Terry Whalen
Directeur/Bestuurslid bij Energybox, Inc.
Oorsprong van het eerstegraads netwerk van Terry Whalen
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
Brigham Young University
94
| College/University | Other Consumer Services | 94 |
Digital Alpha Advisors LLC
 Digital Alpha Advisors LLC Investment ManagersFinance Digital Alpha Advisors LLC (Digital Alpha Advisors) is a private equity firm founded in 2017 by Rick Shrotri. The firm is headquartered in Henderson, Nevada.
13
| Private Company | Investment Managers | 13 |
Welink Communications, Inc.
 Welink Communications, Inc. Packaged SoftwareTechnology Services Welink Communications, Inc. engages in digital risk management platform for enterprise. It specializes in Social Media Security, Twitter, Threat Intelligence, Social Data Monitoring, Location Based Social Monitoring and geo-fencing. The company was founded by Nathan Chandra, Karthik Navaneethan Manimaran and Cyrille de Nervaux in 2012 and is headquartered in San Jose, CA.
5
| Holding Company | Packaged Software | 5 |
Incorta, Inc.
 Incorta, Inc. Data Processing ServicesTechnology Services Incorta, Inc. engages in the provision of data analytics solutions. It offers accounts payable analytics; cash-to-cash cycle analytics; enterprise asset management; general ledger analytics; and fixed asset analytics. The company was founded by Osama Elkady, Hichem Sellami, Matthew Halliday, and Klaus Fabian in 2013 and is headquartered in San Mateo, CA.
4
| Holding Company | Data Processing Services | 4 |
Energybox, Inc.
 Energybox, Inc. Packaged SoftwareTechnology Services Energybox, Inc. develops cloud-based software platform that provides analysis and insights for companies and institutions. The firm offers energy, temperature, and food monitoring, scheduling and automation, peak load management, resource and process management, facility management, benchmarking and reporting, and developer API. The company was founded in 2013 and is headquartered in Morristown, NJ.
2
| Holding Company | Packaged Software | 2 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Terry Whalen via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
| CISCO SYSTEMS, INC. | Telecommunications Equipment | Corporate Officer/Principal | |
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 | Portfolio Manager-Equities Portfolio Manager-Equities | |
Crosspoint Venture Partners
 Crosspoint Venture Partners Investment ManagersFinance Crosspoint Venture Partners (Crosspoint Venture Partners) is a venture capital firm founded in 1970 by John B. Mumford. The firm is headquartered in Redwood City, California. | Investment Managers | Director of Finance/CFO | |
Stoker Ostler Wealth Advisors, Inc.
 Stoker Ostler Wealth Advisors, Inc. Investment ManagersFinance Stoker Ostler Wealth Advisors, Inc. (Stoker Ostler) is a SEC-registered investment adviser headquartered in Scottsdale, Arizona. The firm was founded in 1997 as Private Wealth Management Inc. and changed their name to Stoker Ostler Wealth Advisors, Inc. in 2007. The firm is a subsidiary of BMO Financial Corp., ultimately owned by Bank of Montreal (TSX, NYSE: BMO) in Canada. Stoker Ostler offers investment management, financial planning, and consulting services to high-net worth individuals, trusts, estates, charitable organizations, and other entities. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
Coinzoom Securities LLC
 Coinzoom Securities LLC Internet Software/ServicesTechnology Services Coinzoom Securities LLC operates as an investment bank for startups. The firm offers an equity-based crowd funding, focusing on seed investments in early stage technology companies. The company was founded by Todd Crosland and Clifton Crosland and is headquartered in Salt Lake City, UT. | Internet Software/Services | Founder | |
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 | Market Strategist Corporate Officer/Principal | |
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 Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Fixed Income Analyst-Fixed Income Analyst-Equity Analyst-Equity Corporate Officer/Principal | |
| University of Utah | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree | |
Accel-KKR LLC
 Accel-KKR LLC Investment ManagersFinance Accel-KKR LLC (Accel-KKR) is a private equity firm founded in 2000 by Thomas Barnds. The firm is headquartered in Menlo Park, California. | Investment Managers | Private Equity Analyst Private Equity Analyst | |
Sorenson Capital
 Sorenson Capital Investment ManagersFinance Sorenson Capital (Sorenson Capital) is a private equity firm founded in 2001 by Fraser Bullock and Mika Ronald. The firm is headquartered in Lehi, Utah. | Investment Managers | Private Equity Analyst Private Equity Investor Private Equity Analyst Private Equity Analyst | |
| Syracuse University | College/University | Undergraduate Degree | |
| San Jose State University | College/University | Undergraduate Degree | |
Beneficial Financial Group
 Beneficial Financial Group Insurance Brokers/ServicesFinance Beneficial Financial Group provides insurance services. It offers whole and universal life, term and disability insurance. The firm also provides single and flexible-premium, immediate annuities, long-term care and various securities products. The company was founded in 1905 and is headquartered in Salt Lake City, UT. | Insurance Brokers/Services | Corporate Officer/Principal Corporate Officer/Principal | |
University of Utah /Venture Capital/
 University of Utah /Venture Capital/ Investment ManagersFinance University of Utah /Venture Capital/ (University Venture) is a private equity/venture capital subsidiary of David Eccles School of Business founded in 2001.The firm is headquartered in Salt Lake City, Utah. | Investment Managers | Private Equity Analyst Private Equity Analyst Corporate Officer/Principal | |
BlackRock Private Equity Partners
 BlackRock Private Equity Partners Investment ManagersFinance BlackRock Private Equity Partners (BlackRock PEP) is a private equity firm, a subsidiary of BlackRock Alternative Investors founded in 1999 by Russell Steenberg. The firm is headquartered in Princeton, New Jersey. | Investment Managers | Chief Investment Officer Private Equity Analyst | |
| LUMEN TECHNOLOGIES, INC. | Major Telecommunications | Chief Tech/Sci/R&D Officer | |
Cougar Capital LLC
 Cougar Capital LLC Investment ManagersFinance Cougar Capital LLC (Cougar Capital) is a venture capital and private equity firm, a subsidiary of Brigham Young University founded in 2005 by Scott White. The firm is headquartered in Provo, Utah. | Investment Managers | Chief Investment Officer Private Equity Investor Private Equity Investor Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Director of Finance/CFO Director/Board Member Private Equity Investor Corporate Officer/Principal Private Equity Investor Private Equity Investor | |
| LEK Consulting Pty Ltd. | Corporate Officer/Principal | ||
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
Wound Technology Network, Inc.
 Wound Technology Network, Inc. Medical/Nursing ServicesHealth Services Wound Technology Network, Inc. provides wound management services. It provides wound care to health plan and medical patients residing in private homes, skilled nursing assisted living facilities utilizing wound care products. The company was founded by Jeffery Galitz in 1999 and is headquartered in Hollywood, FL. | Medical/Nursing Services | Director/Board Member Director/Board Member | |
Global Financial Advisors, Inc.
 Global Financial Advisors, Inc. Investment ManagersFinance Global Financial Advisors, Inc. is a financial advisory firm that specializes in creating value for business owners and ultra-high-net-worth families. The private company is based in Miramar, FL. The company has a 28-year veteran in the financial industry, Donald Gross. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Album Ventures LLC
 Album Ventures LLC Investment ManagersFinance Album Ventures LLC (Album Ventures) is a venture capital firm founded in 2007 by Sid Krommenhoek, John Mayfield & Diogo Myrrha. The firm is headquartered in Lehi, Utah. | Investment Managers | Private Equity Investor | |
Kickstart Capital LLC
 Kickstart Capital LLC Investment ManagersFinance Kickstart Capital LLC (Kickstart Capital) is a venture capital firm founded in 2008 by Gavin Christensen. The firm is headquartered in Cottonwood Heights, Utah. | Investment Managers | Private Equity Investor | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Tower Arch Capital LLC
 Tower Arch Capital LLC Investment ManagersFinance Tower Arch Capital LLC (Tower Arch Capital) is a private equity firm founded in 2013 by Rhett Neuenschwander, David Parkin, Ryan Stratton and David Topham. The firm is headquartered in Draper, Utah. | Investment Managers | Corporate Officer/Principal Private Equity Investor | |
Clarke Capital Partners LLC
 Clarke Capital Partners LLC Investment ManagersFinance Clarke Capital Partners LLC (Clarke Capital Partners) is a private equity firm founded in 2011 by James Clarke. The firm is headquartered in Provo, Utah. | Investment Managers | Private Equity Investor Corporate Officer/Principal | |
| Jean Moulin University Law School | College/University | Graduate Degree | |
Coinzoom Ventures, LLC
 Coinzoom Ventures, LLC Investment ManagersFinance COINZOOM VENTURES LLC (Coinzoom Ventures) is a venture capital founded in 2014 by Todd Crosland and Benjamin Crosland. The firm is headquartered in Salt Lake, Utah. | Investment Managers | Founder | |
Demandjump, Inc.
 Demandjump, Inc. Packaged SoftwareTechnology Services Demandjump, Inc. provides an actionable intelligence marketing platform. It offers Traffic Cloud is a customer acquisition platform that unifies cross-channel digital marketing data to show the entire customer journey. The firms web application used to help companies achieve digital dominance. The company was founded by Christopher Day and Shawn Schwegman in 2015 and is headquartered in Indianapolis, IN. | Packaged Software | Director/Board Member | |
Evergreen Coast Capital Corp.
 Evergreen Coast Capital Corp. Investment ManagersFinance Evergreen Coast Capital Corp (Evergreen Coast Capital) is a private equity subsidiary of Elliott Management Corp founded in 2016. The firm is headquartered in San Francisco, California. | Investment Managers | Private Equity Analyst | |
LumaTax, Inc.
 LumaTax, Inc. Packaged SoftwareTechnology Services Lumatax, Inc. focuses on providing small businesses with touch-of-a-button simple sales tax compliance. The company was founded by Robert Schulte and is headquartered in Seattle, WA. | Packaged Software | Director/Board Member | |
STONEFIRE Grill, Inc.
 STONEFIRE Grill, Inc. RestaurantsConsumer Services STONEFIRE Grill, Inc. owns and operates restaurant. The firm specializes in Fast Casual Restaurants, Takeout and Catering, Culture/Development and Service Leadership. The company was founded by Mary Harrigan and Maureen Harrigan in 2000 and is headquartered in Westlake Village, CA. | Restaurants | Director/Board Member Director/Board Member | |
Sepio Capital LP
 Sepio Capital LP Investment ManagersFinance Sepio Capital LP is a SEC-registered investment advisor and wealth management firm headquartered in Salt Lake City, Utah. The firm was founded in 2017 and is a wholly-owned subsidiary of Sepio Capital Holdings LLC. Sepio Capital offers investment advisory services to high net-worth individuals, families, trusts, estates, charitable organizations, businesses, institutional investors and pooled investment vehicles. | Investment Managers | Analyst-Equity | |
Network Society Ventures Management LLC
 Network Society Ventures Management LLC Investment ManagersFinance Network Society Ventures Management LLC (Network Society Ventures) is a venture capital firm founded in 2015 by David Orban, Philippe van den Bossche and Scott Mize. The firm is headquartered in New York. | Investment Managers | Director of Finance/CFO | |
PacketFabric, Inc.
 PacketFabric, Inc. Packaged SoftwareTechnology Services PacketFabric, Inc. engages in the provision of networking solutions and cloud-based connectivity services. The company was founded by Jezzibell Gilmore and Anna Claiborne in 2015 and is headquartered in Culver City, CA. | Packaged Software | Director/Board Member Director/Board Member Chief Executive Officer | |
Educative, Inc.
 Educative, Inc. Miscellaneous Commercial ServicesCommercial Services Educative, Inc. engages in professional, scientific, and technical services. The company was founded by Fahim Ul Haq and Naeem Ul Haq and is headquartered in Seattle, Washington. | Miscellaneous Commercial Services | Director/Board Member | |
AdaptiLab, Inc.
 AdaptiLab, Inc. Packaged SoftwareTechnology Services AdaptiLab, Inc. develops and operates a software platform for machine learning and data sciences talent acquisition. The company was founded by James Wu and Allen Lu and is headquartered in Seattle, WA. | Packaged Software | Director/Board Member | |
Prysm Capital LLC
 Prysm Capital LLC Investment ManagersFinance Prysm Capital LLC (Prysm Capital) is a private equity firm founded in 2019 by Jay Park, Muhammad Mian and Matt Roberts. The firm is headquartered in Princeton, New Jersey with additional offices in San Francisco, California and New York. | Investment Managers | Founder Founder | |
Northrim Horizon LP
 Northrim Horizon LP Investment ManagersFinance Northrim Adviser, LLC (Northrim Adviser) is a private equity firm founded in 2019 by Brad Gulbrandsen and Danny Payne. The firm is headquartered in Mesa, Arizona. | Investment Managers | Founder Private Equity Investor Private Equity Investor | |
Schola, Inc.
 Schola, Inc. Packaged SoftwareTechnology Services Schola, Inc. is an educational software company. It offers Marketing for Schools, Enrollment Boosting, and School Matching for Parents. The company was founded by Jaime Martinez and is headquartered in Scottsdale, AZ. | Packaged Software | Director/Board Member | |
Xpanse Services LLP
 Xpanse Services LLP Investment ManagersFinance Xpanse Services LLP (Xpanse Services) is a venture capital firm founded in 2017. The firm is headquartered in Haryana, India. | Investment Managers | Director/Board Member | |
Working Group Two AS
 Working Group Two AS Packaged SoftwareTechnology Services Part of Cisco Systems, Inc., Working Group Two AS is a Norwegian company that develops mobile telecom technology. The company is based in Oslo, Norway. Working Group Two was acquired by Cisco Systems, Inc. in 2017. | Packaged Software | Director/Board Member | |
Tamarak LLC
 Tamarak LLC Investment ManagersFinance Tamarak LLC (Tamarak) is a venture capital firm founded in 2016 by Brent Hatch and Keaton Hatch. The firm is headquartered in Springville, Utah. | Investment Managers | Private Equity Investor Director of Finance/CFO | |
Invest Southwest
 Invest Southwest Internet Software/ServicesTechnology Services Invest Southwest is an organization that connects investors with emerging growth companies in the region. The private company is based in Phoenix, AZ. The company provides valuable information on topics important to the investment community and offer year-round opportunities for investors to connect with these companies. The company's signature event, Venture Madness, is a competition presented in partnership with the Arizona Commerce Authority where thoroughly evaluated emerging companies compete against each other to be crowned the champion of champions. | Internet Software/Services | Director/Board Member | |
Banner Capital Management, LLC
 Banner Capital Management, LLC Investment ManagersFinance Banner Capital Management LLC (Banner Ventures) is a private equity firm founded in 2018 by Tanner D. Ainge. The firm is headquartered in Lehi, Utah. | Investment Managers | Private Equity Investor Private Equity Investor | |
Billetera Digital de Mexico S.A.P.I. de C.V.
 Billetera Digital de Mexico S.A.P.I. de C.V. Internet Software/ServicesTechnology Services Billetera Digital de Mexico S.A.P.I. de C.V. operates a mobile application that enables users to earn money by paying for their services. The company is based in Mexico City, Mexico. The Mexican company was founded by Leonardo Estrada, Esteban Posada, Francisco Mendoza. Leonardo Estrada has been the CEO since incorporation. | Internet Software/Services | Director/Board Member | |
BIP Ventures /GA/
 BIP Ventures /GA/ Investment ManagersFinance BIP Ventures (BIP Ventures) is a venture capital subsidiary of BIP Wealth LLC founded in 2007 by H. Scott Pressly and Mark Andrew Buffington. The firm is headquartered in Atlanta, Georgia. | Investment Managers | Private Equity Analyst |
Statistieken
Internationaal
| Verenigde Staten | 45 |
| Verenigd Koninkrijk | 2 |
| Australië | 2 |
| Frankrijk | 2 |
| India | 2 |
Sectoraal
| Finance | 28 |
| Technology Services | 10 |
| Consumer Services | 10 |
| Electronic Technology | 2 |
| Communications | 2 |
Operationeel
| Undergraduate Degree | 87 |
| Director/Board Member | 73 |
| Corporate Officer/Principal | 69 |
| Private Equity Investor | 61 |
| Private Equity Analyst | 43 |
Sterkste connecties
| Insiders | |
|---|---|
| Jay Park | 22 |
| Muhammad Mian | 14 |
| Vasa Babic | 11 |
| Abraham Noah Oler | 11 |
| Cameron Tanner | 10 |
| Tyler Duke | 10 |
| Alima Vanderholm | 9 |
| Nate McBride | 8 |
| Miles Bakker | 8 |
| Andrew W. Montgomery | 8 |
| Reina Gould | 8 |
| Douglas Hervey | 7 |
| Dustin Drees | 7 |
| Robert Jones | 7 |
| Brad Moss | 6 |
- Beurs
- Insiders
- Terry Whalen
- Bedrijfsconnecties
