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Steven K. McGinnis
Oficial de Cumplimiento en SA Funds – Investment Trust .
Origen de la red de primer grado Steven K. McGinnis.
Entidad | Tipo de entidad | Industria | |
---|---|---|---|
SA Funds – Investment Trust
2
| Umbrella Fund | Investment Trusts/Mutual Funds | 2 |
Gráfico Empresas conectadas de segundo grado
Relaciones con varias empresas
Empresas conectadas a Steven K. McGinnis a través de su red personal
Empresa | Sector | Personas relacionadas | Puesto principal |
---|---|---|---|
FIRST DATA CORPORATION | Regional Banks | Corporate Officer/Principal | |
Ernst & Young LLP
![]() Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Long Island University | College/University | Undergraduate Degree | |
University of Michigan | College/University | Masters Business Admin | |
DPL Financial Partners LLC
![]() DPL Financial Partners LLC Insurance Brokers/ServicesFinance DPL Financial Partners LLC provides low-cost and commission-free insurance solutions. It offers retirement income, principal protection, annuity rescue, legacy planning, and wealth accumulation services. The company was founded by David Lau and is headquartered in Louisville, KY. | Insurance Brokers/Services | Director/Board Member | |
LEFTERIS ACQUISITION CORP. | Financial Conglomerates | Director/Board Member | |
Edelman Financial Engines LLC
![]() Edelman Financial Engines LLC Investment ManagersFinance Edelman Financial Engines LLC provides financial advisory and investment management services. The firm?s services include financial planning, investment management, retirement planning, life transitions, student loan & debt repayment advice and career growth & advancement guidance. The company was founded by Jean M. Edelman and Fredric Mark Edelman in 1986 and is headquartered in Sunnyvale, CA. | Investment Managers | Director/Board Member | |
Facet Wealth, Inc.
![]() Facet Wealth, Inc. Investment ManagersFinance Facet Wealth, Inc. provides investment advisory services. Its services include retirement planning, retirement income, education planning, income tax planning, estate planning, life planning, asset management, and legacy planning. The company was founded by Anders Jones, Patrick McKenna, Gorkem Sevinc, and Brent Weiss and is headquartered in Baltimore, MD. | Investment Managers | Director/Board Member | |
Michigan State University | College/University | Undergraduate Degree | |
ENVESTNET, INC. | Packaged Software | Director/Board Member | |
Prima Capital Holding, Inc.
![]() Prima Capital Holding, Inc. Miscellaneous Commercial ServicesCommercial Services Part of Envestnet, Inc., Prima Capital Holding, Inc. provides research and advisory services. The company is based in Denver, CO. The company was founded by James Gibson Watson. James Gibson Watson has been the CEO since incorporation. | Miscellaneous Commercial Services | Director/Board Member | |
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 | |
HONEYWELL INTERNATIONAL INC. | Aerospace & Defense | Corporate Officer/Principal | |
Allspring Global Investments Holdings LLC
![]() Allspring Global Investments Holdings LLC Investment ManagersFinance Part of Allspring Group Holdings LLC, Allspring Global Investments Holdings LLC operates as an asset management company. The company is based in Charlotte, NC. The CEO of the company is Joseph Andrew Sullivan. | Investment Managers | Director/Board Member |
Estadísticas
Internacional
Estados Unidos | 16 |
Sectorial
Finance | 9 |
Consumer Services | 4 |
Commercial Services | 3 |
Technology Services | 2 |
Electronic Technology | 2 |
Operativa
Director/Board Member | 10 |
Corporate Officer/Principal | 6 |
Independent Dir/Board Member | 3 |
Undergraduate Degree | 2 |
Comptroller/Controller/Auditor | 2 |
Las relaciones más conectadas
Insiders | |
---|---|
Charles M. Roame | 15 |
Robert J. Badolato | 6 |
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