Rosemary Leader
Corporate Officer/Principal at Wheelhouse Analytics LLC
Network origin in Rosemary Leader first degree
Entity | Entity type | Industry | |
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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 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Rosemary Leader via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
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 | |
LEGG MASON, INC. | Investment Managers | Corporate Officer/Principal | |
Nuveen Investments, Inc.
Nuveen Investments, Inc. Financial ConglomeratesFinance Nuveen Investments, Inc. provides investment management and related services to retail and institutional investors. It offers investment management capabilities across a diversified set of asset classes and investment strategies through its investment management affiliates, including municipal bond, investment grade, global and high-yield bond, floating-rate bank loan, preferred securities, growth equity, value equity, global and international equity, equity income, core equity, equity index, quantitative and enhanced equity, asset allocation, balanced strategies, real asset and commodity. The company was founded by John Nuveen in 1898 and is headquartered in Chicago, IL. | Financial Conglomerates | Corporate Officer/Principal | |
DEUTSCHE BANK AG | Investment Banks/Brokers | Corporate Officer/Principal | |
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 | |
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. | Packaged Software | Sales & Marketing Corporate Officer/Principal Chief Operating 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 | |
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 | |
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 | |
Rowan University | College/University | Undergraduate Degree | |
Trestle Ventures LLC
Trestle Ventures LLC Investment ManagersFinance Trestle Ventures LLC (Trestle Ventures) is a venture capital firm founded in 2007 by Frank Lordi, Vince Menichelli, and Jeff White. The firm is headquartered in Exton, Pennsylvania. | Investment Managers | Founder | |
Siena College | College/University | Undergraduate Degree | |
Loyola University Maryland, Inc. | College/University | Undergraduate Degree | |
St. Joseph's University | College/University | Graduate Degree | |
Alex Brown, Inc.
Alex Brown, Inc. Investment Banks/BrokersFinance Part of Raymond James Financial, Inc., Alex Brown, Inc. is a diversified financial services company based in Baltimore, MD. The company offers financial planning, wealth management, investment banking, asset management, and capital markets services. | Investment Banks/Brokers | Corporate Officer/Principal | |
VERTEX, INC. | Packaged Software | Corporate Officer/Principal | |
Villanova University | College/University | Masters Business Admin | |
The City College of New York | College/University | Graduate 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 | |
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 | |
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 |
Statistics
International
United States | 43 |
Germany | 3 |
Canada | 2 |
Sectoral
Finance | 29 |
Consumer Services | 9 |
Commercial Services | 6 |
Technology Services | 4 |
Miscellaneous | 2 |
Operational
Director/Board Member | 22 |
Corporate Officer/Principal | 16 |
President | 11 |
Chairman | 8 |
Chief Executive Officer | 8 |
Most connected contacts
Insiders | |
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Christopher Condron | 21 |
Len Reinhart | 9 |
Frank Lordi | 9 |
Tricia Baxter | 8 |
John E. Ryan | 6 |
David Henkin | 6 |
Todd A. Buck | 5 |
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