Daniel Applegarth
Directeur Financier/CFO chez Orion Advisor Technology LLC
Provenance du réseau au premier degré de Daniel Applegarth
Entité | Type d'entité | Industrie | |
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Food Bank For the Heartland
Food Bank For the Heartland Services to the Health IndustryHealth Services Food Bank for the Heartland provides food distribution services to food pantries, schools, emergency shelters and other nonprofit partners. It also purchases food to supplement donations. The firm works with individuals, organizations, food manufacturers and distributors, grocery stores, the USDA and Feeding America to procure food. The company was founded in 1981 and is headquartered in Omaha, NE.
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| Non-Profit Organization | Services to the Health Industry | 27 |
Orion Advisor Technology LLC
Orion Advisor Technology LLC MiscellaneousMiscellaneous Orion Advisor Technology LLC provides financial technology services for advisors and firms. It offers client experience tools, tax-intelligent rebalancing, efficient billing, integrated planning, and automated compliance monitoring. The company was founded by Michael Miola and Warren Patrick Clarke in 1999 and is headquartered in Omaha, NE.
20
| Holding Company | Miscellaneous | 20 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Daniel Applegarth via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
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Nuveen Investments, Inc.
Nuveen Investments, Inc. Financial ConglomeratesFinance Nuveen Investments, Inc. provides investment management and related services to retail and institutional investors. It offers investment management capabilities across a diversified set of asset classes and investment strategies through its investment management affiliates, including municipal bond, investment grade, global and high-yield bond, floating-rate bank loan, preferred securities, growth equity, value equity, global and international equity, equity income, core equity, equity index, quantitative and enhanced equity, asset allocation, balanced strategies, real asset and commodity. The company was founded by John Nuveen in 1898 and is headquartered in Chicago, IL. | Financial Conglomerates | Director/Board Member | |
CHARLES SCHWAB | Investment Banks/Brokers | Corporate Officer/Principal Chief Tech/Sci/R&D Officer | |
TA Associates Management LP
TA Associates Management LP Investment ManagersFinance TA Associates Management LP(TA Associates) is a venture capital firm headquartered in Boston. The firm is founded in 1968 by Peter Brooke a subsidiary of TA Associates Management Holding LP. | Investment Managers | Director of Finance/CFO Private Equity Investor Private Equity Investor | |
Genstar Capital Management LLC
Genstar Capital Management LLC Investment ManagersFinance Genstar Capital Management LLC is a private equity firm founded in 1988 by Dennis H. Chookaszian. The firm is headquartered in San Francisco., California. | Investment Managers | Consultant / Advisor Private Equity Investor Consultant / Advisor Private Equity Investor | |
First Eagle Investment Management LLC
First Eagle Investment Management LLC Investment ManagersFinance First Eagle Investment Management LLC (FEIM) is a SEC-registered investment advisor and holding firm headquartered in New York City. The firm was founded in 1864 and formerly known as Arnhold & S. Bleichroeder Advisers, Inc. FEIM provides investment advisory services primarily to mutual funds, private funds, collective investment trusts and institutional separately managed accounts (SMAs), as well as to a registered, closed-end interval fund. The firm serves as the investment adviser to the First Eagle Funds, First Eagle Variable Funds and to the First Eagle Credit Opportunities Fund, which are registered investment companies. | Investment Managers | Director/Board Member Sales & Marketing | |
BRIGHT HORIZONS FAMILY SOLUTIONS INC. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Riskalyze, Inc.
Riskalyze, Inc. Packaged SoftwareTechnology Services Riskalyze, Inc. develops platform to capture a quantitative measurement of client risk tolerance for investment advisors. Its products include autopilot and compliance cloud. The company was founded by Matt Pistone, Aaron Klein, Michael McDaniel and Kathleen Callender in 2011 and is headquartered in Auburn, CA. | Packaged Software | Chairman Director/Board Member | |
Gc Atlas Holdings, Inc.
Gc Atlas Holdings, Inc. Financial ConglomeratesFinance GC Atlas Holdings, Inc. is a private company headquartered in San Francisco, CA, that provides investment services. Joel Mandelbaum is currently the CEO of the firm. | Financial Conglomerates | President | |
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 | Corporate Officer/Principal Corporate Officer/Principal | |
University of Southern California
University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Undergraduate Degree Undergraduate Degree | |
Cline, Williams, Wright, Johnson & Oldfather LLP
Cline, Williams, Wright, Johnson & Oldfather LLP Miscellaneous Commercial ServicesCommercial Services Cline, Williams, Wright, Johnson & Oldfather LLP is a private company based in Omaha, NE. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
CLS Investments LLC
CLS Investments LLC Investment ManagersFinance CLS Investments LLC (CLS) is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 1989 by Patrick Clarke and Gary Lanzen and they are a subsidiary of Orion Advisor Solutions LLC, ultimately held by NorthStar Topco LLC. CLS provides investment advice to individuals, pension, retirement, educational savings and profit-sharing plans, endowments, other pooled investment vehicles, trusts, estates, charitable organizations, corporations or other business entities, and state or municipal government entities. | Investment Managers | Director/Board Member Chief Executive Officer Chief Executive Officer | |
University of California, Los Angeles | College/University | Masters Business Admin Masters Business Admin | |
Brigham Young University | College/University | Undergraduate Degree Undergraduate Degree | |
Buena Vista University | College/University | Undergraduate Degree | |
The Ohio State University
The Ohio State University Other Consumer ServicesConsumer Services Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA. | College/University | Undergraduate Degree | |
Assured Life Association
Assured Life Association Multi-Line InsuranceFinance Assured Life Association provides insurance, annuities, and investment products and services. The company's products include life insurance, cancer insurance, daily hospital supplement, and alliance and investment products like mutual funds and college savings plans. It was founded on June 6, 1890 by Joseph Cullen Root and is headquartered in Omaha, NE. | Multi-Line Insurance | Corporate Officer/Principal | |
AssetMark, Inc.
AssetMark, Inc. Investment ManagersFinance AssetMark, Inc. is a registered investment advisor headquartered in Concord, California. The firm was founded in 1985 as Genworth Financial Asset Management. They are a wholly-owned subsidiary of AssetMark Financial Holdings, Inc., which is owned by Huatai International Investment Holdings Ltd. in Hong Kong. AssetMark provides various investment supervisory services to registered investment companies and a variety of clients, which include but not limited to individuals, investment companies, pension and profit-sharing plans, corporations, partnerships, trusts, insurance companies and other investment managers. | Investment Managers | Chief Executive Officer Corporate Officer/Principal Chief Executive Officer | |
Matrix-Data Ltd.
Matrix-Data Ltd. Internet Software/ServicesTechnology Services Matrix-Data Ltd. provides customer and business intelligence solutions to the financial services sector. It has developed customer, channel and market benchmarking solutions that help clients optimize product distribution and improve marketing effectiveness to drive revenue growth. The firm offers intelligence solutions that include finanicial intermediary database, NetFinder ICT database, Matrix Investor database and Property value database. The company was founded in 1985 and is headquartered in London, the United Kingdom. | Internet Software/Services | Director/Board Member | |
Mercer Advisors, Inc.
Mercer Advisors, Inc. Investment ManagersFinance Mercer Advisors, Inc. engages in the provision of a wealth management solutions. It offers financial planning, investment management, estate planning, tax planning, and corporate trustee. The company was founded by Howard Rochestie, Gene Dongieux, and Kendrick Mercer in 1985 and is headquartered in Denver, CO. | Investment Managers | Director/Board Member Director/Board Member | |
Schwab Institutional
Schwab Institutional Financial ConglomeratesFinance Part of The Charles Schwab Corp., Schwab Institutional is a company that provides financial advisory services. The company is based in Chicago, IL. | Financial Conglomerates | Chief Operating Officer | |
Certified Financial Planner Board of Standards, Inc.
Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
AmeriLife Group LLC
AmeriLife Group LLC Investment ManagersFinance AmeriLife Group LLC engages in the development, marketing, and distribution of life and health insurance, annuities and retirement planning solutions. Its products include fixed annuities, health insurance, supplemental health insurance, medicare, and life insurance. The company was founded by Gary Boesch in 1971 and is headquartered in Clearwater, FL. | Investment Managers | Director/Board Member Director/Board Member | |
Woodmen of the World Life Insurance Society
Woodmen of the World Life Insurance Society Miscellaneous Commercial ServicesCommercial Services Woodmen of the World Life Insurance Society provides insurance services. Its products include life insurance, retirement plans, and annuities. The company was founded by Joseph Cullen Root on June 6, 1890 and is headquartered in Omaha, NE. | Miscellaneous Commercial Services | Chief Executive Officer | |
Financial-Information-Technologies LLC
Financial-Information-Technologies LLC Packaged SoftwareTechnology Services Financial-Information-Technologies LLC offers electronic funds transfer (EFT) and electronic data interchange (EDI) services. It provides delivery data exchanging, invoice settlement, payment activity reconciling, and purchase management services. The company was founded by Scott P. Riley in 1991 and is headquartered in Tampa, FL. | Packaged Software | Director/Board Member Director/Board Member | |
Access Technology Group Ltd.
Access Technology Group Ltd. Packaged SoftwareTechnology Services Access Technology Group Ltd. is a holding company, which enagges in the development of business management software solutions. It offers a range of on-premise and cloud based solutions in finance, human resource, payroll, warehousing, business intelligence, professional services automation, and manufacturing. The company was founded on September 27, 2005 and is headquartered in Colchester, the United Kingdom. | Packaged Software | Director/Board Member Director/Board Member | |
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. | Investment Managers | Director/Board Member Director/Board Member Director/Board Member | |
ENVESTNET, INC. | Packaged Software | Corporate Officer/Principal | |
The University of Chicago Booth School of Business | College/University | Masters Business Admin | |
Docupace Technologies LLC
Docupace Technologies LLC Packaged SoftwareTechnology Services Docupace Technologies LLC provides document management and workflow solutions. It offers ePACS productivity suite, cyber security and straight through processing. The company was founded by Michael Pinsker and is headquartered in Los Angeles, CA. | Packaged Software | Chairman | |
Woodmen of the World Life Insurance Society (Invt Port)
Woodmen of the World Life Insurance Society (Invt Port) Life/Health InsuranceFinance Woodmen of the World Life Insurance Society (Invt Port) (dba WoodmenLife) is the investment portfolio division of Woodmen of the World Life Insurance Society, a not-for-profit fraternal benefit society headquartered in Omaha, Nebraska. WoodmenLife manages client’s investment portfolio. | Life/Health Insurance | Chief Executive Officer | |
AffiniPay LLC
AffiniPay LLC Regional BanksFinance AffiniPay LLC provides payment processing services. It offers credit card and online payment processing services for attorneys that safeguards lawyers' funds in compliance with tax laws. The company was founded by Amy M. Porter in 2005 and is headquartered in Austin, TX. | Regional Banks | Director/Board Member Director/Board Member | |
Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Intelligent Financial Systems Ltd.
Intelligent Financial Systems Ltd. Packaged SoftwareTechnology Services Part of Deutsche Börse AG, Intelligent Financial Systems Ltd. is a British company that provides real-time and historical market data analysis services. The company is based in Kent, UK. The company was founded in 1995. Intelligent Financial Systems was acquired by Asset International, Inc., part of Deutsche Börse AG from January 31, 2019 on May 05, 2015. | Packaged Software | Director/Board Member | |
AqGen Island Holdings, Inc.
AqGen Island Holdings, Inc. Financial ConglomeratesFinance AqGen Island Holdings, Inc. operates as an early stage company. The company is headquartered in New York, NY. | Financial Conglomerates | President | |
Russell Investments US Institutional Holdco, Inc.
Russell Investments US Institutional Holdco, Inc. Investment ManagersFinance Russell Investments US Institutional Holdco, Inc. engages in the provision of asset management services. The company was founded on November 10, 2016 and is headquartered in Seattle, WA. | Investment Managers | Director/Board Member President | |
Vestwell Holdings, Inc.
Vestwell Holdings, Inc. Internet Software/ServicesTechnology Services Vestwell Holdings, Inc. develops and operates online platform that helps investment advisors evolve their business of retirement investing. It specializes in 401(k) and other defined contribution retirement investment management services. The company was founded by Aaron Schumm in January 2016 and is headquartered in New York, NY. | Internet Software/Services | Chairman | |
Retriever Medical / Dental Payments LLC
Retriever Medical / Dental Payments LLC Miscellaneous Commercial ServicesCommercial Services Retriever Medical/Dental Payments, Inc. provides credit card processing services. It serves the medical and dental community. The company was founded by Frank Shiner and is headquartered in Valhalla, NY. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
AI Financial Information Uk Ltd.
AI Financial Information Uk Ltd. Financial ConglomeratesFinance Part of Deutsche Börse AG, AI Financial Information Uk Ltd. is an investment holding company. The company is based in Grinstead, UK and was founded in 2009. | Financial Conglomerates | Director/Board Member | |
Gc Lighthouse Holdings, Inc.
Gc Lighthouse Holdings, Inc. Financial ConglomeratesFinance Part of Deutsche Börse AG, Gc Lighthouse Holdings, Inc. functions as an investment holding company. The company is based in San Francisco, CA. The CEO of the company is Gary Retelny. | Financial Conglomerates | Director/Board Member | |
GC Two Holdings, Inc.
GC Two Holdings, Inc. Financial ConglomeratesFinance GC Two Holdings, Inc. operates as a holding company which interests in firms that invest in middle-market companies. The company was founded in 2018 and is headquartered in San Francisco, CA. | Financial Conglomerates | Director/Board Member Director/Board Member Director/Board Member | |
Asset International Financial Information UK Holdings Ltd.
Asset International Financial Information UK Holdings Ltd. Financial ConglomeratesFinance Part of Strategic Insight Holdings, Inc., Asset International Financial Information UK Holdings Ltd. functions as an investment holding company. The company is based in London, UK. | Financial Conglomerates | Director/Board Member | |
TA/WEG Parent LLC
TA/WEG Parent LLC Investment ManagersFinance TA/WEG Parent LLC operates as a venture capital firm. The company is headquartered in Plymouth, MN. | Investment Managers | Director/Board Member Director/Board Member | |
OG Crimson Holdings LP
OG Crimson Holdings LP Financial ConglomeratesFinance OG Crimson Holdings LP engages in the provision of investing services. The company was founded in 2019 and is headquartered in Stamford, CT. | Financial Conglomerates | Director/Board Member | |
Advisor Innovation Labs | Founder | ||
WEG Sub Parent LLC
WEG Sub Parent LLC Financial ConglomeratesFinance Part of TA Associates Management LP, WEG Consolidated LLC is a company that provides investment services. The company is based in Boston, MA. | Financial Conglomerates | Director/Board Member Director/Board Member | |
ASSETMARK FINANCIAL HOLDINGS, INC. | Financial Conglomerates | Chief Executive Officer Chief Executive Officer |
Statistiques
Internationale
Etats-Unis | 46 |
Royaume-Uni | 6 |
Sectorielle
Finance | 30 |
Technology Services | 9 |
Consumer Services | 8 |
Commercial Services | 6 |
Opérationnelle
Director/Board Member | 141 |
Corporate Officer/Principal | 35 |
Chief Executive Officer | 21 |
President | 20 |
Undergraduate Degree | 15 |
Relations les plus connectées
Insiders | |
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Todd Crockett | 32 |
Charles Goldman | 23 |
Anthony Salewski | 22 |
M. Burns | 20 |
Siddharth Ramakrishnan | 14 |
Clara Jackson | 13 |
Lori Hardwick | 13 |
Natalie Wolfsen | 12 |
Noreen Beaman | 7 |
Vernon Barback | 7 |
Ryan Bruce Beach | 6 |
Jonathan Baum | 5 |
Eric Clarke | 4 |
Denise McCauley | 4 |
Todd Patrick Clarke | 3 |
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