Geoff S. Oblak
Directeur/Bestuurslid bij Exchange Solutions, Inc.
Oorsprong van het eerstegraads netwerk van Geoff S. Oblak
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
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.
668
| Non-Profit Organization | Miscellaneous Commercial Services | 668 |
Arthur Andersen LLP
 Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL.
117
| Subsidiary | Miscellaneous Commercial Services | 117 |
Hamilton College (New York)
78
| College/University | Other Consumer Services | 78 |
The Boston Security Analysts Society, Inc.
68
| Non-Profit Organization | 68 | |
Boston University
8
| College/University | Other Consumer Services | 8 |
Exchange Solutions, Inc.
 Exchange Solutions, Inc. Miscellaneous Commercial ServicesCommercial Services ESI Exchange Solutions, Inc. designs and hosts innovative buyer and seller collaboration solutions. The firm's solutions include customer loyalty programs, pre-paid and promotion programs, relationship consolidation programs, and member monetization. The company was founded by Alan Grant and Glenn Kaul in 1996 and is headquartered in Lincoln, MA.
8
| Holding Company | Miscellaneous Commercial Services | 8 |
Data Point Management Company LLC
 Data Point Management Company LLC Investment ManagersFinance Data Point Capital is a venture capital firm founded by Scott Savitz in 2012. The firm is headquartered in Boston, Massachusetts.
7
| Private Company | Investment Managers | 7 |
Vee24, Inc.
 Vee24, Inc. Commercial Printing/FormsCommercial Services Vee24, Inc. engages in the provision of web-based customer engagement solutions. It offers enterprise video chat systems for travel, tourism, automotive, personal computers, mobile, banking, finance, household electronics, fashion and clothing markets. The company was founded by Nigel Thomas and Andrew M. Henshaw in 2007 and is headquartered in Boston, MA.
6
| Holding Company | Commercial Printing/Forms | 6 |
ClickFox, Inc.
 ClickFox, Inc. Electronics DistributorsDistribution Services ClickFox, Inc. sells user behavior analysis and optimization software and services. Its products include Journey Management Suite, Journey Watch, Journey Explore and Journey Foundations. The firm also specializes in banking, insurance and utilities transition. The company was founded by Marco G. Pacelli, Tal Cohen and Nissim Harel in 2000 and is headquartered in Denver, CO.
6
| Subsidiary | Electronics Distributors | 6 |
Auction Holdings, Inc.
 Auction Holdings, Inc. Packaged SoftwareTechnology Services Auction Holdings, Inc. develops software and e-commerce applications for the auction industry. It provides bidding for fine arts, decorative arts, collectibles, estate, and general auctions. The firm is a developer of auction software, bidding and advertising and marketing services targeting independent estate auctioneers and its customers. The company was founded by Adam W. Kirsch in 1989 and is headquartered in Allston, MA.
4
| Holding Company | Packaged Software | 4 |
ScaleBase, Inc.
 ScaleBase, Inc. Packaged SoftwareTechnology Services ScaleBase, Inc. provides software solutions for scalability and availability of SQL databases. The firm offers multiple database servers work. It provides centralized management, scalability, database availability, delivery models, and industry solutions. The company was founded by Doron Levari and Liran Zelkha in 2009 and is headquartered in Boston, MA.
3
| Subsidiary | Packaged Software | 3 |
Norwest Venture Partners
 Norwest Venture Partners Investment ManagersFinance Norwest Venture Partners is a venture capital division of Norwest Partners founded in 1961. The firm is headquartered in Palo Alto, California with additional offices in Mumbai and Herzliya.
1
| Holding Company | Investment Managers | 1 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Geoff S. Oblak via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
The New York Society of Security Analysts, Inc.
 The New York Society of Security Analysts, Inc. Miscellaneous Commercial ServicesCommercial Services The New York Society of Security Analysts, Inc. operates as a financial services trade group and networking forum for wall street and provides Chartered Financial Analyst (CFA) exam. The company was founded in 1937 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| Boston College | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Graduate Degree Doctorate Degree | |
Eaton Vance Management
 Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM provides investment advice to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Fixed Income | |
Hong Kong Institute of Certified Public Accountants
 Hong Kong Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services Hong Kong Institute of Certified Public Accountants operates under the professional accountant’s ordinance and works in the public interest. It offers CPA qualification programme and promulgating financial reporting, auditing and ethical standards in Hong Kong. The company was founded on January 1, 1973 and is headquartered in Hong Kong. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| University of Massachusetts | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Doctorate Degree Graduate Degree Masters Business Admin Undergraduate Degree | |
Chartered Professional Accountants of Canada
 Chartered Professional Accountants of Canada Miscellaneous Commercial ServicesCommercial Services Chartered Professional Accountants of Canada (CPA) is a national accounting organization representing over 220,000 CPAs at national and international levels. The non-profit company is based in Toronto, Canada. CPA Canada collaborates with provincial and territorial regulatory bodies to support the profession and promote transparency in financial markets. The organization contributes to standard setting and public policy and works with international bodies to build a stronger accounting profession worldwide. CPA Canada provides extensive resources covering sustainability, corporate reporting, standards, and audit issues. The organization champions best practices that benefit business and society and prepares its members for an ever-evolving operating environment featuring unprecedented change. Pamela Steer has been the CEO of the Canadian company since 2022. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| Bentley University | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
Boston Management & Research
 Boston Management & Research Investment ManagersFinance Boston Management & Research (BMR) is an investment management firm headquartered in Boston, Massachusetts. The firm is a subsidiary of Eaton Vance Management, ultimately held by Morgan Stanley (NYSE: MS). BMR was founded in 1924 and provides investment advisory services only to registered investment companies and private funds. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Fixed Income | |
SSgA Funds Management, Inc.
 SSgA Funds Management, Inc. Investment ManagersFinance SSgA Funds Management, Inc. (SSgA FM) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles. | Investment Managers | Corporate Officer/Principal Head-Fixed Income Invts Portfolio Manager-Equities | |
| University of Toronto | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Association of Chartered Certified Accountants
 Association of Chartered Certified Accountants Miscellaneous Commercial ServicesCommercial Services The Association of Chartered Certified Accountants (ACCA) is a professional body for accountants. The non-profit company is based in Glasgow, UK, and has subsidiaries in Mauritius, United Kingdom, and Hong Kong. The British company offers a program called ALP-C, which approves learning materials from high-quality content providers to support studying towards ACCA's qualification. The role of the CFO is evolving beyond finance to include reporting on value-centric aspects of their operations, as companies move towards sustainable practices. The CEO of the company is Helen Joanna Brand. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| CFA Society of Dallas-Fort Worth, Inc. | Corporate Officer/Principal Corporate Officer/Principal Director/Board Member | ||
State Street Global Advisors
 State Street Global Advisors Investment ManagersFinance State Street Global Advisors (State Street Global Advisors) is a private equity subsidiary of State Street Corp. founded in 1978. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Sales & Marketing Corporate Officer/Principal | |
Invaluable LLC
 Invaluable LLC Internet RetailRetail Trade Invaluable LLC provides an online database of information on antiques, art, and related auction sales. It provides marketing and e-commerce solutions, including auction listings, online biddings, Websites, and auction management software options (RFC systems) to estate and art auctioneers worldwide. The company was founded in 1989 and is headquartered in Boston, MA. | Internet Retail | Founder Chief Executive Officer | |
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 Corporate Officer/Principal | |
CFA Society of San Francisco
 CFA Society of San Francisco Miscellaneous Commercial ServicesCommercial Services CFA Society of San Francisco provides educational services. It offers a multi-review course which provides structured, classroom-based approach to preparing for the examination. The firm focuses on the assigned materials in the study guides from CFA Institute, with an emphasis on the Learning Outcome Statements (LOS). The company was founded in 1929 and is headquartered in San Francisco, CA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Fidelity Management & Research Co. LLC
 Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
| Yale University | College/University | Undergraduate Degree Graduate Degree | |
| Warsaw School of Economics | College/University | Graduate Degree Undergraduate Degree | |
| EATON VANCE TAX-ADVANTAGED GLOBAL DIVIDEND INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member President | |
| Dartmouth College | College/University | Undergraduate Degree Undergraduate Degree | |
| DePaul University | College/University | Undergraduate Degree Masters Business Admin | |
| Investment Management Consultants Association | Corporate Officer/Principal Corporate Officer/Principal | ||
| NORTHERN TRUST CORPORATION | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Virginia Darden School of Business | College/University | Corporate Officer/Principal Masters Business Admin | |
Allspring Global Investments LLC
 Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 1, 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals. | Investment Managers | Analyst-Equity Analyst-Equity | |
The Chinese Institute of Certified Public Accountants
 The Chinese Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The Chinese Institute of Certified Public Accountants operates as an accounting organization. The private company is based in Beijing, China. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| FINO PAYMENTS BANK LIMITED | Regional Banks | Director/Board Member Director/Board Member | |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity | |
Northeastern University
 Northeastern University Other Consumer ServicesConsumer Services Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools. | College/University | Masters Business Admin Graduate Degree | |
| LUPIN LIMITED | Pharmaceuticals: Other | Director/Board Member Director/Board Member | |
Manulife Investment Management (US) LLC
 Manulife Investment Management (US) LLC Investment ManagersFinance Manulife Investment Management (US) LLC (Manulife IM-US) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1968 and is a subsidiary of John Hancock Subsidiaries LLC, ultimately held by Manulife Financial Corp. (NYSE, TSE: MFC), a Canadian-based financial services firm. Manulife IM-US manages assets for a variety of institutional and other types of clients, such as public and private pension funds, foundations, mandatory provident funds outside the US, financial institutions, investment trusts, separately managed account clients, and high net-worth individuals. The firm also manages registered funds, which includes UCITS, US and Canadian open- and closed-end mutual funds and privately-offered unregistered investment funds. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Equities | |
| EMBASSY OFFICE PARKS REIT | Real Estate Investment Trusts | Director/Board Member Chief Executive Officer | |
| Sawyer Business School | College/University | Graduate Degree Graduate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Doctorate Degree Doctorate Degree | |
| Drexel University | College/University | Masters Business Admin Masters Business Admin | |
| RALLIS INDIA LIMITED | Chemicals: Agricultural | Director/Board Member Director/Board Member | |
| JSW STEEL LIMITED | Steel | Director/Board Member Director/Board Member | |
Global Association of Risk Professionals
 Global Association of Risk Professionals Miscellaneous Commercial ServicesCommercial Services The Global Association of Risk Professionals is an organization that provides risk management solutions. The non-profit company is based in Jersey City, NJ. The company was founded by Marc Lore, Lev Borodovsky. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Wisconsin | College/University | Undergraduate Degree Masters Business Admin | |
| College of the Holy Cross (Massachusetts) | College/University | Undergraduate Degree Undergraduate Degree |
Statistieken
Internationaal
| Verenigde Staten | 40 |
| India | 6 |
| Canada | 3 |
| Hongkong | 2 |
| Verenigd Koninkrijk | 2 |
Sectoraal
| Consumer Services | 18 |
| Finance | 14 |
| Commercial Services | 9 |
| Miscellaneous | 7 |
| Retail Trade | 2 |
Operationeel
| Corporate Officer/Principal | 390 |
| Director/Board Member | 292 |
| Undergraduate Degree | 88 |
| Chairman | 79 |
| Independent Dir/Board Member | 78 |
Sterkste connecties
| Insiders | |
|---|---|
| John Finbar Driscoll | 61 |
| Punita Kumar Sinha | 48 |
| James Mworia | 32 |
| Catherine Gignac | 27 |
| Adam Andrew Weigold | 25 |
| Swe Guan Lim | 25 |
| Craig Brandon | 23 |
| Hisham bin Zainal Mokhtar | 22 |
| Scott Savitz | 19 |
| Mike Allison | 18 |
| William Koutsouras | 18 |
| William H. Ahern | 18 |
| Gordon Baird | 17 |
| Mandy Abramsohn | 16 |
| Kee Wai Lo | 15 |
- Beurs
- Insiders
- Geoff S. Oblak
- Bedrijfsconnecties