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Brian Kostick
Corporate Officer/Principal at ActiFi, Inc.
Network origin in Brian Kostick first degree
Entity | Entity type | Industry | |
---|---|---|---|
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 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Brian Kostick via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
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 | |
American Express Financial Advisors, Inc. | Corporate Officer/Principal | ||
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 | |
S-Docs, Inc.
![]() S-Docs, Inc. Packaged SoftwareTechnology Services S-Docs, Inc. is a privately held company that provides a 100% native document generation and e-signature solution on the Salesforce AppExchange. The company is based in New York, NY, and has offices in various locations. S-Docs allows users to securely generate and e-sign business documents like quotes, invoices, and contracts without ever sending customer data outside of Salesforce. The application is the first choice for major enterprise clients worldwide for their digital document needs. Companies of all sizes in every industry rely on S-Docs to eliminate manual work and simplify complex processes, resulting in increased productivity, enhanced customer experiences, and accelerated business success. The company was founded in 2010 by Dan Pejanovic, and Brian Stimpfl has been the CEO since 2022. | Packaged Software | Chief Executive Officer | |
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 | |
Baruch College | College/University | Masters Business Admin | |
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 |
Statistics
International
United States | 17 |
China | 2 |
Sectoral
Finance | 8 |
Consumer Services | 6 |
Technology Services | 3 |
Commercial Services | 2 |
Operational
Corporate Officer/Principal | 11 |
Chief Executive Officer | 4 |
Undergraduate Degree | 4 |
Director/Board Member | 4 |
Sales & Marketing | 3 |
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