Network origin in Tammy Valdez first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
| Public Company | Investment Banks/Brokers | 71 | |
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.
49
| Subsidiary | Investment Banks/Brokers | 49 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Tammy Valdez via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Investment Managers | Corporate Officer/Principal Sales & Marketing Human Resources Officer Director of Finance/CFO General Counsel Chief Executive Officer Corporate Officer/Principal Chief Administrative Officer Chief Administrative Officer Corporate Officer/Principal Sales & Marketing General Counsel Director of Finance/CFO Director/Board Member Corporate Officer/Principal Corporate Officer/Principal | |
| Harvard Business School | College/University | Masters Business Admin Corporate Officer/Principal Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| Stanford University | College/University | Masters Business Admin Doctorate Degree Undergraduate Degree Undergraduate Degree Graduate Degree | |
Charles Schwab Investment Management, Inc.
 Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (dba Schwab Asset Management®) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a wholly-owned subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). Schwab Asset Management is the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account strategies. | Investment Managers | Chief Executive Officer President President Corporate Officer/Principal | |
| New York University | College/University | Graduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin | |
| The Trustees of Columbia University in The City of New York | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Graduate Degree | |
| Schwab Investor Services | President Human Resources Officer Corporate Officer/Principal Corporate Officer/Principal | ||
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 | Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree | |
| ASSETMARK FINANCIAL HOLDINGS, INC. | Financial Conglomerates | Chief Investment Officer Chief Tech/Sci/R&D Officer Chief Executive Officer General Counsel | |
Schwab Institutional
 Schwab Institutional Financial ConglomeratesFinance Part of The Charles Schwab Corp., Schwab Institutional is a company that provides financial advisory services. The company is based in Chicago, IL. | Financial Conglomerates | President President Corporate Officer/Principal Chief Tech/Sci/R&D Officer | |
| University of California, Berkeley | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| Princeton University | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree | |
| TD AMERITRADE HOLDING CORPORATION | Investment Banks/Brokers | Director/Board Member Director/Board Member Director/Board Member | |
| University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Schwab Investments | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member | |
Charles Schwab Bank, SSB
 Charles Schwab Bank, SSB Regional BanksFinance Charles Schwab Bank operates as a federally chartered savings bank. It offers checking accounts, savings accounts, and mortgage services. The company is headquartered in Reno, NV. | Regional Banks | Chairman Chairman Director/Board Member | |
| University of California, Los Angeles | College/University | Undergraduate Degree Masters Business Admin 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 | Graduate Degree Masters Business Admin Undergraduate Degree | |
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 Institutional Sales Analyst-Equity | |
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 | Chief Investment Officer Chief Executive Officer General Counsel | |
| Schwab Strategic Trust | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| INTEL CORPORATION | Semiconductors | Director/Board Member Director/Board Member | |
| St. John's University | College/University | Doctorate Degree Undergraduate Degree | |
| The University of Colorado | College/University | Undergraduate Degree Undergraduate Degree | |
| Laudus Trust | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
JPMorgan Investment Management, Inc.
 JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Investment Managers | Analyst-Equity Analyst-Equity | |
| Schwab Annuity Portfolios | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| Schwab Capital Trust | Director/Board Member Director/Board Member | ||
Transamerica Corp.
 Transamerica Corp. Life/Health InsuranceFinance Transamerica Corp. provides financial planning and insurance services. It offers life insurance, long term care, dental insurance, medicare solutions, commercial lending, retirement planning, leasing, annuities, and real estate services. The company was founded by Amadeo P. Giannini in 1904 and is headquartered in Cedar Rapids, IA. | Life/Health Insurance | Corporate Officer/Principal Chief Executive Officer | |
| Charles Schwab Family of Funds | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
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 | Corporate Officer/Principal Corporate Officer/Principal | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
New York State Bar Association
 New York State Bar Association Miscellaneous Commercial ServicesCommercial Services New York State Bar Association is a non-profit organization, which provides legal services and offers a membership program for lawyers. It also publishes an array of books, bar journals, law digest, and State Bar news. The company was founded in 1876 and is headquartered in Alban, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Yale University | College/University | Undergraduate Degree Undergraduate Degree | |
Janus Henderson Investors US LLC
 Janus Henderson Investors US LLC Investment ManagersFinance Janus Henderson Investors US LLC (JHIUS) is a registered investment advisor and mutual fund manager headquartered in Denver, Colorado. The firm was founded in 1969 and formerly known as Janus Capital Management LLC. They are a subsidiary of Janus Henderson US (Holdings) Inc., which is owned by Janus Henderson Group plc (NYSE: JHG, LON: 0RPW) in Great Britain. JHIUS provides investment management services, as an investment adviser or sub-adviser, to pooled investment vehicles. | Investment Managers | Chairman Analyst-Fixed Income | |
McKinsey & Co., Inc.
 McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
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. | Investment Managers | Chairman Chief Tech/Sci/R&D Officer | |
| Michigan State University | College/University | Undergraduate Degree Undergraduate Degree | |
| W.P. Carey School of Business | College/University | Director/Board Member Masters Business Admin | |
Visa U.S.A., Inc.
 Visa U.S.A., Inc. Regional BanksFinance Visa USA, Inc. provides retail electronic payment services. It offers its financial products and services for personal use, small businesses, merchants, companies, and the government. The company is headquartered in Foster City, CA. | Regional Banks | Chief Executive Officer Sales & Marketing | |
| NMI HOLDINGS, INC. | Property/Casualty Insurance | Director/Board Member Director/Board Member | |
| University of Michigan | College/University | Doctorate Degree Undergraduate Degree | |
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 | Analyst-Equity Corporate Officer/Principal | |
KIPP Bay Area Schools
 KIPP Bay Area Schools Other Consumer ServicesConsumer Services KIPP Bay Area Schools is a network of 17 public charter schools serving grades TK-12. The non-profit company is based in Oakland, CA. The company provides college-prep, tuition-free education to its students. | Other Consumer Services | Chairman Director/Board Member |
Statistics
International
| United States | 51 |
Sectoral
| Finance | 21 |
| Consumer Services | 20 |
| Miscellaneous | 6 |
| Commercial Services | 4 |
| Electronic Technology | 2 |
Operational
| Director/Board Member | 272 |
| Corporate Officer/Principal | 244 |
| Undergraduate Degree | 88 |
| Independent Dir/Board Member | 75 |
| Chairman | 52 |
Most connected contacts
| Insiders | |
|---|---|
| Justin Somaini | 27 |
| Aliza Knox | 27 |
| Paula Sneed | 25 |
| Dawn Lepore | 25 |
| Tom Seip | 21 |
| Kasim Kutay | 21 |
| Frank Herringer | 19 |
| Matt McGowan | 19 |
| Jody Bilney | 19 |
| Joseph Martinetto | 18 |
| Walter Bettinger | 18 |
| Linnet F. Deily | 17 |
| Dave Pottruck | 16 |
| John Coghlan | 16 |
| William Atwell | 15 |
- Stock Market
- Insiders
- Tammy Valdez
- Company connections
