Mukesh Mehta
Chief Tech/Sci/R&D Officer bij ASSETMARK FINANCIAL HOLDINGS, INC.
Vermogen: 11 M $ op 31-03-2024
Profiel
Mukesh Mehta is currently the Chief Information Officer & Executive VP at AssetMark Financial Holdings, Inc. He previously held positions as VP-Finance & Corporate Administration Technology at The Charles Schwab Corp., Chief Information Officer at TD Ameritrade, Inc., Chief Information Officer & Senior Vice President at Schwab Institutional, and Chief Information Officer at Cetera Financial Group, Inc. He also worked as VP-Defined Contribution & Participant Services at Bankers Trust & Co. and as an Investment Account Manager at Er Keller & Co. Mr. Mehta received an undergraduate degree from Rutgers State University of New Jersey.
Bekende belangen in openbare bedrijven
| Onderneming | Datum | Aantal aandelen | Totale waarde | Waarderingsdatum |
|---|---|---|---|---|
| 09-06-2023 | 313 670 ( 0.42% ) | 11 M $ | 31-03-2024 |
Actieve functies van Mukesh Mehta
| Bedrijven | Functie | Begin |
|---|---|---|
| ASSETMARK FINANCIAL HOLDINGS, INC. | Chief Tech/Sci/R&D Officer | 01-01-2017 |
Eerdere bekende functies van Mukesh Mehta
| Bedrijven | Functie | Einde |
|---|---|---|
Cetera Financial Group, Inc.
 Cetera Financial Group, Inc. Investment ManagersFinance Cetera Financial Group Inc. engages in the provision of brokerage and advisory services for financial professionals and institutions. Its portfolio of products include mutual funds, life insurance, stocks, bonds, fixed and variable annuity products, estate planning, college education planning, and cash management accounts. The company is headquartered in El Segundo, CA. | Chief Tech/Sci/R&D Officer | 16-08-2017 |
TD Ameritrade, Inc.
 TD Ameritrade, Inc. Investment Banks/BrokersFinance TD Ameritrade, Inc. is an investment brokerage firm headquartered in Omaha, Nebraska. They are a subsidiary of TD Ameritrade Online Holdings Corp., ultimately owned by The Charles Schwab Corp. (NYSE: SCHW). The firm was founded in 1975 and provides online brokerage services to their clients. Customers can manage their investment portfolios via the Internet as well as through personal digital assistants, wireless phone services and interactive voice recognition systems. | Chief Tech/Sci/R&D Officer | 01-01-2013 |
Schwab Institutional
 Schwab Institutional Financial ConglomeratesFinance Part of The Charles Schwab Corp., Schwab Institutional is a private company that provides financial advisory services. The company is based in Chicago, IL. | Chief Tech/Sci/R&D Officer | 01-01-2008 |
| CHARLES SCHWAB | Corporate Officer/Principal | 01-01-2002 |
Bankers Trust & Co.
 Bankers Trust & Co. Investment Trusts/Mutual FundsMiscellaneous Part of Deutsche Bank AG, Bankers Trust & Co. is a private company that provides trust services. The company is based in New York, NY. | Corporate Officer/Principal | 01-01-1999 |
Opleiding van Mukesh Mehta
| Rutgers State University of New Jersey | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Beursgenoteerde bedrijven | 2 |
|---|---|
| CHARLES SCHWAB | Finance |
| ASSETMARK FINANCIAL HOLDINGS, INC. | Finance |
| Bedrijven in privébezit | 5 |
|---|---|
TD Ameritrade, Inc.
TD Ameritrade, Inc. Investment Banks/BrokersFinance TD Ameritrade, Inc. is an investment brokerage firm headquartered in Omaha, Nebraska. They are a subsidiary of TD Ameritrade Online Holdings Corp., ultimately owned by The Charles Schwab Corp. (NYSE: SCHW). The firm was founded in 1975 and provides online brokerage services to their clients. Customers can manage their investment portfolios via the Internet as well as through personal digital assistants, wireless phone services and interactive voice recognition systems. | Finance |
Schwab Institutional
Schwab Institutional Financial ConglomeratesFinance Part of The Charles Schwab Corp., Schwab Institutional is a private company that provides financial advisory services. The company is based in Chicago, IL. | Finance |
Bankers Trust & Co.
Bankers Trust & Co. Investment Trusts/Mutual FundsMiscellaneous Part of Deutsche Bank AG, Bankers Trust & Co. is a private company that provides trust services. The company is based in New York, NY. | Miscellaneous |
Cetera Financial Group, Inc.
Cetera Financial Group, Inc. Investment ManagersFinance Cetera Financial Group Inc. engages in the provision of brokerage and advisory services for financial professionals and institutions. Its portfolio of products include mutual funds, life insurance, stocks, bonds, fixed and variable annuity products, estate planning, college education planning, and cash management accounts. The company is headquartered in El Segundo, CA. | Finance |
| Er Keller & Co. |
