, MA. The company's client service teams are made up of highly experienced multi-disciplinary specialists. The CEO of the company is David Oldaker. | Investment Banks/Brokers | Corporate Officer/Principal | |
KPMG, Inc.
![]() KPMG, Inc. Miscellaneous Commercial ServicesCommercial Services Part of KPMG International Cooperative, KPMG, Inc. provides audit and accounting services. The company is based in Vancouver, Canada. The CEO of the Canadian company is Walter R. Pela. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
AXA Life & Annuity Co.
![]() AXA Life & Annuity Co. Multi-Line InsuranceFinance AXA Life & Annuity Co. is engaged with the business of providing life insurance. It is licensed to provide life insurance business for the following lines: general life, accident and health, credit, annuities and variable contracts. The company was founded in January 18, 1984 and is headquartered in Denver, CO. | Multi-Line Insurance | Chief Executive Officer | |
BNY Mellon Advisors, Inc.
![]() BNY Mellon Advisors, Inc. Investment ManagersFinance BNY Mellon Advisors, Inc. (BNYMA) is a SEC-registered investment advisor headquartered in Pennington, New Jersey. The firm was founded in 1995 and formerly known as Lockwood Advisors, Inc. They were acquired by The Bank of New York Co., Inc. in 2002 and is now a direct, wholly-owned subsidiary of MBC Investments Corp., which in turn is a wholly-owned subsidiary of The Bank of New York Mellon Corp. (NYSE: BK). BNYMA offers portfolio management services in various wrap fee programs. The firm serves as the sole wrap fee sponsor for their Managed360 Program. | Investment Managers | President | |
Wealthcare Capital Management LLC
![]() Wealthcare Capital Management LLC Investment ManagersFinance Wealthcare Capital Management LLC (WCM) is a SEC-registered investment advisor and holding firm headquartered in Richmond, Virginia. The firm was founded by Dave Loeper and Bob Wilson in 1999 as Financeware, Inc. WCM provides investment advisory, portfolio management and related services to individuals, high-net-worth individuals, trusts, estates, retirement plans, business entities, which includes other investment advisors, charitable institutions, endowments and foundations. | Investment Managers | Chief Executive Officer | |
Gladstone Technology Partners LLC
![]() Gladstone Technology Partners LLC Packaged SoftwareTechnology Services Gladstone Technology Partners LLC provides business intelligence platform. The company’s tools combine real industry experience, comprehensive data, and cutting-edge technology that allow financial advisors to measure, monitor, and maximize the value of their business. It serves the advisory firms, independent broker-dealers, money managers, and family offices. The company was founded by Daniel A. Kreuter and Paul T. Lally III in 2009 and is headquartered in Conshohoken, PA. | Packaged Software | Director/Board Member | |
Blackstone Alternative Alpha Fund
![]() Blackstone Alternative Alpha Fund Investment Trusts/Mutual FundsMiscellaneous Blackstone Alternative Alpha Fund is a non-diversified, closed-end management investment company. Its investment objective is to seek to earn long-term risk-adjusted returns. The company was founded on April 1, 2012 and is headquartered in New York, NY. | Investment Trusts/Mutual Funds | Director/Board Member | |
Financeware Holdings LLC
![]() Financeware Holdings LLC Investment ManagersFinance Financeware Holdings LLC provides financial services. The company is headquartered in Radnor, PA. | Investment Managers | Director/Board Member | |
Arthur Andersen LLP
![]() Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Siena College | College/University | Undergraduate Degree Undergraduate Degree | |
Core Solutions, Inc. (Pennsylvania)
![]() Core Solutions, Inc. (Pennsylvania) Packaged SoftwareTechnology Services Core Solutions, Inc. provides practice management and billing solutions designed for behavioral health and human services organizations. It offers Core Cx360 Technology, Core Cx360 Integrated Behavioral Health EHR Platform, Core Cx360 Integrated Health and Human Services Technology, and Core Implementation Services. The company was founded by Ravichandar Ganesan on December 9, 1998 and is headquartered in King of Prussia, PA. | Packaged Software | Director/Board Member | |
The Pennsylvania State University | College/University | Undergraduate Degree | |
AC Lordi Corp.
![]() AC Lordi Corp. Miscellaneous Commercial ServicesCommercial Services AC Lordi Corp. provides accounting, risk management and search services. It offers internal audit, IT audit, sarbanes-oxley compliance, antifraud & forensic accounting, business risk assessment, due diligence, transaction support, SEC reporting, technical accounting, business analytics, finance transformation and valuations. The company was founded in 2001 by Frank Lordi and is headquartered in Malvern, PA. | Miscellaneous Commercial Services | Chief Executive Officer | |
AC Lordi Consulting, Inc.
![]() AC Lordi Consulting, Inc. Miscellaneous Commercial ServicesCommercial Services AC Lordi Consulting, Inc. provides accounting & risk management services. The company is headquartered in Malvern, PA. | Miscellaneous Commercial Services | President | |
The United States Army (District of Columbia) | Sovereign | Corporate Officer/Principal | |
ENVESTNET, INC. | Packaged Software | Corporate Officer/Principal | |
Rowan University | College/University | Undergraduate Degree | |
VERTEX, INC. | Packaged Software | Corporate Officer/Principal | |
Villanova University | College/University | Masters Business Admin | |
The City College of New York | College/University | Graduate Degree | |
E.F. Hutton & Co., Inc.
![]() E.F. Hutton & Co., Inc. Financial ConglomeratesFinance Part of Barclays PLC, E.F. Hutton & Co., Inc. is a company that provides investment and financial services. The company is based in Providence, RI. | Financial Conglomerates | Corporate Officer/Principal | |
EQUITABLE HOLDINGS, INC. | Life/Health Insurance | President | |
University of Scranton | College/University | Chairman | |
ALLIANCEBERNSTEIN HOLDING L.P. | Investment Managers | Director/Board Member | |
American Council of Life Insurers
![]() American Council of Life Insurers Life/Health InsuranceFinance The American Council of Life Insurers (ACLI) is a non-profit organization that has been delivering financial security to families for over 175 years. ACLI is based in Washington, and Susan K. Neely has been the CEO of the private company since 2018. With over 90 million families relying on their life insurance and financial protection products, ACLI's fundamental mission is to safeguard people and the things that matter most to them. The organization advocates for public policies that protect consumers while ensuring families have access to information about different choices for retirement security. | Life/Health Insurance | Director/Board Member | |
The American Ireland Fund
![]() The American Ireland Fund Investment ManagersFinance The American Ireland Fund raises funds for the support programs of peace and reconciliation, arts and culture, education, and community development throughout the island of Ireland. The company was founded by Anthony J.F. O'Reilly and Daniel M. Rooney in 1976 and is headquartered in Boston, MA. | Investment Managers | Director/Board Member | |
AllianceBernstein Corp.
![]() AllianceBernstein Corp. Investment ManagersFinance Part of Equitable Holdings, Inc., AllianceBernstein Corp. is a company that provides investment management services. The company is based in Nashville, TN. Seth Perry Bernstein has been the CEO of the company since 2017. | Investment Managers | Director/Board Member | |
MONY Financial Services, Inc.
![]() MONY Financial Services, Inc. Financial ConglomeratesFinance MONY Financial Services, Inc. is headquartered in DE. | Financial Conglomerates | Director/Board Member | |
Equitable Financial Life Insurance Co.
![]() Equitable Financial Life Insurance Co. Investment Trusts/Mutual FundsMiscellaneous Equitable Life Insurance Co. provides investment advice. Its products include life insurance, retirement, retirement plans for employers and investments. The company was founded by Henry Hyde in 1859 and is headquartered in New York, NY. | Investment Trusts/Mutual Funds | Chief Executive Officer | |
Central Supply Corp. | Director/Board Member | ||
Money Management Institute
![]() Money Management Institute Investment ManagersFinance Money Management Institute provides advice and professionally-managed investment solutions to individual and institutional investors. It provides advisory solutions through advocacy, educational initiatives, regulatory affairs, publications, data reporting and professional networking. The company was founded in 1997 and is headquartered in New York, NY. | Investment Managers | Chairman | |
University of Rhode Island | College/University | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 45 |
Canada | 2 |
Chine | 2 |
Sectorielle
Finance | 26 |
Consumer Services | 8 |
Commercial Services | 7 |
Technology Services | 5 |
Miscellaneous | 3 |
Opérationnelle
Director/Board Member | 24 |
Corporate Officer/Principal | 13 |
President | 12 |
Chief Executive Officer | 9 |
Chairman | 8 |
Relations les plus connectées
Insiders | |
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Christopher Condron | 21 |
Len Reinhart | 9 |
Frank Lordi | 9 |
Frank J. Coates | 7 |
John E. Ryan | 6 |
David Henkin | 6 |
Todd A. Buck | 5 |
Rosemary Leader | 1 |
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