Bryan Jacobsen
Compliance Officer bei Apex Clearing Corp.
Ursprung des Netzwerks ersten Grades von Bryan Jacobsen
Einheit | Art der Einheit | Industrie | |
---|---|---|---|
Apex Clearing Corp.
Apex Clearing Corp. Regional BanksFinance Apex Clearing Corp. offers clearing and execution solutions to the financial services industry. It provides compliance, margin and financial solutions, portfolio financing and risk management. The company was founded by Peter Lawler in 2012 and is headquartered in Dallas, TX.
8
| Subsidiary | Regional Banks | 8 |
Electronic Transaction Clearing, Inc.
Electronic Transaction Clearing, Inc. Regional BanksFinance Electronic Transaction Clearing, Inc. operates as a brokerage and clearing company. The firm’s solutions include custody, execution, clearing and settlement solutions. The company was founded in 2007 and is headquartered in Los Angeles, CA.
4
| Subsidiary | Regional Banks | 4 |
Subsidiary | Investment Managers | 2 | |
National Planning Corp.
National Planning Corp. Investment ManagersFinance National Planning Corp. (NPC) is a registered investment advisor and broker/dealer headquartered in Santa Monica, California and founded in 1998. The firm also does business in New York and Florida under the name NPC of America. On August 2017, LPL Financial LLC acquired NPC from National Planning Holdings, Inc. (NPH). NPC's clients include individuals, corporate entities, trusts, and pension plans & their participants.
1
| Extinct | Investment Managers | 1 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Bryan Jacobsen
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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Advent International LP
Advent International LP Investment ManagersFinance Advent International LP (Advent) is an independent private equity firm founded in 1984 by Henry H. Haight. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Private Equity Investor | |
SpringOwl Associates LLC
SpringOwl Associates LLC Investment ManagersFinance SpringOwl Associates LLC (SpringOwl) is a hedge fund manager headquartered in New York City. The firm was founded in 1970 as Cumberland Associates LLC and merged with Ader Investment Management LLC in 2013 to form SpringOwl Associates LLC. They are wholly owned and controlled by SpringOwl Asset Management LLC. SpringOwl provides investment management services to private pooled investment vehicles that are offered to investors on a confidential, private-placement basis. | Investment Managers | Corporate Officer/Principal | |
THE GOLDMAN SACHS GROUP, INC. | Investment Banks/Brokers | Corporate Officer/Principal | |
Community Trust & Investment Co.
Community Trust & Investment Co. Investment ManagersFinance Community Trust & Investment Co. (CTIC) is an investment management firm headquartered in Pikeville, Kentucky. Formerly known as Trust Co. of Kentucky, the firm is a subsidiary of Community Trust Bancorp, Inc. (NASDAQ: CTBI). CTIC is comprised of two business units, Wealth and Trust Management (WTM) and Community Trust Financial Services (CTFS). WTM offers disciplined investment management that is consistent with client objectives. CTFS is the retail investment and insurance division. | Investment Managers | Sales & Marketing | |
QUALYS, INC. | Packaged Software | Director/Board Member | |
LAZARD GLOBAL TOTAL RETURN AND INCOME FUND, INC. | Investment Trusts/Mutual Funds | Director/Board Member | |
B-Trade Services LLC | Director of Finance/CFO | ||
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 | Director/Board Member | |
ConvergEx, Inc.
ConvergEx, Inc. Information Technology ServicesTechnology Services ConvergEx, Inc. provides mission-critical proprietary software products. It provides products and services through two business segments: Investment Technologies and Investment Services. The Investment Technologies segment develops, markets and sells the company's proprietary software products, including workflow automation solutions, and technology-enabled services. The Investment Services segment utilizes many of the same proprietary software products and technology-enabled services. The company was founded on March 17, 2011 and is headquartered in New York, NY. | Information Technology Services | Director of Finance/CFO | |
Boston University | College/University | Undergraduate Degree | |
The Depository Trust & Clearing Corp.
The Depository Trust & Clearing Corp. Investment ManagersFinance The Depository Trust & Clearing Corp. provides clearance, settlement and information services. The firm offers institutional trade processing, clearing, settlement and asset, wealth management, repository and derivatives and data services. The company was founded in 1999 is headquartered in New York, NY. | Investment Managers | Director/Board Member | |
University of Missouri | College/University | Undergraduate Degree | |
The American Institute of Certified Public Accountants
The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Cowen Execution Services LLC
Cowen Execution Services LLC Investment Banks/BrokersFinance Cowen Execution Services LLC provides brokerage services. The company was founded in 2002 and is headquartered in New York, NY. | Investment Banks/Brokers | Director of Finance/CFO | |
Pershing LLC
Pershing LLC Investment Banks/BrokersFinance Founded in 1939, Pershing LLC is a broker/dealer headquartered in Jersey City, New Jersey. The firm is a subsidiary of the Bank of New York Mellon Corp. (NYSE: BK). The firm helps financial services firms and advisors succeed by providing the technology, operational, trading, investment and practice management solutions they need to serve investors. Pershing offers securities processing, trading and operations management, investment technology, asset-gathering solutions and practice management support. The firm serves a wide range of financial organizations including: banks, discount brokerages, full-service brokerages, registered investment advisors, independent contractors, institutional firms, global firms and small- to mid-sized firms. Pershing also offers financial products including annuities, mutual funds and money funds, as well as business tools, cash management services, investor and lending services, retirement products and wealth management. In addition, they offer trading and execution services in listed and OTC securities, fixed-income securities and mutual funds. | Investment Banks/Brokers | Corporate Officer/Principal Director/Board Member | |
MORNINGSTAR, INC. | Investment Managers | Corporate Officer/Principal | |
Northwestern University
Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Undergraduate Degree | |
Rutgers State University of New Jersey | College/University | Masters Business Admin | |
Indiana University | College/University | Graduate Degree | |
Miami University | College/University | Consultant / Advisor | |
University of Illinois | College/University | Undergraduate Degree | |
University of Mississippi | College/University | Graduate Degree | |
Wesleyan University | College/University | Undergraduate Degree | |
The State University of New York | College/University | Undergraduate Degree | |
Prophecy Asset Management LP
Prophecy Asset Management LP Investment ManagersFinance Prophecy Asset Management LP (Prophecy) is an independent hedge fund manager headquartered in New York City. The firm was founded by Jeffrey Spotts in 2001. Prophecy provides discretionary investment advisory services to private investment funds. | Investment Managers | Chief Operating Officer | |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Miscellaneous Commercial Services | Director/Board Member | |
Chicago-Kent College of Law | College/University | Graduate Degree | |
Beta Alpha Psi | President | ||
Anita Borg Institute for Women & Technology
Anita Borg Institute for Women & Technology Miscellaneous Commercial ServicesCommercial Services Anita Borg Institute for Women & Technology operates as a social enterprise that aims to recruit, retain, and advance women in technology. It offers awards for individuals, community voices, events for organizations, career toolbox, and scholarships for GHC. The company was founded by Anita Borg and Telle Whitney in 1997 and is headquartered in Belmont, CA. | Miscellaneous Commercial Services | Director/Board Member | |
Arthur Anderson & Co. | Corporate Officer/Principal | ||
Resource Financial Institutions Group, Inc.
Resource Financial Institutions Group, Inc. Investment ManagersFinance Resource Financial Institutions Group, Inc(Resource Financial) is a private equity firm founded in 2005. The firm is headquartered in New York. | Investment Managers | General Counsel | |
YCharts, Inc.
YCharts, Inc. Packaged SoftwareTechnology Services YCharts, Inc. provides online stock and financial data information. The firm offers insights on company valuation, growth and profitability trends in areas, such as market capitalization, revenue, net income, cash on hand, free cash flow, earnings per share, revenue growth, price to earnings and dividend yield. It focuses on industries such as biotechnology, drug, networking and investment brokers. The company was founded by Shawn Carpenter and Ara Anjargolian, Brian Hand, Michael W. Ferro Jr., Jai Shekhawat and Barney Merrick Harford in January 2009 and is headquartered in Chicago, IL. | Packaged Software | Director/Board Member | |
Deloitte Touche Tohmatsu Ltd.
Deloitte Touche Tohmatsu Ltd. Miscellaneous Commercial ServicesCommercial Services Deloitte Touche Tohmatsu Ltd. provides auditing, financial advisory, tax, and consulting services. Its serves technology, consumer business, energy and resources, financial services, life sciences and health care, manufacturing, public sector, real estate, technology, media, and telecommunications industries. The company was founded in 1880 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Consultant / Advisor | |
BNY Securities Group | Director of Finance/CFO | ||
Precision Information LLC
Precision Information LLC Investment ManagersFinance Precision Information LLC provides investment advice. Its products include financial fitness challenge, custom solutions and content. The firm also provides interactive financial education content, technology, and tools to companies and people. The company was founded in Joe Saari and Edward Harris and is headquartered in Chula Vista, CA. | Investment Managers | Director/Board Member | |
Peak6 LLC
Peak6 LLC Financial ConglomeratesFinance Peak6 LLC engages in the provision of investment services. The company was founded by Jennifer Just and Matthew Hulsizer and is headquartered in Chicago, IL. | Financial Conglomerates | Corporate Officer/Principal | |
SenaHill Investment Group LLC
SenaHill Investment Group LLC Investment ManagersFinance SenaHill Investment Group LLC (SenaHill Investment) is a Venture Capital subsidiary of SenaHill Partners LP founded in 2013. The firm is headquartered in New York. | Investment Managers | Consultant / Advisor | |
Asio Capital LLC
Asio Capital LLC Investment ManagersFinance Asio Capital LLC (Asio) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Lexington, Kentucky. The firm was founded in 2018 by Ryan Osborne, John Cheshire, Ryan Gray and Erin Serrate. Asio provides wealth management services to individual and institutional clients. | Investment Managers | Founder | |
The Tifin Group LLC (New York)
The Tifin Group LLC (New York) Investment ManagersFinance The Tifin Group LLC (Tifin Group) is a venture capital firm founded in 2018 by Vinay Nair. The firm is headquartered in New York. | Investment Managers | Director/Board Member | |
Apex Fintech Solutions LLC
Apex Fintech Solutions LLC Information Technology ServicesTechnology Services Apex Fintech Solutions, Inc. is an early stage and emerging growth company. The company is headquartered in Dallas, TX. | Information Technology Services | President Chief Executive Officer | |
GCM Customized Fund Investment Group LP
GCM Customized Fund Investment Group LP Investment ManagersFinance GCM Customized Fund Investment Group LP (GCM Customized Fund Investment Group) is a private equity subsidiary of Grosvenor Capital Management LP founded in 1999. The firm is headquartered in Chicago, Illinois. | Investment Managers | Private Equity Investor | |
GCM GROSVENOR INC. | Investment Managers | Chief Tech/Sci/R&D Officer | |
Financial Fitness Group LLC
Financial Fitness Group LLC Packaged SoftwareTechnology Services Part of Aztec Software LLC, Financial Fitness Group LLC is a leading provider of interactive financial wellness and investor education content for financial service providers, banks, credit unions, advisors, and government agencies. The company is based in San Diego, CA. Discover how their financial communications library can help attract new prospects and deepen client relationships with Andex Chart Sbbi and more. With 2 million users at 1,000+ organizations, FFG provides financial providers, employers, and government agencies with financial education solutions. Founded by Joe Saari, for over 20 years, FFG has assessed and educated over 4 million individuals at thousands of organizations to drive real behavior change. Financial Fitness Group was acquired by iGrad, Inc. on February 06, 2024. | Packaged Software | Director/Board Member |
Statistik
International
Vereinigte Staaten | 47 |
Frankreich | 2 |
Vereinigtes Königreich | 2 |
Sektoral
Finance | 22 |
Consumer Services | 12 |
Technology Services | 8 |
Commercial Services | 5 |
Miscellaneous | 2 |
Operativ
Director/Board Member | 29 |
Corporate Officer/Principal | 26 |
Director of Finance/CFO | 9 |
Undergraduate Degree | 9 |
Corporate Secretary | 8 |
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