Brent K. Bloss
Director of Finance/CFO at Waddell & Reed LLC
Network origin in Brent K. Bloss first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
The American Institute of Certified Public Accountants
 The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.
426
| Non-Profit Organization | Miscellaneous Commercial Services | 426 |
KPMG LLP
 KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY.
416
| Subsidiary | Miscellaneous Commercial Services | 416 |
Missouri Society of Certified Public Accountants
50
| Non-Profit Organization | 50 | |
| Subsidiary | Investment Banks/Brokers | 47 | |
Waddell & Reed LLC
 Waddell & Reed LLC Investment ManagersFinance Waddell & Reed LLC operates as an asset management and financial planning company. It serves the financial needs of families, individuals and businesses. The company was founded by Chauncey Waddell and Cameron Reed in 1937 and is headquartered in Overland Park, KS.
8
| Subsidiary | Investment Managers | 8 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Brent K. Bloss via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Macquarie Investment Management Business Trust
 Macquarie Investment Management Business Trust Investment ManagersFinance Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products. | Investment Managers | Chief Executive Officer Portfolio Manager-Fixed Income Corporate Officer/Principal | |
| LOWE'S COMPANIES, INC. | Home Improvement Chains | Comptroller/Controller/Auditor Director of Finance/CFO | |
| ABRDN NATIONAL MUNICIPAL INCOME FUND | Investment Trusts/Mutual Funds | Chief Executive Officer General Counsel | |
| FTI CONSULTING, INC. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
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 | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Hong Kong Institute of Certified Public Accountants
 Hong Kong Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services Hong Kong Institute of Certified Public Accountants operates under the professional accountant’s ordinance and works in the public interest. It offers CPA qualification programme and promulgating financial reporting, auditing and ethical standards in Hong Kong. The company was founded on January 1, 1973 and is headquartered in Hong Kong. | Miscellaneous Commercial Services | Director/Board Member Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| California Society of Certified Public Accountants | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | ||
New York State Society of Certified Public Accountants
 New York State Society of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services New York State Society of Certified Public Accountants is a non-profit organization. It provides a membership program for certified public accountants that offers in-person and online networking opportunities, Continuing Professional Education courses and conferences, the CPA Journal, and other publications. The company was foudned in 1897 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Illinois Certified Public Accountants Society
 Illinois Certified Public Accountants Society Miscellaneous Commercial ServicesCommercial Services The Illinois Certified Public Accountants Society operates a professional association of certified public accountants. The private company is based in Illinois. Todd Shapiro has been the CEO of the American company since 1998. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
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 Director/Board Member Corporate Officer/Principal Corporate Officer/Principal | |
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 Corporate Officer/Principal | |
| Pace University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Delaware Wilshire Private Markets Master Fund
 Delaware Wilshire Private Markets Master Fund Investment Trusts/Mutual FundsMiscellaneous Delaware Wilshire Private Markets Master Fund operates as a closed-end, non-diversified, management investment firm. It's objective is to provide access to the private markets with the goals of offering: broad, global private markets exposure, with diversification potential across private equity, real assets, private credit and alternative yield; long-term capital appreciation; current income through periodic distributions; and prudent risk management. The company was founded on March 13, 2020 and is headquartered in Oaks, PA. | Investment Trusts/Mutual Funds | Chief Executive Officer Corporate Officer/Principal General Counsel | |
| Florida Institute of Certified Public Accountants | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | ||
| Society of Louisiana Certified Public Accountants | Corporate Officer/Principal Corporate Officer/Principal | ||
| Michigan Association of Certified Public Accountants | Corporate Officer/Principal Corporate Officer/Principal | ||
National Investor Relations Institute
 National Investor Relations Institute Miscellaneous Commercial ServicesCommercial Services National Investor Relations Institute operates as an association of corporate officers and investor relations consultants responsible for communication among corporate management, shareholders, securities analysts and other financial community constituents. The company was founded by DeWitt C. Morrill in 1969 and is headquartered in Alexandria, VA. | Miscellaneous Commercial Services | Director/Board Member Corporate Officer/Principal | |
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Singapore Institute of Directors | Corporate Officer/Principal Corporate Officer/Principal | ||
| The University of Texas at Austin | College/University | Graduate Degree Undergraduate Degree | |
Deloitte Touche Tohmatsu Ltd.
 Deloitte Touche Tohmatsu Ltd. Miscellaneous Commercial ServicesCommercial Services Deloitte Touche Tohmatsu Ltd. provides auditing, financial advisory, tax, and consulting services. Its serves technology, consumer business, energy and resources, financial services, life sciences and health care, manufacturing, public sector, real estate, technology, media, and telecommunications industries. The company was founded in 1880 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Comptroller/Controller/Auditor Comptroller/Controller/Auditor | |
Macquarie Management Holdings, Inc.
 Macquarie Management Holdings, Inc. Investment Banks/BrokersFinance Macquarie Management Holdings, Inc. engages in the provision of investment management services. It also offers managed accounts, college savings plans, mutual funds, and retirement plans. The company was founded in 1929 and is headquartered in Philadelphia, PA. | Investment Banks/Brokers | President General Counsel | |
| The Chinese University of Hong Kong | College/University | Undergraduate Degree Undergraduate Degree | |
| St. John's University | College/University | Undergraduate Degree Undergraduate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree Director/Board Member | |
| Alabama Society of Certified Public Accountants | Corporate Officer/Principal Corporate Officer/Principal | ||
| The Hong Kong Polytechnic University | College/University | Undergraduate Degree Graduate Degree | |
The Chinese Institute of Certified Public Accountants
 The Chinese Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The Chinese Institute of Certified Public Accountants operates as an accounting organization. The private company is based in Beijing, China. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| AMERESCO, INC. | Engineering & Construction | Director of Finance/CFO Comptroller/Controller/Auditor | |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Graduate Degree Undergraduate Degree | |
PricewaterhouseCoopers LLP
 PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Comptroller/Controller/Auditor Director/Board Member | |
| The California State University | College/University | Undergraduate Degree Undergraduate Degree | |
Minnesota Society of Certified Public Accountants
 Minnesota Society of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services Minnesota Society of Certified Public Accountants offers services and professional development for CPAs and other accounting professionals. It provides CPE, resources, networking, and advocacy services. The company was founded on June 23, 1904 and is headquartered in Bloomington, MN. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
National Association for Female Executives
 National Association for Female Executives Miscellaneous Commercial ServicesCommercial Services The National Association for Female Executives operates associations for women professionals and business owners. The non-profit company is based in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Kansas State University | College/University | Graduate Degree Undergraduate Degree | |
| University of Richmond | College/University | Undergraduate Degree Undergraduate Degree | |
Resolution Life Group Holdings LP
 Resolution Life Group Holdings LP Life/Health InsuranceFinance Resolution Life Group Holdings LP operates as a life insurance company. It focuses on the acquisition and management of portfolios of life insurance policies. The company was founded by Clive Cowdery in 2003 and is headquartered in Hamilton, Bermuda. | Life/Health Insurance | Director/Board Member | |
Energen Resources Corp.
 Energen Resources Corp. Gas DistributorsUtilities Energen Resources Corp. engages in the exploration of oil and natural gas. The company is headquartered in Birmingham, AL. | Gas Distributors | Chief Administrative Officer | |
| University of Missouri | College/University | Undergraduate Degree |
Statistics
International
| United States | 41 |
| Hong Kong | 5 |
| Singapore | 2 |
| China | 2 |
| United Kingdom | 2 |
Sectoral
| Commercial Services | 17 |
| Consumer Services | 12 |
| Miscellaneous | 9 |
| Finance | 5 |
| Retail Trade | 2 |
Operational
| Director/Board Member | 290 |
| Corporate Officer/Principal | 283 |
| Director of Finance/CFO | 116 |
| Independent Dir/Board Member | 115 |
| Comptroller/Controller/Auditor | 87 |
Most connected contacts
| Insiders | |
|---|---|
| E. Vandecruze | 41 |
| Madhu Ranganathan | 38 |
| H. Sherman | 28 |
| John Adamovich | 25 |
| Chian Khong Tan | 25 |
| Shawn Lytle | 23 |
| Timothy Flynn | 19 |
| Roger Allen Early | 18 |
| Wendy Hayes | 17 |
| Christine Schmitt | 15 |
| Setareh Pouraghabagher | 15 |
| Chi Hung Siu | 15 |
| Philip James Sanders | 15 |
| David Solomon | 14 |
| David Connor | 14 |
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