Network origin in Jerron Green first degree
Entity | Entity type | Industry | |
---|---|---|---|
Certified Financial Planner Board of Standards, Inc.
Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC.
20
| Non-Profit Organization | Miscellaneous Commercial Services | 20 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Jerron Green via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
CHARLES SCHWAB | Investment Banks/Brokers | Chief Tech/Sci/R&D Officer | |
INSPERITY, INC. | Miscellaneous Commercial Services | Director/Board Member | |
First Eagle Investment Management LLC
First Eagle Investment Management LLC Investment ManagersFinance First Eagle Investment Management LLC (FEIM) is a SEC-registered investment advisor and holding firm headquartered in New York City. The firm was founded in 1864 and formerly known as Arnhold & S. Bleichroeder Advisers, Inc. FEIM provides investment advisory services primarily to mutual funds, private funds, collective investment trusts and institutional separately managed accounts (SMAs), as well as to a registered, closed-end interval fund. The firm serves as the investment adviser to the First Eagle Funds, First Eagle Variable Funds and to the First Eagle Credit Opportunities Fund, which are registered investment companies. | Investment Managers | Sales & Marketing | |
The Trustees of Columbia University in The City of New York | College/University | Graduate Degree | |
National Endowment For Financial Education
National Endowment For Financial Education Miscellaneous Commercial ServicesCommercial Services National Endowment For Financial Education provides financial education. The firm offers financials education and practical information to people at all financial levels including youth and adult financial education resources, training tools from the classroom to the work place, research and consumer surveys. The company was founded in 1974 and is headquartered in Denver, CO. | Miscellaneous Commercial Services | Director/Board Member | |
Practising Law Institute
Practising Law Institute Miscellaneous Commercial ServicesCommercial Services Practising Law Institute (PLI) is a nonprofit organization that offers continuing legal and professional education programs to attorneys and other professionals. PLI is based in New York, NY, and has an office and conference center in another location. PLI has a comprehensive library of treatises, course handbooks, answer books, and journals, which are available through the PLI Plus online platform and app. The organization is committed to the pro bono community and has more than 4,000 volunteer faculty, including top experts across practice areas. | Miscellaneous Commercial Services | Chairman | |
University of Missouri | College/University | Corporate Officer/Principal | |
Orion Advisor Technology LLC
Orion Advisor Technology LLC MiscellaneousMiscellaneous Orion Advisor Technology LLC provides financial technology services for advisors and firms. It offers client experience tools, tax-intelligent rebalancing, efficient billing, integrated planning, and automated compliance monitoring. The company was founded by Michael Miola and Warren Patrick Clarke in 1999 and is headquartered in Omaha, NE. | Miscellaneous | Chief Executive Officer | |
Pershing LLC
Pershing LLC Investment Banks/BrokersFinance Founded in 1939, Pershing LLC is a broker/dealer headquartered in Jersey City, New Jersey. The firm is a subsidiary of the Bank of New York Mellon Corp. (NYSE: BK). The firm helps financial services firms and advisors succeed by providing the technology, operational, trading, investment and practice management solutions they need to serve investors. Pershing offers securities processing, trading and operations management, investment technology, asset-gathering solutions and practice management support. The firm serves a wide range of financial organizations including: banks, discount brokerages, full-service brokerages, registered investment advisors, independent contractors, institutional firms, global firms and small- to mid-sized firms. Pershing also offers financial products including annuities, mutual funds and money funds, as well as business tools, cash management services, investor and lending services, retirement products and wealth management. In addition, they offer trading and execution services in listed and OTC securities, fixed-income securities and mutual funds. | Investment Banks/Brokers | Corporate Officer/Principal | |
University of California, Los Angeles | College/University | Masters Business Admin | |
The College of William & Mary | College/University | Undergraduate Degree | |
Florida State University | College/University | Undergraduate Degree | |
Grand Valley State University (Michigan) | College/University | Undergraduate Degree | |
Troy State University | College/University | Graduate Degree | |
New York University | College/University | Undergraduate Degree | |
The Ohio State University
The Ohio State University Other Consumer ServicesConsumer Services Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA. | College/University | Undergraduate Degree | |
The Pennsylvania State University | College/University | Masters Business Admin | |
Plymouth State University | College/University | Undergraduate Degree | |
University of California, Berkeley | College/University | Undergraduate Degree | |
Virginia Polytechnic Institute & State University | College/University | Undergraduate Degree Undergraduate Degree | |
University of Mumbai | College/University | Undergraduate Degree | |
The Edelman Financial Center LLC
The Edelman Financial Center LLC Investment ManagersFinance The Edelman Financial Center LLC provides financial planning and investment management services. Its staff include group of financial planners, investment advisors, insurance counselors, mortgage professionals, educators and business consultants to provide advisory services to clients. The company was founded by Fredric Mark Edelman in 1987 and is headquartered in Fairfax, VA. | Investment Managers | Director/Board Member | |
U.S. Army War College | College/University | Graduate Degree | |
AssetMark, Inc.
AssetMark, Inc. Investment ManagersFinance AssetMark, Inc. is a SEC-registered investment advisor headquartered in Concord, California. The firm was founded in 1985 as Genworth Financial Asset Management. They are a wholly-owned subsidiary of AssetMark Financial Holdings, Inc., which is owned by Huatai International Investment Holdings Ltd. in Hong Kong. AssetMark provides various investment supervisory services to registered investment companies and a variety of clients, which include but not limited to individuals, investment companies, pension and profit-sharing plans, corporations, partnerships, trusts, insurance companies and other investment managers. | Investment Managers | Chief Executive Officer | |
Financial Planning Association
Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan. | Miscellaneous Commercial Services | President | |
NCTA - The Internet & Television Association
NCTA - The Internet & Television Association Miscellaneous Commercial ServicesCommercial Services NCTA - The Internet & Television Association operates as trade association for broadband and pay television industry. The company was founded in 1952 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Chief Operating Officer | |
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 | Director/Board Member | |
Foundation for Financial Planning | Director/Board Member | ||
The Cable Center
The Cable Center Miscellaneous Commercial ServicesCommercial Services The Cable Center provides event management services. Its programs include the hauser oral history project, community of innovators, intrapreneurship academy, mavericks lecture series and one day immersion. The company was founded in 1985 and is headquartered in Denver, CO. | Miscellaneous Commercial Services | Director/Board Member | |
American Association of People With Disabilities | Chief Executive Officer | ||
Association of Air Medical Services | Chief Executive Officer | ||
C. T. Bauer College of Business | College/University | Corporate Officer/Principal | |
Moisand Fitzgerald Tamayo LLC
Moisand Fitzgerald Tamayo LLC Investment ManagersFinance Moisand Fitzgerald Tamayo LLC (MFT) is an independent, SEC-registered investment advisor headquartered in Orlando, Florida. The firm was founded by Daniel Moisand, Charles Fitzgerald and Ronald Tamayo in 1998 under a different name. MFT provides financial planning and wealth management to a select group of families around the US. | Investment Managers | Compliance Officer | |
Summit Place Financial Advisors LLC
Summit Place Financial Advisors LLC Investment ManagersFinance Summit Place Financial Advisors LLC (SPFA) is an independent registered investment advisor and wealth management firm headquartered in Summit, New Jersey. SPFA provides discretionary investment advisory services on a fee-only basis for a select group of clients. | Investment Managers | Chief Executive Officer | |
The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree | |
Kellogg School of Management | College/University | Doctorate Degree | |
Savant Wealth Management LLC
Savant Wealth Management LLC Investment ManagersFinance Part of SCMI, Inc., Savant Wealth Management LLC is an independent, fee-only wealth management firm providing comprehensive financial advice to financially established individuals and institutions. The company offers investment management, financial planning, retirement planning, and family office services. Additionally, Savant also offers corporate accounting, tax preparation, payroll, and consulting through its affiliate, Savant Tax & Consulting, and estate planning document preparation and other legal services through its affiliated law firm, Savant Legal LLP. Savant's headquarters are in Rockford, IL, with locations across the nation. Savant is an SEC registered investment adviser with $13.50 billion in assets under management as of March 31, 2022. The company was founded in 1986 by Brent Raymond Brodeski, who has been the CEO since then. | Investment Managers | Director/Board Member | |
ASSETMARK FINANCIAL HOLDINGS, INC. | Financial Conglomerates | Chief Executive Officer | |
Wealthsimple, Inc.
Wealthsimple, Inc. Investment ManagersFinance Wealthsimple, Inc. is an independent asset management firm headquartered in Toronto, Canada. It was co-founded by Michael Katchen in 2014. The firm manages assets of various clients. | Investment Managers | Director/Board Member | |
Wealthsimple Financial Corp.
Wealthsimple Financial Corp. Investment ManagersFinance Wealthsimple Financial Corp. is based in Toronto, Canada. Part of Power Corp. of Canada, Wealthsimple Financial Corp. is a Canadian company that provides digital-based investment advisory services. The company was founded by Michael Katchen, who has been the CEO since incorporation. | Investment Managers | Director/Board Member | |
CLS Bank International
CLS Bank International Regional BanksFinance Part of CLS Group Holdings AG, CLS Bank International is a company that provides innovative settlement, processing, and data solutions to reduce risk and increase efficiency. The company is based in New York, NY and offers CLSSettlement to their customers, allowing settlement members to generate revenues and strengthen customer relationships while mitigating FX settlement risk and improving operational efficiencies. The company's datasets include data based on over 1 billion trades dating back to 2002, making them the largest single source of FX-executed data available to the market. | Regional Banks | Corporate Officer/Principal |
Statistics
International
United States | 46 |
Canada | 3 |
India | 2 |
Sectoral
Finance | 20 |
Consumer Services | 19 |
Commercial Services | 8 |
Miscellaneous | 2 |
Operational
Director/Board Member | 32 |
Undergraduate Degree | 13 |
Corporate Officer/Principal | 10 |
Chief Executive Officer | 10 |
Chairman | 9 |
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