Bryan Larry Olson
Trading-Equity bei Charles Schwab Investment Advisory, Inc.
Ursprung des Netzwerks ersten Grades von Bryan Larry Olson
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA.
117
| Subsidiary | Investment Managers | 117 |
Make-A-Wish Foundation of Illinois
14
| Foundation/Endowment | 14 | |
Charles Schwab Investment Advisory, Inc.
 Charles Schwab Investment Advisory, Inc. Investment ManagersFinance Charles Schwab Investment Advisory, Inc. (CSIA) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm is a subsidiary of Schwab Holdings, Inc., which is owned by The Charles Schwab Corp. (NYSE: SCHW). CSIA provides portfolio management services for the Schwab Intelligent Portfolios (SIP) program. Clients of the SIP Program primarily include individuals, revocable living trusts, and individual retirement accounts.
10
| Subsidiary | Investment Managers | 10 |
ThomasPartners, Inc.
 ThomasPartners, Inc. Investment ManagersFinance Founded in 1970, ThomasPartners, Inc. is a registered investment advisor headquartered in Boston, Massachusetts. The firm is a subsidiary of Charles Schwab Corp. ThomasPartners provides portfolio and investment management services to individuals, families, trusts, foundations and other investment advisory firms.
7
| Extinct | Investment Managers | 7 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Bryan Larry Olson
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
| AMERICAN EXPRESS COMPANY | Finance/Rental/Leasing | Corporate Officer/Principal Human Resources Officer | |
| IBM | Packaged Software | Corporate Officer/Principal Corporate Officer/Principal | |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Director/Board Member Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| WELLS FARGO & COMPANY | Major Banks | Sales & Marketing Corporate Officer/Principal | |
| Schwab Annuity Portfolios | Investment Trusts/Mutual Funds | Chairman Director/Board Member | |
| Schwab Capital Trust | Chairman Director/Board Member | ||
| CHARLES SCHWAB | Investment Banks/Brokers | Founder Corporate Officer/Principal Sales & Marketing Chief Operating Officer Public Communications Contact Public Communications Contact Chief Administrative Officer Corporate Officer/Principal Corporate Officer/Principal Chief Administrative Officer Sales & Marketing Director/Board Member Director of Finance/CFO Corporate Officer/Principal Corporate Officer/Principal Chief Tech/Sci/R&D Officer Corporate Officer/Principal Chief Tech/Sci/R&D Officer President General Counsel | |
| Charles Schwab Family of Funds | Investment Trusts/Mutual Funds | Chairman Director/Board Member | |
| Schwab Investments | Investment Trusts/Mutual Funds | Chairman Director/Board Member Director/Board Member | |
| SVB FINANCIAL GROUP | Regional Banks | Director/Board Member Human Resources Officer | |
| MORGAN STANLEY | Investment Managers | General Counsel Corporate Officer/Principal Corporate Officer/Principal | |
| EBAY INC. | Internet Retail | Director/Board Member Sales & Marketing Chief Tech/Sci/R&D Officer Corporate Officer/Principal | |
Charles Schwab Investment Management, Inc.
 Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (dba Schwab Asset Management®) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a wholly-owned subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). Schwab Asset Management is the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account strategies. | Investment Managers | Chief Executive Officer President Chief Executive Officer Corporate Officer/Principal President | |
CyberTrader, Inc.
 CyberTrader, Inc. Packaged SoftwareTechnology Services CyberTrader, Inc. provides trading platforms, fast trade executions, market tickers and risk management tools. The company was founded in 1995 by Philip R. Berber and is headquartered in Austin, TX. | Packaged Software | Corporate Officer/Principal Chief Executive Officer | |
LPL Financial LLC
 LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Investment Managers | Institutional Sales | |
| Brown University | College/University | Undergraduate Degree Undergraduate Degree | |
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 | |
| Stanford University | College/University | Director/Board Member Masters Business Admin Undergraduate Degree | |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Undergraduate Degree Undergraduate Degree | |
| University of California, Los Angeles | College/University | Undergraduate Degree Undergraduate Degree | |
| Arizona State University | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Syracuse University | College/University | Graduate Degree Undergraduate Degree | |
| Yale University | College/University | Undergraduate Degree Undergraduate Degree | |
| The Pennsylvania State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| San Francisco State University | College/University | Undergraduate Degree Masters Business Admin | |
| University of California, Berkeley | College/University | Masters Business Admin Masters Business Admin Graduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Charles Schwab Bank, SSB
 Charles Schwab Bank, SSB Regional BanksFinance Charles Schwab Bank operates as a federally chartered savings bank. It offers checking accounts, savings accounts, and mortgage services. The company is headquartered in Reno, NV. | Regional Banks | Chairman Chairman Chief Executive Officer Director/Board Member Corporate Officer/Principal General Counsel | |
Schwab Institutional
 Schwab Institutional Financial ConglomeratesFinance Part of The Charles Schwab Corp., Schwab Institutional is a company that provides financial advisory services. The company is based in Chicago, IL. | Financial Conglomerates | Sales & Marketing President Corporate Officer/Principal Corporate Officer/Principal | |
| University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of San Francisco | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
| Schwab Investor Services | Human Resources Officer Corporate Officer/Principal | ||
U.S. Bank NA (Cincinnati Ohio Investment Management)
 U.S. Bank NA (Cincinnati Ohio Investment Management) Investment ManagersFinance U.S. Bank NA (Cincinnati Ohio Investment Management) (USB-IM) is the investment management division of U.S. Bank NA, a commercial bank headquartered in Minneapolis, Minnesota. The firm is ultimately held by the US Bancorp (NYSE: USB). USB-IM provides tailored investment management services to individuals and institutional investors. | Investment Managers | Chief Investment Officer Portfolio Manager-Equities | |
| Kellogg School of Management | College/University | Masters Business Admin Doctorate Degree | |
State Street Global Advisors
 State Street Global Advisors Investment ManagersFinance State Street Global Advisors (State Street Global Advisors) is a private equity subsidiary of State Street Corp. founded in 1978. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| TD AMERITRADE HOLDING CORPORATION | Investment Banks/Brokers | Director/Board Member Director/Board Member | |
Charles & Helen Schwab Foundation
 Charles & Helen Schwab Foundation Miscellaneous Commercial ServicesCommercial Services Charles & Helen Schwab Foundation provide social activity services. It is a private, nonprofit organization that helps parents of children who struggle with learning. Through the Schwab Learning program, the foundation aspires to help kids with learning and attention problems. The company was founded in 1989 and is headquartered in San Mateo, CA | Miscellaneous Commercial Services | Chairman Director/Board Member | |
Betterment Holdings, Inc.
 Betterment Holdings, Inc. Information Technology ServicesTechnology Services Betterment Holdings, Inc. provides financial, technology, trading, law, and marketing services. It offers financial planning, retirement, IRAS, Trusts, and tax loss harvesting. The company was founded by Eli David Broverman and Jonathan Babcock Stein in 2007 and is headquartered in New York, NY. | Information Technology Services | Director/Board Member Director/Board Member | |
Silicon Valley Bank
 Silicon Valley Bank Regional BanksFinance Silicon Valley Bank provides commercial banking services. It offers banking services to the hardware and infrastructure, software and internet, life science and healthcare, energy and resource innovation, private equity and venture capital, and premium wine industries. The company was founded in 1983 and is headquartered in Santa Clara, CA. | Regional Banks | Director/Board Member Human Resources Officer | |
| The University of Colorado | College/University | Undergraduate Degree Undergraduate Degree | |
GPS Capital Management LLC
 GPS Capital Management LLC Investment ManagersFinance GPS Capital Management LLC (GPS) is an independent SEC-registered wealth management firm headquartered in Burlingame, California. The firm was founded by Dennis Chen and Daniel Wu in 2005. GPS provides advisory services to individuals, and high-net worth individuals. | Investment Managers | Chief Executive Officer Founder | |
| Laudus Trust | Investment Trusts/Mutual Funds | Chairman Director/Board Member | |
| W.P. Carey School of Business | College/University | Director/Board Member Masters Business Admin | |
| Stanford Graduate School of Business | College/University | Masters Business Admin Masters Business Admin | |
| University of Tennessee | College/University | Undergraduate Degree Graduate Degree |
Statistik
International
| Vereinigte Staaten | 51 |
Sektoral
| Finance | 20 |
| Consumer Services | 20 |
| Miscellaneous | 5 |
| Technology Services | 4 |
| Commercial Services | 3 |
Operativ
| Corporate Officer/Principal | 215 |
| Director/Board Member | 182 |
| Undergraduate Degree | 92 |
| Independent Dir/Board Member | 61 |
| Sales & Marketing | 58 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| Deborah McWhinney | 31 |
| Dawn Lepore | 25 |
| Scott Schwinger | 25 |
| Donna Wells | 24 |
| Chuck Schwab | 22 |
| Tom Seip | 21 |
| Kirsten Wolberg | 19 |
| Jody Bilney | 19 |
| John S. Clendening | 19 |
| Joseph Martinetto | 17 |
| Christine E. Petersen | 14 |
| Brad Peterson | 14 |
| Rick Wurster | 13 |
| Jay L. Allen | 12 |
| Frank Kelly | 12 |
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- Unternehmensverbindungen
