Network origin in Jason M. Mullens first degree
Entity | Entity type | Industry | |
---|---|---|---|
Cetera Financial Group, Inc.
Cetera Financial Group, Inc. Investment ManagersFinance Cetera Financial Group Inc. engages in the provision of brokerage and advisory services for financial professionals and institutions. Its portfolio of products include mutual funds, life insurance, stocks, bonds, fixed and variable annuity products, estate planning, college education planning, and cash management accounts. The company is headquartered in El Segundo, CA.
25
| Holding Company | Investment Managers | 25 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Jason M. Mullens via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
DORAL FINANCIAL CORP. | Financial Conglomerates | Director/Board Member Corporate Officer/Principal | |
Venerable Insurance & Annuity Co.
Venerable Insurance & Annuity Co. Life/Health InsuranceFinance Venerable Insurance & Annuity Co. engages in the provision of financial products and services. It offers fixed and indexed annuities, investment-only products and payout annuities for pre-retirement wealth accumulation, and postretirement income management. The company was founded on January 2, 1973 and headquartered in West Chester, PA. | Life/Health Insurance | Director/Board Member President | |
CHARLES SCHWAB | Investment Banks/Brokers | Public Communications Contact Corporate Officer/Principal | |
DIAGEO PLC | Beverages: Alcoholic | Director of Finance/CFO | |
Duff & Phelps Investment Management Co.
Duff & Phelps Investment Management Co. Investment ManagersFinance Duff & Phelps Investment Management Co. (Duff & Phelps) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was established in 1979, evolving from the Duff & Phelps investment research firm founded in 1932. They are a wholly-owned subsidiary of Virtus Partners, Inc., which is wholly-owned by Virtus Investment Partners, Inc. (NASDAQ: VRTS). Duff & Phelps provides investment advisory services to institutional clients, mutual funds, closed-end funds, and other pooled investment vehicles as well as to retail clients. Duff & Phelps is a signatory to the United Nations Principles for Responsible Investment (UN PRI). | Investment Managers | Corporate Officer/Principal | |
Genstar Capital Management LLC
Genstar Capital Management LLC Investment ManagersFinance Genstar Capital Management LLC is a private equity firm founded in 1988 by Dennis H. Chookaszian. The firm is headquartered in San Francisco., California. | Investment Managers | Consultant / Advisor Consultant / Advisor Private Equity Investor Consultant / Advisor Private Equity Investor | |
Schwab Retirement Plan Services, Inc. | Corporate Officer/Principal | ||
TravelClick, Inc.
TravelClick, Inc. Miscellaneous Commercial ServicesCommercial Services TravelClick, Inc. engages in development of cloud-based and data-driven solutions for hotels. Its solutions include suites, business intelligence, reservations and booking engine, media, web and video, and guest management solutions. The company was founded by Raymond Martin Cohen, Richard W. Gray and Ray Cohen in 1999 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Director of Finance/CFO Director/Board Member | |
LPL FINANCIAL HOLDINGS INC. | Investment Banks/Brokers | President Comptroller/Controller/Auditor | |
Gc Atlas Holdings, Inc.
Gc Atlas Holdings, Inc. Financial ConglomeratesFinance GC Atlas Holdings, Inc. is a private company headquartered in San Francisco, CA, that provides investment services. Joel Mandelbaum is currently the CEO of the firm. | Financial Conglomerates | President | |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Stanford University | College/University | Director/Board Member Masters Business Admin Masters Business Admin | |
Institutional Shareholder Services, Inc.
Institutional Shareholder Services, Inc. Investment ManagersFinance Institutional Shareholder Services, Inc. (ISS) is an investment research firm headquartered in Rockville, Maryland. The firm was founded in 1985 and is owned by Viss Intermediate LLC, which is ultimately held by Deutsche Börse AG (ETR: DB1) in Germany. ISS provides corporate governance and responsible investment solutions globally to other investment advisers, including investment advisers to investment companies, pension and profit-sharing plans, broker-dealers, asset owners, asset managers, banks or thrift institutions, hedge funds, trusts, estates, charitable organizations and other institutional investors, as well as law firms, and universities. The firm also provides data to third parties for use in thematic based indices. Their solutions include objective governance research and recommendations; responsible investment data, analytics, and research; end-to-end proxy voting and distribution solutions; turnkey securities class-action claims management provided by Securities Class Action Services, LLC (ISS SCAS); reliable global governance data and modeling tools; asset management intelligence, portfolio execution and monitoring, fund services, and media. | Investment Managers | Director/Board Member Director/Board Member Director/Board Member | |
Orion Advisor Technology LLC
Orion Advisor Technology LLC MiscellaneousMiscellaneous Orion Advisor Technology LLC provides financial technology services for advisors and firms. It offers client experience tools, tax-intelligent rebalancing, efficient billing, integrated planning, and automated compliance monitoring. The company was founded by Michael Miola and Warren Patrick Clarke in 1999 and is headquartered in Omaha, NE. | Miscellaneous | Director/Board Member Director/Board Member | |
The University of Texas at Austin | College/University | Undergraduate Degree | |
University of Akron
University of Akron Other Consumer ServicesConsumer Services University of Akron provides public research education. Its programs include under graduate studies, graduate studies, international studies, law, and continuing education. The company was founded in 1870 and is headquartered in Akron, OH. | College/University | Masters Business Admin | |
St. Joseph's University | College/University | Undergraduate Degree | |
University of Delaware | College/University | Undergraduate Degree Undergraduate Degree | |
AssetMark, Inc.
AssetMark, Inc. Investment ManagersFinance AssetMark, Inc. is a SEC-registered investment advisor headquartered in Concord, California. The firm was founded in 1985 as Genworth Financial Asset Management. They are a wholly-owned subsidiary of AssetMark Financial Holdings, Inc., which is owned by Huatai International Investment Holdings Ltd. in Hong Kong. AssetMark provides various investment supervisory services to registered investment companies and a variety of clients, which include but not limited to individuals, investment companies, pension and profit-sharing plans, corporations, partnerships, trusts, insurance companies and other investment managers. | Investment Managers | Director/Board Member Corporate Officer/Principal | |
Matrix-Data Ltd.
Matrix-Data Ltd. Internet Software/ServicesTechnology Services Matrix-Data Ltd. provides customer and business intelligence solutions to the financial services sector. It has developed customer, channel and market benchmarking solutions that help clients optimize product distribution and improve marketing effectiveness to drive revenue growth. The firm offers intelligence solutions that include finanicial intermediary database, NetFinder ICT database, Matrix Investor database and Property value database. The company was founded in 1985 and is headquartered in London, the United Kingdom. | Internet Software/Services | Director/Board Member | |
Mercer Advisors, Inc.
Mercer Advisors, Inc. Investment ManagersFinance Mercer Advisors, Inc. engages in the provision of a wealth management solutions. It offers financial planning, investment management, estate planning, tax planning, and corporate trustee. The company was founded by Howard Rochestie, Gene Dongieux, and Kendrick Mercer in 1985 and is headquartered in Denver, CO. | Investment Managers | Director/Board Member Director/Board Member | |
Chicago Shakespeare Theater
Chicago Shakespeare Theater Movies/EntertainmentConsumer Services Chicago Shakespeare Theater operates performance theaters. It offers production of classics, new works and family programming; to unlocking Shakespeare’s work for educators and students; and to serving as Chicago’s cultural ambassador through its World’s Stage Series. The company was founded by Barbara Gaines in 1986 and is headquartered in Chicago, IL. | Movies/Entertainment | Director/Board Member | |
Ascensus LLC
Ascensus LLC Investment ManagersFinance Ascensus LLC provides recordkeeping services, third-party administrator, and government savings facilitator services. The company offers health savings, education and training, professional development, and trust and custody services. It serves banks, credit unions and financial institutions, employers, financial advisors, governments, individuals, institutional partners, and third party administrators. The company was founded in 1980 and is headquartered in Dresher, PA. | Investment Managers | Director/Board Member | |
Schwab Investor Services | Corporate Officer/Principal | ||
MidCap Financial Services LLC
MidCap Financial Services LLC Financial ConglomeratesFinance MidCap Financial Services LLC provides debt solutions to middle-market healthcare companies. It offers asset based lending products, which include revolving lines of credit, asset based term loans, enterprise value term loans, and debtor in possession lines of credit; and real estate lending products, such as first mortgage and mezzanine loans. The firm also provides leveraged lending; and life sciences lending that include life sciences venture loans and revolving lines of credit. It has offices in Bethesda, Los Angeles and Chicago. The company was founded by Howard T. Widra, Steve M. Curwin, David G. Moore, William Gould, Kevin McMeen and Clare Bailhe in 2008 and is headquartered in Bethesda, MD. | Financial Conglomerates | Director/Board Member | |
Legal & General Investment Management America, Inc.
Legal & General Investment Management America, Inc. Investment ManagersFinance Legal & General Investment Management America, Inc. (LGIM America) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2006 and is a wholly-owned subsidiary of Legal & General Investment Management US (Holdings), Inc., ultimately held by Legal & General Group PLC (LON: LGEN) in Great Britain. LGIM America provides investment management services on a fully discretionary basis to institutional clients (corporations, healthcare agencies, non-profit, educational institutions, public plans and Taft-Hartley multi-employer plans). | Investment Managers | Chief Executive Officer | |
Insured Retirement Institute | Director/Board Member Chairman | ||
RBS Holdings NV
RBS Holdings NV Regional BanksFinance RBS Holdings NV engages in commercial banking operations, investment banking, and other related financial activities through its subsidiaries. It performs retail banking services mainly in its home country, Brazil (through Banco ABN AMRO Real), and the US, where it owns Chicago-based LaSalle Bank and Michigan's Standard Federal Bank. RBS Holdings was founded on May 30, 1990 and is headquartered in Amsterdam, the Netherlands. | Regional Banks | Corporate Officer/Principal | |
Arêtec, Inc.
Arêtec, Inc. Information Technology ServicesTechnology Services Arêtec, Inc. operates as a technology consulting firm. Its services include are Cyber Security, Enterprise IT, IT Management and Data Analytics. The company was founded by Steve Hiott in 2005 and is headquartered in Fairfax, VA. | Information Technology Services | Director/Board Member Chairman Director/Board Member | |
CITI Ltd.
CITI Ltd. Miscellaneous Commercial ServicesCommercial Services CITI Ltd. provides management consulting services. The private company is based in Milton Keynes, UK. The British company was founded in 1984. The CEO is Christopher John Worsley. | Miscellaneous Commercial Services | Chief Executive Officer | |
Private Advisor Group LLC
Private Advisor Group LLC Investment ManagersFinance Private Advisor Group LLC (PAG) is a SEC-registered investment advisor headquartered in Morristown, New Jersey. The firm was founded by John Hyland and Patrick Sullivan in 2010 and formerly known as Morristown Financial Group. They are principally owned by PAG Holdings LLC, ultimately held by PAG Legacy Partners LLC. PAG offers a variety of discretionary and/or non-discretionary investment advisory services on a wrap or non-wrap fee basis to individuals, business entities, trusts, estates and charitable organizations. | Investment Managers | Corporate Officer/Principal | |
RCS CAPITAL CORP | Investment Banks/Brokers | Chief Operating Officer Chairman Director/Board Member Director/Board Member | |
Osaic, Inc.
Osaic, Inc. Investment ManagersFinance Osaic, Inc. engages in the provision of wealth management services. It offers advices on investment products, such as mutual funds, variable annuities, insurance, and alternative investments, advisory and asset management services, and advisory services program. The company is headquartered in Phoenix, AZ. | Investment Managers | Chief Executive Officer Chairman Sales & Marketing | |
Harvard Business School | College/University | Masters Business Admin Masters Business Admin | |
Kellogg School of Management | College/University | Masters Business Admin | |
Intelligent Financial Systems Ltd.
Intelligent Financial Systems Ltd. Packaged SoftwareTechnology Services Part of Deutsche Börse AG, Intelligent Financial Systems Ltd. is a British company that provides real-time and historical market data analysis services. The company is based in Kent, UK. The company was founded in 1995. Intelligent Financial Systems was acquired by Asset International, Inc., part of Deutsche Börse AG from January 31, 2019 on May 05, 2015. | Packaged Software | Director/Board Member | |
GC Waves Holdings, Inc.
GC Waves Holdings, Inc. Financial ConglomeratesFinance GC Waves Holdings, Inc. provides investment services. The company was founded in 2015 and is headquartered in Denver, CO. | Financial Conglomerates | Chief Executive Officer | |
Sea Otter Securities Group LLC
Sea Otter Securities Group LLC Investment Banks/BrokersFinance Part of Sea Otter Holdings LLC, Sea Otter Securities Group LLC is a brokerage firm. The company is based in New York, NY. The CEO of the company is Peter David Smith. | Investment Banks/Brokers | Corporate Officer/Principal | |
AqGen Island Holdings, Inc.
AqGen Island Holdings, Inc. Financial ConglomeratesFinance AqGen Island Holdings, Inc. operates as an early stage company. The company is headquartered in New York, NY. | Financial Conglomerates | President Director/Board Member | |
Strategic Insight Holdings, Inc.
Strategic Insight Holdings, Inc. Financial ConglomeratesFinance Strategic Insight Holdings, Inc. operates as early stage development company. The company is headquartered in San Francisco, CA. | Financial Conglomerates | President | |
AI Financial Information Uk Ltd.
AI Financial Information Uk Ltd. Financial ConglomeratesFinance Part of Deutsche Börse AG, AI Financial Information Uk Ltd. is an investment holding company. The company is based in Grinstead, UK and was founded in 2009. | Financial Conglomerates | Director/Board Member | |
Gc Lighthouse Holdings, Inc.
Gc Lighthouse Holdings, Inc. Financial ConglomeratesFinance Part of Deutsche Börse AG, Gc Lighthouse Holdings, Inc. functions as an investment holding company. The company is based in San Francisco, CA. The CEO of the company is Gary Retelny. | Financial Conglomerates | Director/Board Member Director/Board Member Director/Board Member Director/Board Member | |
FDCTECH, INC. | Information Technology Services | Director/Board Member | |
GC Two Holdings, Inc.
GC Two Holdings, Inc. Financial ConglomeratesFinance GC Two Holdings, Inc. operates as a holding company which interests in firms that invest in middle-market companies. The company was founded in 2018 and is headquartered in San Francisco, CA. | Financial Conglomerates | Director/Board Member Director/Board Member Director/Board Member Chief Executive Officer Director/Board Member Director/Board Member | |
Asset International Financial Information UK Holdings Ltd.
Asset International Financial Information UK Holdings Ltd. Financial ConglomeratesFinance Part of Strategic Insight Holdings, Inc., Asset International Financial Information UK Holdings Ltd. functions as an investment holding company. The company is based in London, UK. | Financial Conglomerates | Director/Board Member | |
OG Crimson Holdings LP
OG Crimson Holdings LP Financial ConglomeratesFinance OG Crimson Holdings LP engages in the provision of investing services. The company was founded in 2019 and is headquartered in Stamford, CT. | Financial Conglomerates | Director/Board Member | |
DOUGLAS ELLIMAN INC. | Real Estate Development | Chief Tech/Sci/R&D Officer |
Statistics
International
United States | 44 |
United Kingdom | 7 |
Netherlands | 2 |
Sectoral
Finance | 30 |
Consumer Services | 9 |
Technology Services | 5 |
Commercial Services | 4 |
Miscellaneous | 3 |
Operational
Director/Board Member | 153 |
Corporate Officer/Principal | 62 |
Independent Dir/Board Member | 28 |
Chief Executive Officer | 24 |
Undergraduate Degree | 20 |
Most connected contacts
Insiders | |
---|---|
Mary Cranston | 34 |
Mary Beams | 33 |
David King | 32 |
Anthony Salewski | 22 |
Carol Flaton | 20 |
R. Roth | 19 |
Hal Strong | 17 |
Gary Michel | 15 |
Robert Moore | 15 |
Benjamin Brigeman | 15 |
Siddharth Ramakrishnan | 14 |
Valerie Brown | 13 |
Enrique Vasquez | 11 |
Robert Dineen | 10 |
Mukesh Mehta | 8 |
- Stock Market
- Insiders
- Jason M. Mullens
- Company connections