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J. P. Connellan
Vorstandsvorsitzender bei Advisor Credit Exchange LLC
Ursprung des Netzwerks ersten Grades von J. P. Connellan
Einheit | Art der Einheit | Industrie | |
---|---|---|---|
Advisor Credit Exchange LLC
![]() Advisor Credit Exchange LLC Internet Software/ServicesTechnology Services Advisor Credit Exchange LLC engages in the provision of wealth management services. It offers a platform which compares borrower profiles against lender requirements to generate credit proposals. The company is headquartered in Berwyn, PA.
7
| Holding Company | Internet Software/Services | 7 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von J. P. Connellan
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
Fiduciary Exchange LLC
![]() Fiduciary Exchange LLC Financial ConglomeratesFinance Fiduciary Exchange LLC provides financial services. It offers technology empowered network that integrates the brokerage, insurance and advisory ecosystems to offer annuities and insurance solutions. The company was founded in 2017 and is headquartered in Berwyn, PA. | Financial Conglomerates | Director/Board Member Director/Board Member Director/Board Member Director/Board Member | |
Sallus Retirement LLC | Director/Board Member Chief Executive Officer | ||
Fidelity Investments, Inc.
![]() Fidelity Investments, Inc. Financial ConglomeratesFinance Fidelity Investments, Inc. operates as a financial services company. The company is headquartered in Boston, MA. | Financial Conglomerates | Corporate Officer/Principal Chief Tech/Sci/R&D Officer | |
ENVESTNET, INC. | Packaged Software | Chief Operating Officer Corporate Officer/Principal | |
Tatum LLC
![]() Tatum LLC Miscellaneous Commercial ServicesCommercial Services Tatum LLC provides executive consulting services. It provides services to the healthcare, private equity, venture capital, public, not-for-profit, manufacturing, distribution, retail, financial and business services sectors. The company was founded by John Tatum and Doug Tatum in 1993 and is located in Atlanta, GA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
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 | Corporate Officer/Principal | |
Investor Lending Solutions LLC
![]() Investor Lending Solutions LLC Finance/Rental/LeasingFinance Investor Lending Solutions LLC provides loan brokerage services. The private company is based in Princeton, NJ. | Finance/Rental/Leasing | Chief Tech/Sci/R&D Officer | |
Neat Capital, Inc.
![]() Neat Capital, Inc. Finance/Rental/LeasingFinance Neat Capital, Inc. operates as a marketplace platform delivering mortgages to credit borrowers with virtually no paperwork. It provides residential mortgage process for borrowers and investors. The company was founded by Christin Price, Luke Johnson, Nicole Farrar, Tom Furey, Chad Lewkowski and Steve Herschleb in 2015 and is headquartered in Boulder, CO. | Finance/Rental/Leasing | Corporate Officer/Principal | |
Envision Bank
![]() Envision Bank Savings BanksFinance Envision Bank operates as a state chartered commercial bank. The company was founded in 1851 and is headquartered in Randolph, MA. | Savings Banks | Director/Board Member | |
SYNTEL, INC. | Information Technology Services | Director/Board Member | |
ING Financial Services LLC
![]() ING Financial Services LLC Major BanksFinance ING Financial Services LLC engages in the retail and worksite financial services, mutual funds and reinsurance activities. It offers life, health and property & casualty insurance, fixed and variable annuities, guaranteed investment contracts and other institutional investment advisory services, retirement plans, employee benefits, and mutual funds. The company is headquartered in New York, NY. | Major Banks | Chief Tech/Sci/R&D Officer | |
NWD Investment Management, Inc.
![]() NWD Investment Management, Inc. Investment ManagersFinance NWD Investment Management, Inc. provides asset management services to institutional and individual investors. It is an asset management firm for individuals and institutional clients, including corporate & public pension plans, foundations & endowments, mutual fund companies and insurance companies. The company was founded in 1999 and is headquartered in Conshohocken, PA. | Investment Managers | Founder | |
The Nature Conservancy In Pennsylvania | Director/Board Member | ||
Nature Conservancy of Delaware | Director/Board Member | ||
Alfred University | College/University | Undergraduate Degree | |
Lincoln Financial Distributors, Inc.
![]() Lincoln Financial Distributors, Inc. Investment Banks/BrokersFinance Part of Lincoln National Corp., Lincoln Financial Distributors, Inc. provides fund management services. The company is based in Philadelphia, PA. | Investment Banks/Brokers | Corporate Officer/Principal | |
Georgetown University | College/University | Undergraduate Degree | |
Oberon Financial Technology, Inc.
![]() Oberon Financial Technology, Inc. Electronics DistributorsDistribution Services Oberon Financial Technology, Inc. engages in the provision of asset management software services. It also develops turnkey, custody-neutral platform for financial services firms. The company was founded by Michael Apker, Viggy Mokkarala, and Scott Grinis in 1999 and is headquartered in DE. | Electronics Distributors | Chief Operating Officer | |
Magis Financial Partners
![]() Magis Financial Partners Investment ManagersFinance Part of Cetera Financial Group, Inc., Magis Financial Partners is a financial services company based in Horsham, PA. The company offers personalized wealth management services, retirement and insurance planning, financial planning, and 401 (k) plan management. Magis Financial Partners aims to help clients pursue their personal or business financial goals by combining personalized service and high-touch support with industry-leading resources and state-of-the-art technology. The company's core values include putting clients first, always, having decades of experience, taking a team-based approach, and educating and communicating with clients. Magis Financial Partners was acquired by Cetera Financial Group, Inc. on March 09, 2021. | Investment Managers | Corporate Officer/Principal | |
SCULPTOR CAPITAL MANAGEMENT, INC. | Investment Managers | Director of Finance/CFO | |
CREDIT SUISSE HIGH YIELD BOND FUND, INC. | Investment Trusts/Mutual Funds | Director of Finance/CFO | |
University of Pittsburgh | College/University | Masters Business Admin | |
St. Michael's College | College/University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 27 |
Schweiz | 2 |
Sektoral
Finance | 15 |
Consumer Services | 5 |
Technology Services | 4 |
Commercial Services | 2 |
Distribution Services | 2 |
Operativ
Director/Board Member | 16 |
Corporate Officer/Principal | 10 |
Chief Tech/Sci/R&D Officer | 5 |
Undergraduate Degree | 3 |
Director of Finance/CFO | 2 |
Am stärksten vernetzte Beziehungen
Insiders | |
---|---|
Paul R. Donovan | 12 |
Thomas M. Sipp | 10 |
Richard Aneser | 7 |
Joshua David Mayer | 5 |
Paul Hondros | 3 |
James Sopha | 2 |
Peter Stanton | 1 |
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