Network origin in Charlie Marks first degree
Entity | Entity type | Industry | |
---|---|---|---|
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).
580
| Subsidiary | Investment Banks/Brokers | 580 |
Wells Fargo Clearing Services LLC
Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs.
37
| Subsidiary | Investment Managers | 37 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Charlie Marks via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Credit Suisse Securities (USA) LLC (Broker)
Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
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 | |
Deutsche Bank Securities, Inc.
Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Analyst-Equity | |
Merrill Lynch International
Merrill Lynch International Investment Banks/BrokersFinance Merrill Lynch International (MLI-UK) is a brokerage firm headquartered in London, UK. The firm was founded in 1988 and is a subsidiary of ML UK Capital Holdings Ltd., ultimately owned by Bank of America Corp. (NYSE: BAC) in the US. MLI-UK provides brokerage services to individual and retail clients. | Investment Banks/Brokers | Economist 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 | |
Citigroup Global Markets, Inc.
Citigroup Global Markets, Inc. Investment Banks/BrokersFinance Citigroup Global Markets, Inc. engages in the provision of brokerage, investment banking, and asset management services to individuals, businesses, and governments. The company was founded by Julie E. Silcock and is headquartered in New York, NY. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
University of Virginia | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
The Trustees of Columbia University in The City of New York | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Doctorate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree | |
Dartmouth College | College/University | Undergraduate Degree Undergraduate Degree | |
Duke University
Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Undergraduate Degree Undergraduate Degree | |
Hamilton College (New York) | College/University | Undergraduate Degree Undergraduate Degree | |
Harvard University
Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Doctorate Degree Undergraduate Degree Undergraduate Degree | |
University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
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 | Undergraduate Degree | |
Moody's Investors Service, Inc.
Moody's Investors Service, Inc. Insurance Brokers/ServicesFinance Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks. | Insurance Brokers/Services | Analyst-Fixed Income Analyst-Fixed Income | |
BofA Securities, Inc.
BofA Securities, Inc. Investment Banks/BrokersFinance BofA Securities, Inc. is a registered broker-dealer subsidiary of NB Holdings Corp., ultimately held by Bank of America Corp. (NYSE: BAC). Headquartered in New York, the firm was founded in 2015 and offers trade execution, trading or brokerage services to institutional clients. | Investment Banks/Brokers | Market Strategist Analyst-Equity Analyst-Equity Economist Market Strategist Analyst-Equity Economist Analyst-Equity Market Strategist Trading-Fixed Income Trading-Fixed Income Trading-Equity Analyst-Fixed Income Trading-Equity Market Strategist Analyst-Equity Market Strategist Analyst-Equity Sales & Marketing Analyst-Equity Market Strategist Analyst-Equity Analyst-Equity Analyst-Equity Corporate Officer/Principal | |
Cornell University
Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Undergraduate Degree Doctorate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin | |
Georgetown University | College/University | Undergraduate Degree Corporate Officer/Principal Graduate Degree Undergraduate Degree Undergraduate Degree | |
Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
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 Analyst-Fixed Income Corporate Officer/Principal | |
University of California, Berkeley | College/University | Graduate Degree Graduate Degree Undergraduate Degree | |
New York University | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
Yale University | College/University | Doctorate Degree Graduate Degree | |
Middlebury College | College/University | Undergraduate Degree Undergraduate Degree | |
Villanova University | College/University | Undergraduate Degree Undergraduate Degree | |
The Pennsylvania State University | College/University | Undergraduate Degree Undergraduate Degree | |
Fordham University
Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Masters Business Admin Undergraduate Degree | |
State University of New York at Albany | College/University | Undergraduate Degree Undergraduate Degree | |
KKR Credit Advisors US LLC (Private Equity)
KKR Credit Advisors US LLC (Private Equity) Investment ManagersFinance KKR Credit Advisors US LLC (Private Equity) (KKR Credit Advisors US) is a private equity division of KKR Credit Advisors (US) LLC founded in 2004. The firm is headquartered in San Francisco, California. | Investment Managers | Private Equity Investor Private Equity Investor | |
Wake Forest University | College/University | Undergraduate Degree Undergraduate Degree | |
The University of Waterloo | College/University | Undergraduate Degree Undergraduate Degree | |
University of California San Diego | College/University | Undergraduate Degree Undergraduate Degree | |
Hofstra University | College/University | Undergraduate Degree Undergraduate Degree | |
St. Louis University | College/University | Undergraduate Degree Undergraduate Degree | |
The LUISS University of Rome | College/University | Undergraduate Degree | |
Bowdoin College
Bowdoin College Other Consumer ServicesConsumer Services Bowdoin College is an independent, nonsectarian, coeducational residential, undergraduate liberal arts institution founded in 1794. It is located in Brunswick, ME. | College/University | Undergraduate Degree | |
New York University School of Law | College/University | Graduate Degree | |
Wachtell, Lipton, Rosen & Katz
Wachtell, Lipton, Rosen & Katz Miscellaneous Commercial ServicesCommercial Services Wachtell, Lipton, Rosen & Katz provides advisory and legal services. It specializes in mergers and acquisitions, strategic investments, takeovers and takeover defense, corporate and securities law, and corporate governance. The company was founded in 1965 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
MATCH GROUP, INC. | Internet Software/Services | Director of Finance/CFO | |
Match Group FinanceCo, Inc.
Match Group FinanceCo, Inc. Financial ConglomeratesFinance Match Group FinanceCo, Inc. operated as an investment holding company. The company is headquartered in New York, NY. | Financial Conglomerates | President | |
DOUBLEVERIFY HOLDINGS, INC. | Packaged Software | Director/Board Member | |
Trivariate Research LP
Trivariate Research LP Investment ManagersFinance Trivariate Research LP is an independent investment research firm headquartered in New York City. The firm was founded by Adam Parker in 2021. They combine fundamental, quantitative, and macro analysis to produce actionable research, practical investment advice and analytically rigorous risk management for their clients. | Investment Managers | Institutional Sales | |
The American Marketing Association
The American Marketing Association Miscellaneous Commercial ServicesCommercial Services The American Marketing Association operates professional associations for marketers. The company offers services to marketing professionals including best practices and research studies, job resources, publications and directories. Its publications include flagship semi-monthly magazine Marketing News, as well as journal of marketing, journal of public policy and marketing and a variety of newsletters. The company was founded in 1931 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal |
Statistics
International
United States | 46 |
United Kingdom | 2 |
Canada | 2 |
Spain | 2 |
Italy | 2 |
Sectoral
Consumer Services | 30 |
Finance | 16 |
Technology Services | 4 |
Commercial Services | 3 |
Operational
Corporate Officer/Principal | 137 |
Undergraduate Degree | 96 |
Analyst-Equity | 72 |
Director/Board Member | 47 |
Market Strategist | 31 |
Most connected contacts
Insiders | |
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Mark Alexander | 17 |
Charles J. Ditkoff | 13 |
Evan Morris | 11 |
Christopher Gaertner | 10 |
Susannah Page | 10 |
Satish Mansukhani | 9 |
Craig Ray Swann | 9 |
Gary Swidler | 8 |
Aamir Sheikh | 8 |
Mary Mack | 8 |
Ryan Moran | 8 |
David Silver | 8 |
Andrew Power | 8 |
Sebastian Rondeau | 7 |
William Egan | 7 |
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