Daniel P. Son
Corporate Officer/Principal chez The Financial Executives Institute
Profil
Mr. Daniel P.
Son, Jr. CPA, is a Co-Founder at Penson Financial Services, Inc., Vice Chairman & Chief Executive Officer at Penson Worldwide, Inc., President & Director at Penson Financial Services Ltd., Non-Executive Chairman & President at Nexa Technologies, Inc., and a Member at The Financial Executives Institute.
He is on the Board of Directors at Penson Worldwide, Inc. and Penson Financial Services Ltd.
Mr. Son co-founded Penson Financial Services in 1995.
He has several years of experience as a senior executive in the securities industry and is a member of the Financial Executives Institute.
He has been a member of the Board of Directors since 2000.
He served as President of Penson Worldwide, Inc. from its inception in 2000 until his retirement in August of 2010.
Mr. Son graduated from Southern Methodist University with a B.B.A.
in accounting, a Certified Public Accountant and a member of the Financial Executives Institute.
Postes actifs de Daniel P. Son
| Sociétés | Poste | Début |
|---|---|---|
| The Financial Executives Institute | Corporate Officer/Principal | - |
Anciens postes connus de Daniel P. Son
| Sociétés | Poste | Fin |
|---|---|---|
Barre & Co., Inc.
 Barre & Co., Inc. Investment Banks/BrokersFinance Part of Hilltop Holdings, Inc., Barre & Co., Inc. is a professional tax and accounting firm based in Union, NJ. The private company offers a range of services, including assurance and advisory services, accounting, estate and trust planning, and tax preparation. Barre & Co. primarily services school districts, charter schools, litigation services, business valuations, non-profit, and other businesses or organizations in the greater metropolitan area. The company has been providing tax and audit services for over 30 years and has a 99.9% customer satisfaction rate. Barre & Co. was acquired by SWS Group, Inc. on March 27, 1995. | Corporate Officer/Principal | 31/12/1995 |
First Southwest Co. LLC
 First Southwest Co. LLC Investment ManagersFinance First Southwest Co. LLC provides investment banking and financial advisory services. Its services include public finance, asset management, capital markets, clearing services, corporate finance, and hospital M&A. The company is headquartered in Dallas, TX. | Corporate Officer/Principal | 28/02/1994 |
| Schneider Bernet & Hickman, Inc. | Corporate Officer/Principal | 30/04/1986 |
Nexa Technologies, Inc.
 Nexa Technologies, Inc. Packaged SoftwareTechnology Services Nexa Technologies, Inc. provides online and direct access trading solutions. It offers multi-asset direct access trading systems, FIX-compliant order routing, an Order Management System (OMS), comprehensive data and market access to European and North American equity, options and derivatives exchanges and ECNs. The company was founded by Eric Stoop in 1999 and is headquartered in Richardson, TX. | President | - |
| Penson Financial Services Ltd. | President | - |
Formation de Daniel P. Son
| Southern Methodist University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
First Southwest Co. LLC
First Southwest Co. LLC Investment ManagersFinance First Southwest Co. LLC provides investment banking and financial advisory services. Its services include public finance, asset management, capital markets, clearing services, corporate finance, and hospital M&A. The company is headquartered in Dallas, TX. | Finance |
Penson Worldwide, Inc.
 Penson Worldwide, Inc. Investment Banks/BrokersFinance Penson Worldwide, Inc. is a provider of a broad range of critical securities and futures processing infrastructure products and services to the global financial services industry. Its products and services include securities and futures clearing and execution, financing and cash management technology and other related offerings, and provide tools and services to support trading in multiple markets, asset classes and currencies. Penson Worldwide was founded by Phil A. Pendergraft and Daniel P. Son in 1995 and is headquartered in Dallas, TX. | Finance |
Barre & Co., Inc.
Barre & Co., Inc. Investment Banks/BrokersFinance Part of Hilltop Holdings, Inc., Barre & Co., Inc. is a professional tax and accounting firm based in Union, NJ. The private company offers a range of services, including assurance and advisory services, accounting, estate and trust planning, and tax preparation. Barre & Co. primarily services school districts, charter schools, litigation services, business valuations, non-profit, and other businesses or organizations in the greater metropolitan area. The company has been providing tax and audit services for over 30 years and has a 99.9% customer satisfaction rate. Barre & Co. was acquired by SWS Group, Inc. on March 27, 1995. | Finance |
Nexa Technologies, Inc.
Nexa Technologies, Inc. Packaged SoftwareTechnology Services Nexa Technologies, Inc. provides online and direct access trading solutions. It offers multi-asset direct access trading systems, FIX-compliant order routing, an Order Management System (OMS), comprehensive data and market access to European and North American equity, options and derivatives exchanges and ECNs. The company was founded by Eric Stoop in 1999 and is headquartered in Richardson, TX. | Technology Services |
| The Financial Executives Institute | |
| Schneider Bernet & Hickman, Inc. | |
| Penson Financial Services Ltd. | Finance |
