![Geoff S. Oblak](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Geoff S. Oblak
Director/Board Member at Exchange Solutions, Inc.
Network origin in Geoff S. Oblak first degree
Entity | Entity type | Industry | |
---|---|---|---|
CFA Institute
![]() CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA.
668
| Non-Profit Organization | Miscellaneous Commercial Services | 668 |
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.
116
| Subsidiary | Miscellaneous Commercial Services | 116 |
Hamilton College (New York)
79
| College/University | Other Consumer Services | 79 |
The Boston Security Analysts Society, Inc.
68
| Non-Profit Organization | 68 | |
Boston University
8
| College/University | Other Consumer Services | 8 |
Exchange Solutions, Inc.
![]() Exchange Solutions, Inc. Miscellaneous Commercial ServicesCommercial Services ESI Exchange Solutions, Inc. designs and hosts innovative buyer and seller collaboration solutions. The firm's solutions include customer loyalty programs, pre-paid and promotion programs, relationship consolidation programs, and member monetization. The company was founded by Alan Grant and Glenn Kaul in 1996 and is headquartered in Lincoln, MA.
8
| Holding Company | Miscellaneous Commercial Services | 8 |
Data Point Management Company LLC
![]() Data Point Management Company LLC Investment ManagersFinance Data Point Management Company LLC (Data Point Capital) is a venture capital firm founded in 2012by Scott L. Savitz. The firm is headquartered in Boston, Massachusetts.
7
| Private Company | Investment Managers | 7 |
Vee24, Inc.
![]() Vee24, Inc. Commercial Printing/FormsCommercial Services Vee24, Inc. engages in the provision of web-based customer engagement solutions. It offers enterprise video chat systems for travel, tourism, automotive, personal computers, mobile, banking, finance, household electronics, fashion and clothing markets. The company was founded by Nigel Thomas and Andrew M. Henshaw in 2007 and is headquartered in Boston, MA.
6
| Holding Company | Commercial Printing/Forms | 6 |
ClickFox, Inc.
![]() ClickFox, Inc. Electronics DistributorsDistribution Services ClickFox, Inc. sells user behavior analysis and optimization software and services. Its products include Journey Management Suite, Journey Watch, Journey Explore and Journey Foundations. The firm also specializes in banking, insurance and utilities transition. The company was founded by Marco G. Pacelli, Tal Cohen and Nissim Harel in 2000 and is headquartered in Denver, CO.
6
| Subsidiary | Electronics Distributors | 6 |
Auction Holdings, Inc.
![]() Auction Holdings, Inc. Packaged SoftwareTechnology Services Auction Holdings, Inc. develops software and e-commerce applications for the auction industry. It provides bidding for fine arts, decorative arts, collectibles, estate, and general auctions. The firm is a developer of auction software, bidding and advertising and marketing services targeting independent estate auctioneers and its customers. The company was founded by Adam W. Kirsch in 1989 and is headquartered in Allston, MA.
4
| Holding Company | Packaged Software | 4 |
ScaleBase, Inc.
![]() ScaleBase, Inc. Packaged SoftwareTechnology Services ScaleBase, Inc. provides software solutions for scalability and availability of SQL databases. The firm offers multiple database servers work. It provides centralized management, scalability, database availability, delivery models, and industry solutions. The company was founded by Doron Levari and Liran Zelkha in 2009 and is headquartered in Boston, MA.
3
| Subsidiary | Packaged Software | 3 |
Norwest Venture Partners
![]() Norwest Venture Partners Investment ManagersFinance Norwest Venture Partners is a venture capital division of Norwest Partners founded in 1961. The firm is headquartered in Palo Alto, California with additional offices in Mumbai and Herzliya.
1
| Holding Company | Investment Managers | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Geoff S. Oblak via their personal network
Company | Sector | Related people | Main position |
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Fidelity Management & Research Co. LLC
![]() Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
THE INDIA FUND, INC. | Investment Trusts/Mutual Funds | Chief Investment Officer Corporate Officer/Principal | |
NORTHERN TRUST CORPORATION | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Eaton Vance Management
![]() Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a SEC-registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Fixed Income | |
Allspring Global Investments LLC
![]() Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, offshore funds, collective investment trusts (CITs), pooled vehicles and client accounts. | Investment Managers | Analyst-Equity Analyst-Equity | |
EATON VANCE TAX-ADVANTAGED GLOBAL DIVIDEND INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member President | |
Boston Management & Research
![]() Boston Management & Research Investment ManagersFinance Boston Management & Research (BMR) is an investment management firm headquartered in Boston, Massachusetts. The firm is a subsidiary of Eaton Vance Management, ultimately held by Morgan Stanley (NYSE: MS). BMR was founded in 1924 and provides investment advisory services only to registered investment companies and private funds. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Fixed Income | |
Southern Methodist University
![]() Southern Methodist University Other Consumer ServicesConsumer Services Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology. | College/University | Undergraduate Degree Masters Business Admin | |
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 | Corporate Officer/Principal Corporate Officer/Principal | |
Morgan Stanley & Co. LLC
![]() Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity | |
University of Virginia | College/University | Undergraduate Degree Graduate Degree | |
Dartmouth College | College/University | Undergraduate Degree Undergraduate Degree | |
Harvard University
![]() Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Doctorate Degree Graduate Degree Masters Business Admin Undergraduate Degree | |
The New York Society of Security Analysts, Inc.
![]() The New York Society of Security Analysts, Inc. Miscellaneous Commercial ServicesCommercial Services The New York Society of Security Analysts, Inc. operates as a financial services trade group and networking forum for wall street and provides Chartered Financial Analyst (CFA) exam. The company was founded in 1937 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Boston College | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Graduate Degree Doctorate Degree | |
Chartered Professional Accountants of Canada
![]() Chartered Professional Accountants of Canada Miscellaneous Commercial ServicesCommercial Services Chartered Professional Accountants of Canada (CPA) is a national accounting organization representing over 220,000 CPAs at national and international levels. The non-profit company is based in Toronto, Canada. CPA Canada collaborates with provincial and territorial regulatory bodies to support the profession and promote transparency in financial markets. The organization contributes to standard setting and public policy and works with international bodies to build a stronger accounting profession worldwide. CPA Canada provides extensive resources covering sustainability, corporate reporting, standards, and audit issues. The organization champions best practices that benefit business and society and prepares its members for an ever-evolving operating environment featuring unprecedented change. Pamela Steer has been the CEO of the Canadian company since 2022. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Hong Kong Institute of Certified Public Accountants
![]() Hong Kong Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services Hong Kong Institute of Certified Public Accountants operates under the professional accountant’s ordinance and works in the public interest. It offers CPA qualification programme and promulgating financial reporting, auditing and ethical standards in Hong Kong. The company was founded on January 1, 1973 and is headquartered in Hong Kong. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
University of Massachusetts | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
Association of Chartered Certified Accountants
![]() Association of Chartered Certified Accountants Miscellaneous Commercial ServicesCommercial Services The Association of Chartered Certified Accountants (ACCA) is a professional body for accountants. The non-profit company is based in Glasgow, UK, and has subsidiaries in Mauritius, United Kingdom, and Hong Kong. The British company offers a program called ALP-C, which approves learning materials from high-quality content providers to support studying towards ACCA's qualification. The role of the CFO is evolving beyond finance to include reporting on value-centric aspects of their operations, as companies move towards sustainable practices. The CEO of the company is Helen Joanna Brand. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
University of Toronto | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Bentley University | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
SSgA Funds Management, Inc.
![]() SSgA Funds Management, Inc. Investment ManagersFinance SSgA Funds Management, Inc. (SSgA FM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles. | Investment Managers | Corporate Officer/Principal Head-Fixed Income Invts Portfolio Manager-Equities | |
Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Yale University | College/University | Undergraduate Degree Graduate Degree | |
Washington & Lee University | College/University | Undergraduate Degree Undergraduate Degree | |
Investment Management Consultants Association | Corporate Officer/Principal Corporate Officer/Principal | ||
College of the Holy Cross (Massachusetts) | College/University | Undergraduate Degree Undergraduate Degree | |
Northeastern University
![]() Northeastern University Other Consumer ServicesConsumer Services Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools. | College/University | Masters Business Admin Graduate Degree | |
University of Virginia Darden School of Business | College/University | Corporate Officer/Principal Masters Business Admin | |
Sawyer Business School | College/University | Graduate Degree Graduate Degree | |
Warsaw School of Economics | College/University | Graduate Degree Undergraduate Degree | |
University of Wisconsin | College/University | Undergraduate Degree Masters Business Admin | |
DePaul University | College/University | Undergraduate Degree Masters Business Admin | |
The Institute of Chartered Accountants of India | College/University | Corporate Officer/Principal Corporate Officer/Principal | |
Institute of Corporate Directors
![]() Institute of Corporate Directors Miscellaneous Commercial ServicesCommercial Services The Institute of Corporate Directors is a not-for-profit, member-based association that serves as a resource and voice for directors and boards. The non-profit company is based in Toronto, Canada, and has subsidiaries in Canada. The ICD provides thought leadership through various publications and is a unified voice for directors. The Canadian company was founded by Brian J. Gibson, and Rahul K. Bhardwaj has been the CEO of the company since 2016. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Invaluable LLC
![]() Invaluable LLC Internet RetailRetail Trade Invaluable LLC provides an online database of information on antiques, art, and related auction sales. It provides marketing and e-commerce solutions, including auction listings, online biddings, Websites, and auction management software options (RFC systems) to estate and art auctioneers worldwide. The company was founded in 1989 and is headquartered in Boston, MA. | Internet Retail | Founder Chief Executive Officer | |
State Street Global Advisors
![]() State Street Global Advisors Investment ManagersFinance State Street Global Advisors (State Street Global Advisors) is a private equity subsidiary of State Street Corp. founded in 1978. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Sales & Marketing Corporate Officer/Principal | |
CFA Society of San Francisco
![]() CFA Society of San Francisco Miscellaneous Commercial ServicesCommercial Services CFA Society of San Francisco provides educational services. It offers a multi-review course which provides structured, classroom-based approach to preparing for the examination. The firm focuses on the assigned materials in the study guides from CFA Institute, with an emphasis on the Learning Outcome Statements (LOS). The company was founded in 1929 and is headquartered in San Francisco, CA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
The Chinese Institute of Certified Public Accountants
![]() The Chinese Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The Chinese Institute of Certified Public Accountants operates as an accounting organization. The private company is based in Beijing, China. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Council on Foreign Relations, Inc.
![]() Council on Foreign Relations, Inc. Investment Trusts/Mutual FundsMiscellaneous Council on Foreign Relations, Inc. provides and disseminates ideas on foreign policies to individuals, corporate members, journalists and policy makers. It operates a forum for government officials, students and other interested parties to study and discuss world issues and impact on American foreign policies. The company publishes Foreign Affairs, a magazine that comes out six times a year, along with books and studies by its own scholars. Council on Foreign Relations was founded in 1921 and is headquartered in New York City, NY. | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal | |
CFA Society of the UK
![]() CFA Society of the UK Miscellaneous Commercial ServicesCommercial Services CFA Society of the UK is an association of investment professionals based in the UK. The British company was founded in an unspecified year. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
FINO PAYMENTS BANK LIMITED | Regional Banks | Director/Board Member Director/Board Member |
Statistics
International
United States | 39 |
Canada | 5 |
United Kingdom | 3 |
India | 3 |
Hong Kong | 2 |
Sectoral
Consumer Services | 20 |
Finance | 11 |
Commercial Services | 11 |
Miscellaneous | 9 |
Retail Trade | 2 |
Operational
Corporate Officer/Principal | 393 |
Director/Board Member | 299 |
Undergraduate Degree | 89 |
Chairman | 79 |
Independent Dir/Board Member | 78 |
Most connected contacts
Insiders | |
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John Finbar Driscoll | 61 |
Punita Kumar Sinha | 48 |
James Mworia | 32 |
Catherine Gignac | 27 |
Adam Andrew Weigold | 25 |
Swe Guan Lim | 25 |
Hisham bin Zainal Mokhtar | 23 |
Craig Brandon | 23 |
Scott Savitz | 19 |
William H. Ahern | 18 |
William Koutsouras | 18 |
Mike Allison | 18 |
Gordon Baird | 17 |
Mandy Abramsohn | 16 |
Punita Kumar Sinha | 15 |
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