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W. Daniel Loucks
Keine laufenden Positionen mehr
Ursprung des Netzwerks ersten Grades von W. Daniel Loucks
Einheit | Art der Einheit | Industrie | |
---|---|---|---|
The Pennsylvania State University
211
| College/University | Other Consumer Services | 211 |
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.
85
| Subsidiary | Miscellaneous Commercial Services | 85 |
Argosy Private Equity
![]() Argosy Private Equity Investment ManagersFinance Argosy Private Equity (Argosy Private Equity) is a private equity subsidiary of Argosy Capital Group LLC (PA) founded in 1990 by Kirk B. Griswold and John P. Kirwin. The firm is headquartered in Wayne, Pennsylvania.
5
| Subsidiary | Investment Managers | 5 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von W. Daniel Loucks
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
PMA Cos., Inc.
![]() PMA Cos., Inc. Multi-Line InsuranceFinance PMA Cos., Inc. provides property and casualty insurance services. It offers third-party administration and risk services specializing in worker's compensation; and providing other commercial property and casualty insurance products, as well as auto and general liability services. The firm serves the healthcare, food manufacturing, wholesale, retail, financial, insurance and real estate industries. Its insurance services include underwriting, financial & actuarial, account management, customer service center, claims, risk control and managed care. The company was founded in 1915 and is headquartered in Blue Bell, PA. | Multi-Line Insurance | Director/Board Member | |
Citigroup Global Markets, Inc. (Broker)
![]() Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity Analyst-Equity | |
UBS Securities LLC
![]() UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Investment Managers | Analyst-Equity Analyst-Equity Corporate Officer/Principal Analyst-Equity | |
JPMorgan Securities LLC
![]() JPMorgan Securities LLC Investment ManagersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Investment Managers | Analyst-Equity Analyst-Fixed Income | |
Trinity Capital Investment LLC
![]() Trinity Capital Investment LLC Investment ManagersFinance Trinity Capital Investment LLC ("Trinity") is an independent Venture Capital firm founded in 2008 by Steven L. Brown. The firm is headquartered in Phoenix, Arizona. | Investment Managers | Director of Finance/CFO | |
Jefferies LLC
![]() Jefferies LLC Investment Banks/BrokersFinance Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. | Investment Banks/Brokers | Analyst-Equity | |
Morgan Stanley & Co. LLC
![]() Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Analyst-Equity Analyst-Fixed Income Analyst-Equity Analyst-Equity Analyst-Equity | |
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 | Analyst-Fixed Income Analyst-Equity Analyst-Equity Corporate Officer/Principal Analyst-Equity | |
Riverside Partners LLC (New York)
![]() Riverside Partners LLC (New York) Investment ManagersFinance Riverside Partners LLC /New York/ (Riverside Partners) is a private equity firm founded in 1988 by Bela Szigethy. The firm is headquartered in Boston, Massachusetts with additional offices across the globe. | Investment Managers | Private Equity Analyst Private Equity Analyst | |
Deloitte LLP (New York)
![]() Deloitte LLP (New York) Miscellaneous Commercial ServicesCommercial Services Deloitte LLP (New York) engages in the provision of audit, consulting, tax, and advisory solutions. It offers services relating to tax, consulting, audit and assurance, Deloitte private company services, mergers and acquisitions, risk and financial advisory, analytics, and cloud. The company was founded by William Welch Deloitte, George A. Touche, Charles Waldo Haskins, and Elijah Watt Sells in 1845 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Consultant / Advisor | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
![]() Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity | |
Evercore Group LLC
![]() Evercore Group LLC Investment Banks/BrokersFinance Evercore Group LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1995 and is a subsidiary of Evercore BD Investco LLC, which is owned by Evercore, Inc. (NYSE: EVR). Evercore Group delivers equity research and equity sales and agency trading execution, in addition to providing wealth and investment management services to high net worth and institutional investors. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity | |
Barclays Capital, Inc.
![]() Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal Analyst-Equity | |
RBC Capital Markets LLC
![]() RBC Capital Markets LLC Investment Banks/BrokersFinance RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity | |
Sidoti & Co. LLC
![]() Sidoti & Co. LLC Investment Banks/BrokersFinance Sidoti & Co. LLC (S&C) is a registered broker and equity research firm headquartered in New York City. The firm is a subsidiary of Sidoti Holding Co. LLC and was founded in 1999. S&C provides research exclusively to institutional investors. The firm covers the following sectors: housing, retail, basic industries, technology, business services, capital goods, automotive, computer software, regional banking, telecommunications, entertainment, healthcare and consumer products. Their analysts conduct their own due diligence which includes visiting companies and meeting with operating and financial management. In addition, the firm's analysts focus on fundamentals, particularly cash flow from operations and EPS. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
University of Michigan | College/University | Undergraduate Degree Masters Business Admin | |
State University of New York at Binghamton | College/University | Undergraduate Degree Undergraduate Degree | |
John Carroll University | College/University | Masters Business Admin Masters Business Admin | |
Rutgers State University of New Jersey | College/University | Undergraduate Degree Undergraduate Degree | |
Guardian Capital Partners Investment Management LP
![]() Guardian Capital Partners Investment Management LP Investment ManagersFinance Guardian Capital Partners Investment Management LP (Guardian Capital Partners) is a private equity firm founded in 2007 by Scott D. Evans, Peter H. Haabestad and Hugh Kenworthy III. The firm is headquartered in Wayne, Pennsylvania. | Investment Managers | Private Equity Analyst Private Equity Analyst | |
Pennsylvania Institute of Certified Public Accountants
![]() Pennsylvania Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The Pennsylvania Institute of Certified Public Accountants is a professional association for certified public accountants operating statewide. The non-profit company is based in Pennsylvania. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
WM TECHNOLOGY, INC. | Internet Software/Services | Director of Finance/CFO | |
The Investment Fund for Foundations
![]() The Investment Fund for Foundations Investment ManagersFinance Investment Fund for Foundations (TIFF) is a private equity subsidiary of TIFF Advisory Services, Inc. founded in 1991. The firm is headquartered in Radnor, Pennsylvania. | Investment Managers | Corporate Officer/Principal | |
SUZHOU ZELGEN BIOPHARMACEUTICALS CO.,LTD. | Pharmaceuticals: Major | Director/Board Member | |
Shanghai Jiao Tong University | College/University | Undergraduate Degree | |
Bit Enterprises Ltd.
![]() Bit Enterprises Ltd. Investment ManagersFinance Bit Enterprises Ltd. (Bit Enterprises) is a venture capital firm founded in 2010. The firm is headquartered in Tel Aviv, Israel. | Investment Managers | Private Equity Investor | |
Prime Movers Lab LLC
![]() Prime Movers Lab LLC Investment ManagersFinance Prime Movers Lab LLC (Prime Movers Lab) is a venture capital firm founded in 2018 by Dakin Sloss. The firm is headquartered in Jackson, Wyoming. | Investment Managers | Consultant / Advisor | |
Meridian Wealth Partners LLC
![]() Meridian Wealth Partners LLC Investment ManagersFinance Part of Meridian Corp. (Pennsylvania), Meridian Wealth Partners LLC is a company that provides investment advice. The company is based in Blue Bell, PA and was founded in 2017. | Investment Managers | Director of Investments | |
Millennium Management LLC
![]() Millennium Management LLC Investment ManagersFinance Millennium Management LLC is a SEC-investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Israel 'Izzy' Englander in 1989 and is a subsidiary of MLM Trust B LLC, itself a subsidiary of MLM Trust B. Millennium Management provides discretionary investment advisory services to private investment funds. | Investment Managers | Analyst-Equity | |
Israel Defense Forces | Sovereign | Corporate Officer/Principal | |
Bar-Ilan University | College/University | Masters Business Admin | |
Cornell University Graduate School | College/University | Masters Business Admin | |
University of Michigan-Flint | College/University | Undergraduate Degree | |
AOS Capital LP
![]() AOS Capital LP Financial ConglomeratesFinance AOS Capital LP is a North American based company that invests equity in industrial companies. The private company partner with companies to aligns operations and achieve strategic goals. The company is willing to evaluate strategy and operational alignment, and is open to best practices and continuous improvement. The company is action-oriented to drive change and work with family-owned, financial sponsor-owned, or divisions of larger corporations with revenue between $100m - $500m. | Financial Conglomerates | Corporate Officer/Principal | |
New State Capital Partners LLC
![]() New State Capital Partners LLC Investment ManagersFinance New State Capital Partners LLC (New State Capital) is a private equity firm founded in 2013 by David Blechman. The firm is headquartered in Larchmont, New York. | Investment Managers | Private Equity Investor | |
BeyondTrust Corp.
![]() BeyondTrust Corp. Packaged SoftwareTechnology Services BeyondTrust Corp. provides secure enterprise remote management and support software solutions. It offers remote support, privilege access and password vault. The company was founded by Joel Bomgar, Nathan McNeill, and Patrick Norman in 2003 and is headquartered in Ridgeland, MS. | Packaged Software | Comptroller/Controller/Auditor | |
AFS Technologies, Inc.
![]() AFS Technologies, Inc. Packaged SoftwareTechnology Services AFS Technologies, Inc. provides software solutions for the food and beverage industry. It offers sales agency management, direct store delivery, electronic proof of delivery, warehouse management, retail execution and order management system. The company was founded by Pamela Brunke in 1985 and is headquartered in Tampa, FL. | Packaged Software | Comptroller/Controller/Auditor | |
DIRECT DIGITAL HOLDINGS, INC. | Advertising/Marketing Services | Director of Finance/CFO | |
TRINITY CAPITAL INC. | Financial Conglomerates | Director of Finance/CFO | |
DataShield Corp.
![]() DataShield Corp. Information Technology ServicesTechnology Services DataShield Corp. engages in the provision of hard drive destruction, electronic recycling, and employee compliance tools and training. Its services include free toolkit and assessment, paper shredding, compliance consulting, data destruction, electronics recycling, and residential services. The company was founded in 1996 and is headquartered in Omaha, NE. | Information Technology Services | Director of Finance/CFO | |
CenterOak Partners LLC
![]() CenterOak Partners LLC Investment ManagersFinance CenterOak Partners LLC (CenterOak) is a private equity firm founded in 2014 by Randall Fojtasek. The firm is headquartered in Dallas, Texas. | Investment Managers | Private Equity Investor | |
Human Capital Institute, Inc.
![]() Human Capital Institute, Inc. Miscellaneous Commercial ServicesCommercial Services Human Capital Institute, Inc. provides strategic talent management services for professionals and executives. Its network includes practitioners, government agencies, global consultants, and business schools. The company was founded by Michael Foster in 2004 and is headquartered in Cincinnati, OH. | Miscellaneous Commercial Services | Director/Board Member | |
Education Growth Partners LLC
![]() Education Growth Partners LLC Investment ManagersFinance Education Growth Partners LLC (Education Growth Partners) is a private equity subsidiary of Education Growth LLC founded in 2009 by Peter J. Campbell and Chris L. Curran. The firm is headquartered in Stamford, Connecticut. | Investment Managers | Private Equity Analyst | |
Tri-Artisan Capital Partners
![]() Tri-Artisan Capital Partners Investment ManagersFinance Tri-Artisan Capital Partners (Tri-Artisan) is a private equity firm founded in 2002 by Gerald Cromack and Rohit Manocha, and is wholly-owned by Morgan Joseph TriArtisan Group Inc. The firm headquartered in New York. | Investment Managers | Private Equity Analyst |
Statistik
International
Vereinigte Staaten | 42 |
Israel | 4 |
China | 3 |
Frankreich | 2 |
Sektoral
Finance | 30 |
Consumer Services | 9 |
Commercial Services | 5 |
Technology Services | 5 |
Health Technology | 2 |
Operativ
Undergraduate Degree | 98 |
Corporate Officer/Principal | 87 |
Analyst-Equity | 62 |
Director/Board Member | 57 |
Private Equity Investor | 45 |
Am stärksten vernetzte Beziehungen
Insiders | |
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John Broderick | 14 |
G. Hough | 14 |
Paul M. Grassinger | 13 |
Susan Echard | 12 |
L. J. Rowell | 11 |
George H. Kirby | 11 |
Corey Elinburg | 11 |
Lane Wiggers | 10 |
Jason Klein | 10 |
Hafriz bin Abdul Rahman | 9 |
Keith Marlowe | 9 |
Jef Rogers | 8 |
Matthew A. Paul | 7 |
Aleksei Cremo | 7 |
Shawn Rogers | 7 |
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