Todd Crockett
Director/Board Member chez ZOOMINFO TECHNOLOGIES INC.
Fortune : 10 M $ au 31/03/2024
Profil
Todd R.
Crockett's current job(s) include being a Director at Orion Advisor Technology LLC, a Director at Zoominfo Technologies LLC, a Director at Procare Software LLC, a Director at ZoomInfo LLC, a Director at Orion Advisor Services LLC, a Director at Emerald Acquisition Ltd., a Director at Russell Investments US Institutional Holdco, Inc., a Director at Russell Investments UK Midco Ltd., a Director at Russell Investments UK Lower-Tier Holdco Ltd., a Director at Russell Investments UK Blocker Ltd., a Director at TA, an Independent Director at ZoomInfo Technologies, Inc., a Director at Mao Corp., a Director at WEG Consolidated LLC, and a Director at Russell Investments Group LLC (United States).
Mr. Crockett's former job(s) include being a Director at Cupertino Electric, Inc. from 2000 to 2007, a Director at Gemini Fund Services LLC from 2015 to 2019, a Director at TaxAct, Inc. from 2004 to 2012, a Director at The Clayton Group, Inc. from 2004 to 2007, a Director at CLS Investments LLC from 2015 to 2019, a Director at Burr Wolff LLC, a Director at Clayton Fixed Income Services, Inc., a Director at Clayton Holdings, Inc. from 2005 to 2007, a Director at Quantitative Analytics, Inc. from 2005 to 2006, a Director at American Access Care LLC from 2006 to 2011, a Director at Evanston Capital Management LLC from 2011 to 2020, a Director at The Wealth Enhancement Group, Inc., a Director and Member-Managers Board at ZoomInfo Holdings LLC from 2014 to 2020, an Analyst at Citigroup Global Markets, Inc. (Broker), and a Financial Analyst at Salomon Brothers from 1992 to 1994.
Mr. Crockett's education history includes an undergraduate degree from Princeton University in 1992 and an MBA from Harvard Business School.
Détentions connues dans des sociétés publiques
| Société | Date | Nombre d'actions | Valorisation | Date de valorisation |
|---|---|---|---|---|
| 15/03/2024 | 408 093 ( 0,11% ) | 7 M $ | 31/03/2024 | |
ZoomInfo Holdings LLC
 ZoomInfo Holdings LLC Internet Software/ServicesTechnology Services ZoomInfo Holdings LLC operates as a holding company. The company through its subsidiaries designs and develops sells and marketing intelligence solutions. ZoomInfo Holdings was founded by Henry Schuck in 2007 and is headquartered in Vancouver, WA. 0,09% | 12/08/2021 | 214 036 ( 0,09% ) | 3 M $ | 31/03/2024 |
Postes actifs de Todd Crockett
| Sociétés | Poste | Début |
|---|---|---|
| ZOOMINFO TECHNOLOGIES INC. | Director/Board Member | 01/02/2020 |
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. | Private Equity Investor | 01/01/1994 |
Russell Investments UK Midco Ltd.
 Russell Investments UK Midco Ltd. Investment ManagersFinance Russell Investments UK Midco Ltd. was founded in 2016 and is based in London, UK. The British company is dedicated to improving retirement outcomes for defined contribution plan participants by employing best practices in plan design, investments, and implementation. The private company offers investment solutions, including top-ranked model portfolios and mutual funds, which are designed to improve investors' financial security. Russell Investments manages investments for large institutions, advisors, and individuals, and is devoted to improving financial security for people. | Director/Board Member | 16/03/2016 |
WEG Sub Parent LLC
 WEG Sub Parent LLC Financial ConglomeratesFinance Part of TA Associates Management LP, WEG Consolidated LLC is a private company that provides investment services. The company is based in Boston, MA. | Director/Board Member | - |
Zoominfo Technologies LLC
 Zoominfo Technologies LLC Packaged SoftwareTechnology Services Zoominfo Technologies LLC engages in the provision of online information services. It offers products and solutions for customers in sales, marketing, and enterprises. The company was founded by Jonathan Stern and Michel Decary in 2000 and is headquartered in Waltham, MA. | Director/Board Member | 01/09/2019 |
| Mao Corp. | 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. | Director/Board Member | - |
Procare Software LLC
 Procare Software LLC Packaged SoftwareTechnology Services Procare Software LLC provides management solutions for child care owners, administrators, educators, and parents. It offers software solutions for family and child data, family accounting, agency accounting, child care tuition collection, time and attendance, menus and meal counts, employee records, and time cards. The company was founded by Jeffrey R. Blum in 1992 and is headquartered in Medford, OR. | Director/Board Member | 01/05/2015 |
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. | Director/Board Member | - |
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Anciens postes connus de Todd Crockett
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Formation de Todd Crockett
| Princeton University | Undergraduate Degree |
| Harvard Business School | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| ZOOMINFO TECHNOLOGIES INC. | Technology Services |
| Entreprise privées | 29 |
|---|---|
Citigroup Global Markets, Inc. (Broker)
 Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Finance |
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. | Finance |
Cupertino Electric, Inc.
 Cupertino Electric, Inc. Engineering & ConstructionIndustrial Services Cupertino Electric, Inc. provides electrical and data infrastructure services. The firm provides electrical contracting services to industries in the commercial and institutional construction market. The industry consists of commercial and institutional buildings which includes office buildings, schools, hospitals, stores, hotels, and public warehouses. The company was founded by Gene Ravizza and Pete Kraljev in 1954 and is headquartered in San Jose, CA. | Industrial Services |
Gemini Fund Services LLC
 Gemini Fund Services LLC Investment Banks/BrokersFinance Founded in 2002, Gemini Fund Services LLC is a fund distributor headquartered in Hauppauge, New York. The firm partners with investment companies to deliver comprehensive pooled investment solutions including mutual funds, hedge funds and collective investment trusts. | Finance |
TaxAct, Inc.
 TaxAct, Inc. Packaged SoftwareTechnology Services TaxACT, Inc. provides income tax preparation software. It specializes in business, personal, professional tax software and state tax returns. The company was founded by Lance G. Dunn in 1998 and is headquartered in Cedar Rapids, IA. | Technology Services |
The Clayton Group, Inc.
 The Clayton Group, Inc. Investment ManagersFinance The Clayton Group, Inc. manages risk for loan related assets. The private company is based in Shelton, CT. | Finance |
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. | Miscellaneous |
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. | Finance |
| Salomon Brothers | Finance |
Burr Wolff LLC
 Burr Wolff LLC Miscellaneous Commercial ServicesCommercial Services Burr Wolff LLC provides state & local tax software products, recovery and consulting services. Its products & services are specifically designed to deliver tax recoveries, tax minimization solutions and tax department efficiency improvements cost effectively through the use of proprietary technology tools & methodologies. The company was co-founded by Kurt Burr & Walter Wolff in 1988 and is headquartered in Houston, TX. | Commercial Services |
Clayton Fixed Income Services, Inc.
 Clayton Fixed Income Services, Inc. Investment ManagersFinance Clayton Fixed Income Services, Inc. provides technology and services for credit risk management. Serving the fixed-income securities market, the company's offerings are designed to manage credit risk, perform custom analytics, and track investments. It also offers consulting services for individuals and securities servicers. The company is located in Denver, CO. | Finance |
Zoominfo Technologies LLC
Zoominfo Technologies LLC Packaged SoftwareTechnology Services Zoominfo Technologies LLC engages in the provision of online information services. It offers products and solutions for customers in sales, marketing, and enterprises. The company was founded by Jonathan Stern and Michel Decary in 2000 and is headquartered in Waltham, MA. | Technology Services |
Clayton Holdings, Inc.
 Clayton Holdings, Inc. Insurance Brokers/ServicesFinance Clayton Holdings, Inc. provides risk analysis, loss mitigation and operational solutions to the mortgage industry. Its services encompass analytics, residential and commercial loan due diligence, consulting, credit risk management and surveillance, independent pricing, specialized loan servicing and staffing solutions. The company was founded by Steven L. Cohen in 1989 and it is headquartered Tampa, FL. | Finance |
Quantitative Analytics, Inc.
 Quantitative Analytics, Inc. Packaged SoftwareTechnology Services Quantitative Analytics, Inc. provides financial database integration and analysis solutions. QAI's software solutions are used by investment management firms for securities selection, modeling, back testing, portfolio construction and trading strategy development. QAI integrates multiple data sources, including proprietary customer data, to create an integrated database of financial information and provides a suite of analytical tools to query or mine the database for insights and trading ideas. | Technology Services |
American Access Care LLC
 American Access Care LLC Medical/Nursing ServicesHealth Services American Access Care LLC provides management services including billing and collection services for healthcare practitioners. The company was founded by Raymond D. Figueroa in 2001 and is headquartered in Glen Rock, PA. | Health Services |
Procare Software LLC
Procare Software LLC Packaged SoftwareTechnology Services Procare Software LLC provides management solutions for child care owners, administrators, educators, and parents. It offers software solutions for family and child data, family accounting, agency accounting, child care tuition collection, time and attendance, menus and meal counts, employee records, and time cards. The company was founded by Jeffrey R. Blum in 1992 and is headquartered in Medford, OR. | Technology Services |
Evanston Capital Management LLC
 Evanston Capital Management LLC Investment ManagersFinance Evanston Capital Management LLC (ECM) is a SEC-registered investment advisor and hedge fund manager headquartered in Evanston, Illinois. The firm was founded by David L. Wagner, Adam B. Blitz, Kenneth A. Meister, and Ryan D. Cahill in 2002. They are a subsidiary of Evanston Capital Management LP. ECM provides investment supervisory services to US and non-US commingled open-end and closed-end private funds of private funds, and to a customized single investor fund. | Finance |
Zoominfo LLC
 Zoominfo LLC Internet Software/ServicesTechnology Services Zoominfo LLC engages in the provision of marketing and sales intelligence platform. It offers sales leadership, sales development, marketing and demand generation; sales and marketing operations; and recruiting. The company was founded by Henry L. Schuck and Kirk N. Brown in 2007 and is headquartered in Vancouver, WA. | Technology Services |
The Wealth Enhancement Group, Inc.
 The Wealth Enhancement Group, Inc. Investment ManagersFinance The Wealth Enhancement Group, Inc. provides investment advisory services. Its services include tax-efficient wealth accumulation planning, asset protection, estate tax, charitable, business, executive benefit, fringe benefit, education, retirement planning and investment and asset allocation planning. The company was founded by Michael S. Ross in October 1996 and is headquartered in Alpharetta, GA. | Finance |
ZoomInfo Holdings LLC
ZoomInfo Holdings LLC Internet Software/ServicesTechnology Services ZoomInfo Holdings LLC operates as a holding company. The company through its subsidiaries designs and develops sells and marketing intelligence solutions. ZoomInfo Holdings was founded by Henry Schuck in 2007 and is headquartered in Vancouver, WA. | Technology Services |
Russell Investments Group LLC (United States)
 Russell Investments Group LLC (United States) Financial ConglomeratesFinance Part of Russell Investment Management LLC, Russell Investments is a Seattle-based investment management partner that is devoted to improving people's financial security. The American company manages investments for large institutions, advisors, and individuals. Russell Investments offers overlay services to reduce risk and access opportunities through a derivative trading overlay. The private company's specialists share insights on current challenges and ideas on solutions that could support portfolios for whatever lies ahead. The company's quarterly Economic & Market Review helps explain portfolio performance in light of recent market events. | Finance |
Emerald Acquisition Ltd.
 Emerald Acquisition Ltd. Investment ManagersFinance Part of Russell Investments Group Ltd., Emerald Acquisition Ltd. is a British company that specializes in advanced botox® training and dermal filler applications. The private company is based in London, UK. The company offers specialized botox® training courses that provide enhanced training into advanced methods of facial rejuvenation. Additionally, they are 2021 business ambassadors for Operation Smile. The company also offers an advanced masterclass lip filler course to learn lip augmentation in an intensive environment from Acquisition Aesthetics expert surgical trainers. | Finance |
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. | Finance |
Russell Investments UK Midco Ltd.
Russell Investments UK Midco Ltd. Investment ManagersFinance Russell Investments UK Midco Ltd. was founded in 2016 and is based in London, UK. The British company is dedicated to improving retirement outcomes for defined contribution plan participants by employing best practices in plan design, investments, and implementation. The private company offers investment solutions, including top-ranked model portfolios and mutual funds, which are designed to improve investors' financial security. Russell Investments manages investments for large institutions, advisors, and individuals, and is devoted to improving financial security for people. | Finance |
Russell Investments UK Lower-Tier Holdco Ltd.
 Russell Investments UK Lower-Tier Holdco Ltd. Investment ManagersFinance Founded in 2016, Russell Investments UK Lower-Tier Holdco Ltd. is a holding private company that provides investment management, advice, and consulting services through its subsidiaries. Part of Russell Investments Group Ltd., the company is based in London, UK. | Finance |
Russell Investments UK Blocker Ltd.
 Russell Investments UK Blocker Ltd. Financial ConglomeratesFinance Founded in 2016, Russell Investments UK Blocker Ltd. is a private company that provides investment services. The company is based in London, UK and is part of Russell Investments Group Ltd. | Finance |
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. | Finance |
| Mao Corp. | |
WEG Sub Parent LLC
WEG Sub Parent LLC Financial ConglomeratesFinance Part of TA Associates Management LP, WEG Consolidated LLC is a private company that provides investment services. The company is based in Boston, MA. | Finance |
