Edmond J. Walters
Direktor/Vorstandsmitglied bei PCS Retirement LLC
Profil
Edmond J.
Walters is the founder of eMoney Advisor LLC, which was founded in 2000, where he held the title of Chief Executive Officer from 2000 to 2015.
Currently, he is a Director at PCS Retirement LLC since 2018.
Mr. Walters's former positions include being an Independent Director at InsPro Technologies Corp.
from 2008 to 2020, a Director at Cetera Financial Group, Inc., and an Associate at Kistler, Tiffany & Co. from 1983 to 1992.
Aktive Positionen von Edmond J. Walters
Unternehmen | Position | Beginn |
---|---|---|
PCS Retirement LLC
PCS Retirement LLC Investment ManagersFinance PCS Retirement LLC engages in provision of retirement programs. It offers open architecture record keeping services. It also provides fee transparency and conflict-free choices to independent advisors serving the corporate, professional and governmental markets. The company was founded by Mark B. Klein in 2001 and is headquartered in Philadelphia, PA. | Direktor/Vorstandsmitglied | 19.12.2018 |
Ehemalige bekannte Positionen von Edmond J. Walters
Unternehmen | Position | Ende |
---|---|---|
INSPRO TECHNOLOGIES CORPORATION | Direktor/Vorstandsmitglied | 01.04.2020 |
Cetera Financial Group, Inc.
Cetera Financial Group, Inc. Investment ManagersFinance Cetera Financial Group Inc. engages in the provision of brokerage and advisory services for financial professionals and institutions. Its portfolio of products include mutual funds, life insurance, stocks, bonds, fixed and variable annuity products, estate planning, college education planning, and cash management accounts. The company is headquartered in El Segundo, CA. | Direktor/Vorstandsmitglied | 11.10.2018 |
eMoney Advisor LLC
eMoney Advisor LLC Investment ManagersFinance Part of FMR LLC, eMoney Advisor LLC is a company that provides technology solutions and services to help people talk about money. Based in Radnor, PA, the company's solutions strengthen client relationships, streamline business operations, enhance business development, and drive overall growth. eMoney's wealth management platform helps advisory firms lead with planning and meet the evolving needs of clients. The company was founded by Jeff Schulte and Edmond J. Walters, and Susan J. McKenna has been the CEO since 2018. eMoney Advisor was acquired by FMR LLC from The Guardian Life Insurance Company of America on February 28, 2015, for $250 million. | Vorstandsvorsitzender | 04.09.2015 |
Kistler, Tiffany & Co. | Corporate Officer/Principal | 01.01.1992 |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 5 |
---|---|
InsPro Technologies Corp.
InsPro Technologies Corp. Packaged SoftwareTechnology Services InsPro Technologies Corp. is a technology company, which engages in the provision of software applications for use by insurance administrators in the insurance industry. Its offers policy administration; product and plan configuration; new business and underwriting; billing and collections; agent management and commissions; claims; document management; data mart; and web services. The company was founded on October 21, 2004 and is headquartered in Eddystone, PA. | Technology Services |
eMoney Advisor LLC
eMoney Advisor LLC Investment ManagersFinance Part of FMR LLC, eMoney Advisor LLC is a company that provides technology solutions and services to help people talk about money. Based in Radnor, PA, the company's solutions strengthen client relationships, streamline business operations, enhance business development, and drive overall growth. eMoney's wealth management platform helps advisory firms lead with planning and meet the evolving needs of clients. The company was founded by Jeff Schulte and Edmond J. Walters, and Susan J. McKenna has been the CEO since 2018. eMoney Advisor was acquired by FMR LLC from The Guardian Life Insurance Company of America on February 28, 2015, for $250 million. | Finance |
Kistler, Tiffany & Co. | |
Cetera Financial Group, Inc.
Cetera Financial Group, Inc. Investment ManagersFinance Cetera Financial Group Inc. engages in the provision of brokerage and advisory services for financial professionals and institutions. Its portfolio of products include mutual funds, life insurance, stocks, bonds, fixed and variable annuity products, estate planning, college education planning, and cash management accounts. The company is headquartered in El Segundo, CA. | Finance |
PCS Retirement LLC
PCS Retirement LLC Investment ManagersFinance PCS Retirement LLC engages in provision of retirement programs. It offers open architecture record keeping services. It also provides fee transparency and conflict-free choices to independent advisors serving the corporate, professional and governmental markets. The company was founded by Mark B. Klein in 2001 and is headquartered in Philadelphia, PA. | Finance |