Omar Melo
Direktor/Vorstandsmitglied bei Crewe Advisors LLC
Aktive Beziehungen
| Name | Geschlecht | Alter | Unternehmensverbindungen | Zusammenarbeit |
|---|---|---|---|---|
| Ryan Paul Halliday | M | - |
Crewe Advisors LLC
 Crewe Advisors LLC Investment ManagersFinance Part of HH2007 LLC, Crewe Advisors LLC is a fee-based, independent, SEC-registered investment advisor providing comprehensive financial, estate, investment, tax, risk and philanthropic planning. The company is based in Salt Lake City, UT. Crewe Advisors offers impartial advice and an open architecture with clients’ best interests in mind. The company was founded in 2015 by Ryan Paul Halliday. Ryan Paul Halliday has been the CEO since 2014. | 10 Jahre |
| HANSON Grant | M | - |
Loyal Cos Inc
 Loyal Cos Inc Investment ManagersFinance Loyal Cos Inc (Loyal Companies) is a private equity firm founded in 2007 by Chad Mackay. The firm is headquartered in Draper, Utah. | 4 Jahre |
| Thomas Heuges | M | - |
Loyal Cos Inc
Loyal Cos Inc Investment ManagersFinance Loyal Cos Inc (Loyal Companies) is a private equity firm founded in 2007 by Chad Mackay. The firm is headquartered in Draper, Utah. | 6 Jahre |
| Dustin Chad Thackeray | M | - |
Crewe Advisors LLC
Crewe Advisors LLC Investment ManagersFinance Part of HH2007 LLC, Crewe Advisors LLC is a fee-based, independent, SEC-registered investment advisor providing comprehensive financial, estate, investment, tax, risk and philanthropic planning. The company is based in Salt Lake City, UT. Crewe Advisors offers impartial advice and an open architecture with clients’ best interests in mind. The company was founded in 2015 by Ryan Paul Halliday. Ryan Paul Halliday has been the CEO since 2014. | 9 Jahre |
| Trenton Romph | M | - |
Loyal Cos Inc
Loyal Cos Inc Investment ManagersFinance Loyal Cos Inc (Loyal Companies) is a private equity firm founded in 2007 by Chad Mackay. The firm is headquartered in Draper, Utah. | 5 Jahre |
| Andrew van Noy | M | 41 |
Loyal Cos Inc
Loyal Cos Inc Investment ManagersFinance Loyal Cos Inc (Loyal Companies) is a private equity firm founded in 2007 by Chad Mackay. The firm is headquartered in Draper, Utah. | - |
| James Nelson | M | 71 |
Loyal Cos Inc
Loyal Cos Inc Investment ManagersFinance Loyal Cos Inc (Loyal Companies) is a private equity firm founded in 2007 by Chad Mackay. The firm is headquartered in Draper, Utah. | - |
| David Antley | M | - |
Loyal Cos Inc
Loyal Cos Inc Investment ManagersFinance Loyal Cos Inc (Loyal Companies) is a private equity firm founded in 2007 by Chad Mackay. The firm is headquartered in Draper, Utah. | - |
| Sheri Bronstein | F | - | 24 Jahre | |
| Chad MacKay | M | - |
Loyal Cos Inc
Loyal Cos Inc Investment ManagersFinance Loyal Cos Inc (Loyal Companies) is a private equity firm founded in 2007 by Chad Mackay. The firm is headquartered in Draper, Utah. | 17 Jahre |
| Jami Stout | F | - |
Loyal Cos Inc
Loyal Cos Inc Investment ManagersFinance Loyal Cos Inc (Loyal Companies) is a private equity firm founded in 2007 by Chad Mackay. The firm is headquartered in Draper, Utah. | - |
| Sam Brand | M | - |
Loyal Cos Inc
Loyal Cos Inc Investment ManagersFinance Loyal Cos Inc (Loyal Companies) is a private equity firm founded in 2007 by Chad Mackay. The firm is headquartered in Draper, Utah. | - |
| John E Wootton | M | - |
Loyal Cos Inc
Loyal Cos Inc Investment ManagersFinance Loyal Cos Inc (Loyal Companies) is a private equity firm founded in 2007 by Chad Mackay. The firm is headquartered in Draper, Utah. | - |
| Mark F Hulet | M | - |
Loyal Cos Inc
Loyal Cos Inc Investment ManagersFinance Loyal Cos Inc (Loyal Companies) is a private equity firm founded in 2007 by Chad Mackay. The firm is headquartered in Draper, Utah. | - |
| Dom Shipley | M | - |
Loyal Cos Inc
Loyal Cos Inc Investment ManagersFinance Loyal Cos Inc (Loyal Companies) is a private equity firm founded in 2007 by Chad Mackay. The firm is headquartered in Draper, Utah. | - |
Beziehungs-Chart
Beziehungen zu mehreren Unternehmen
Ehemalige Beziehungen
| Name | Geschlecht | Alter | Unternehmensverbindungen | Zusammenarbeit |
|---|---|---|---|---|
| H Smith | M | - | 10 Jahre | |
| Aaron Symanski | M | - | 12 Jahre | |
| Greg Fleming | M | 61 |
Merrill Lynch & Co., Inc. /Old/
 Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | 17 Jahre |
| Michael Murray | M | 79 | 6 Jahre | |
| Thomas Anderson | M | 75 | 27 Jahre | |
| Ross Lavnikevich | M | 56 |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | - |
| Chris Candela | M | - | 1 Jahre | |
| Cynthia D. Weaver | F | - | 5 Jahre | |
| Lim Say Cheong | M | - | 10 Jahre | |
| Leland Tiffany Hart | M | - | 6 Jahre | |
| Mark Burak | M | 75 | - | |
| Jeff Saywitz | M | - |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | 1 Jahre |
| Stephen York | M | 67 | 19 Jahre | |
| William H. Helmly | M | - | 5 Jahre | |
| Donna Schiano | F | - | 4 Jahre | |
| Bill Charters | M | - | 2 Jahre | |
| Stuart Greenbaum | M | - | - | |
| Michael Rushmore | M | - | 15 Jahre | |
| Peter Golob | M | - |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | 9 Jahre |
| Manish Thakur | M | - |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | 6 Jahre |
| Douglas Kelly | M | - |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | 3 Jahre |
| Brian Walsh | M | - |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | 1 Jahre |
| Jay Iseman | M | 64 | 9 Jahre | |
| Cathleen Rittereiser | F | - |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | 3 Jahre |
| Francisco Martinez Henares | M | - | 1 Jahre | |
| Jeff Bullock | M | - | 2 Jahre | |
| Ritesh Agarwal | M | - | 11 Jahre | |
| Greg Stofman | M | - |
Peak Technology Partners LLC
 Peak Technology Partners LLC Investment ManagersFinance Peak Technology Partners LLC is a private company that has helped hundreds of technology companies achieve successful outcomes. The company is based in Conshohocken, PA. The company has executed over $100 billion in cumulative transaction value. | 1 Jahre |
| Matilde Attolico | F | 49 | 9 Jahre | |
| Anna Shiel | F | - | 12 Jahre | |
| Holly Flanagan | F | 53 | 9 Jahre | |
| Richard Prager | M | 64 | 8 Jahre | |
| Grant Word | M | - | 10 Jahre | |
| Polly Sung | F | - | 4 Jahre | |
| Sean O'Neill | M | 48 | 4 Jahre | |
| Kevin Wilson | M | - | 4 Jahre | |
| Bruce Coleman Richardson | M | - |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | - |
| David Lawrence Conover | M | 68 |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | 11 Jahre |
| Beverly Ladley | F | 57 | 12 Jahre | |
| Tom E. van Buskirk | M | - |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | 2 Jahre |
| Harold Berens | M | - | 9 Jahre | |
| Jeanne Sdroulas | F | - |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | 9 Jahre |
| Mario Caicedo | M | - | 2 Jahre | |
| Noel J. Lassise | F | - | 3 Jahre | |
| Melissa F. Hinmon | F | - |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | 9 Jahre |
| Martin E. Galt | M | - | 3 Jahre | |
| Duke Buchan | M | - |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | 4 Jahre |
| Carl Wade Gardiner | M | - |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | 7 Jahre |
| Ross W. Ohashi | M | - | - | |
| Mike Schloss | M | - |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | - |
| Joel A. Smith | M | 78 | 2 Jahre | |
| Paul M. Meurer | M | 58 |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | 9 Jahre |
| Robert M. Snell | M | 68 | 17 Jahre | |
| Robert Finzi | M | 70 |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | 7 Jahre |
| Richard E. Bruce | M | 86 |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | - |
| William C. Nelson | M | 86 | - | |
| Vik Thadani | M | - | 6 Jahre | |
| Richard O. Applebach | M | - | 4 Jahre | |
| Teresa Bazemore | F | 64 | 3 Jahre | |
| Kathleen Brown | F | 78 | 5 Jahre | |
| Steven M. Gobel | M | 72 | 10 Jahre | |
| Charles E. Cauthen | M | 65 | 1 Jahre | |
| Joseph E. Burns | M | 69 | 5 Jahre | |
| Thomas W. Bunn | M | 71 | 33 Jahre | |
| Jethro A. Townsend | M | - |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | 2 Jahre |
| John Sulski | M | - | 3 Jahre | |
| Roger Janis | M | 75 | - | |
| Frank Lewis Gentry | M | 81 | 27 Jahre | |
| Adrienne Crowe | F | - | - | |
| Christopher Pope | M | - | 18 Jahre | |
| Jeremy Frommer | M | 57 | 2 Jahre | |
| Jesse Bray | M | 57 | 6 Jahre | |
| Thomas A. Kiel | M | 57 | 4 Jahre | |
| Theresa Kelly | F | 62 | - | |
| Steven W. Fox | M | - | 12 Jahre | |
| Robert Anthony Vogel | M | 55 |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | 4 Jahre |
| Rohit Kapoor | M | 59 | 9 Jahre | |
| Roger B. Whaley | M | 77 | 29 Jahre | |
| Theo Dickens | M | - | 5 Jahre | |
| Michael Patrick Walsh | M | - |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | - |
| John Oscar Utendahl | M | - |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | 6 Jahre |
| Kevin K. Reevey | M | - |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | 2 Jahre |
| Peter S. Smith | M | - |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | - |
| Michael Castellano | M | 78 |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | 10 Jahre |
| Marlo Oaks | M | - |
Crewe Advisors LLC
Crewe Advisors LLC Investment ManagersFinance Part of HH2007 LLC, Crewe Advisors LLC is a fee-based, independent, SEC-registered investment advisor providing comprehensive financial, estate, investment, tax, risk and philanthropic planning. The company is based in Salt Lake City, UT. Crewe Advisors offers impartial advice and an open architecture with clients’ best interests in mind. The company was founded in 2015 by Ryan Paul Halliday. Ryan Paul Halliday has been the CEO since 2014. | 4 Jahre |
Statistik
| Land | Beziehungen | % des Gesamten |
|---|---|---|
| Vereinigte Staaten | 100 | 100,00% |
Alter der Beziehungen
Aktive
Vergangene
Herr
Frau
Aufsichtsräte
Führungskräfte
Ursprung der Beziehungen
