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Origen de la red de primer grado Dan R. Poole.
Entidad | Tipo de entidad | Industria | |
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NatCity Investments, Inc.
![]() NatCity Investments, Inc. Investment Banks/BrokersFinance Headquartered in Cleveland, Ohio, NatCity Investments, Inc. is a full-service brokerage and advisory subsidiary of National City Corp. (NYSE: NCC). They provide investment solutions and personalized attention to individual investors and corporations. They offer financial and retirement planning to stocks, bonds and mutual funds. NatCity is a member of the NASD and the SIPC.
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| Extinct | Investment Banks/Brokers | 16 |
Gráfico Empresas conectadas de segundo grado
Relaciones con varias empresas
Empresas conectadas a Dan R. Poole a través de su red personal
Empresa | Sector | Personas relacionadas | Puesto principal |
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CAPITAL ONE FINANCIAL CORPORATION | Major Banks | Director/Board Member | |
General Electric Capital Corp.
![]() General Electric Capital Corp. Finance/Rental/LeasingFinance General Electric Capital Corp. provides financial products and services. Its services include commercial loans and leases, fleet management, financial programs, credit cards, personal loans, and other financial services. The firm’s solutions include energy finance and aviation finance. The company was founded in 1943 and is headquartered in Norwalk, CT. | Finance/Rental/Leasing | Corporate Officer/Principal | |
PLANTRONICS, INC. | Telecommunications Equipment | Corporate Officer/Principal | |
MORGAN STANLEY | Investment Managers | Corporate Officer/Principal | |
Royal Appliance Manufacturing Co.
![]() Royal Appliance Manufacturing Co. Electronics/AppliancesConsumer Durables Royal Appliance Manufacturing Co. manufactures and markets a range of cleaning products and vacuum cleaners. It also sells upright vacuums, shampooers, accessories, and replacement parts. The company was founded in 1905 and is headquartered in Glenwillow, OH. | Electronics/Appliances | Corporate Officer/Principal | |
KeyBanc Capital Markets, Inc.
![]() KeyBanc Capital Markets, Inc. Investment Banks/BrokersFinance KeyBanc Capital Markets, Inc. is a registered investment bank and broker/dealer headquartered in Cleveland, Ohio. The firm was founded in 1983 and is a subsidiary of KeyCorp. (NYSE: KEY). KeyBanc Capital Markets provides investment banking, commercial lending, treasury management, derivatives, foreign exchange, equity and debt underwriting and trading and syndicated finance products and services to large corporations and middle-market companies. | Investment Banks/Brokers | Corporate Officer/Principal | |
Dreman Value Management LLC
![]() Dreman Value Management LLC Investment ManagersFinance Dreman Value Management LLC (DVM) is a wealth management firm headquartered in West Palm Beach, Florida. The firm was founded by David Dreman in 1997 and is owned by Holly & Meredith Dreman 2013 Trust. DVM offers value-based equity investment services to a variety of clients, including sub-advisory services to Institutional, High Net Worth Individuals, Taft-Hartley and SMA/UMA clients. They also offer a domestically focused mutual fund strategy for individual investors. | Investment Managers | Portfolio Manager-Equities | |
Allianz of America, Inc.
![]() Allianz of America, Inc. Investment ManagersFinance Allianz of America, Inc. is an insurance management firm headquartered in Westport, Connecticut. The firm was founded in 1976 and is a subsidiary of Allianz Europe NV, which is owned by Allianz SE (ETR: ALV). Allianz of America provides investment services to insurance affiliates of the Allianz Group of North America. | Investment Managers | Corporate Officer/Principal | |
C.L. King & Associates, Inc.
![]() C.L. King & Associates, Inc. Investment Banks/BrokersFinance Founded in 1972 by Candace King, C.L. King & Associates, Inc. is a self-clearing, service-oriented broker/dealer and investment bank located in Albany, New York with additional offices in Boston and New York City. The firm delivers investment research, equity and fixed-income sales and trading, prime brokerage, investment advisor and clearing services to institutional and high net-worth clients and to other broker/dealers. For corporations, they underwrite securities and provide strategic advice in connection with mergers, acquisitions, strategic alternatives and valuation. C.L. King & Associates is a member of FINRA and the SIPC. C.L. King & Associates follows 120 names in 9 sectors. They seek to discover uncovered investment opportunities by seeking out companies that may be ignored by other Wall Street research providers and by identifying value and growth that may be unrecognized by institutional equity investors. The firm provides comprehensive trading services including capital commitment, market making and listed block positioning for their institutional equity clients. C.L. King & Associates' fixed-income group focuses on trading fixed-income securities, primarily in the secondary market. They offer a broad cross section of agencies, convertibles, investment-grade corporates, mortgage-backed securities, municipals, CDs and preferred stock to other broker/Dealers and institutional investors. The firm's investment banking group provides strategic M&A advice and capital raising services to emerging and mid-cap companies, both public and private. In addition, they act as a WBE underwriter in stock and bond offerings by large corporate issuers. C.L. King & Associates' corporate services group offers specialized services to assist corporate clients and their executives in handling delicate stock holding matters. Their services include guiding clients through restricted stock/rule 144 transactions, developing customized rule 10b5-1 trading plans and managing corporate share repurchase programs. The firm's equity research is based on a fundamental, value-oriented approach that focuses on small- and mid-cap companies. The firm offers research on the following sectors: special situations, building materials companies, specialty retail/apparel/footwear, industrials/cyclicals, restaurants/franchising, business services/staffing companies, telecommunications equipment and medical technology/devices/supplies. | Investment Banks/Brokers | Corporate Officer/Principal | |
AXA Corp
![]() AXA Corp Insurance Brokers/ServicesFinance AXA Corp provides insurance services. The private company is based in Santa Ana, CA. The company was founded by Jean-Claude Damerval. | Insurance Brokers/Services | Corporate Officer/Principal | |
Janney Montgomery Scott LLC
![]() Janney Montgomery Scott LLC Investment Banks/BrokersFinance Founded in 1999 by the late Thomas Watson, Janney Montgomery Scott LLC (JMS) is a full-service financial services firm and registered broker/dealer headquartered in Philadelphia, Pennsylvania. The firm is a subsidiary of Independence Square Properties LLC, itself a subsidiary of Penn Mutual Insurance Co. Their ultimate parent is Harleysville Mutual Insurance Co. JMS is a member of the NYSE, the SIPC and FINRA. The firm provides comprehensive financial advice and services to individual, corporate and institutional investors. Their primary coverage verticals include the consumer, technology, financials and infrastructure sectors. | Investment Banks/Brokers | Analyst-Equity | |
Actron, Inc.
![]() Actron, Inc. Wholesale DistributorsDistribution Services Part of United Rentals, Inc., Actron, Inc. operates equipment rental yards. The company is based in Pompano Beach, FL. Actron was acquired by USR Holdings, Inc., part of United Rentals, Inc. from September 30, 1998 on September 15, 1997. | Wholesale Distributors | Corporate Officer/Principal | |
Oppenheimer & Co., Inc. (Broker)
![]() Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients. | Investment Banks/Brokers | Analyst-Equity | |
Cumberland Gap Provision Co.
![]() Cumberland Gap Provision Co. Food: Meat/Fish/DairyConsumer Non-Durables Cumberland Gap Provision Co. processes and provides branded hickory smoked hams, sausages and other specialty processed pork products. Its brands include Gap, Hickory, Hills, Olde Kentucky, Olde English and Pine Mountain. The company is headquartered in Middlesboro, KY. | Food: Meat/Fish/Dairy | Corporate Officer/Principal | |
Case Western Reserve University
![]() Case Western Reserve University Other Consumer ServicesConsumer Services Case Western Reserve University provides educational services. It offers a variety of undergraduate degree courses and graduate and professional options such as arts and sciences, dentistry, engineering, law, management, medicine, nursing, social work, and more. The firm also offers dual-degree programs. The company was founded in 1826 and is headquartered in Cleveland, OH. | College/University | Masters Business Admin Masters Business Admin | |
Colgate University | College/University | Undergraduate Degree | |
The University of Chicago | College/University | Graduate Degree Masters Business Admin Masters Business Admin | |
Kent State University (Ohio) | College/University | Undergraduate Degree | |
Miami University | College/University | Undergraduate Degree Undergraduate Degree | |
The Ohio State University
![]() The Ohio State University Other Consumer ServicesConsumer Services Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA. | College/University | Undergraduate Degree | |
University of Miami
![]() University of Miami Other Consumer ServicesConsumer Services University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL. | College/University | Undergraduate Degree Undergraduate Degree | |
Cleveland HeartLab, Inc.
![]() Cleveland HeartLab, Inc. Medical/Nursing ServicesHealth Services Cleveland HeartLab, Inc. operates as a holding and clinical reference laboratory company. It focuses on novel molecular biomarker technologies and the creation of proprietary diagnostic tests. The company was founded by Jake Orville and Marc S. Penn in 2009 and is headquartered in Cleveland, OH. | Medical/Nursing Services | Director/Board Member | |
TGX Medical Systems, Inc.
![]() TGX Medical Systems, Inc. Packaged SoftwareTechnology Services TGX Medical Systems, Inc. designs, develops, and markets software solutions for medical asset management and tracking. It products include Alex Gold and Alex CSM. Alex Gold correlates management of every facet of instrument and equipment use within healthcare facility, allowing doctors to have properly sterilized instrument sets. Alex CSM provides uniform count sheets of the client's instrument inventory and offers up-to-date inventory of instrument sets for fast set identification and reductions of errors and duplications. The company was founded by J. Christopher Sogard and Michael L. Good in 2000 and is headquartered in Carmel, IN. | Packaged Software | Director/Board Member | |
Improvita Health Products, Inc.
![]() Improvita Health Products, Inc. Medical/Nursing ServicesHealth Services Improvita Health Products, Inc. manufactures health care products. It provides natural and homeopathic medicines for adults. The company was founded by Tom Klamet and is headquartered in Cleveland, OH | Medical/Nursing Services | Director/Board Member | |
Lakewood Cathlolic Academy | Director/Board Member | ||
CMG Capital Management Group, Inc.
![]() CMG Capital Management Group, Inc. Investment ManagersFinance CMG Capital Management Group, Inc. (CMG) is an independent registered investment advisor headquartered in Malvern, Pennsylvania. The firm was founded by Stephen B. Blumenthal in 1992. CMG offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates and charitable organizations. | Investment Managers | Sales & Marketing | |
OrthAlign Corp.
![]() OrthAlign Corp. Medical SpecialtiesHealth Technology OrthAlign Corp. engages in the provision of precision alignment technology and products. It offers orthopedic services. The company was founded by Pieter Wolters and Curt Stone in 2008 and is headquartered in Aliso Viejo, CA. | Medical Specialties | Director/Board Member | |
Kogod School of Business | College/University | Masters Business Admin | |
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 | |
Sirius XM Radio, Inc.
![]() Sirius XM Radio, Inc. BroadcastingConsumer Services Sirius XM Radio, Inc. provides satellite radio services. It broadcasts music, sports, entertainment, comedy, news, and weather channels. The company is headquartered in New York, NY. | Broadcasting | Corporate Officer/Principal | |
University of St. Thomas (Texas) | College/University | Undergraduate Degree | |
BANKUNITED, INC. | Major Banks | Corporate Officer/Principal | |
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. | Investment Banks/Brokers | Trading-Fixed Income | |
KeyBank NA (Cleveland, Ohio)
![]() KeyBank NA (Cleveland, Ohio) Major BanksFinance KeyBank, NA engages in the provision of commercial banking services. The company was founded on January 1, 1849 and is headquartered in Cleveland, OH. | Major Banks | Corporate Officer/Principal | |
St. Mary's College (Indiana) | College/University | Undergraduate Degree | |
The Huntington National Bank (Columbus, Ohio)
![]() The Huntington National Bank (Columbus, Ohio) Major BanksFinance The Huntington National Bank engages in the provision of personal and business banking services to individuals and families, small and middle market businesses, and not-for-profit businesses. Its services include online and mobile banking, borrowing, investments, insurance, planning, and security services. The company was founded in 1866 and is headquartered in Columbus, OH. | Major Banks | Corporate Officer/Principal | |
Mutual Capital Partners
![]() Mutual Capital Partners Investment ManagersFinance Mutual Capital Partners (Mutual Capital Partners) is a venture capital firm founded in 2004 by William S Trainor, Wayne H Wallace and Rick Sapio. The firm is headquartered in Westlake, Ohio. | Investment Managers | Founder | |
The Consumer Bankers Association
![]() The Consumer Bankers Association Miscellaneous Commercial ServicesCommercial Services The Consumer Bankers Association focuses on retail banking. The company was founded in 1919 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Director/Board Member | |
Tuck School of Business at Dartmouth | College/University | Masters Business Admin | |
Anti-Defamation League
![]() Anti-Defamation League Miscellaneous Commercial ServicesCommercial Services Anti-Defamation League operates as a non-profit organization that fights anti-Semitism and all forms of bigotry, defends democratic ideals and protects civil rights for all. The firm serves as a resource for government, media, law enforcement, educators and the public. The company was founded in 1913 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Director/Board Member | |
Inovant LLC | Director/Board Member |
Estadísticas
Internacional
Estados Unidos | 48 |
Sectorial
Finance | 23 |
Consumer Services | 13 |
Health Technology | 3 |
Health Services | 3 |
Commercial Services | 3 |
Operativa
Corporate Officer/Principal | 42 |
Director/Board Member | 21 |
Undergraduate Degree | 12 |
Analyst-Equity | 9 |
Masters Business Admin | 7 |
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