Rebecca Renee Pouliot
Portefeuillebeheerder-Aandelen bij CapFinancial Partners LLC
Oorsprong van het eerstegraads netwerk van Rebecca Renee Pouliot
Entiteit | Type entiteit | Industrie | |
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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.
134
| College/University | Other Consumer Services | 134 |
CapFinancial Partners LLC
CapFinancial Partners LLC Investment ManagersFinance CapFinancial Partners LLC, do-business-as CAPTRUST Financial Advisors (CAPTRUST), is a SEC-registered investment advisor and holding firm headquartered in Raleigh, North Carolina. The firm was founded in 2003 by James Miller and David Perkins. CAPTRUST provides investment advisory services to retirement plan fiduciaries, endowments, and foundations and wealth planning services to executives, business owners, and families.
24
| Holding Company | Investment Managers | 24 |
RINET Co. LLC
RINET Co. LLC Investment ManagersFinance RINET Co. LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1974 by Brian Rivotto. In 2021, the firm was acquired by CapFinancial Partners LLC, which is owned by The CapFinancial Group LLC. RINET Co. provides investment management services to high net-worth individuals and families including their trusts and charitable entities.
14
| Extinct | Investment Managers | 14 |
Stonehill College, Inc.
14
| College/University | Other Consumer Services | 14 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Rebecca Renee Pouliot via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
---|---|---|---|
CISCO SYSTEMS, INC. | Telecommunications Equipment | Corporate Officer/Principal | |
MORGAN STANLEY | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
John Hancock Financial Services, Inc.
John Hancock Financial Services, Inc. Life/Health InsuranceFinance John Hancock Financial Services, Inc. provides life insurance, wealth management and other investment solutions. Its products include annuities, mutual funds, long-term care, life insurance and college savings. The company was founded in 1862 and is headquartered in Boston, MA. | Life/Health Insurance | Corporate Officer/Principal | |
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. | Investment Banks/Brokers | Corporate Officer/Principal | |
Sansar Capital Management LLC
Sansar Capital Management LLC Investment ManagersFinance Founded in 2005, Sansar Capital Management LLC is a registered investment advisor and hedge fund manager headquartered in New York City. The firm is owned by Sansar Family I LLC. | Investment Managers | Corporate Officer/Principal | |
Ameriprise Financial Services LLC
Ameriprise Financial Services LLC Investment Banks/BrokersFinance Ameriprise Financial Services LLC (AFS) is a registered broker-dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1971 and is a subsidiary of AMPF Holding Corp., which is owned by Ameriprise Financial, Inc. (NYSE: AMP). AFS offers brokerage services that enable clients to invest in many different types of investments including mutual funds, stocks, bonds, exchange traded products, unit investment trusts, annuities and alternative investments. | Investment Banks/Brokers | Corporate Officer/Principal | |
Pacific Investment Management Co. LLC
Pacific Investment Management Co. LLC Investment ManagersFinance Pacific Investment Management Co. LLC (PIMCO) is a SEC-registered investment advisor headquartered in Newport Beach, California. Founded in 1971, the firm is a subsidiary of Allianz Asset Management of America LP and their ultimate parent is Allianz SE (ETR: ALV), a German global insurance company. PIMCO provides discretionary investment management services to a global client base. | Investment Managers | Analyst-Equity | |
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 | Graduate Degree Masters Business Admin | |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
Boston University | College/University | Graduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
George Washington University | College/University | Undergraduate Degree | |
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. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Bentley University | College/University | Masters Business Admin Graduate Degree Graduate Degree | |
Bryant University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Sandy Cove Advisors LLC
Sandy Cove Advisors LLC Investment ManagersFinance Sandy Cove Advisors LLC is an independent wealth management firm and registered investment advisor headquartered in Hingham, Massachusetts. The firm was founded by Deirdre R. Prescott in 2010. Sandy Cove Advisors offers financial planning and family office solutions to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and small businesses. | Investment Managers | Director of Research - Equity Chief Investment Officer | |
Columbia Management Investment Advisers LLC
Columbia Management Investment Advisers LLC Investment ManagersFinance Columbia Management Investment Advisers LLC (CMIA) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of Ameriprise Financial, Inc. (NYSE: AMP). The firm was formed in 2010 due to Ameriprise Financial Services' (AFS) acquisition of the long-term asset management business of Columbia Management Group (CMG) from Bank of America. AFS merged CMG's long-term asset management business with their subsidiary, RiverSource Investments LLC, under the name Columbia Management Investment Advisors. CMIA offers equity and fixed-income retail and institutional investment products for various types of clients. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
Babson College | College/University | Masters Business Admin Masters Business Admin | |
University of Kansas | College/University | Undergraduate Degree Undergraduate Degree | |
The American Institute of Certified Public Accountants
The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
University of Massachusetts | College/University | Undergraduate Degree Undergraduate Degree | |
WordStream, Inc.
WordStream, Inc. Packaged SoftwareTechnology Services WordStream, Inc. develops online marketing software. Its products include WordStream advisor, a pay-per-click (PPC) software that allows to create, optimize, manage, and measure high-performing PPC and social advertising campaigns. It offers free keyword tool, online marketing tools, and search marketing fundamentals. The company was founded by Larry E. Kim and Gerard Escalante in 2007 and is headquartered in Boston, MA. | Packaged Software | Corporate Officer/Principal Corporate Officer/Principal | |
Purdue University | College/University | Undergraduate Degree Masters Business Admin | |
Montclair State University | College/University | Undergraduate Degree | |
Washington Trust Advisors, Inc.
Washington Trust Advisors, Inc. Investment ManagersFinance Washington Trust Advisors, Inc. (WTA) is a SEC-registered investment advisor and wealth management firm headquartered in Wellesley, Massachusetts. The firm was founded by Joseph Robbat and Douglas Biggar in 1979 as Weston Financial Group, Inc. until 2021. They are a wholly-owned subsidiary of The Washington Trust Co. of Westerly, which is wholly-owned by Washington Trust Bancorp, Inc. (NASDAQ: WASH). WTA offers wealth management and holistic financial planning services for institutional and high-net worth clients. | Investment Managers | Corporate Officer/Principal | |
Raytheon Integrated Defense Systems, Inc.
Raytheon Integrated Defense Systems, Inc. Aerospace & DefenseElectronic Technology Raytheon Integrated Defense Systems, Inc. provides systems development and integration solutions. It provides civil security and response programs, including security planning, analysis, and review; site vulnerability and threat assessment; and modeling and simulation for threat analysis and operations assessment. The company is headquartered in Tewksbury, MA. | Aerospace & Defense | Chief Tech/Sci/R&D Officer | |
Trinity College | College/University | Undergraduate Degree | |
SHANDONG WEIGAO ORTHOPAEDIC DEVICE CO., LTD | Medical Specialties | Director/Board Member | |
Soechi Capital Pte Ltd.
Soechi Capital Pte Ltd. Financial ConglomeratesFinance Soechi Capital Pte Ltd. engages in provision of investment services. The company is headquartered in Singapore. | Financial Conglomerates | Director/Board Member | |
Success Marine Offshore Pte Ltd.
Success Marine Offshore Pte Ltd. Marine ShippingTransportation Part of PT Soechi Group, Success Marine Offshore Pte Ltd. is a Singaporean company that provides deep sea freight forwarding services. The company is based in Singapore, Singapore. | Marine Shipping | Director/Board Member | |
PT Sumaputra Anindya | Corporate Officer/Principal | ||
Success Marlina XXIII SA | Director/Board Member | ||
Philips Healthcare
Philips Healthcare Medical SpecialtiesHealth Technology Philips Healthcare engages in the manufacture of electromedical apparatus. It develops products that offer added value to the entire care cycle: from disease prevention to screening, diagnosis, treatment and follow-up care at home or in hospital. It also deals with cardiology, oncology, and women's health. It focuses on serious health problems, which people are confronted, such as heart problems, lung and breast disease. The company is headquartered in Eindhoven, the Netherlands. | Medical Specialties | Corporate Officer/Principal | |
Reynolds Investment Management, Inc.
Reynolds Investment Management, Inc. Investment ManagersFinance Reynolds Investment Management, Inc. (RIM) is an independent investment manager headquartered in Greenville, South Carolina. The firm was founded by Thomas “Tom” Reynolds in 1995. RIM provides wealth management services to individuals and families, business owners, medical professionals, and retirees. The RIM team also offers investment advisory services to retirement plan sponsors, endowments, and foundations. | Investment Managers | Founder | |
Massachusetts Institute of Technology | College/University | Graduate Degree | |
Cercano Management LLC /Private Equity/
Cercano Management LLC /Private Equity/ Investment ManagersFinance Cercano Management LLC /Private Equity/ (Cercano Management) is a venture capital subsidiary of Cercano Management LLC founded in 1986 by Paul Gardner Allen. The firm is headquartered in Bellevue, Washington. | Investment Managers | Private Equity Investor | |
University of South Carolina | College/University | Undergraduate Degree | |
University of Chinese Academy of Sciences | College/University | Graduate Degree |
Statistieken
Internationaal
Verenigde Staten | 34 |
China | 3 |
Singapore | 3 |
Italië | 2 |
Australië | 2 |
Sectoraal
Finance | 20 |
Consumer Services | 14 |
Electronic Technology | 3 |
Commercial Services | 3 |
Health Technology | 3 |
Operationeel
Corporate Officer/Principal | 125 |
Undergraduate Degree | 97 |
Director/Board Member | 83 |
Portfolio Manager-Equities | 44 |
Masters Business Admin | 39 |
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