Jason Valdez

Trading-Equity at Samuel A. Ramirez & Co., Inc.

Finance

Network origin in Jason Valdez first degree

Entity	Entity type	Industry
Samuel A. Ramirez & Co., Inc. Samuel A. Ramirez & Co., Inc. Investment Banks/BrokersFinance Founded in 1971, Samuel A. Ramirez & Co., Inc. is a full-service securities firm and broker/dealer headquartered in New York City. The firm provides services to individuals, business owners, institutional investors and government agencies. They offer professional services focusing on wealth management, underwriting, banking, institutional brokerage, research and asset management. Samuel A. Ramirez & Co. provides retail and institutional trading expertise in tax-free municipal bonds, equities, government bonds, corporate bonds and alternative investments. The research group provides research to institutional investors on equity, macroeconomics and fixed-income for the U.S. and the U.S. Hispanic market. The firm has ten main divisions: private client, municipal bond department, institutional equity, transition management group, taxable fixed-income group, equity capital markets, debt capital markets, mergers and acquisitions/strategic business advisory, Ramirez Research Group and Ramirez Asset Management. The Private Client Services Group performs portfolio management, retirement planning, financial and estate planning for individuals, business owners, corporations and institutions. The group offers an array of investment disciplines including equity and fixed income, diversification strategies, insurance and alternative investments. The Municipal Bond Department provides banking, underwriting, sales, trading and distribution services to states, local governments and their agencies throughout the U.S. The Equity Capital Markets Group offers underwriting services to corporations, public retirement programs and to some of the nation's largest professional money managers. The firm's equity underwritings include spin-offs, private equity sponsored transactions, equity recapitalizations by financial institutions and traditional IPOs. The Debt Capital Markets Group offers underwriting of fixed-income securities including corporate bonds, convertible bonds, ABS, preferred stock and U.S. Agency notes. The firm is a co-manager or underwriter of debt in the traditional corporate bond market, the retail targeted hybrid and trust preferred market, the tax-exempt market (for select corporations) and is a member of the selling group for the major U.S. Agencies. The Institutional Equity Group offers performance-enhancing products and services, value added investment ideas and agency only/non-conflicting trade execution for institutions, corporations and government agencies in both the U.S. and international markets. The Taxable Fixed Income Group offers the firm's institutional and high net-worth retail clients access to new issues as well as secondary trading in corporate bonds, U.S. Agency securities, $25-preferreds, MBS, ABS and convertible bonds. Ramirez Asset Management offers managed accounts to individuals and institutions for fixed-income, equities and balanced accounts. Their institutional fixed-income portfolios include cash, enhanced cash, core and core plus strategies. 4	Private Company	Investment Banks/Brokers	4

Chart of Companies connected to the second degree

Multi-company connection

Companies connected to Jason Valdez via their personal network

Company	Sector	Related people	Main position
SAR Holdings, Inc. SAR Holdings, Inc. MiscellaneousMiscellaneous SAR Holdings, Inc. functions as an investment holding company. It involves in commodity contracts, tax liens, venture capital companies, and other miscellaneous investing. The company is headquartered in New York, NY.	Miscellaneous	Samuel Alfred Ramirez	Chief Executive Officer
Energy Capital Ventures Energy Capital Ventures Investment ManagersFinance Energy Capital Ventures (Energy Capital Ventures) is a venture capital firm founded in 2020 by Victor Pascucci. The firm is headquartered in Chicago, Illinois.	Investment Managers	Rick Rick	Private Equity Investor
New York University	College/University	Lawrence F. Goldman	Masters Business Admin
Yale University	College/University	Lawrence F. Goldman	Undergraduate Degree
SWISS RE LTD	Multi-Line Insurance	Rick Rick	Consultant / Advisor
HARTFORD FINANCIAL SERVICES GROUP (THE), INC.	Multi-Line Insurance	Rick Rick	Consultant / Advisor
Nationwide Mutual Insurance Co. Nationwide Mutual Insurance Co. Property/Casualty InsuranceFinance Nationwide Mutual Insurance Co. provides insurance and financial services. It offers insurance and protection, investing and retirement, banking and borrowing, life events and planning, claims, pay a bill, and business coverage advisor. The company was founded in 1925 and is headquartered in Columbus, OH.	Property/Casualty Insurance	Rick Rick	Consultant / Advisor
PRUDENTIAL PLC	Life/Health Insurance	Rick Rick	Consultant / Advisor
Pruco Securities LLC Pruco Securities LLC Investment ManagersFinance Pruco Securities LLC, do-business-as Prudential Financial Planning Services (PFPS), is a registered investment advisor headquartered in Newark, New Jersey. The firm was founded by Al Steele in 2007 and is wholly-owned by The Prudential Insurance Company of America, Inc., which in turn is an indirect wholly-owned subsidiary of Prudential Financial, Inc. (NYSE: PRU). PFPS provides financial planning services to individuals, families, businesses, and associations throughout the US. They also sponsor wrap fee programs.	Investment Managers	Rick Rick	Consultant / Advisor
METLIFE, INC.	Multi-Line Insurance	Rick Rick	Consultant / Advisor
Homeowners of America Insurance Co. Homeowners of America Insurance Co. Property/Casualty InsuranceFinance Part of Porch Group, Inc., Homeowners of America Insurance Co. is a company that provides insurance services. The company is based in Irving, TX. The company was founded by Spencer William Tucker. Spencer William Tucker has been the CEO since incorporation.	Property/Casualty Insurance	Rick Rick	Director/Board Member
IA Capital Group, Inc. IA Capital Group, Inc. Investment ManagersFinance IA Capital Group Inc (IA Capital Group) is a venture capital firm founded in 1992. The firm is headquartered in New York.	Investment Managers	Rick Rick	Private Equity Investor
Association of Insurance & Financial Analysts, Inc. Association of Insurance & Financial Analysts, Inc. Miscellaneous Commercial ServicesCommercial Services The Association of Insurance & Financial Analysts, Inc. is a trade group that provides a forum for discussion of securities issues. The non-profit company is based in New York, NY.	Miscellaneous Commercial Services	Rick Rick	Corporate Officer/Principal
Kellogg School of Management	College/University	Rick Rick	Graduate Degree
Homeowners of America Holding Corp. Homeowners of America Holding Corp. Multi-Line InsuranceFinance Homeowners of America Holding Corp. operates as a property and casualty insurance company. Its products include: Home Insurance, Dwelling Fire Insurance, Tenant and Condominium Insurance, and Fire Insurance. The company was founded by Spencer W. Tucker in 2005 and is headquartered in Irving, TX.	Multi-Line Insurance	Rick Rick	Director/Board Member
Northwestern University Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses	College/University	Rick Rick	Masters Business Admin
Sears, Roebuck & Co. Sears, Roebuck & Co. Department StoresRetail Trade Sears, Roebuck & Co. engages in provision of merchandise and related services. It offers range of home merchandise, apparel and automotive products and services. It also provides a variety of merchandise and services through online and catalogs. The company was founded in 1886 and is headquartered in Hoffman Estates, IL.	Department Stores	Rick Rick	Corporate Officer/Principal
UBS Investment Bank (US) UBS Investment Bank (US) Investment Banks/BrokersFinance UBS Investment Bank provides investment banking and securities brokerage services. Its clients include institutional and corporate clients, intermediaries, governments, and hedge funds. The firm also provides merger and acquisition advisory, private placement, investment research, foreign exchange, equity, and leverage finance advisory services. The firm is headquartered in San Francisco, CA.	Investment Banks/Brokers	Rick Rick	Private Equity Investor
Credit Suisse (USA), Inc. Credit Suisse (USA), Inc. Investment Banks/BrokersFinance Credit Suisse (USA), Inc. provides investment services. It offers securities underwriting and trading, mergers & acquisitions advice, research, private equity investment & derivative, and risk management services. The company was founded in 1959 and is headquartered in New York, NY.	Investment Banks/Brokers	Rick Rick	Private Equity Investor
Goldman Sachs & Co. LLC Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.	Investment Banks/Brokers	Lawrence F. Goldman	Corporate Officer/Principal