Aktive Beziehungen
| Name | Geschlecht | Alter | Unternehmensverbindungen | Zusammenarbeit |
|---|---|---|---|---|
| Jim Bailey | M | 55 |
Exencial Wealth Advisors LLC
 Exencial Wealth Advisors LLC Investment ManagersFinance Exencial Wealth Advisors LLC (Exencial) is a privately-owned, independent wealth management firm and registered investment advisor headquartered in Oklahoma City, Oklahoma. The firm was founded in 2011 when Burns Advisory Group and Executive Financial Group merged and changed the name of the entity to Exencial Wealth Advisors. They are wholly-owned by Jerry Georgopoulos and John Burns. Exencial provides investment advice and manage wealth management accounts for high net-worth individuals, pension and profit-sharing plans, trusts, estates, municipalities, corporations and business entities, non-profits, and foundations. | 4 Jahre |
| Randy James Farina | M | - |
Exencial Wealth Advisors LLC
Exencial Wealth Advisors LLC Investment ManagersFinance Exencial Wealth Advisors LLC (Exencial) is a privately-owned, independent wealth management firm and registered investment advisor headquartered in Oklahoma City, Oklahoma. The firm was founded in 2011 when Burns Advisory Group and Executive Financial Group merged and changed the name of the entity to Exencial Wealth Advisors. They are wholly-owned by Jerry Georgopoulos and John Burns. Exencial provides investment advice and manage wealth management accounts for high net-worth individuals, pension and profit-sharing plans, trusts, estates, municipalities, corporations and business entities, non-profits, and foundations. | 4 Jahre |
| Pete Trontis | M | - |
Exencial Wealth Advisors LLC
Exencial Wealth Advisors LLC Investment ManagersFinance Exencial Wealth Advisors LLC (Exencial) is a privately-owned, independent wealth management firm and registered investment advisor headquartered in Oklahoma City, Oklahoma. The firm was founded in 2011 when Burns Advisory Group and Executive Financial Group merged and changed the name of the entity to Exencial Wealth Advisors. They are wholly-owned by Jerry Georgopoulos and John Burns. Exencial provides investment advice and manage wealth management accounts for high net-worth individuals, pension and profit-sharing plans, trusts, estates, municipalities, corporations and business entities, non-profits, and foundations. | 7 Jahre |
| Jeff Hibbeler | M | - |
Exencial Wealth Advisors LLC
Exencial Wealth Advisors LLC Investment ManagersFinance Exencial Wealth Advisors LLC (Exencial) is a privately-owned, independent wealth management firm and registered investment advisor headquartered in Oklahoma City, Oklahoma. The firm was founded in 2011 when Burns Advisory Group and Executive Financial Group merged and changed the name of the entity to Exencial Wealth Advisors. They are wholly-owned by Jerry Georgopoulos and John Burns. Exencial provides investment advice and manage wealth management accounts for high net-worth individuals, pension and profit-sharing plans, trusts, estates, municipalities, corporations and business entities, non-profits, and foundations. | 6 Jahre |
| Jon Burckett-St. Laurent | M | - |
Exencial Wealth Advisors LLC
Exencial Wealth Advisors LLC Investment ManagersFinance Exencial Wealth Advisors LLC (Exencial) is a privately-owned, independent wealth management firm and registered investment advisor headquartered in Oklahoma City, Oklahoma. The firm was founded in 2011 when Burns Advisory Group and Executive Financial Group merged and changed the name of the entity to Exencial Wealth Advisors. They are wholly-owned by Jerry Georgopoulos and John Burns. Exencial provides investment advice and manage wealth management accounts for high net-worth individuals, pension and profit-sharing plans, trusts, estates, municipalities, corporations and business entities, non-profits, and foundations. | 5 Jahre |
Beziehungs-Chart
Beziehungen zu mehreren Unternehmen
Ehemalige Beziehungen
| Name | Geschlecht | Alter | Unternehmensverbindungen | Zusammenarbeit |
|---|---|---|---|---|
| David Yepez | M | - |
Exencial Wealth Advisors LLC
Exencial Wealth Advisors LLC Investment ManagersFinance Exencial Wealth Advisors LLC (Exencial) is a privately-owned, independent wealth management firm and registered investment advisor headquartered in Oklahoma City, Oklahoma. The firm was founded in 2011 when Burns Advisory Group and Executive Financial Group merged and changed the name of the entity to Exencial Wealth Advisors. They are wholly-owned by Jerry Georgopoulos and John Burns. Exencial provides investment advice and manage wealth management accounts for high net-worth individuals, pension and profit-sharing plans, trusts, estates, municipalities, corporations and business entities, non-profits, and foundations. | 8 Jahre |
| William H. Ahern | M | 64 |
Babson College
| 4 Jahre |
| Edwin Gerungan | M | 67 |
Principia College
| 4 Jahre |
| Brian Caffyn | M | 63 |
Babson College
| 4 Jahre |
| Walter G. Murphy | M | - |
Babson College
| 2 Jahre |
| Nancy F. Smith | F | - |
Babson College
| 2 Jahre |
| Paul Charow is Chief Charow | M | - |
Babson College
| 2 Jahre |
| Richard F. Fernandez | M | 81 |
Babson College
| 2 Jahre |
| Peter McNally | M | - |
Babson College
| 4 Jahre |
| Randy W. Hollstein | M | 67 |
Babson College
| 4 Jahre |
| Trip Millikin | M | - |
Babson College
| 4 Jahre |
| Scott G. Campbell | M | - |
Babson College
| 4 Jahre |
| James F. McCann | M | - |
Babson College
| 4 Jahre |
| Kevin Smith | M | - |
Babson College
| 2 Jahre |
| Adonis Berzins | M | 70 |
Babson College
| 4 Jahre |
| Roberto Feliciano | M | 70 |
Babson College
| 2 Jahre |
| Scott B. Seidman | M | 64 |
Babson College
| 4 Jahre |
| Sandra Eve | F | - |
Babson College
| 4 Jahre |
| Yoong Yoon Liong | M | 73 |
Babson College
| 2 Jahre |
| Scott Morris | M | - |
Exencial Wealth Advisors LLC
Exencial Wealth Advisors LLC Investment ManagersFinance Exencial Wealth Advisors LLC (Exencial) is a privately-owned, independent wealth management firm and registered investment advisor headquartered in Oklahoma City, Oklahoma. The firm was founded in 2011 when Burns Advisory Group and Executive Financial Group merged and changed the name of the entity to Exencial Wealth Advisors. They are wholly-owned by Jerry Georgopoulos and John Burns. Exencial provides investment advice and manage wealth management accounts for high net-worth individuals, pension and profit-sharing plans, trusts, estates, municipalities, corporations and business entities, non-profits, and foundations. | - |
| Richard Piltch | M | - |
Babson College
| 4 Jahre |
| Daniel M. Schwartz | M | - |
Babson College
| 4 Jahre |
| David MacDonald | M | - |
Babson College
| 4 Jahre |
| Tom Korbas | M | 73 |
Babson College
| 2 Jahre |
| Kathryn D. Karlic | F | - |
Babson College
| 4 Jahre |
| Neal H. Goldman | M | 71 |
Babson College
| 2 Jahre |
| Edmund Mahoney | M | 73 |
Babson College
| 3 Jahre |
| Michael J. Soja | M | 74 |
Babson College
| 2 Jahre |
| Paul D. Baker | M | 66 |
Babson College
| 4 Jahre |
| Thomas A. Shea | M | 64 |
Babson College
| 4 Jahre |
| A. Levison | M | 67 |
Babson College
| - |
| Sean Moran | M | 66 |
Babson College
| 4 Jahre |
| Dennis H. Bunt | M | 70 |
Babson College
| 2 Jahre |
| Walter Zagrobski | M | - |
Babson College
| 4 Jahre |
| Dennis M. Kass | M | 73 |
Principia College
| 4 Jahre |
| Steve Cacciatore | M | - |
Babson College
| 5 Jahre |
| Thomas Lydon | M | 64 |
Babson College
| 4 Jahre |
| Martha D. Vorlicek | F | - |
Babson College
| 4 Jahre |
| Eileen McCarthy Toti | F | - |
Babson College
| 2 Jahre |
| Leland E. Hutchinson | M | - |
Principia College
| 4 Jahre |
| Barry A. Schub | M | - |
Babson College
| 2 Jahre |
| Kenneth G. Romanzi | M | 64 |
Babson College
| 4 Jahre |
| David W. Sargent | M | - |
Babson College
| 4 Jahre |
| Debbie Moses | F | - |
Babson College
| 2 Jahre |
| Jamie Austin | M | - |
Babson College
| 4 Jahre |
| david nethero | M | - |
Principia College
| 4 Jahre |
Statistik
| Land | Beziehungen | % des Gesamten |
|---|---|---|
| Vereinigte Staaten | 51 | 100,00% |
Alter der Beziehungen
Aktive
Vergangene
Herr
Frau
Aufsichtsräte
Führungskräfte
Ursprung der Beziehungen
- Börse
- Insiders
- Rich Erwin
- Persönliches Netzwerk