David Francis
Director of Finance/CFO chez PlanPrescriber, Inc.
Profil
David K.
Francis was the founder of Jaag Group LLC, which was founded in 2007, where he held the title of Managing Partner from 2007 to 2013.
Mr. Francis is also the founder of Healthpilot Technologies LLC.
Currently, he is the Chief Financial Officer, Treasurer & Director at PlanPrescriber, Inc. He was also the Chief Operating Officer at eHealth, Inc. from 2018 to 2020, Analyst at RBC Capital Markets LLC from 2013 to 2016, and Principal at Volpe Brown Whelan & Co. LLC in 1998.
Mr. Francis received his undergraduate degree from The Wharton School of the University of Pennsylvania.
Postes actifs de David Francis
| Sociétés | Poste | Début |
|---|---|---|
PlanPrescriber, Inc.
 PlanPrescriber, Inc. Packaged SoftwareTechnology Services PlanPrescriber, Inc. provides online and pharmacy-based tools to help seniors navigate Medicare health insurance options and choose the right plan. The company was founded by Glen L. Urban on December 20, 1999 and is headquartered in Mountain View, CA. | Director of Finance/CFO | - |
Anciens postes connus de David Francis
| Sociétés | Poste | Fin |
|---|---|---|
| EHEALTH, INC. | Director of Finance/CFO | 04/06/2018 |
eHealthInsurance Services, Inc.
 eHealthInsurance Services, Inc. Life/Health InsuranceFinance eHealthInsurance Serivces, Inc. provides online health insurance plan services. It provides buying and using health insurance information through toll free number, online chat, email, fax, customer care team. The firm’s customers include individuals, families and small businesses. The company was founded in 1997 and is headquartered in Mountain View, CA. | Chief Operating Officer | 31/08/2020 |
RBC Capital Markets LLC
 RBC Capital Markets LLC Investment Banks/BrokersFinance RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets. | Analyst-Equity | 01/07/2016 |
Jaag Group LLC
 Jaag Group LLC Miscellaneous Commercial ServicesCommercial Services Jaag Group LLC provides financial and strategic advisory services. The private company is based in Old Hickory. The American company was founded by David K. Francis. | Founder | 01/10/2013 |
Jefferies LLC
 Jefferies LLC Investment Banks/BrokersFinance Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. | Analyst-Equity | - |
Formation de David Francis
| The Wharton School of the University of Pennsylvania | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| EHEALTH, INC. | Finance |
| Entreprise privées | 9 |
|---|---|
Punk Ziegel & Co.
 Punk Ziegel & Co. Investment Banks/BrokersFinance Located in New York City, Punk, Ziegel & Co. is a specialty investment bank providing a full range of research, equity market making and corporate finance services focusing on high growth sectors within the healthcare technology, biotechnology and life sciences industries. Punk, Ziegel's, in-depth securities analysis begins with the identification of high-growth industries and timely investment ideas before they have been fully exploited by the investment community. Within these industry niches, their analysts pinpoint companies offering leadership potential and maximum investment opportunities. Issue-oriented, in-depth analysis is then generated on a continuing basis to insure that their investment and corporate finance advice remains accurate and up-to-date. | Finance |
Jefferies LLC
Jefferies LLC Investment Banks/BrokersFinance Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. | Finance |
| J. C. Bradford & Co., Inc. | Finance |
| Volpe Brown Whelan & Co. LLC | Finance |
RBC Capital Markets LLC
RBC Capital Markets LLC Investment Banks/BrokersFinance RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets. | Finance |
eHealthInsurance Services, Inc.
eHealthInsurance Services, Inc. Life/Health InsuranceFinance eHealthInsurance Serivces, Inc. provides online health insurance plan services. It provides buying and using health insurance information through toll free number, online chat, email, fax, customer care team. The firm’s customers include individuals, families and small businesses. The company was founded in 1997 and is headquartered in Mountain View, CA. | Finance |
PlanPrescriber, Inc.
PlanPrescriber, Inc. Packaged SoftwareTechnology Services PlanPrescriber, Inc. provides online and pharmacy-based tools to help seniors navigate Medicare health insurance options and choose the right plan. The company was founded by Glen L. Urban on December 20, 1999 and is headquartered in Mountain View, CA. | Technology Services |
Jaag Group LLC
Jaag Group LLC Miscellaneous Commercial ServicesCommercial Services Jaag Group LLC provides financial and strategic advisory services. The private company is based in Old Hickory. The American company was founded by David K. Francis. | Commercial Services |
Healthpilot Technologies LLC
 Healthpilot Technologies LLC Information Technology ServicesTechnology Services Healthpilot Technologies LLC is a Medicare plan marketplace that simplifies the process of selecting the right coverage. Healthpilot is based in Nashville, TN. The private company uses AI-powered technology to engage users with straightforward questions about their drugs, doctors, and preferences, delivering a personalized plan recommendation tailored to each individual. The company was founded by David K. Francis, who has been the CEO since incorporation. | Technology Services |
