Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Joy Schaefer | F | 64 |
Western Financial Bank
| 7 years |
| Ernest Rady | M | 86 |
Western Financial Bank
| 24 years |
| Mark K. Olson | M | 60 |
Western Financial Bank
| 20 years |
| Guy S. du Bose | M | 69 |
Western Financial Bank
| 19 years |
| Judith M. Bardwick | M | 91 |
Western Financial Bank
| 17 years |
| Gail Graham | F | - |
United Capital Financial Partners, Inc.
 United Capital Financial Partners, Inc. Investment ManagersFinance United Capital Financial Partners, Inc. engages in the provision of financial advisory services. It offers financial life management, guidance-driven investing, and extended financial services. The company was founded by Joseph John Duran, Patrick M. Bommarito and Caryn L. Westman in 2005 and is headquartered in Newport Beach, CA. | 4 years |
| David Lamar Hallman | M | - |
United Capital Financial Partners, Inc.
United Capital Financial Partners, Inc. Investment ManagersFinance United Capital Financial Partners, Inc. engages in the provision of financial advisory services. It offers financial life management, guidance-driven investing, and extended financial services. The company was founded by Joseph John Duran, Patrick M. Bommarito and Caryn L. Westman in 2005 and is headquartered in Newport Beach, CA. | - |
| Eric Arnold | M | - |
United Capital Financial Partners, Inc.
United Capital Financial Partners, Inc. Investment ManagersFinance United Capital Financial Partners, Inc. engages in the provision of financial advisory services. It offers financial life management, guidance-driven investing, and extended financial services. The company was founded by Joseph John Duran, Patrick M. Bommarito and Caryn L. Westman in 2005 and is headquartered in Newport Beach, CA. | 3 years |
| Dana Alan Kurttila | M | - |
United Capital Financial Partners, Inc.
United Capital Financial Partners, Inc. Investment ManagersFinance United Capital Financial Partners, Inc. engages in the provision of financial advisory services. It offers financial life management, guidance-driven investing, and extended financial services. The company was founded by Joseph John Duran, Patrick M. Bommarito and Caryn L. Westman in 2005 and is headquartered in Newport Beach, CA. | 4 years |
| Scott Stuart | M | 64 |
United Capital Financial Partners, Inc.
United Capital Financial Partners, Inc. Investment ManagersFinance United Capital Financial Partners, Inc. engages in the provision of financial advisory services. It offers financial life management, guidance-driven investing, and extended financial services. The company was founded by Joseph John Duran, Patrick M. Bommarito and Caryn L. Westman in 2005 and is headquartered in Newport Beach, CA. | 6 years |
| Thomas A. Wolfe | M | 64 |
Western Financial Bank
| 9 years |
| Dawn M. Martin | F | 64 |
Western Financial Bank
| 12 years |
| James E. Tecca | M | 80 |
Western Financial Bank
| 15 years |
| Duane Nelles | M | 80 |
Western Financial Bank
| 3 years |
| Kenneth R. Jensen | M | 80 |
United Capital Financial Partners, Inc.
United Capital Financial Partners, Inc. Investment ManagersFinance United Capital Financial Partners, Inc. engages in the provision of financial advisory services. It offers financial life management, guidance-driven investing, and extended financial services. The company was founded by Joseph John Duran, Patrick M. Bommarito and Caryn L. Westman in 2005 and is headquartered in Newport Beach, CA. | 5 years |
| Robert Galea | M | 72 |
Western Financial Bank
| 9 years |
| Marguerite Drew | F | 66 |
Western Financial Bank
| 10 years |
| J. Keith Palmer | M | 63 |
Western Financial Bank
| 18 years |
| Cathy J. Mungon | F | 73 |
Western Financial Bank
| 30 years |
| Manisha Merchant | F | 48 |
Western Financial Bank
| 5 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 20 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Karen H. Marchak
- Personal Network
