Bill Schultheis
Vorstandsvorsitzender bei Soundmark Wealth Management LLC
Ursprung des Netzwerks ersten Grades von Bill Schultheis
Einheit | Art der Einheit | Industrie | |
---|---|---|---|
Texas A&M University
259
| College/University | Other Consumer Services | 259 |
Smith Barney Asset Management
219
| Extinct | Investment Managers | 219 |
Soundmark Wealth Management LLC
Soundmark Wealth Management LLC Investment ManagersFinance Soundmark Wealth Management LLC (SWM) is a SEC-registered investment advisor headquartered in Kirkland, Washington. The firm was founded in 1999 and formerly known as Sagemark Wealth Management LLC and Pacific Asset Management LLC. They were acquired by Edelman Financial Engines LLC in 2024. SWM provides advisory services to various types of clients such as individuals, trusts, and individual pension plan accounts.
5
| Subsidiary | Investment Managers | 5 |
Pacific Asset Management LLC (Washington)
Pacific Asset Management LLC (Washington) Investment ManagersFinance Pacific Asset Management LLC (PAM) is an independent, SEC-registered investment advisor headquartered in Gig Harbor, Washington. The firm was founded in 1998 by Gary Lucy and Don Cox. PAM provides investment management services primarily to high net-worth individuals.
4
| Private Company | Investment Managers | 4 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Bill Schultheis
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
DEVON ENERGY CORPORATION | Integrated Oil | Corporate Officer/Principal Corporate Officer/Principal | |
HALLIBURTON COMPANY | Oilfield Services/Equipment | Corporate Officer/Principal Corporate Officer/Principal | |
Salient Partners LP
Salient Partners LP Investment ManagersFinance Salient Partners LP (Salient) is an asset management boutique headquartered in Houston, Texas. The firm was founded in 2002 by Andrew Linbeck, Jeremy Radcliffe and Haag Sherman. In 2003, the firm merged with Pinnacle Management & Trust Co. to form Salient Partners & Pinnacle Trust Co. Two years later the firm adopted the name Salient Partners LP. In 2022, they were acquired by Westwood Holdings Group, Inc. (NYSE: WHG). Salient provides real assets, tactical equity alternatives, and private solutions for institutional investors and investment advisors. | Investment Managers | Portfolio Manager-Equities | |
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 Corporate Officer/Principal | |
The University of Texas at Austin | College/University | Graduate Degree Masters Business Admin Doctorate Degree Masters Business Admin Doctorate Degree Masters Business Admin Undergraduate Degree | |
University of Washington
University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
University of North Texas | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Battlecat Oil & Gas LLC
Battlecat Oil & Gas LLC Oil & Gas ProductionEnergy Minerals Battlecat Oil & Gas LLC provides oil and gas assets acquisition and development. The company was founded by Mark Semmelbeck in 2013 and is headquartered in Houston, TX. | Oil & Gas Production | Chief Executive Officer Chief Executive Officer Corporate Officer/Principal | |
Society of Petroleum Engineers, Inc.
Society of Petroleum Engineers, Inc. Engineering & ConstructionIndustrial Services Society of Petroleum Engineers, Inc. provides petroleum engineering services. The non-profit company is based in Allen, TX and has subsidiaries in United States, India and Canada. | Engineering & Construction | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
KOIL ENERGY SOLUTIONS, INC. | Oilfield Services/Equipment | Director/Board Member Founder | |
McKinsey & Co., Inc.
McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Mays Business School | College/University | Corporate Officer/Principal Corporate Officer/Principal | |
State Bar of Texas
State Bar of Texas Miscellaneous Commercial ServicesCommercial Services State Bar of Texas provides legal educational programming services. The private company is based in Austin, TX. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
University of Houston
University of Houston Other Consumer ServicesConsumer Services University of Houston System offers higher education degrees and job training or vocational study programs. It offers about 280 undergraduate and graduate degree programs in fields such as business, education, humanities and law. It was founded in 1927 and is headquartered in Houston, TX. | College/University | Masters Business Admin Graduate Degree | |
Stanford University | College/University | Graduate Degree Doctorate Degree | |
Escondido Resources II LLC
Escondido Resources II LLC Oil & Gas ProductionEnergy Minerals Escondido Resources II LLC engages in exploration, production and development of conventional and unconventional reserves. The firm offers oil and gas drilling services. It also produces from shale formations. The company was founded in November 2007 and is headquartered in Houston, TX. | Oil & Gas Production | Corporate Officer/Principal Chief Tech/Sci/R&D Officer | |
University of St. Thomas (Texas) | College/University | Masters Business Admin Masters Business Admin | |
The Georgia Tech Research Corp.
The Georgia Tech Research Corp. Miscellaneous Commercial ServicesCommercial Services The Georgia Tech Research Corp. provides research and technology support services. Its services include accounting and reports, researcher and operational support services. The comapny was founded by Preston S. Arkwright, Fuller E. Callaway, Jr. and Monie A. Ferst on April 13, 1937 and is headquartered in Atlanta, GA. | Miscellaneous Commercial Services | President | |
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 | Graduate Degree | |
Dartmouth College | College/University | Graduate Degree | |
Link America LLC
Link America LLC Information Technology ServicesTechnology Services Link America LLC provides supply chain management and professional services solutions. It serves network service providers, enterprise operators or users and its supply chains. The company was founded in 1994 and is headquartered in Rowlett, TX. | Information Technology Services | Chief Executive Officer | |
Oklahoma Medical Research Foundation
Oklahoma Medical Research Foundation Investment Trusts/Mutual FundsMiscellaneous Oklahoma Medical Research Foundation provides investment advice. The company was founded in 1946 and is headquartered in Oklahoma City, OK. | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
Se Digital Co. Ltd. | Director/Board Member | ||
TSFC Securities Ltd.
TSFC Securities Ltd. Finance/Rental/LeasingFinance TSFC Securities Ltd. provides loans to investors. The private company is based in Bangkok, Thailand. | Finance/Rental/Leasing | Director/Board Member | |
Xspring Asset Management Co. Ltd.
Xspring Asset Management Co. Ltd. Investment ManagersFinance Xspring Asset Management Co. Ltd. (Xspring AM) is the wholly owned asset management subsidiary of XSpring Capital Public Co. Ltd. (BKK: XPG) in Thailand. The firm was founded in 2006 as Seamico Asset Management Co. Ltd. and renamed Solaris Asset Management Co. Ltd. in 2012. They became Innotech Asset Management Co. Ltd. in 2018 and Xspring Asset Management in 2021. Headquartered in Bangkok, Xspring AM provides fund management services to individual and institutional investors. | Investment Managers | Director/Board Member | |
Absolute Yoga Co. Ltd. | Director/Board Member | ||
JKN GLOBAL MEDIA | Movies/Entertainment | Director/Board Member | |
ROSEHILL RESOURCES INC. | Miscellaneous | Chief Tech/Sci/R&D Officer | |
CMO | Miscellaneous Commercial Services | Director/Board Member | |
JKN Global Media Plc | Director/Board Member | ||
Shell Exploration & Production Co.
Shell Exploration & Production Co. Oil & Gas ProductionEnergy Minerals Shell Exploration & Production Co. engages in the oil and gas exploration services. It develops oil and natural gas properties in the U.S. primarily in the Gulf of Mexico and in South Texas. The company was founded in 1995 and is headquartered in Houston, TX. | Oil & Gas Production | Corporate Officer/Principal | |
CCNG, Inc.
CCNG, Inc. Environmental ServicesIndustrial Services CCNG, Inc. operates as a holding company with investments in disposal and real estate companies. The company is headquartered in Bee Cave, TX. | Environmental Services | Chief Operating Officer | |
The University of Colorado | College/University | Corporate Officer/Principal | |
The National Science Foundation
The National Science Foundation Miscellaneous Commercial ServicesCommercial Services The National Science Foundation supports fundamental science and engineering researches. It offers services to people in all scientific and engineering disciplines. The firm focuses on the promotion and progress of science to advance the national health, prosperity and welfare. The company was founded in 1950 and is headquartered in Arlington, VA. | Miscellaneous Commercial Services | Director/Board Member | |
Moncrief Oil International, Inc.
Moncrief Oil International, Inc. Oilfield Services/EquipmentIndustrial Services Moncrief Oil International, Inc. is an oil and natural gas company. The private company is based in Fort Worth, TX. The company was founded by Richard W. Moncrief. Richard W. Moncrief has been the CEO since incorporation. | Oilfield Services/Equipment | President |
Statistik
International
Vereinigte Staaten | 35 |
Thailand | 8 |
Finnland | 2 |
Sektoral
Consumer Services | 13 |
Finance | 7 |
Commercial Services | 7 |
Energy Minerals | 6 |
Industrial Services | 6 |
Operativ
Director/Board Member | 202 |
Corporate Officer/Principal | 192 |
Undergraduate Degree | 98 |
President | 55 |
Chief Executive Officer | 48 |
Am stärksten vernetzte Beziehungen
Insiders | |
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Chaipatr Srivisarvacha | 42 |
Thomas Jones | 30 |
G. Dawson | 24 |
Stanley Chapman | 22 |
Ellen Keszler | 21 |
Bob Perkins | 19 |
Tony R. Weber | 15 |
Phillips Baker | 14 |
James Craddock | 14 |
Greg Reid | 13 |
Bud Peterson | 13 |
Richard D. Moncrief | 12 |
Jeffrey W. Miller | 11 |
Bob Nordgren | 11 |
Paul A. Stewart | 10 |
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- Insiders
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- Unternehmensverbindungen