Robert K. Ward
Director Ejecutivo en QUODD Financial Information Services, Inc. .
Perfil
Mr. Robert K.
Ward is Independent Director at Merriman Holdings, Inc. He is on the Board of Directors at Merriman Holdings, Inc., Finaconnect, Inc., and Envestnet Retirement Solutions LLC.
He received his undergraduate degree from Colby College and an MBA from Bentley University.
Cargos activos de Robert K. Ward
| Empresas | Cargo | Inicio |
|---|---|---|
Finaconnect, Inc.
 Finaconnect, Inc. Internet Software/ServicesTechnology Services Finaconnect, Inc. engages in the operation of a software as a services (SaaS) platform that provides reporting and practice management. The company was founded by Scott Lee and is headquartered in Seattle, WA. | Director/Miembro de la Junta | - |
Envestnet Retirement Solutions LLC
 Envestnet Retirement Solutions LLC Packaged SoftwareTechnology Services Envestnet Retirement Solutions LLC, a subsidiary of Envestnet, Inc. provides retirement advisors with an integrated platform that combines one of the industry’s leading practice management technology, research and due diligence, data aggregation, compliance tools and intelligent managed account solutions. ERS leverages Envestnet’s advanced capabilities and resources, along with its experience in investment research, portfolio construction and investment management, to meet the specialized needs of each retirement plan stakeholder, from plan participants to sponsors, advisors to home offices and record keepers to DCIOs. | Director/Miembro de la Junta | - |
QUODD Financial Information Services, Inc.
 QUODD Financial Information Services, Inc. Packaged SoftwareTechnology Services QUODD Financial Information Services, Inc. provides real time data management solutions. Its technology allows an enterprise in content selection. The company was founded in 1999 by Keith Savitz and Angie Abernathy and is headquartered in Jersey City, NJ. | Director Ejecutivo | 01/10/2020 |
Financeware Holdings LLC
 Financeware Holdings LLC Investment ManagersFinance Financeware Holdings LLC provides financial services. The company is headquartered in Radnor, PA. | Director Ejecutivo | - |
Antiguos cargos conocidos de Robert K. Ward.
| Empresas | Cargo | Fin |
|---|---|---|
| MERRIMAN HOLDINGS, INC. | Director/Miembro de la Junta | 16/03/2016 |
Formación de Robert K. Ward.
| Bentley University | Masters Business Admin |
| Colby College | Undergraduate Degree |
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas cotizadas | 1 |
|---|---|
| MERRIMAN HOLDINGS, INC. | Finance |
| Empresas privadas | 4 |
|---|---|
QUODD Financial Information Services, Inc.
QUODD Financial Information Services, Inc. Packaged SoftwareTechnology Services QUODD Financial Information Services, Inc. provides real time data management solutions. Its technology allows an enterprise in content selection. The company was founded in 1999 by Keith Savitz and Angie Abernathy and is headquartered in Jersey City, NJ. | Technology Services |
Financeware Holdings LLC
Financeware Holdings LLC Investment ManagersFinance Financeware Holdings LLC provides financial services. The company is headquartered in Radnor, PA. | Finance |
Finaconnect, Inc.
Finaconnect, Inc. Internet Software/ServicesTechnology Services Finaconnect, Inc. engages in the operation of a software as a services (SaaS) platform that provides reporting and practice management. The company was founded by Scott Lee and is headquartered in Seattle, WA. | Technology Services |
Envestnet Retirement Solutions LLC
Envestnet Retirement Solutions LLC Packaged SoftwareTechnology Services Envestnet Retirement Solutions LLC, a subsidiary of Envestnet, Inc. provides retirement advisors with an integrated platform that combines one of the industry’s leading practice management technology, research and due diligence, data aggregation, compliance tools and intelligent managed account solutions. ERS leverages Envestnet’s advanced capabilities and resources, along with its experience in investment research, portfolio construction and investment management, to meet the specialized needs of each retirement plan stakeholder, from plan participants to sponsors, advisors to home offices and record keepers to DCIOs. | Technology Services |
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