Profil
J.
David Ballard served as Senior Vice President-Enterprise Services at Osaic Financial Services, Inc. from 2019 to 2020.
From 2018 to 2019, the role was President & Chief Operating Officer at Docupace Technologies LLC.
Between 2015 and 2018, the position was Chief Operating Officer & Executive Vice President at Cetera Financial Group, Inc. Other former roles include Chief Technology Officer at Vector Group Ltd., Chief Technology Officer & Senior Vice President at Douglas Elliman, Inc., and Senior Vice President at Ladenburg Thalmann & Co., Inc.
Anciens postes connus de J. Ballard
| Sociétés | Poste | Fin |
|---|---|---|
| DOUGLAS ELLIMAN INC. | Directeur Technique/Scientifique/R&D | 30/10/2024 |
| LADENBURG THALMANN FINANCIAL SERVICES | Corporate Officer/Principal | 01/02/2020 |
Docupace Technologies LLC
Docupace Technologies LLC Packaged SoftwareTechnology Services Develops AI-enabled back-office and compliance software for wealth management firms | President | 01/04/2019 |
Cetera Financial Group, Inc.
Cetera Financial Group, Inc. Investment ManagersFinance Provides financial planning and wealth management services | Directeur des opérations | 01/03/2018 |
Ladenburg Thalmann & Co., Inc.
Ladenburg Thalmann & Co., Inc. Regional BanksFinance Provides investment baking, wealth management and brokerage services | Corporate Officer/Principal | - |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Vector Group Ltd.
Vector Group Ltd. TobaccoConsumer Non-Durables Operates as a holding company whose subsidiaries manufactures and wholesales cigarettes products | Consumer Non-Durables |
Osaic Financial Services, Inc.
Osaic Financial Services, Inc. Investment Banks/BrokersFinance Provides financial instruments brokerage, advisory, investment banking and research services | Finance |
Ladenburg Thalmann & Co., Inc.
Ladenburg Thalmann & Co., Inc. Regional BanksFinance Provides investment baking, wealth management and brokerage services | Finance |
Cetera Financial Group, Inc.
Cetera Financial Group, Inc. Investment ManagersFinance Provides financial planning and wealth management services | Finance |
Docupace Technologies LLC
Docupace Technologies LLC Packaged SoftwareTechnology Services Develops AI-enabled back-office and compliance software for wealth management firms | Technology Services |
Douglas Elliman, Inc.
Douglas Elliman, Inc. Real Estate DevelopmentFinance Provides real estate and investment services | Finance |
















