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Ursprung des Netzwerks ersten Grades von Spencer Segal
Einheit | Art der Einheit | Industrie | |
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ActiFi, Inc.
![]() ActiFi, Inc. Packaged SoftwareTechnology Services ActiFi, Inc. develops software and does consulting for the financial services industry. It provides practice management solutions powered by combination of coaching, training, process development, scalable and easy-to-use technology. The company was founded by Robert Nicholson and Spencer Segal in 2003 and is headquartered in Plymouth, MN.
8
| Private Company | Packaged Software | 8 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Spencer Segal
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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Ernst & Young LLP
![]() Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Comptroller/Controller/Auditor | |
Baruch College | College/University | Masters Business Admin | |
University of Minnesota
![]() University of Minnesota Other Consumer ServicesConsumer Services Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN. | College/University | Masters Business Admin | |
Choice Bank | Director/Board Member | ||
Cogo Labs, Inc.
![]() Cogo Labs, Inc. Packaged SoftwareTechnology Services Cogo Labs, Inc. supports new companies to be profitable. It offers engineering, analytics, and design solutions. The company was founded by David Blundin and is headquartered in Cambridge, MA. | Packaged Software | Corporate Officer/Principal | |
Wealth Enhancement Group LLC
![]() Wealth Enhancement Group LLC Investment ManagersFinance Wealth Enhancement Group LLC engages in the provision of wealth management services. It offers investment management, financial, retirement income, and estate planning, tax strategies, risk management and insurance, business owner consulting, tax preparation, and family office services. The company was founded by Bruce W. Helmer and David J. Hess in 1997 and is headquartered in Plymouth, MN. | Investment Managers | Sales & Marketing | |
St. Olaf College | College/University | Undergraduate Degree | |
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. | Investment Banks/Brokers | Corporate Officer/Principal | |
Siena College | College/University | Undergraduate Degree | |
Chalice Wealth Partners LLC
![]() Chalice Wealth Partners LLC Packaged SoftwareTechnology Services Chalice Wealth Partners LLC operates as a technology-driven financial services company. It provides peer-to-peer networking and collaboration opportunities, creating a forum for sharing ideas, and practices to help members collectively. The company was founded by Keith E. Gregg and Anthony Nanula in 2016 and is headquartered in San Diego, CA. | Packaged Software | President | |
Lucia Management Co. LLC
![]() Lucia Management Co. LLC Miscellaneous Commercial ServicesCommercial Services Part of Lucia Capital Group LLC, Lucia Management Co. LLC provides investment advice. The company is based in San Diego, CA. The company was founded in 2010. The CEO is Derek Jerold Bruton. | Miscellaneous Commercial Services | Chief Executive Officer | |
Lucia Capital Group LLC
![]() Lucia Capital Group LLC Investment ManagersFinance Lucia Capital Group LLC provides investment advisory services. It offers financial planning, investment management, annuities, and insurance services. The company is headquartered in San Diego, CA. | Investment Managers | Chief Executive Officer | |
LPL Independent Advisor Services Group LLC
![]() LPL Independent Advisor Services Group LLC Investment Banks/BrokersFinance Part of LPL Financial Holdings, Inc., LPL Independent Advisor Services Group LLC provides brokerage services. The company is based in Newport Beach, CA. LPL Independent Advisor Services Group was acquired by LPL Financial Holdings, Inc. from Pacific Mutual Holding Co. on June 20, 2007. | Investment Banks/Brokers | Sales & Marketing | |
Stanford University | College/University | Undergraduate Degree | |
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. | Investment Managers | Corporate Officer/Principal | |
TD Ameritrade Clearing, Inc.
![]() TD Ameritrade Clearing, Inc. Investment Banks/BrokersFinance Founded in 1971, TD Ameritrade Clearing, Inc. is a broker/dealer headquartered in Omaha, Nebraska. The firm is a subsidiary of TD Ameritrade Online Holding Corp. and their ultimate parent is TD Ameritrade Holding Corp. (NYSE: AMTD). | Investment Banks/Brokers | Sales & Marketing | |
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 | |
The University of Texas at Austin | College/University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 20 |
Sektoral
Finance | 9 |
Consumer Services | 7 |
Commercial Services | 3 |
Technology Services | 3 |
Operativ
Corporate Officer/Principal | 8 |
Undergraduate Degree | 5 |
Director/Board Member | 4 |
Sales & Marketing | 3 |
Chief Executive Officer | 3 |
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