Kelly Dancy
Director/Miembro de la Junta en Society of Financial Service Professionals .
Origen de la red de primer grado Kelly Dancy.
| Entidad | Tipo de entidad | Industria | |
|---|---|---|---|
Society of Financial Service Professionals
 Society of Financial Service Professionals Investment ManagersFinance Society of Financial Service Professionals is a national network of credentialed professionals working in diverse financial disciplines. It promotes its members by delivering education programming, by establishing and rewarding the ethical conduct, and by cultivating mutually beneficial relationships among credentialed financial service professionals. The company was founded in 1928 and is headquartered in Newtown Square, PA.
52
| Non-Profit Organization | Investment Managers | 52 |
Gráfico Empresas conectadas de segundo grado
Relaciones con varias empresas
Empresas conectadas a Kelly Dancy a través de su red personal
| Empresa | Sector | Personas relacionadas | Puesto principal |
|---|---|---|---|
The American Institute of Certified Public Accountants
 The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Financial Planning Association
 Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
American Bar Association
 American Bar Association Miscellaneous Commercial ServicesCommercial Services American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Certified Financial Planner Board of Standards, Inc.
 Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
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 | |
| Pennsylvania State Bar Association | Corporate Officer/Principal Corporate Officer/Principal | ||
| Arizona Society of Certified Public Accountants | Corporate Officer/Principal Corporate Officer/Principal | ||
| American Society of Chartered Life Underwriters | President Corporate Officer/Principal | ||
| Brigham Young University | College/University | Graduate Degree Undergraduate Degree | |
CopperPoint Insurance Co.
 CopperPoint Insurance Co. Life/Health InsuranceFinance CopperPoint Insurance Co. engages in provision of mutual commercial lines insurance services. It offers workers' compensation insurance, as well as business insurance products including property and casualty coverage in the state of Arizona. The company was founded in 1925 and is headquartered in Phoenix, AZ. | Life/Health Insurance | Director of Finance/CFO Corporate Officer/Principal | |
| University of Wisconsin | College/University | Undergraduate Degree Masters Business Admin | |
CPCU Society
 CPCU Society Insurance Brokers/ServicesFinance The CPCU Society is a community for risk management and insurance professionals. The society is based in Malvern, PA. The society provides exclusive networking, knowledge, leadership opportunities, and career resources to its members. The society hosts an annual event called In2Risk, which focuses on emerging issues, industry trends, leadership development, and networking. | Insurance Brokers/Services | Corporate Officer/Principal Corporate Officer/Principal | |
National Association of Health Underwriters
 National Association of Health Underwriters Miscellaneous Commercial ServicesCommercial Services The National Association of Health Underwriters operates a health underwriters association. The non-profit company is based in Arlington, VA and has subsidiaries in the United States. The CEO of the company is Janet Trautwein. | Miscellaneous Commercial Services | President | |
| Broker's Health Insurance Network, Inc. | Corporate Officer/Principal | ||
National Association of Independent Life Brokerage Agencies
 National Association of Independent Life Brokerage Agencies Miscellaneous Commercial ServicesCommercial Services Part of Finseca, National Association of Independent Life Brokerage Agencies operates a national association of life, health, and annuity insurance distributors. The company is based in Fairfax, VA. National Association of Independent Life Brokerage Agencies was acquired by Finseca on May 20, 2022. Dan LaBert has been the CEO of the company since 2017. | Miscellaneous Commercial Services | Chairman | |
Ministry Partners Investment Co. LLC
 Ministry Partners Investment Co. LLC Financial ConglomeratesFinance Ministry Partners Investment Co. LLC is a credit union service organization and a non-bank financial services company, which engages in the provision of ministries with Biblically based, value-driven financial services, and by funding services to the credit unions who serve ministries. It operates through the following segments: Finance Company, Broker Dealer, and Other Segments. The Finance Company segment uses funds from the sale of debt securities, operations, and loan participations to originate or purchase mortgage loans. The Broker Dealer segment include fee income by selling debt securities and other investment products, as well as providing investment advisory services. The company was founded in 1991 and is headquartered in Brea, CA. | Financial Conglomerates | Director/Board Member | |
Bankers & Investors Co.
 Bankers & Investors Co. Investment ManagersFinance Part of Valley View Bancshares, Inc., Bankers & Investors Co. is a company that provides investment advice. The company is based in Kansas City, KS. | Investment Managers | President | |
The Kansas Chamber of Commerce
 The Kansas Chamber of Commerce Miscellaneous Commercial ServicesCommercial Services The Kansas Chamber of Commerce is a chamber of commerce organization. The non-profit company is based in Topeka, KS. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Ministry Partners Securities LLC
 Ministry Partners Securities LLC Investment Banks/BrokersFinance Ministry Partners Securities LLC is a private company based in Fresno, CA. Darren Thompson has been the CEO of the company since 2023. | Investment Banks/Brokers | Chairman | |
Advisors Excel LLC
 Advisors Excel LLC Insurance Brokers/ServicesFinance Advisors Excel LLC provides insurance marketing services. It provides access to proprietary products, unparalleled training, proven marketing and lead generation support. The company was founded in 2005 by Cody Foster, David Callanan and Derek Thompson and is headquartered in Topeka, KS. | Insurance Brokers/Services | Corporate Officer/Principal | |
| Employers Mutual Acceptance Co. | Founder | ||
| GF Investment Services LLC | Founder | ||
| University of Florida | College/University | Undergraduate Degree | |
Economic Development Corp.
 Economic Development Corp. Financial ConglomeratesFinance Economic Development Corp. provides financial and investment services. The private company is based in Trenton, NJ. The CEO of the company is Katrina Smith. | Financial Conglomerates | Corporate Officer/Principal | |
Global Financial Private Client LLC
 Global Financial Private Client LLC Investment ManagersFinance Global Financial Private Client LLC is a financial private client wealth management company that offers an array of services, including tax mitigation, asset protection, wealth management, lifestyle services, and cash flow analysis. The company is based in Sarasota, FL. The company aims to redefine and reinvent the role of financial adviser and improve the relationship between client and adviser for a stronger bond and more personal and productive future. | Investment Managers | Chief Executive Officer | |
Tokio Marine Specialty Insurance Co.
 Tokio Marine Specialty Insurance Co. Multi-Line InsuranceFinance Tokio Marine Specialty Insurance Co. provides commercial insurance products. It offers excess and surplus lines commercial insurance protection to specialized industries, such as contracting, environmental, hospitality, manufacturing, real estate, and retail. The company is headquartered in Bala Cynwyd, PA. | Multi-Line Insurance | Corporate Officer/Principal | |
| Art Jetter & Co. | Founder | ||
| BLACKHAWK BANCORP, INC. | Regional Banks | Director/Board Member | |
| Society of Underwriting Brokers | Corporate Officer/Principal | ||
| Long Island University | College/University | Masters Business Admin | |
CNA Insurance Co. Ltd.
 CNA Insurance Co. Ltd. Property/Casualty InsuranceFinance Part of Loews Corp., CNA Insurance Co. Ltd. is a British company that provides insurance services. The company is based in London, UK. The company was founded in 1864. David John Brosnan has been the CEO of the company since 2013. | Property/Casualty Insurance | Corporate Officer/Principal | |
Byron Udell & Associates, Inc.
 Byron Udell & Associates, Inc. Insurance Brokers/ServicesFinance Byron Udell & Associates, Inc. provides life insurance services. It offers term life, permanent life, child life, no medical exam, accidental death, and guaranteed life insurance as well as term conversion. The company was founded by Byron J. Udell in 1986 and is headquartered in Wheeling, IL. | Insurance Brokers/Services | Chief Operating Officer | |
| DePaul University | College/University | Undergraduate Degree | |
| Loyola University of Chicago | College/University | Graduate Degree | |
Kessler Financial Services, LLC
 Kessler Financial Services, LLC Financial ConglomeratesFinance Kessler Financial Services LP provides financial services. It offers M&A advisory, marketing and consulting, partnership, credit card consulting and capital service. The company serves the affinity, co-brand, financial institution and credit union and retail industries. The company was founded by Howard J. Kessler in 1979 and is headquartered in Boston, MA. | Financial Conglomerates | Corporate Officer/Principal | |
| CITIGROUP INC. | Major Banks | Corporate Officer/Principal | |
| Manhattan College | College/University | Undergraduate Degree | |
NEXT Financial Holdings, Inc.
 NEXT Financial Holdings, Inc. Investment ManagersFinance NEXT Financial Holdings, Inc. provides investment management and brokerage services for professionals in the financial industry. It focuses on retirees and baby boomers. The company was founded by David Lee Holtz and is headquartered in Houston, TX. | Investment Managers | Director/Board Member | |
| THE MARKETING ALLIANCE, INC. | Insurance Brokers/Services | Director/Board Member | |
Paxen LLC
 Paxen LLC Publishing: Books/MagazinesConsumer Services Paxen LLC provides outcome-based educational programs. It specializes in developing and delivering training programs that build academic, life, and employability skills for at-risk youth and out-of-work adults. The company was founded in 1984 and is headquartered in Melbourne, FL. | Publishing: Books/Magazines | Director/Board Member | |
| Financial Services Institute, Inc. | Corporate Officer/Principal | ||
Professional Association of Customer Engagement
 Professional Association of Customer Engagement Miscellaneous Commercial ServicesCommercial Services Professional Association of Customer Engagement provides omni-channel customer engagement solutions for marketing, customer service, and compliance. It offers programs and trainings to its members through partnerships, advocacy, compliance, and education. The company was founded in 2003 and is headquartered in Avon, IN. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Pacific Life Fund Advisors LLC
 Pacific Life Fund Advisors LLC Investment ManagersFinance Pacific Life Fund Advisors LLC (PLFA) is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded by Brian Robertson in 2007 and they are a direct subsidiary of Pacific Life Insurance Co., an indirect, wholly-owned subsidiary of Pacific Mutual Holding Co. PLFA provides discretionary investment advisory services to US open-ended mutual funds and a private investment fund. | Investment Managers | Sales & Marketing | |
Pacific Life Insurance Co.
 Pacific Life Insurance Co. Life/Health InsuranceFinance Pacific Life Insurance Co. provides insurance products and service. It offers annuities, mutual funds to individuals, businesses and pension plans. The company was founded on May 9th 1868 and is headquartered in Newport Beach, CA. | Life/Health Insurance | Corporate Officer/Principal | |
Pacific Life & Annuity Co.
 Pacific Life & Annuity Co. Life/Health InsuranceFinance Pacific Life & Annuity Co. provides life insurance, annuities, structured settlement annuities and other investment products and services for individuals and businesses. It also offers wealth preservation, retirement income, income for life, investment products and services, mutual funds, annuities, life insurance, financial protection, and wealth accumulation. The company is headquartered in Newport Beach, CA. | Life/Health Insurance | Chief Executive Officer |
Estadísticas
Internacional
| Estados Unidos | 50 |
| Reino Unido | 2 |
Sectorial
| Finance | 23 |
| Commercial Services | 12 |
| Consumer Services | 9 |
Operativa
| Corporate Officer/Principal | 126 |
| Director/Board Member | 58 |
| Undergraduate Degree | 22 |
| President | 20 |
| Chairman | 12 |
Las relaciones más conectadas
| Insiders | |
|---|---|
| Richard H. Booth | 25 |
| Brian S. Hamburger | 22 |
| Babar Ali Lakhani | 19 |
| Brent Clark Nelson | 12 |
| Eddie F. Hearp | 11 |
| Tom McIntire | 11 |
| Daniel G. Walseth | 11 |
| F. Warren Jacoby | 10 |
| Geoffrey Allen Frazier | 9 |
| Arthur Jetter | 8 |
| Brent J. McClean | 7 |
| James C. Bly | 7 |
| Julie Roper | 7 |
| Gonzalo Garcia | 7 |
| Hicks Holly | 6 |
- Bolsa de valores
- Insiders
- Kelly Dancy
- Conexiones Empresas
