Provenance du réseau au premier degré de Allison Couch Pratt
Entité | Type d'entité | Industrie | |
---|---|---|---|
Osaic, Inc.
Osaic, Inc. Investment ManagersFinance Osaic, Inc. engages in the provision of wealth management services. It offers advices on investment products, such as mutual funds, variable annuities, insurance, and alternative investments, advisory and asset management services, and advisory services program. The company is headquartered in Phoenix, AZ.
4
| Holding Company | Investment Managers | 4 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Allison Couch Pratt via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
---|---|---|---|
LADENBURG THALMANN FINANCIAL SERVICES | Investment Banks/Brokers | Director/Board Member Chief Executive Officer | |
University of Maryland | College/University | Undergraduate Degree | |
Triad Hybrid Solutions LLC
Triad Hybrid Solutions LLC Investment ManagersFinance Osaic Advisory Services LLC (dba Osaic Advisors) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 2014 as Triad Hybrid Solutions LLC and changed their legal name to Osaic Advisory Services LLC in 2024. They are a wholly owned subsidiary of OSIAC Holdings, Inc., which is ultimately owned by AG Artemis Holdings LP. Osaic Advisors offers several types of advisory programs or services to individuals and institutional clients. | Investment Managers | Chief Executive Officer | |
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 | Private Equity Investor | |
University of Ottawa | College/University | Graduate Degree | |
Bellevue University | College/University | Undergraduate Degree | |
Adit Ventures Management LLC
Adit Ventures Management LLC Investment ManagersFinance Adit Ventures Management LLC (Adit Ventures) is a venture capital firm founded in 2014 by Daniel Francis McCooey and Eric Lawrence Munson. The firm is headquartered in New York. | Investment Managers | Consultant / Advisor | |
LUMEN TECHNOLOGIES, INC. | Major Telecommunications | Corporate Officer/Principal | |
FMG Suite LLC
FMG Suite LLC Packaged SoftwareTechnology Services FMG Suite LLC engages in the provision of marketing software and services for financial advisors and insurance agents. It offers branding, copywriting, local search, SEO foundations, compliance, website setup types, security, AI-driven content, and accessibility lock. The company was founded by Craig J. Faulkner in 2011 and is headquartered in San Diego, CA. | Packaged Software | Sales & Marketing | |
Compliance Science, Inc.
Compliance Science, Inc. Packaged SoftwareTechnology Services Compliance Science, Inc. engages in the provision of technology solutions. Its platform helps compliance organizations identify, monitor, manage and report on conflicts of interest arising from employee activities, including personal trading, gifts and entertainment, political contributions, outside business affiliations, and other code of ethics violations. The company was founded by Michael D'Angelo and Mitchel Kraskin in 2003 and is headquartered in New York, NY. | Packaged Software | Director/Board Member | |
Smarsh, Inc.
Smarsh, Inc. Financial ConglomeratesFinance Smarsh, Inc. engages in the provision of cloud-based archiving and compliance solutions. It offers supervision health checks, supervision assisted review, supervision policy tuning, assisted onboarding, and audit assist. The company was founded by Stephen Marsh in 2001 and is headquartered in Portland, OR. | Financial Conglomerates | Director/Board Member | |
Financial Services Institute, Inc. | Director/Board Member | ||
Marymount University | College/University | Masters Business Admin | |
Osaic Holdings, Inc.
Osaic Holdings, Inc. Financial ConglomeratesFinance Osaic Holdings, Inc. engages in the provision of banking and financial services. The company was founded in 2016 and is headquartered in Phoenix, AZ. | Financial Conglomerates | Chief Executive Officer | |
University of Oregon | College/University | Undergraduate Degree | |
Southwest Autism Research & Resource Center
Southwest Autism Research & Resource Center Miscellaneous Commercial ServicesCommercial Services Southwest Autism Research & Resource Center is a nonprofit organization which provides autism research, education, evidence-based treatment, and community outreach services. Its programs and services include diagnostic serivces, clinical services, educational, training and outreach programs, and autism screening and evaltuations. The company was founded by Raun D. Melmed and Denise D. Resnik in 1997 and is headquartered in Phoenix, AZ. | Miscellaneous Commercial Services | Director/Board Member | |
Futures Portfolio Fund LP
Futures Portfolio Fund LP Investment Banks/BrokersFinance Futures Portfolio Fund LP engages in the speculative trading of futures contracts, forward currency contacts, and other financial instruments. It primarily trades within agricultural commodities, currencies, energy products, equity indices, interest rate instruments, metals, and single stock futures. The company was founded on May 11, 1989 and is headquartered in Excelsior, MN. | Investment Banks/Brokers | Director/Board Member | |
Deloitte & Touche LLP
Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Comptroller/Controller/Auditor | |
HONEYWELL INTERNATIONAL INC. | Aerospace & Defense | Private Equity Investor |
Statistiques
Internationale
Etats-Unis | 21 |
Canada | 2 |
Égypte | 2 |
Sectorielle
Finance | 11 |
Consumer Services | 6 |
Technology Services | 3 |
Commercial Services | 3 |
Communications | 2 |
Opérationnelle
Director/Board Member | 8 |
President | 5 |
Comptroller/Controller/Auditor | 4 |
Chief Executive Officer | 4 |
Undergraduate Degree | 3 |
Relations les plus connectées
Insiders | |
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Ahmed S. Hassanein | 9 |
Jamie Price | 7 |
Jason Lish | 7 |
Susan Theder | 4 |
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