Melissa Loner
Compliance Officer en AVANTAX, INC. .
Origen de la red de primer grado Melissa Loner.
Entidad | Tipo de entidad | Industria | |
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Public Company | Packaged Software | 29 | |
Financial Services Institute, Inc.
28
| Non-Profit Organization | 28 | |
National Association of Insurance & Financial Advisors
National Association of Insurance & Financial Advisors Miscellaneous Commercial ServicesCommercial Services National Association of Insurance & Financial Advisors represents licensed life insurance agents and financial advisors. It provides life insurance and annuities, health insurance and employee benefits, multiline, and financial advising and investments services. The company was founded in June 1890 and is headquartered in Arlington, VA.
20
| Non-Profit Organization | Miscellaneous Commercial Services | 20 |
National Society of Compliance Professionals
17
| Non-Profit Organization | 17 |
Gráfico Empresas conectadas de segundo grado
Relaciones con varias empresas
Empresas conectadas a Melissa Loner a través de su red personal
Empresa | Sector | Personas relacionadas | Puesto principal |
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Brandywine Global Investment Management LLC
Brandywine Global Investment Management LLC Investment ManagersFinance Brandywine Global Investment Management LLC (Brandywine Global) is a registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1986 and is a wholly-owned subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. (NYSE: BEN). Brandywine Global provides discretionary investment management services to a variety of clients such as institutions, individuals, and various registered and unregistered pooled investment vehicles. In addition, they are the sub-advisor to affiliated and non-affiliated mutual funds and act as a sub-advisor to several wrap programs sponsored by unaffiliated program sponsors. | Investment Managers | Corporate Officer/Principal | |
MID PENN BANCORP, INC. | Regional Banks | Director/Board Member Director/Board Member | |
Mid Penn Bank
Mid Penn Bank Regional BanksFinance Part of Mid Penn Bancorp, Inc., Mid Penn Bank is a state chartered commercial bank. The private company is based in Millersburg, PA. Rory G. Ritrievi has been the CEO of the company since 2009. | Regional Banks | Director/Board Member Director/Board Member | |
LADENBURG THALMANN FINANCIAL SERVICES | Investment Banks/Brokers | Chief Operating Officer Chief Executive Officer | |
Goldman Sachs International
Goldman Sachs International Financial ConglomeratesFinance Goldman Sachs International (GSI) is the Great Britain-based, wholly-owned brokerage subsidiary of Goldman Sachs Group UK Ltd., ultimately held by The Goldman Sachs Group, Inc. (NYSE: GS) in the US. The firm was founded in 1988 and formerly known as Trushelfco Ltd. Headquartered in London, GSI provides prime brokerage, securities lending, futures services and financing services for a range of clients such as corporations, financial institutions, governments and high-net worth individuals. | Financial Conglomerates | Corporate Officer/Principal | |
Google LLC
Google LLC Internet Software/ServicesTechnology Services Google LLC engages in the operation of internet portal and search index website. It provides online advertising technologies, search engine, cloud computing, and software solutions. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on September 4, 1998 and is headquartered in Mountain View, CA. | Internet Software/Services | Director/Board Member Corporate Officer/Principal | |
RecoverCare LLC
RecoverCare LLC Medical DistributorsDistribution Services RecoverCare LLC provides wound care management, bariatric management and safe patient handling solutions. The firm distributes therapeutic support surfaces, bariatric, wound care, and safe patient handling equipment and solutions across the entire continuum of care, including acute care hospitals, long term acute care hospitals, skilled nursing facilities, rehabilitation facilities, and hospice facilities. The company was founded in 1992 and is headquartered in Charlotte, NC. | Medical Distributors | Chief Executive Officer | |
TaxAct, Inc.
TaxAct, Inc. Packaged SoftwareTechnology Services TaxACT, Inc. provides income tax preparation software. It specializes in business, personal, professional tax software and state tax returns. The company was founded by Lance G. Dunn in 1998 and is headquartered in Cedar Rapids, IA. | Packaged Software | Director/Board Member Corporate Officer/Principal | |
Cornerstone Financial Services, Inc. (Indiana)
Cornerstone Financial Services, Inc. (Indiana) Investment ManagersFinance Cornerstone Financial Services, Inc. is a private company based in Greenfield, IN. The company provides investment advice to its clients. | Investment Managers | Corporate Officer/Principal | |
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 | |
KPMG LLP
KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
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 | |
UniCredit Bank GmbH
UniCredit Bank GmbH Regional BanksFinance UniCredit Bank AG provides banking services. It offers banking and financial products to corporate as well as public and private sector clients. The company operates through three segments: Commercial Banking, Corporate & Investment Banking and Other/Consolidation. The Commercial Banking segment offers consumer loans, mortgage loans, savings-and-loan and insurance products and banking services for retail customers. The corporate & Investment Banking segment operates through three divisions HVB, UniCredit Bank Austria AG and UniCredit spa. The other/consolidation segment encompasses the chief operating office business unit, activities of the group corporate center business unit and consolidation effects. The company was founded on July 1, 1869 and is headquartered in Munich, Germany. | Regional Banks | Corporate Officer/Principal | |
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 | Undergraduate Degree Graduate Degree | |
Stanford University | College/University | Masters Business Admin Undergraduate Degree | |
National Regulatory Services, Inc./NRS Systems, Inc.
National Regulatory Services, Inc./NRS Systems, Inc. Investment Banks/BrokersFinance Part of Woodbridge Co. Ltd. /New/, National Regulatory Services, Inc./NRS Systems, Inc. is a private company that provides investment advisory, broker-dealer, and insurance services. The company is based in Lakeville, CT. National Regulatory Services, Inc./NRS Systems was acquired by Thomcorp Holdings, Inc. on May 20, 1999. The company was founded by Jacqueline Hallihan Merwin. | Investment Banks/Brokers | Founder | |
H.D. Vest, Inc.
H.D. Vest, Inc. Financial ConglomeratesFinance H.D. Vest, Inc. operates as a holding company with interests in providing financial services. The firm through its subsidiaries offers financial products, advisory and custodial services, insurance and retirement services. The firm offers financial services under the HD Vest name; securities through HD Vest Investment Services and; advisory services through HD Vest Advisory Services. The company was founded in 1983 by Herbie Darwin Vest and is headquartered in Irving, TX. | Financial Conglomerates | Chief Executive Officer Corporate Officer/Principal | |
York University | College/University | Undergraduate Degree Undergraduate Degree | |
Hampden-Sydney College | College/University | Undergraduate Degree | |
The Johns Hopkins University | College/University | Undergraduate Degree | |
LaSalle University | College/University | Undergraduate Degree | |
Miami University | College/University | Graduate Degree | |
Northern Illinois University | College/University | Graduate Degree Undergraduate Degree | |
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 Corporate Officer/Principal | |
Securities Industry & Financial Markets Association, Inc.
Securities Industry & Financial Markets Association, Inc. Miscellaneous Commercial ServicesCommercial Services Securities Industry & Financial Markets Association, Inc. (SIFMA) is an organization that represents the securities industry in the United States. The private company is based in New York, NY and has subsidiaries in the United States. The company's main focus is advocating for effective and resilient capital markets. The CEO of the company is Kenneth E. Bentsen. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
The Invest In Others Charitable Foundation
The Invest In Others Charitable Foundation Miscellaneous Commercial ServicesCommercial Services The Invest In Others Charitable Foundation is a 501(c)(3) organization that is backed by the financial services industry. The foundation's mission is to enhance the charitable efforts of financial advisors, employees, and their firms. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member Director/Board Member | |
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 | |
Investment Management Consultants Association | Corporate Officer/Principal Corporate Officer/Principal Director/Board Member | ||
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. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Chairman | |
The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin | |
The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
Financial Industry Regulatory Authority, Inc.
Financial Industry Regulatory Authority, Inc. Investment Banks/BrokersFinance Financial Industry Regulatory Authority, Inc. engages in the provision of securities regulation, complementary compliance, and technology-based services. Its services include writing and enforcing rules governing the activities of securities firms with brokers, examining firms for compliance with those rules, fostering market transparency, and educating investors. The company was founded in 2007 and is headquartered in Washington, DC. | Investment Banks/Brokers | Corporate Officer/Principal Director/Board Member | |
The Paley Center for Media
The Paley Center for Media Internet Software/ServicesTechnology Services The Paley Center for Media is a non-profit organization that leads discussions about the cultural, creative, and social significance of television, radio, and emerging platforms. The non-profit company is based in Beverly Hills, CA. The center draws upon its curatorial expertise, an international collection, and close relationships with the media community to provide respected programming. The Paley Archive, containing over 160,000 television and radio programs and advertisements, is accessible to the public. The center also serves as a neutral setting for media professionals to engage in discussion and debate about the evolving media landscape. Maureen J. Reidy has been the CEO of the company since 2013. | Internet Software/Services | Corporate Officer/Principal Director/Board Member | |
University of Massachusetts | College/University | Undergraduate Degree Undergraduate Degree | |
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 | |
TD Securities Ltd.
TD Securities Ltd. Investment Banks/BrokersFinance Part of The Toronto-Dominion Bank, TD Securities Ltd. is a brokerage firm. The private company is based in London, UK. The British company was founded in 1855. John James Moore has been the CEO of the company since 2009. | Investment Banks/Brokers | Corporate Officer/Principal | |
Columbia Business School | College/University | Masters Business Admin | |
American Heart Association, Inc.
American Heart Association, Inc. Miscellaneous Commercial ServicesCommercial Services American Heart Association, Inc. operates a voluntary health organization funded by private contributions. The organization offers services for coronary heart diseases and strokes, high blood cholesterol & physical inactivity, obesity, and diabetes. The company was founded in 1924 and is headquartered in Dallas, TX. | Miscellaneous Commercial Services | Director/Board Member | |
Securities & Exchange Commission Historical Society | Corporate Officer/Principal | ||
Brace Industrial Group, Inc.
Brace Industrial Group, Inc. Engineering & ConstructionIndustrial Services Brace Industrial Group, Inc. provides scaffolding, insulation, painting, coating and fire-proofing services to a variety of industrial clients. The firm serves the energy, petrochemical, manufacturing and agricultural sectors. It offers a compelling value proposition that combines proprietary equipment and services. The company was founded in 2013 and is headquartered in Houston, TX. | Engineering & Construction | Chief Executive Officer | |
Ascendant Compliance Management, Inc.
Ascendant Compliance Management, Inc. Miscellaneous Commercial ServicesCommercial Services Ascendant Compliance Management, Inc. is engaged in the provision of compliance consulting services. Its offers integrated compliance and business solutions, conferences, and online education and training. The firm serves investment advisers, broker dealers, hedge funds, and private equity firms. The company was founded in 2006 and is headquartered in Salisbury, CT. | Miscellaneous Commercial 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 |
Estadísticas
Internacional
Estados Unidos | 42 |
Reino Unido | 3 |
Alemania | 2 |
Canadá | 2 |
Sectorial
Finance | 17 |
Consumer Services | 14 |
Commercial Services | 10 |
Technology Services | 4 |
Distribution Services | 2 |
Operativa
Corporate Officer/Principal | 191 |
Director/Board Member | 169 |
Chief Executive Officer | 53 |
Undergraduate Degree | 52 |
President | 50 |
Las relaciones más conectadas
Insiders | |
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Jerald Christopher Jackson | 37 |
Gary Glessner | 26 |
Brian S. Hamburger | 22 |
Mark Ernst | 21 |
Sheryl J. Chiddenton | 20 |
Jana Schreuder | 18 |
Steven Aldrich | 17 |
Theodore Mowery | 16 |
Georganne Proctor | 15 |
Scott Spiker | 15 |
Mary S. Zappone | 14 |
Stephen J. Davis | 13 |
Karthik Rao | 13 |
Anthony S. Dell | 13 |
Todd Mackay | 13 |
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- Insiders
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