Network origin in Dana B. Nelson first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Bell Investment Advisors, Inc.
 Bell Investment Advisors, Inc. Investment ManagersFinance Bell Investment Advisors, Inc. (BIA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Oakland, California. The firm was founded in 1991 by Jim Bell. BIA provides investment management, financial planning and financial consultation services to individuals and their trusts and estates, pension and profit-sharing plans, mutual funds, business entities and charitable foundations.
16
| Private Company | Investment Managers | 16 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Dana B. Nelson via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| CHARLES SCHWAB | Investment Banks/Brokers | Corporate Officer/Principal | |
| MORGAN STANLEY | Investment Managers | Corporate Officer/Principal | |
Barra LLC
 Barra LLC Packaged SoftwareTechnology Services Barra LLC provides investment analytics, trading solutions and software to investment professions. The company provides risk management technology for investment professionals. Barra was founded by Barr Rosenberg and Andrew Rudd in 1975 and is headquartered in Berkeley, CA. | Packaged Software | Corporate Officer/Principal | |
| FIRST REPUBLIC BANK | Regional Banks | Corporate Officer/Principal | |
Whittier Trust Co.
 Whittier Trust Co. Investment ManagersFinance Whittier Trust Co. is an independent private trust firm headquartered in Pasadena, California. The firm was founded as a family office for the Whittier family in 1935. They provide unrivaled investment, wealth management, fiduciary and philanthropic services for high net-worth families, individuals and foundations across the US. | Investment Managers | Corporate Officer/Principal | |
| MECHANICS BANK | Regional Banks | Corporate Officer/Principal | |
| University of Missouri | College/University | Undergraduate Degree | |
Silicon Valley Capital Management
 Silicon Valley Capital Management Investment ManagersFinance Silicon Valley Capital Management (SVCM) is a privately-held, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Robert Harden in 1995. SVCM provides investment advisory services to private and high net-worth individuals, trusts and small companies. | Investment Managers | Corporate Officer/Principal | |
Carclub.com
 Carclub.com Internet Software/ServicesTechnology Services Part of J.D. Power, Carclub.com is a company that operates a business-to-business website for the auto industry. The company is based in San Francisco, CA. | Internet Software/Services | Corporate Officer/Principal | |
| Babson College | College/University | Undergraduate Degree | |
| California State University-East Bay | College/University | Undergraduate Degree | |
| Claremont McKenna College | College/University | Undergraduate Degree | |
| Stony Brook University | College/University | Undergraduate Degree | |
| New York University | College/University | Undergraduate Degree | |
| University of California, Berkeley | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of California, Davis | College/University | Undergraduate Degree | |
| University of California, Santa Barbara | College/University | Undergraduate Degree | |
| University of Kansas | College/University | Undergraduate Degree Undergraduate Degree | |
| Webster University | College/University | Graduate Degree | |
| Claremont Graduate University | College/University | Graduate Degree | |
Financial Planning Association
 Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| WORKDAY INC. | Information Technology Services | Corporate Officer/Principal | |
PeopleSoft USA, Inc.
 PeopleSoft USA, Inc. Information Technology ServicesTechnology Services PeopleSoft USA, Inc. provides software solutions and management systems services. The private company is based in Bethesda, MD. | Information Technology Services | Corporate Officer/Principal | |
Willow Creek Wealth Management, Inc.
 Willow Creek Wealth Management, Inc. Investment ManagersFinance Willow Creek Wealth Management, Inc. (Willow Creek) is an independent registered investment adviser headquartered in Sebastopol, California. The firm was founded by Bruce J. Dzieza in 1984 as Willow Creek Financial Services, Inc. Willow Creek provides investment advisory services to a variety of clientele, such as individuals, families, businesses, pension and profit-sharing plans, trusts and charitable organizations. | Investment Managers | Corporate Officer/Principal | |
Charles Schwab & Co., Inc. (Broker)
 Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services | Investment Banks/Brokers | Corporate Officer/Principal | |
J.D. Powers Financial Services, Inc.
 J.D. Powers Financial Services, Inc. Investment ManagersFinance J.D. The private company is based in Knoxville, TN. Powers Financial Services, Inc. provides investment advice. | Investment Managers | Corporate Officer/Principal |
Statistics
International
| United States | 33 |
Sectoral
| Finance | 13 |
| Consumer Services | 13 |
| Technology Services | 6 |
| Commercial Services | 3 |
Operational
| Corporate Officer/Principal | 33 |
| Undergraduate Degree | 13 |
| Sales & Marketing | 3 |
| Graduate Degree | 3 |
| Portfolio Manager-Equities | 2 |
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