Mukesh Mehta
Chief Tech/Sci/R&D Officer bei ASSETMARK FINANCIAL HOLDINGS, INC.
Vermögen: 11 Mio $ am 31.03.2024
Profil
Mukesh Mehta is currently the Chief Information Officer & Executive VP at AssetMark Financial Holdings, Inc. He previously held positions as VP-Finance & Corporate Administration Technology at The Charles Schwab Corp., Chief Information Officer at TD Ameritrade, Inc., Chief Information Officer & Senior Vice President at Schwab Institutional, and Chief Information Officer at Cetera Financial Group, Inc. He also worked as VP-Defined Contribution & Participant Services at Bankers Trust & Co. and as an Investment Account Manager at Er Keller & Co. Mr. Mehta received an undergraduate degree from Rutgers State University of New Jersey.
Bekannte Unternehmensbeteiligungen
| Unternehmen | Datum | Anzahl der Aktien | Bewertung | Datum der Bewertung |
|---|---|---|---|---|
| 09.06.2023 | 313 670 ( 0,42% ) | 11 Mio $ | 31.03.2024 |
Aktive Positionen von Mukesh Mehta
| Unternehmen | Position | Beginn |
|---|---|---|
| ASSETMARK FINANCIAL HOLDINGS, INC. | Chief Tech/Sci/R&D Officer | 01.01.2017 |
Ehemalige bekannte Positionen von Mukesh Mehta
| Unternehmen | Position | Ende |
|---|---|---|
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. | Chief Tech/Sci/R&D Officer | 16.08.2017 |
TD Ameritrade, Inc.
 TD Ameritrade, Inc. Investment Banks/BrokersFinance TD Ameritrade, Inc. is an investment brokerage firm headquartered in Omaha, Nebraska. They are a subsidiary of TD Ameritrade Online Holdings Corp., ultimately owned by The Charles Schwab Corp. (NYSE: SCHW). The firm was founded in 1975 and provides online brokerage services to their clients. Customers can manage their investment portfolios via the Internet as well as through personal digital assistants, wireless phone services and interactive voice recognition systems. | Chief Tech/Sci/R&D Officer | 01.01.2013 |
Schwab Institutional
 Schwab Institutional Financial ConglomeratesFinance Part of The Charles Schwab Corp., Schwab Institutional is a private company that provides financial advisory services. The company is based in Chicago, IL. | Chief Tech/Sci/R&D Officer | 01.01.2008 |
| CHARLES SCHWAB | Corporate Officer/Principal | 01.01.2002 |
Bankers Trust & Co.
 Bankers Trust & Co. Investment Trusts/Mutual FundsMiscellaneous Part of Deutsche Bank AG, Bankers Trust & Co. is a private company that provides trust services. The company is based in New York, NY. | Corporate Officer/Principal | 01.01.1999 |
Ausbildung von Mukesh Mehta
| Rutgers State University of New Jersey | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Börsennotierte Unternehmen | 2 |
|---|---|
| CHARLES SCHWAB | Finance |
| ASSETMARK FINANCIAL HOLDINGS, INC. | Finance |
| Private Unternehmen | 5 |
|---|---|
TD Ameritrade, Inc.
TD Ameritrade, Inc. Investment Banks/BrokersFinance TD Ameritrade, Inc. is an investment brokerage firm headquartered in Omaha, Nebraska. They are a subsidiary of TD Ameritrade Online Holdings Corp., ultimately owned by The Charles Schwab Corp. (NYSE: SCHW). The firm was founded in 1975 and provides online brokerage services to their clients. Customers can manage their investment portfolios via the Internet as well as through personal digital assistants, wireless phone services and interactive voice recognition systems. | Finance |
Schwab Institutional
Schwab Institutional Financial ConglomeratesFinance Part of The Charles Schwab Corp., Schwab Institutional is a private company that provides financial advisory services. The company is based in Chicago, IL. | Finance |
Bankers Trust & Co.
Bankers Trust & Co. Investment Trusts/Mutual FundsMiscellaneous Part of Deutsche Bank AG, Bankers Trust & Co. is a private company that provides trust services. The company is based in New York, NY. | Miscellaneous |
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 |
| Er Keller & Co. |
