Bill Neuman
Berater bei Lovell Minnick Partners LLC
Ursprung des Netzwerks ersten Grades von Bill Neuman
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
Lovell Minnick Partners LLC
 Lovell Minnick Partners LLC Investment ManagersFinance Lovell Minnick Partners LLC (Lovell Minnick Partners) is a private equity subsidiary of Lovell Minnick Holdings LLC founded in 1999 by Jeff Dale Lovell and Jim Edward Minnick. The firm is headquartered in Radnor, Philadelphia.
45
| Subsidiary | Investment Managers | 45 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Bill Neuman
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Corporate Officer/Principal Private Equity Analyst | |
| SAFEGUARD SCIENTIFICS, INC. | Investment Managers | Corporate Officer/Principal Chief Operating Officer | |
| ASTRAZENECA PLC | Pharmaceuticals: Major | Chief Tech/Sci/R&D Officer | |
| Transamerica Partners Funds Group II | Investment Trusts/Mutual Funds | Director/Board Member | |
| Transamerica Asset Allocation Variable Funds | Director/Board Member | ||
Citibank NA (New York)
 Citibank NA (New York) Major BanksFinance Citibank NA engages in the provision of banking services. It offers retail and commercial banking; credit cards; banking, capital markets, and advisory; markets and securities services; private banking; and treasury and trade solutions. The company was founded on June 16, 1812 and is headquartered in New York, NY. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
PricewaterhouseCoopers LLP
 PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Private Equity Investor | |
ALPS Holdings, Inc.
 ALPS Holdings, Inc. Investment ManagersFinance ALPS Holdings, Inc. operates as a holding company which through its business units provides investment products and servicing solutions to the financial services industry. The firm's business units include ALPS Advisors, ALPS Fund Services and ALPS Distributors. It delivers asset management and asset servicing solutions through offices in Boston, Golden, New York, Seattle and Toronto. The company was founded in June 1985 and is headquartered in Denver, CO. | Investment Managers | Director/Board Member Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Xactus LLC
 Xactus LLC Information Technology ServicesTechnology Services Xactus LLC provides verification services for banks. The private company is based in Salisbury, MD and has subsidiaries in the United States. The CEO of the company is Perry Winter Steiner. | Information Technology Services | Director/Board Member Director/Board Member Director/Board Member Director/Board Member | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| CHARLES TAYLOR PLC | Insurance Brokers/Services | Chairman Director/Board Member Director/Board Member Director/Board Member | |
ATTOM Data Solutions LLC
 ATTOM Data Solutions LLC Data Processing ServicesTechnology Services Attom Data Solutions LLC provides real estate information services through online. The firm collects and aggregates foreclosure data, including property, loan and home sales data for home seekers, investors, real estate professionals to locate, evaluate, buy, and sell properties. It offers data and turnkey solutions. The company was founded by Derek White, Michael Keane and James Saccacio in 1996 and is headquartered in Irvine, CA. | Data Processing Services | Director/Board Member Director/Board Member Chairman Director/Board Member | |
Consolidated Information Services Solutions LLC
 Consolidated Information Services Solutions LLC Internet Software/ServicesTechnology Services Part of Lovell Minnick Holdings LLC, Consolidated Information Services Solutions LLC is a market leader in mortgage technology, credit reporting, and related products and solutions for mortgage originators. The company is based in Broomall, PA. The company has over 4,000 clients ranging from the largest bank and non-bank mortgage originators to credit unions and mortgage brokers. Consolidated Information Services Solutions prides itself on the best technology, solutions, and service in the industry. The CEO of the company is Jerry Haftmann. | Internet Software/Services | Director/Board Member Director/Board Member Director/Board Member | |
PlanMember Financial Corp.
 PlanMember Financial Corp. Financial ConglomeratesFinance PlanMember Financial Corp. provides investment advisory services. It offers retirement planning services to nonprofit and for-profit employers and their employees. The firm also helps individual investors for retirement planning services and investment choices. The company was founded by Jon Ziehl in 1980 and is headquartered in Carpinteria, CA. | Financial Conglomerates | Director/Board Member Corporate Officer/Principal Director/Board Member | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Mercer Advisors, Inc.
 Mercer Advisors, Inc. Investment ManagersFinance Mercer Advisors, Inc. engages in the provision of a wealth management solutions. It offers financial planning, investment management, estate planning, tax planning, and corporate trustee. The company was founded by Howard Rochestie, Gene Dongieux, and Kendrick Mercer in 1985 and is headquartered in Denver, CO. | Investment Managers | Director/Board Member Corporate Officer/Principal Corporate Officer/Principal | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
InsideRE LLC
 InsideRE LLC Real Estate DevelopmentFinance InsideRE LLC provides a cloud-based software platform and marketing services for residential real estate brokers and agent teams. The firm?s solutions include kvCORE platform, k+TEAMS, CORE cloud, CORE ListingMachine, CORE social, CORE BackOffice and CORE PropertyBoost. The company was founded by Joe Skousen and Justin Tracy in 2008 and is headquartered in Draper, UT. | Real Estate Development | Director/Board Member Chief Executive Officer Director/Board Member | |
Foreside Financial Group LLC
 Foreside Financial Group LLC Packaged SoftwareTechnology Services Foreside Financial Group LLC engages in the provision of regulatory and compliance services. Is solutions include broker-dealer consulting, investment advisor consulting, capital connections, fund officer services and technology solutions. It offers services to investment adviser, broker-dealer, CPOs/CTAs, mutual funds, exchange-traded products (ETPs), funds of funds, hedge funds, private equity funds and investment bankers. The company was founded on October 19, 2005 and is headquartered in Portland, ME. | Packaged Software | Director/Board Member Director/Board Member | |
TortoiseEcofin Investments LLC
 TortoiseEcofin Investments LLC Financial ConglomeratesFinance TortoiseEcofin Investments LLC engages in the provision of investment advisory services. It also offers investment vehicles which includes closed-end, open end, interval, and private funds. The company was founded by H. Kevin Birzer, David J. Schulte, Zachary A. Hamel, Kenneth P. Malvey, and Terry C. Matlack in December 2002 and is headquartered in Leawood, KS. | Financial Conglomerates | Director/Board Member Director/Board Member | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Chief Administrative Officer Corporate Officer/Principal | |
| ASSETMARK FINANCIAL HOLDINGS, INC. | Financial Conglomerates | Director/Board Member Founder | |
Deep Pool Financial
 Deep Pool Financial Packaged SoftwareTechnology Services Deep Pool Financial is an American software company that offers investor servicing and compliance solutions. The private company was founded in 2006 by David Gross, Shamus O'Donnell, and Roger Woolman. Shamus O'Donnell has been the CEO since 2006. | Packaged Software | Director/Board Member Director/Board Member | |
J.S. Held LLC
 J.S. Held LLC Miscellaneous Commercial ServicesCommercial Services J.S. Held LLC engages in the provision of property damage and construction consulting services. It offers construction, environmental health and safety, equipment, forensic architecture and engineering services, water and fire restoration, and forensic accounting and economics. The company was founded by Jerome S. Held in 1974 and is headquartered Jericho, NY. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
| Pricewaterhousecoopers LLC | Corporate Officer/Principal Corporate Officer/Principal | ||
Commercial Credit, Inc.
 Commercial Credit, Inc. Finance/Rental/LeasingFinance Commercial Credit, Inc. provides equipment financing to the construction, transportation and waste industries. It offers leasing for debt consolidation loans, new and used equipment. The company was founded by Kevin T. McGinn, Daniel J. McDonough, Richard W. Radom and W. Joe Mattocks in 2004 and is headquartered in Charlotte, NC. | Finance/Rental/Leasing | Director/Board Member Director/Board Member | |
Kroll LLC
 Kroll LLC Investment ManagersFinance Kroll LLC provides global advisory services. It offers valuation advisory; governance, risk, investigation, and disputes; kroll cyber risk, corporates finance, and compliance and regulatory consulting. The company was founded by William Duff and George Phelps in 1932 and is headquartered in New York, NY. | Investment Managers | Director/Board Member Director/Board Member | |
| The Pennsylvania State University | College/University | Undergraduate Degree Undergraduate Degree | |
SVB Securities Holdings LLC
 SVB Securities Holdings LLC Financial ConglomeratesFinance SVB Leerink Holdings LLC operates as an investment bank holding company with interest in investment services. The firm provides equity research, institutional sales and trading, corporate finance and strategic advisory services. The company was founded in 1995 and is headquartered in Boston, MA. | Financial Conglomerates | Corporate Officer/Principal Corporate Officer/Principal | |
| The Leeds School of Business | College/University | Undergraduate Degree Undergraduate 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 | Director/Board Member Founder | |
Fortis Payment Systems LLC
 Fortis Payment Systems LLC Packaged SoftwareTechnology Services Fortis Payment Systems LLC engages in the provision of payments technology and merchant solutions to businesses and software developers. Its products include zeamster gateway, merchant services, business financing, payroll, gift and loyalty, and point of sale. The firm serves the hospitality and lodging, chiropractic, restaurant, veterinary, medical, nonprofit, retail, automotive, liquor and convenience, grocery, fitness and health, and e-commerce industries. The company was founded by Jimmy Nafso, Nirav Shah, Timothy R. Nafso, and Samir Pimputkar and is headquartered in Novi, MI. | Packaged Software | Director/Board Member Chief Executive Officer | |
| Morgan Grenfell Capital Management, Inc. | Chief Executive Officer Corporate Officer/Principal | ||
| The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin | |
| Temple University (Pennsylvania) | College/University | Undergraduate Degree Graduate Degree | |
| Colgate University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Michigan | College/University | Undergraduate Degree Undergraduate Degree | |
| King's College (Pennsylvania) | College/University | Undergraduate Degree | |
RealTime Media, Inc.
 RealTime Media, Inc. Miscellaneous Commercial ServicesCommercial Services RealTime Media, Inc. provides online promotional marketing campaign including sweepstakes, instant-win games, custom contests, and online loyalty programs as well as integrating digital coupon technologies. They also offer solutions for managing email campaigns, enabling immediate compliance with the CAN-SPAM Act of 2003. The company was founded in 1993 and is headquartered in King of Prussia, PA. | Miscellaneous Commercial Services | Director of Finance/CFO | |
| Kenan-Flagler Business School | College/University | Undergraduate Degree | |
| Brigham Young University | College/University | Undergraduate Degree | |
| Schreyer Honors College | College/University | Undergraduate Degree | |
| The University of Arkansas | College/University | Undergraduate Degree |
Statistik
International
| Vereinigte Staaten | 46 |
| Vereinigtes Königreich | 3 |
| Frankreich | 2 |
Sektoral
| Finance | 19 |
| Consumer Services | 15 |
| Technology Services | 7 |
| Commercial Services | 4 |
| Miscellaneous | 3 |
Operativ
| Director/Board Member | 145 |
| Corporate Officer/Principal | 76 |
| Undergraduate Degree | 42 |
| Private Equity Investor | 37 |
| Chairman | 30 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| Steve Ozonian | 31 |
| Jeff Dale Lovell | 25 |
| Joan Binstock | 25 |
| Joseph Velli | 23 |
| Edward George Creasy | 20 |
| Ned Stringham | 17 |
| Valerie Keating | 16 |
| Jim Edward Minnick | 15 |
| Ron Cordes | 14 |
| Greg Cohen | 14 |
| John Cochran | 14 |
| Bob M. Belke | 11 |
| Steven Grenfell | 11 |
| Stefanie L. Shelley | 11 |
| Jason Klein | 10 |
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