Oorsprong van het eerstegraads netwerk van Lori Barland
Entiteit | Type entiteit | Industrie | |
---|---|---|---|
Westminster College (Utah)
7
| College/University | Other Consumer Services | 7 |
WaMu Investments
WaMu Investments Investment ManagersFinance Part of Mr. Cooper Group, Inc., WaMu Investments is a company based in Bellevue, WA. WaMu Investments was founded by Rebecca C. Schmitt.
4
| Subsidiary | Investment Managers | 4 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Lori Barland via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
---|---|---|---|
AMERICAN EXPRESS COMPANY | Finance/Rental/Leasing | Corporate Officer/Principal | |
Stephens, Inc.
Stephens, Inc. Investment Banks/BrokersFinance Stephens, Inc. is a full-service investment bank and brokerage firm headquartered in Little Rock, Arkansas. The firm was founded in 1933 and is a subsidiary of Susi Holdings, Inc., which is owned by Stephens Financial Services LLC. Stephens provides comprehensive securities sales and trading services, including customized solutions for clients in North America and abroad. | Investment Banks/Brokers | Analyst-Equity | |
Washington Mutual, Inc.
Washington Mutual, Inc. Savings BanksFinance Washington Mutual, Inc. provides financial services to consumers and mid sized businesses in the United States. The company primarily operates through three segments: retail banking & financial services, mortgage banking and commercial banking. The retail banking and financial services segment provides investment advisory and brokerage services, sales of annuities, mutual fund management and other financial services. This segment also purchases and re-underwrites loans to subprime borrowers. The mortgage banking segment offers various home loans including fixed rate home loans, adjustable rate home loans, hybrid home loans, option ARMs and government insured or guaranteed home loans. The commercial segment provides financing to developers and investors for the acquisition or construction of multifamily dwellings and other commercial properties, originates and services multifamily and other commercial real estate loans. The company was founded in August 1994 and is headquartered in Seattle, WA. | Savings Banks | Corporate Officer/Principal | |
CYCLO3PSS CORPORATION | Medical Specialties | President | |
Wasatch Advisors, Inc.
Wasatch Advisors, Inc. Investment ManagersFinance Wasatch Advisor Holdings LP (Wasatch) is a SEC-registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded by Samuel Stewart and David Wagstaff in 1975. They are a subsidiary of Wasatch Advisor Holdings LP, owned by WA Holdings, Inc. Wasatch provides discretionary investment advice for a variety of clients, which includes mutual funds, collective trusts, separately managed accounts and sub-advised products. | Investment Managers | Director of Research - Equity | |
Jenson Services, Inc.
Jenson Services, Inc. Financial ConglomeratesFinance Jenson Services, Inc. is a development stage company. The private company is based in Salt Lake City, UT. | Financial Conglomerates | Director/Board Member | |
ENERGROUP HOLDINGS CORP. | Food: Meat/Fish/Dairy | Corporate Secretary | |
MEDICAN ENTERPRISES, INC. | Pharmaceuticals: Other | 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 | |
Girard Securities, Inc.
Girard Securities, Inc. Investment Banks/BrokersFinance Founded in 1986, Girard Securities, Inc. is a broker-dealer located in San Diego, California. The firm is a subsidiary of RCS Capital Holdings LLC and their ultimate parent is RCS Capital Corp. (NYSE: RCAP). Girard Securities specializes in institutional and retail sales, financial planning, fixed-income investments and municipal bond underwriting. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. | Investment Banks/Brokers | Trading-Fixed Income | |
Citicorp Investment Services
Citicorp Investment Services Investment ManagersFinance Part of Citigroup, Inc., Citicorp Investment Services is a company that provides investment advice. The company is based in Long Island City, NY. | Investment Managers | Corporate Officer/Principal | |
NORTHSIGHT CAPITAL, INC. | Internet Software/Services | President | |
Plattform Building Systems, Inc. | Corporate Officer/Principal | ||
THC FARMACEUTICALS, INC. | Miscellaneous Commercial Services | Chief Executive Officer | |
Paragon Capital Management, Inc.
Paragon Capital Management, Inc. Investment ManagersFinance Paragon Capital Management, Inc., dba Paragon Wealth Management (PWM), is an independent, SEC-registered investment advisor headquartered in Provo, Utah. The firm was founded in 1986 by David "Dave” Young. PWM provides advisory services to individuals, pension and profit-sharing plans and other ERISA accounts, trusts, estates, and business entities. | Investment Managers | Chief Investment Officer | |
Sidoti & Co. LLC
Sidoti & Co. LLC Investment Banks/BrokersFinance Sidoti & Co. LLC (S&C) is a registered broker and equity research firm headquartered in New York City. The firm is a subsidiary of Sidoti Holding Co. LLC and was founded in 1999. S&C provides research exclusively to institutional investors. The firm covers the following sectors: housing, retail, basic industries, technology, business services, capital goods, automotive, computer software, regional banking, telecommunications, entertainment, healthcare and consumer products. Their analysts conduct their own due diligence which includes visiting companies and meeting with operating and financial management. In addition, the firm's analysts focus on fundamentals, particularly cash flow from operations and EPS. | Investment Banks/Brokers | Analyst-Equity | |
University of Utah | College/University | Undergraduate Degree Undergraduate Degree | |
D. A. Davidson Cos.
D. A. Davidson Cos. Investment Banks/BrokersFinance D. A. Davidson Cos. provides investment banking services. Its services include integrated brokerage, capital markets and money, and trust and wealth management services. The company operates through D.A. Davidson and Co., Investment Advisors, Trust Co., Fixed Income Management, and Davidson Travel. D. A. Davidson was founded in 1935 and is headquartered in Great Falls, MT. | Investment Banks/Brokers | Private Equity Investor | |
Brigham Young University | College/University | Undergraduate Degree | |
California State University-Fresno | College/University | Undergraduate Degree | |
State University of New York College at Geneseo | College/University | Undergraduate Degree | |
San Jose State University | College/University | Undergraduate Degree | |
HOMESTREET, INC. | Regional Banks | Director/Board Member | |
FIAM LLC
FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. The firm also sub-advices funds or accounts for affiliated advisers and unaffiliated advisers. | Investment Managers | Corporate Officer/Principal | |
FMR LLC
FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal | |
Zions Bank Capital Markets
Zions Bank Capital Markets Investment Banks/BrokersFinance Part of Zions Bancorporation, NA, Zions Bank Capital Markets is a company based in Salt Lake City, UT. | Investment Banks/Brokers | Private Equity Investor | |
Cross Creek Advisors LLC
Cross Creek Advisors LLC Investment ManagersFinance Cross Creek Advisors LLC (Cross Creek Capital) is a venture capital subsidiary of Wasatch Advisors, Inc. founded in 2006 by Karey D. Barker. The firm is headquartered in Salt Lake City, Utah. | Investment Managers | Corporate Officer/Principal | |
United Way of King County
United Way of King County Miscellaneous Commercial ServicesCommercial Services United Way of King County is a non-profit organization, which provides rental assistance, educational solutions, and financial support. Its programs include Jobs Connect, Streets to Home, Home Base, ParentChild+, Reconnecting Youth, Bridge to Finish, and Free Tax. The company was founded in 1952 and is headquartered in Seattle, WA. | Miscellaneous Commercial Services | Director/Board Member | |
The Presidio Group, Inc.
The Presidio Group, Inc. Insurance Brokers/ServicesFinance The Presidio Group, Inc. provides risk management and insurance advisory services. It offers and implements risk management strategies and insurance programs including agricultural, construction, energy, manufacturing, business, transportation, and public entity insurance and risk management programs to help companies reduce the long term cost of risk. The company was founded in 1993 and is headquartered in Salt Lake City, UT. | Insurance Brokers/Services | Chief Operating Officer | |
HomeStreet Bank
HomeStreet Bank Finance/Rental/LeasingFinance HomeStreet Bank provides banking and financial services. Its services include business banking, business lending, consumer banking, mortgage lending, residential construction financing, income property financing and insurance services. The company was founded in 1921 and is headquartered in Seattle, WA. | Finance/Rental/Leasing | Director/Board Member | |
Grandeur Peak Global Advisors LLC
Grandeur Peak Global Advisors LLC Investment ManagersFinance Grandeur Peak Global Advisors LLC (Grandeur Peak) is an independent, SEC-registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded in 2011 by Robert Gardiner, Blake Walker and Eric Huefner. Grandeur Peak provides investment management services to registered investment companies (the Grandeur Peak Funds), private pooled investment vehicles (the Grandeur Peak LPs), and accredited investors (the Grandeur Peak SMAs). Investors within these investment vehicles include individuals, trusts, financial advisers, corporations, charitable institutions, foundations, endowments, municipalities, registered investment companies, private investment funds, and other entities. | Investment Managers | Analyst-Equity | |
Citi Global Wealth Management SAM
Citi Global Wealth Management SAM Investment ManagersFinance Citi Global Wealth Management SAM (Citi GWM) is a Monaco-based wealth management subsidiary of Citigroup Global Markets Ltd., ultimately held by Citigroup, Inc. (NYSE: C), a multinational investment bank and financial services corporation headquartered in New York City. Founded in 2007, Citi GWM offers a full range of global investment products and tailored financial solutions to family offices and the ultra high net worth individuals resident in Monaco. | Investment Managers | Private Equity Investor | |
Narus Financial Partners LLC
Narus Financial Partners LLC Investment ManagersFinance Narus Financial Partners LLC (Narus) is an independent, SEC-registered investment advisor headquartered in Salt Lake City, Utah. The firm was co-founded by Jared Stubbs, Curtis Lamb, Trent Bowers, and Mike Robinson in 2014 as ClearStone Capital Management LLC. Narus generally provides investment advice to individual and institutional clients. | Investment Managers | Founder | |
XENOUS HOLDINGS, INC. | Financial Conglomerates | Chief Executive Officer | |
Russell Investments Group LLC (United States)
Russell Investments Group LLC (United States) Financial ConglomeratesFinance Part of Russell Investment Management LLC, Russell Investments is a Seattle-based investment management partner that is devoted to improving people's financial security. The American company manages investments for large institutions, advisors, and individuals. Russell Investments offers overlay services to reduce risk and access opportunities through a derivative trading overlay. The company's specialists share insights on current challenges and ideas on solutions that could support portfolios for whatever lies ahead. The company's quarterly Economic & Market Review helps explain portfolio performance in light of recent market events. | Financial Conglomerates | President | |
Violet Defense Group, Inc.
Violet Defense Group, Inc. Packaged SoftwareTechnology Services Violet Defense Group LLC develops germicidal technology. The company was founded in 2016 and is headquartered in Celebration, FL. | Packaged Software | Director/Board Member | |
Vutiliti, Inc.
Vutiliti, Inc. Packaged SoftwareTechnology Services Vutiliti, Inc. engages in the development of real-time utility monitoring and reporting mobile application that guides consumers to conserve water and energy by reducing their utility bills everyday. The company was founded by Stephen Ellis in 2015 and is headquartered in Sandy, UT. | Packaged Software | Consultant / Advisor | |
Rondure Global Advisors LLC
Rondure Global Advisors LLC Investment ManagersFinance Rondure Global Advisors LLC (Rondure) is an independent registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded by Laura Geritz in 2016. Rondure provides discretionary investment management services to the Rondure Funds, a family of no-load mutual funds that are part of the Financial Investors Trust, a series trust. | Investment Managers | Analyst-Equity | |
Cynosure Group /Private Equity/
Cynosure Group /Private Equity/ Investment ManagersFinance Cynosure Group /Private Equity/ (Cynosure Group) is a private equity firm founded in 2014 by Herbert Scruggs, Keith Taylor, and Spencer Eccles. The firm is headquartered in Salt Lake City, Utah. | Investment Managers | Founder | |
Oquirrh Ventures LLC
Oquirrh Ventures LLC Investment ManagersFinance Oquirrh Ventures LLC (Oquirrh Ventures) is a private equity firm founded in 2020 by Ron Heinz and Jevan Sadler. The firm is headquartered in Salt Lake City, UT. | Investment Managers | Founder |
Statistieken
Internationaal
Verenigde Staten | 45 |
Monaco | 2 |
Hongkong | 2 |
Sectoraal
Finance | 31 |
Consumer Services | 6 |
Technology Services | 4 |
Health Technology | 3 |
Commercial Services | 3 |
Operationeel
Corporate Officer/Principal | 16 |
Director/Board Member | 14 |
Undergraduate Degree | 9 |
President | 8 |
Masters Business Admin | 6 |
Sterkste connecties
- Beurs
- Insiders
- Lori Barland
- Bedrijfsconnecties