J. Ballard

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58 year

Finance

Consumer Non-Durables

Technology Services

Profile

J.
David Ballard served as Senior Vice President-Enterprise Services at Osaic Financial Services, Inc. from 2019 to 2020.
From 2018 to 2019, the role was President & Chief Operating Officer at Docupace Technologies LLC.
Between 2015 and 2018, the position was Chief Operating Officer & Executive Vice President at Cetera Financial Group, Inc. Other former roles include Chief Technology Officer at Vector Group Ltd., Chief Technology Officer & Senior Vice President at Douglas Elliman, Inc., and Senior Vice President at Ladenburg Thalmann & Co., Inc.

Former positions of J. Ballard

Companies	Position	End
DOUGLAS ELLIMAN INC.	Chief Tech/Sci/R&D Officer	30/10/2024
LADENBURG THALMANN FINANCIAL SERVICES	Corporate Officer/Principal	01/02/2020
Docupace Technologies LLC Docupace Technologies LLC Packaged SoftwareTechnology Services Develops AI-enabled back-office and compliance software for wealth management firms	President	01/04/2019
Cetera Financial Group, Inc. Cetera Financial Group, Inc. Investment ManagersFinance Provides financial planning and wealth management services	Chief Operating Officer	01/03/2018
Ladenburg Thalmann & Co., Inc. Ladenburg Thalmann & Co., Inc. Regional BanksFinance Provides investment baking, wealth management and brokerage services	Corporate Officer/Principal	-

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Experiences
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Linked companies

Private companies	6
Vector Group Ltd. Vector Group Ltd. TobaccoConsumer Non-Durables Operates as a holding company whose subsidiaries manufactures and wholesales cigarettes products	Consumer Non-Durables
Osaic Financial Services, Inc. Osaic Financial Services, Inc. Investment Banks/BrokersFinance Provides financial instruments brokerage, advisory, investment banking and research services	Finance
Ladenburg Thalmann & Co., Inc. Ladenburg Thalmann & Co., Inc. Regional BanksFinance Provides investment baking, wealth management and brokerage services	Finance
Cetera Financial Group, Inc. Cetera Financial Group, Inc. Investment ManagersFinance Provides financial planning and wealth management services	Finance
Docupace Technologies LLC Docupace Technologies LLC Packaged SoftwareTechnology Services Develops AI-enabled back-office and compliance software for wealth management firms	Technology Services
Douglas Elliman, Inc. Douglas Elliman, Inc. Real Estate DevelopmentFinance Provides real estate and investment services	Finance

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