Joseph Robert Hermosillo
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Ursprung des Netzwerks ersten Grades von Joseph Robert Hermosillo
Einheit | Art der Einheit | Industrie | |
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Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA.
33
| Subsidiary | Investment Managers | 33 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Joseph Robert Hermosillo
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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CHARLES SCHWAB | Investment Banks/Brokers | Corporate Officer/Principal General Counsel Chief Tech/Sci/R&D Officer Chief Executive Officer Corporate Officer/Principal Corporate Officer/Principal | |
The Ohio University
The Ohio University Other Consumer ServicesConsumer Services Central Hockey League operates a professional minor league hockey teams playing in small to medium-sized markets primarily in central and southwestern US states. The league, which was started in 1992, is managed and operated by WPHL, a subsidiary of Global Entertainment Corporation. | College/University | Undergraduate Degree Undergraduate Degree | |
Schwab Institutional
Schwab Institutional Financial ConglomeratesFinance Part of The Charles Schwab Corp., Schwab Institutional is a company that provides financial advisory services. The company is based in Chicago, IL. | Financial Conglomerates | Sales & Marketing 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 Undergraduate Degree | |
Syracuse University | College/University | Undergraduate Degree Undergraduate Degree | |
Schwab Investments | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
University of Maryland | College/University | Director/Board Member Undergraduate Degree | |
University of California, Berkeley | College/University | Undergraduate Degree Undergraduate Degree | |
Evergreen Capital Management LLC
Evergreen Capital Management LLC Investment ManagersFinance Evergreen Capital Management LLC (Evergreen) is a SEC-registered investment advisor headquartered in Bellevue, Washington. The firm was founded in 1983 and is a subsidiary of D & M Hay LLC. Evergreen provides investment supervisory services, investment consulting, and financial planning to a variety of types of clients which includes individuals, trusts, endowments, and pension and retirement plan accounts. | Investment Managers | Sales & Marketing | |
Portland State University | College/University | Undergraduate Degree | |
LPL Financial LLC
LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Investment Managers | Institutional Sales | |
TD Ameritrade Clearing, Inc.
TD Ameritrade Clearing, Inc. Investment Banks/BrokersFinance Founded in 1971, TD Ameritrade Clearing, Inc. is a broker/dealer headquartered in Omaha, Nebraska. The firm is a subsidiary of TD Ameritrade Online Holding Corp. and their ultimate parent is TD Ameritrade Holding Corp. (NYSE: AMTD). | Investment Banks/Brokers | Sales & Marketing | |
Stanford University | College/University | Undergraduate Degree | |
LPL Independent Advisor Services Group LLC
LPL Independent Advisor Services Group LLC Investment Banks/BrokersFinance Part of LPL Financial Holdings, Inc., LPL Independent Advisor Services Group LLC provides brokerage services. The company is based in Newport Beach, CA. LPL Independent Advisor Services Group was acquired by LPL Financial Holdings, Inc. from Pacific Mutual Holding Co. on June 20, 2007. | Investment Banks/Brokers | Sales & Marketing | |
H&R BLOCK, INC. | Other Consumer Services | Director/Board Member | |
Lucia Capital Group LLC
Lucia Capital Group LLC Investment ManagersFinance Lucia Capital Group LLC provides investment advisory services. It offers financial planning, investment management, annuities, and insurance services. The company is headquartered in San Diego, CA. | Investment Managers | Chief Executive Officer | |
Lucia Management Co. LLC
Lucia Management Co. LLC Miscellaneous Commercial ServicesCommercial Services Part of Lucia Capital Group LLC, Lucia Management Co. LLC provides investment advice. The company is based in San Diego, CA. The company was founded in 2010. The CEO is Derek Jerold Bruton. | Miscellaneous Commercial Services | Chief Executive Officer | |
ActiFi, Inc.
ActiFi, Inc. Packaged SoftwareTechnology Services ActiFi, Inc. develops software and does consulting for the financial services industry. It provides practice management solutions powered by combination of coaching, training, process development, scalable and easy-to-use technology. The company was founded by Robert Nicholson and Spencer Segal in 2003 and is headquartered in Plymouth, MN. | Packaged Software | Director/Board Member | |
Amherst College | College/University | Undergraduate Degree | |
The University of North Carolina at Asheville | College/University | Masters Business Admin | |
Cambridge Associates LLC
Cambridge Associates LLC Investment ManagersFinance Cambridge Associates LLC is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1973 by James Bailey and Henry Lewis. Cambridge Associates provides investment management and advisory services to colleges and universities, foundations and other non-profit institutions. They also act as an investment adviser to private clients, family offices, corporations, healthcare institutions, insurance groups, pension plans and ERISA pools and public and government-related groups. | Investment Managers | Corporate Officer/Principal | |
Stanford Management Co. (Private Equity)
Stanford Management Co. (Private Equity) Investment ManagersFinance Stanford Management Co. (Private Equity) is a Venture Capital firm, a subsidiary of Stanford Management Co. founded in 1991. The firm is headquartered in Stanford. | Investment Managers | Director of Finance/CFO | |
Chalice Wealth Partners LLC
Chalice Wealth Partners LLC Packaged SoftwareTechnology Services Chalice Wealth Partners LLC operates as a technology-driven financial services company. It provides peer-to-peer networking and collaboration opportunities, creating a forum for sharing ideas, and practices to help members collectively. The company was founded by Keith E. Gregg and Anthony Nanula in 2016 and is headquartered in San Diego, CA. | Packaged Software | President | |
FMR LLC
FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal | |
FORGE GLOBAL HOLDINGS, INC. | Data Processing Services | Director of Finance/CFO | |
The International Women's Forum
The International Women's Forum Miscellaneous Commercial ServicesCommercial Services Part of Leadership Foundations, The International Women's Forum is a women's forum membership organization. The company is based in Washington. The American company was founded in 1974 by Maureen A. Kindel, Elinor Guggenheimer. Stephanie Mathews O'Keefe has been the CEO of the company since 2016. The International Women's Forum was acquired by Leadership Foundations on January 01, 2021. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
SameSky Health, Inc.
SameSky Health, Inc. Packaged SoftwareTechnology Services SameSky Health, Inc. develops digital healthcare solution that helps Spanish speakers navigate America's healthcare system. It offers an integrated service including multi-channel messaging, care navigation, data analytics, and 24/7 access to native-Spanish speaking medical navigators. The company was founded by Abner Mason and is headquartered in San Francisco, CA. | Packaged Software | Director of Finance/CFO | |
Videro, Inc.
Videro, Inc. Information Technology ServicesTechnology Services Part of Fresh Juice Global, Videro, Inc. provides content management online software solutions. The company is based in El Segundo, CA. Videro was acquired by Fresh Juice Global on January 10, 2013. | Information Technology Services | Director of Finance/CFO | |
Edgehill Group, Inc. | Chief Executive Officer | ||
Full Bottle Group, Inc.
Full Bottle Group, Inc. Specialty StoresRetail Trade Full Bottle Group, Inc. operates liquor stores. The private company is based in San Francisco. | Specialty Stores | Director of Finance/CFO | |
Calaborate, Inc.
Calaborate, Inc. Information Technology ServicesTechnology Services Calaborate, Inc. provides information technology solutions. The company is based in Santa Monica, CA. | Information Technology Services | Director of Finance/CFO | |
Videro LLC
Videro LLC Real Estate DevelopmentFinance Videro LLC provides real estate services. The private company is based in San Francisco. | Real Estate Development | Director of Finance/CFO | |
Securities Industry & Financial Markets Association, Inc.
Securities Industry & Financial Markets Association, Inc. Miscellaneous Commercial ServicesCommercial Services Securities Industry & Financial Markets Association, Inc. (SIFMA) is an organization that represents the securities industry in the United States. The private company is based in New York, NY and has subsidiaries in the United States. The company's main focus is advocating for effective and resilient capital markets. The CEO of the company is Kenneth E. Bentsen. | Miscellaneous Commercial Services | Director/Board Member | |
Employee Benefit Research Institute
Employee Benefit Research Institute Packaged SoftwareTechnology Services The Employee Benefit Research Institute develops a saving application. The private company is based in Washington. | Packaged Software | Director/Board Member | |
Schwab Private Client Investment Advisory, Inc.
Schwab Private Client Investment Advisory, Inc. Investment ManagersFinance Part of The Charles Schwab Corp., Schwab Private Client Investment Advisory, Inc. is a financial services company that offers digital account monitoring, investment management, and trading services through Schwab.com and the Schwab mobile app. Schwab Private Client Investment Advisory is based in San Francisco, CA. The company also provides retirement account advice through their Roth vs. Traditional IRA Calculator and promotes the benefits of including fixed income in investment portfolios. | Investment Managers | Corporate Officer/Principal | |
SIFMA Foundation | Investment Trusts/Mutual Funds | Director/Board Member | |
REDENVELOPE, INC. | Internet Retail | Director/Board Member | |
Lotlinx, Inc.
Lotlinx, Inc. Packaged SoftwareTechnology Services Lotlinx, Inc. develops digital retailing technologies. Its products include shopper retargeting, lotlinx automotive network and deeplinking. The company was founded by Leonard V. Short and Jason Knight in 2012 and is headquartered in Chicago, IL. | Packaged Software | Founder | |
Roundview Capital LLC
Roundview Capital LLC Investment ManagersFinance Roundview Capital LLC (Roundview) is an independent registered investment advisor headquartered in Princeton, New Jersey. The firm was founded by Howard Alter and Stephen “Steve” Shueh in 1992. Roundview provides financial advice and portfolio management to individuals and their family members, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations or business entities. | Investment Managers | Compliance Officer | |
The University of Chicago | College/University | Masters Business Admin | |
HP INC. | Computer Processing Hardware | Director of Finance/CFO | |
Stanford Management Co.
Stanford Management Co. Investment Trusts/Mutual FundsMiscellaneous Stanford Management Co. (SMC) is the investment office of Stanford University, a private research university headquartered in Stanford, California. The firm was founded in 1991 and invests the Endowment and other financial assets to provide long-term support to the University. SMC provides expert investment management and stewardship of the Merged Pool, which includes substantially all of Stanford’s investable endowment assets. They are overseen by a Board of Directors appointed by the University Board of Trustees. | Investment Trusts/Mutual Funds | Director of Finance/CFO |
Statistik
International
Vereinigte Staaten | 49 |
Mauritius | 2 |
Sektoral
Finance | 20 |
Consumer Services | 12 |
Technology Services | 10 |
Miscellaneous | 5 |
Commercial Services | 4 |
Operativ
Corporate Officer/Principal | 72 |
Director/Board Member | 49 |
Undergraduate Degree | 28 |
Chairman | 18 |
Chief Executive Officer | 17 |
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