Christopher Dodds
Director/Board Member chez CHARLES SCHWAB
Fortune : 33 M $ au 31/03/2024
Provenance du réseau au premier degré de Christopher Dodds
| Entité | Type d'entité | Industrie | |
|---|---|---|---|
120
| Public Company | Investment Banks/Brokers | 120 |
| Subsidiary | Investment Banks/Brokers | 35 | |
Charles Schwab Bank, SSB
 Charles Schwab Bank, SSB Regional BanksFinance Charles Schwab Bank operates as a federally chartered savings bank. It offers checking accounts, savings accounts, and mortgage services. The company is headquartered in Reno, NV.
20
| Subsidiary | Regional Banks | 20 |
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.
15
| Private Company | Investment Managers | 15 |
| Holding Company | Specialty Stores | 14 | |
Conifer Financial Services LLC
 Conifer Financial Services LLC Investment ManagersFinance Conifer Financial Services LLC provides investment services. It offers innovative solutions, services and technologies. The company was founded in 1989 and is headquartered in San Francisco, CA.
6
| Subsidiary | Investment Managers | 6 |
Crown Oak Advisors LLC
 Crown Oak Advisors LLC Investment ManagersFinance Crown Oak Advisors LLC is a private company based in Piedmont, CA. Crown Oak Advisors LLC was founded in 2020 by Christopher Vincent Dodds, Andrew Warren Dodds.
1
| Private Company | Investment Managers | 1 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Christopher Dodds via son réseau personnel
| Société | Secteur | Personnes liées | Poste principal |
|---|---|---|---|
| CHEVRON CORPORATION | Integrated Oil | Director/Board Member Corporate Officer/Principal | |
| THE GAP, INC. | Apparel/Footwear Retail | Director/Board Member Corporate Officer/Principal Director/Board Member | |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Director/Board Member Corporate Officer/Principal Director of Finance/CFO Corporate Officer/Principal Corporate Officer/Principal Chairman | |
| WELLS FARGO & COMPANY | Major Banks | Sales & Marketing General Counsel | |
| Schwab Annuity Portfolios | Investment Trusts/Mutual Funds | Chairman Director/Board Member Director/Board Member Director/Board Member | |
| Schwab Capital Trust | Chairman Director/Board Member Director/Board Member Director/Board Member | ||
| Charles Schwab Family of Funds | Investment Trusts/Mutual Funds | Chairman Director/Board Member Director/Board Member Director/Board Member | |
| Schwab Investments | Investment Trusts/Mutual Funds | Chairman Director/Board Member Director/Board Member Director/Board Member | |
Wellington Management Co. LLP
 Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Equities | |
| THE TORONTO-DOMINION BANK | Major Banks | Chief Executive Officer Chairman | |
| Laudus Institutional Trust | Investment Trusts/Mutual Funds | Chairman Director/Board Member Director/Board Member | |
| AVANTAX, INC. | Packaged Software | Chief Executive Officer Chief Executive Officer | |
Charles Schwab Investment Management, Inc.
 Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (CSIM) is a registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). CSIM provides investment advice to pooled investment funds such as registered investment companies and non-US funds and to trustees of collective trust funds. They also provide non-discretionary investment management advice to their affiliate, Charles Schwab Bank (CSB). | Investment Managers | President Corporate Officer/Principal President | |
Nyfix, Inc.
 Nyfix, Inc. Investment Banks/BrokersFinance NYFIX, Inc. provides electronic trading solutions. It provides value-added informational and analytic services and powerful tools for measuring execution quality. The company is headquartered in New York, NY. | Investment Banks/Brokers | Director of Finance/CFO Chairman Chief Executive Officer | |
Virtu ITG LLC
 Virtu ITG LLC Investment Banks/BrokersFinance Founded in 1987, ITG, Inc. is a broker/dealer headquartered in New York City. They are a subsidiary of Investment Technology Group, Inc. (NYSE: ITG). The firm provides a full array of trading and execution services for their clients. They do not provide any internal research | Investment Banks/Brokers | Chief Executive Officer Chief Executive Officer Chairman | |
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 | Chief Executive Officer Director of Finance/CFO General Counsel Chief Executive Officer Public Communications Contact Corporate Secretary Director/Board Member Chief Administrative Officer Chief Administrative Officer Chief Tech/Sci/R&D Officer Corporate Officer/Principal Sales & Marketing Corporate Officer/Principal General Counsel Corporate Officer/Principal Corporate Officer/Principal Director of Finance/CFO Director/Board Member Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal President Comptroller/Controller/Auditor Corporate Officer/Principal | |
| Schwab Strategic Trust | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Director/Board Member | |
The Carlyle Group LP (Corporate Private Equity)
 The Carlyle Group LP (Corporate Private Equity) Investment ManagersFinance The Carlyle Group LP (Global Private Equity) is a private equity firm founded in the year 1990 by William E. Conway, Jr. and Daniel A. D'Aniello. The firm is headquartered in Washington DC. | Investment Managers | Private Equity Investor Corporate Officer/Principal | |
McKinsey & Co., Inc.
 McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| The Trustees of Columbia University in The City of New York | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree Masters Business Admin | |
| Stanford University | College/University | Director/Board Member Masters Business Admin Undergraduate Degree | |
Pershing LLC
 Pershing LLC Investment Banks/BrokersFinance Founded in 1939, Pershing LLC is a broker/dealer headquartered in Jersey City, New Jersey. The firm is a subsidiary of the Bank of New York Mellon Corp. (NYSE: BK). The firm helps financial services firms and advisors succeed by providing the technology, operational, trading, investment and practice management solutions they need to serve investors. Pershing offers securities processing, trading and operations management, investment technology, asset-gathering solutions and practice management support. The firm serves a wide range of financial organizations including: banks, discount brokerages, full-service brokerages, registered investment advisors, independent contractors, institutional firms, global firms and small- to mid-sized firms. Pershing also offers financial products including annuities, mutual funds and money funds, as well as business tools, cash management services, investor and lending services, retirement products and wealth management. In addition, they offer trading and execution services in listed and OTC securities, fixed-income securities and mutual funds. | Investment Banks/Brokers | Director/Board Member Corporate Officer/Principal | |
| University of Utah | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree | |
| University of California, Los Angeles | College/University | Undergraduate Degree Masters Business Admin | |
| Brigham Young University | College/University | Graduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Fordham University
 Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Undergraduate Degree Undergraduate Degree | |
| The University of Texas at Austin | College/University | Undergraduate Degree Undergraduate Degree | |
| University of California, Berkeley | College/University | Masters Business Admin Graduate Degree Doctorate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| TD AMERITRADE HOLDING CORPORATION | Investment Banks/Brokers | Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member | |
| Laudus Trust | Investment Trusts/Mutual Funds | Chairman Director/Board Member Director/Board Member Director/Board Member | |
Charles Schwab Corp. /Custody/
 Charles Schwab Corp. /Custody/ Investment ManagersFinance Part of The Charles Schwab Corp., Charles Schwab Corp. /Custody/ offers small business solutions for retirement plans and investing accounts. The American company provides a range of services to help manage finances, including smart beta ETFs, with information on their benefits, risks, and associated rules. | Investment Managers | Corporate Officer/Principal Director/Board Member Corporate Officer/Principal | |
| U.S. Department of the Treasury | General Government | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| The University of Chicago | College/University | Undergraduate Degree Graduate Degree Masters Business Admin | |
| Yale University | College/University | Graduate Degree Corporate Officer/Principal Undergraduate Degree | |
| Stanford Graduate School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Charles & Helen Schwab Foundation
 Charles & Helen Schwab Foundation Miscellaneous Commercial ServicesCommercial Services Charles & Helen Schwab Foundation provide social activity services. It is a private, nonprofit organization that helps parents of children who struggle with learning. Through the Schwab Learning program, the foundation aspires to help kids with learning and attention problems. The company was founded in 1989 and is headquartered in San Mateo, CA | Miscellaneous Commercial Services | Chairman Director/Board Member Director/Board Member | |
Steward Partners Global Advisory LLC
 Steward Partners Global Advisory LLC Financial ConglomeratesFinance Steward Partners Global Advisory LLC provides wealth management and investment advisory services. It offers advisory services, banking and lending strategies, wealth planning solutions, institutional consulting, and insurance planning, The company is headquartered in Washington, DC. | Financial Conglomerates | Director/Board Member Director/Board Member Director/Board Member | |
Maestro Financial Solutions LLC
 Maestro Financial Solutions LLC Investment ManagersFinance Maestro Financial Solutions LLC provides administrative family office financial support and accounting services exclusively to ultra-high net worth clients with complex holdings, multi-generational investments, and teams of in-house and external family-office advisors. The company is based in Stamford, CT. The company delivers bespoke, independent financial and family governance solutions to clients. Maestro helps simplify the lives of its clients with highly specialized, administrative family office services delivering analysis and insights. The company was founded by Chris McLaughlin. The CEO is Amjed Saffarini. | Investment Managers | Director/Board Member Director/Board Member | |
New York State Bar Association
 New York State Bar Association Miscellaneous Commercial ServicesCommercial Services New York State Bar Association is a non-profit organization, which provides legal services and offers a membership program for lawyers. It also publishes an array of books, bar journals, law digest, and State Bar news. The company was founded in 1876 and is headquartered in Alban, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Georgetown University | College/University | Undergraduate Degree Graduate Degree | |
| Villanova University | College/University | Undergraduate Degree Undergraduate Degree | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin | |
Securities Industry & Financial Markets Association, Inc.
 Securities Industry & Financial Markets Association, Inc. Miscellaneous Commercial ServicesCommercial Services Securities Industry & Financial Markets Association, Inc. (SIFMA) is an organization that represents the securities industry in the United States. The private company is based in New York, NY and has subsidiaries in the United States. The company's main focus is advocating for effective and resilient capital markets. The CEO of the company is Kenneth E. Bentsen. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
Prumentum Group, Inc.
 Prumentum Group, Inc. Investment ManagersFinance Prumentum Group, Inc. provides wealth management services. The firm makes financial planning accessible to everyone irrespective of net worth. The company was founded by Robert Wallace and Marthin de Beer and is headquartered in Los Gatos, CA. | Investment Managers | Director/Board Member Director/Board Member | |
UCSF Foundation
 UCSF Foundation Investment Trusts/Mutual FundsMiscellaneous The UCSF Foundation promotes and supports the interests and welfare of the University of California San Francisco and the UCSF Medical Center. The UCSF Foundation’s daily operations are administered by a development staff responsible for major gifts, planned giving, corporate and foundation gifts, annual giving, development communications, alumni relations and campus events | Investment Trusts/Mutual Funds | Director/Board Member Corporate Officer/Principal |
Statistiques
Internationale
| Etats-Unis | 49 |
| Canada | 2 |
Sectorielle
| Finance | 19 |
| Consumer Services | 16 |
| Miscellaneous | 8 |
| Commercial Services | 5 |
| Energy Minerals | 2 |
Opérationnelle
| Director/Board Member | 488 |
| Corporate Officer/Principal | 194 |
| Independent Dir/Board Member | 107 |
| Chairman | 89 |
| Chief Executive Officer | 88 |
Relations les plus connectées
| Insiders | |
|---|---|
| Arun Sarin | 31 |
| Will Mesdag | 29 |
| David Fisher | 27 |
| Paula Sneed | 25 |
| Dawn Lepore | 25 |
| Brian Levitt | 24 |
| Joan Dea | 23 |
| Herbert Scruggs | 23 |
| Chuck Schwab | 22 |
| Robert Lilien | 21 |
| Charles Ruffel | 21 |
| Kevin J. P. O'Hara | 19 |
| Frank Herringer | 19 |
| Matt McGowan | 19 |
| John S. Clendening | 19 |
- Bourse
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