Shelly O'Brien
General Counsel bei ENVESTNET, INC.
Vermögen: 3 Mio $ am 31.05.2024
Ursprung des Netzwerks ersten Grades von Shelly O'Brien
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
| Public Company | Packaged Software | 61 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Shelly O'Brien
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
Envestnet Asset Management, Inc.
 Envestnet Asset Management, Inc. Investment ManagersFinance Envestnet Asset Management, Inc. (dba Envestnet PMC) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 by Judson Bergman, James Lumberg, Brandon Thomas, and Bill Crager. They are a wholly-owned subsidiary of Envestnet, Inc. (NYSE: ENV). Envestnet PMC provides investment management and investment advisory services through independent investment advisor firms (Advisors) for use with Advisors’ clients. The firm also serves institutional clients such as pension or profit-sharing plans, trusts, estates, and corporations and provides advisory and research services directly to Advisors. | Investment Managers | Director/Board Member Investment Committee Member Chief Executive Officer Founder Founder Chief Operating Officer | |
Nuveen Investments, Inc.
 Nuveen Investments, Inc. Financial ConglomeratesFinance Nuveen Investments, Inc. provides investment management and related services to retail and institutional investors. It offers investment management capabilities across a diversified set of asset classes and investment strategies through its investment management affiliates, including municipal bond, investment grade, global and high-yield bond, floating-rate bank loan, preferred securities, growth equity, value equity, global and international equity, equity income, core equity, equity index, quantitative and enhanced equity, asset allocation, balanced strategies, real asset and commodity. The company was founded by John Nuveen in 1898 and is headquartered in Chicago, IL. | Financial Conglomerates | Treasurer Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
FDx Advisors, Inc.
 FDx Advisors, Inc. Investment ManagersFinance FDx Advisors, Inc. is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1987 and is owned by a holding company, M3Fn LLC, ultimately owned by Envestnet, Inc. (NYSE: ENV). FDx Advisors provides investment advisory and consulting services to institutional clients (banks, trust companies, broker/dealers, other investment advisers, and other institutional entities) only. | Investment Managers | Chief Executive Officer Chief Investment Officer Chief Executive Officer Chief Investment Officer | |
| YODLEE INC | Data Processing Services | Director/Board Member Director/Board Member Chief Executive Officer Chief Executive Officer | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
| Stanford University | College/University | Corporate Officer/Principal Graduate Degree Graduate Degree | |
QRG Capital Management, Inc.
 QRG Capital Management, Inc. Investment ManagersFinance Part of Envestnet, Inc., QRG Capital Management, Inc. provides investment advice. The company is based in Chicago, IL. The CEO of the company is William C. Crager. | Investment Managers | Chief Investment Officer Chief Executive Officer Chief Investment Officer | |
Foundation Capital LLC
 Foundation Capital LLC Investment ManagersFinance Foundation Capital LLC (Foundation Capital) is a venture capital firm founded in 1995 by Bill Elmore, Kathryn Gould, and Jim Anderson. The firm is headquartered in Palo Alto, California. | Investment Managers | Founder Private Equity Investor | |
Advisor Credit Exchange LLC
 Advisor Credit Exchange LLC Internet Software/ServicesTechnology Services Advisor Credit Exchange LLC engages in the provision of wealth management services. It offers a platform which compares borrower profiles against lender requirements to generate credit proposals. The company is headquartered in Berwyn, PA. | Internet Software/Services | Director/Board Member Director/Board Member | |
| Fairfield University | College/University | Director/Board Member Masters Business Admin | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
Portfolio Management Consultants, Inc.
 Portfolio Management Consultants, Inc. Investment ManagersFinance Part of Envestnet, Inc., Portfolio Management Consultants, Inc. is a company that offers a connected ecosystem of solutions, intelligence, and technologies to help people achieve their long-term financial goals. The company is based in Denver, CO. The company equips advisors with the necessary tools and resources to provide impactful financial advice to their clients. The company was founded by Brandon Rockwell Thomas, Marc N. Geman. | Investment Managers | Founder Chief Administrative Officer | |
| The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin | |
| University of Michigan | College/University | Undergraduate Degree Masters Business Admin | |
Fiduciary Exchange LLC
 Fiduciary Exchange LLC Financial ConglomeratesFinance Fiduciary Exchange LLC provides financial services. It offers technology empowered network that integrates the brokerage, insurance and advisory ecosystems to offer annuities and insurance solutions. The company was founded in 2017 and is headquartered in Berwyn, PA. | Financial Conglomerates | Director/Board Member Director/Board Member | |
Tamarac, Inc.
 Tamarac, Inc. Investment ManagersFinance Tamarac, Inc. provides portfolio management technology. The firm provides web-based rebalancing and trade order management solutions for financial advisors. It offers advisor, investment strategy management platform that automates portfolio rebalancing, cash management, and directed trading. It also provides supporting and consulting services. The company was founded by Clive Matthew Springer in 2000 and is headquartered in Seattle, WA. | Investment Managers | Chief Executive Officer Corporate Officer/Principal | |
| New York University School of Law | College/University | Graduate Degree Graduate Degree | |
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 | Masters Business Admin Masters Business Admin | |
Oberon Financial Technology, Inc.
 Oberon Financial Technology, Inc. Electronics DistributorsDistribution Services Oberon Financial Technology, Inc. engages in the provision of asset management software services. It also develops turnkey, custody-neutral platform for financial services firms. The company was founded by Michael Apker, Viggy Mokkarala, and Scott Grinis in 1999 and is headquartered in DE. | Electronics Distributors | Founder Chief Operating Officer | |
| Boston College | College/University | Undergraduate Degree Undergraduate Degree | |
| Princeton University | College/University | Undergraduate Degree Undergraduate Degree | |
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 Director/Board Member | |
| HP INC. | Computer Processing Hardware | Corporate Officer/Principal Corporate Officer/Principal | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Doctorate Degree Graduate Degree | |
Wealth Advisor Growth Network LLC
 Wealth Advisor Growth Network LLC Information Technology ServicesTechnology Services Wealth Advisor Growth Network LLC provides financial services. It offers advisor growth series, general and press coverage. The company was founded by John Phoenix and Jay W. Hummel in October 2019 and is headquartered in Denver, CO. | Information Technology Services | Founder | |
| Securities Industry Institute | College/University | Undergraduate Degree | |
Prima Capital Holding, Inc.
 Prima Capital Holding, Inc. Miscellaneous Commercial ServicesCommercial Services Part of Envestnet, Inc., Prima Capital Holding, Inc. provides research and advisory services. The company is based in Denver, CO. The company was founded by James Gibson Watson. James Gibson Watson has been the CEO since incorporation. | Miscellaneous Commercial Services | Director/Board Member | |
| Anira Advisory Group Roosevelt Fund LP | Director/Board Member | ||
Executive Leadership Council, Inc.
 Executive Leadership Council, Inc. Miscellaneous Commercial ServicesCommercial Services Executive Leadership Council, Inc. operates as a preeminent member organization for the development of global black leaders. It increase the number of successful black executives both domestically and internationally by adding value to their development, leadership, and philanthropic endeavors throughout the life-cycle of their careers thereby strengthening their companies, organizations and communities. The company was founded in 1986 and is headquartered in Alexandria, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
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. | Investment Managers | Corporate Officer/Principal | |
Tiburon Strategic Advisors LLC
 Tiburon Strategic Advisors LLC Miscellaneous Commercial ServicesCommercial Services Tiburon Strategic Advisors LLC is engaged in the provision of strategy consulting, market research and other related services to senior executives in the brokerage, investment management, banking and insurance markets. The company was founded by Charles M. Roame in 1998 and is headquartered in Tiburon, CA. | Miscellaneous Commercial Services | Chief Executive Officer | |
| AMERIPRISE FINANCIAL, INC. | Investment Banks/Brokers | Corporate Officer/Principal | |
National Security Life & Annuity Co.
 National Security Life & Annuity Co. Multi-Line InsuranceFinance National Security Life & Annuity Co. provides insurance services. Its annuity products are designed to help provide solutions to your financial protection, asset accumulation and wealth distribution needs. The company was founded in 1973 and is headquartered in New York, NY. | Multi-Line Insurance | Director/Board Member | |
The Ohio National Life Insurance Co. (Invt Port)
 The Ohio National Life Insurance Co. (Invt Port) Investment ManagersFinance The Ohio National Life Insurance Co. (Invt Port) (Ohio National-IP) is the investment portfolio division The Ohio National Life Insurance Co., an insurance company headquartered in Cincinnati, Ohio. The firm is a subsidiary of Constellation Insurance, Inc., which is ultimately owned by Constellation Insurance Holdings, Inc. They offer a variety of insurance and financial products for individuals, groups and businesses. Ohio National-IP manages the investment portfolio. | Investment Managers | Chief Executive Officer | |
| Cigna Group Insurance | Corporate Officer/Principal | ||
| University of South Florida | College/University | Undergraduate Degree | |
| FIDELITY NATIONAL INFORMATION SERVICES, INC. | Packaged Software | Corporate Officer/Principal | |
The Cincinnati Women's Executive Forum
 The Cincinnati Women's Executive Forum Miscellaneous Commercial ServicesCommercial Services The Cincinnati Women's Executive Forum, also known as mycwef, is an organization that aims to connect top women executives and welcome new executive women to the region. The non-profit company is based in Cincinnati, OH. The organization is based on a few high impact, low effort gatherings each year, and minimal time commitment from most members. CWEF is governed by a volunteer board of directors with an executive committee and committee chairs. | Miscellaneous Commercial Services | Director/Board Member | |
Urban League of Greater Southwestern Ohio, Inc.
 Urban League of Greater Southwestern Ohio, Inc. Miscellaneous Commercial ServicesCommercial Services The Urban League of Greater Southwestern Ohio, Inc. is a non-profit organization that promotes personal empowerment to transform generations. The private company is based in Cincinnati, OH. | Miscellaneous Commercial Services | Chairman | |
Commodity Marketing Co.
 Commodity Marketing Co. Wholesale DistributorsDistribution Services Commodity Marketing Co. engages in agricultural commodity trading. It offers specialty agricultural commodities used in bird, pet, and animal food manufacturing. The firm also offers reliable delivery, consistent quality, strategic warehousing, and custom packaging services. The company is headquartered in Alpharetta, GA. | Wholesale Distributors | Comptroller/Controller/Auditor | |
Pypestream, Inc.
 Pypestream, Inc. Packaged SoftwareTechnology Services Pypestream, Inc. develops software application that enables brands, businesses and organizations to connect with audiences. The firm offers Pypestream, a messaging application that consolidates communication with businesses, brands and organizations into one location. It serves airlines, automotive, cable, financial services and healthcare industries. The company was founded by Richard Smullen in 2015 and is headquartered in New York, NY. | Packaged Software | President | |
| Troy State University-Montgomery | College/University | Undergraduate Degree | |
American Council of Life Insurers
 American Council of Life Insurers Life/Health InsuranceFinance The American Council of Life Insurers (ACLI) is a non-profit organization that has been delivering financial security to families for over 175 years. ACLI is based in Washington, and Susan K. Neely has been the CEO of the private company since 2018. With over 90 million families relying on their life insurance and financial protection products, ACLI's fundamental mission is to safeguard people and the things that matter most to them. The organization advocates for public policies that protect consumers while ensuring families have access to information about different choices for retirement security. | Life/Health Insurance | Director/Board Member | |
| SOUTHERN COMPANY GAS | Gas Distributors | Sales & Marketing |
Statistik
International
| Vereinigte Staaten | 51 |
Sektoral
| Finance | 17 |
| Consumer Services | 15 |
| Technology Services | 8 |
| Commercial Services | 7 |
| Distribution Services | 3 |
Operativ
| Director/Board Member | 358 |
| Independent Dir/Board Member | 163 |
| Corporate Officer/Principal | 130 |
| Undergraduate Degree | 54 |
| Founder | 30 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| Cynthia Egan | 105 |
| Valerie Mosley | 68 |
| Bill Elmore | 51 |
| Gregory Smith | 24 |
| Yves Sisteron | 23 |
| Anil Arora | 23 |
| Gayle Crowell | 21 |
| Luis Aguilar | 21 |
| James Fox | 20 |
| Patrick Hackett | 20 |
| Barbara Turner | 18 |
| Wendy Lane | 18 |
| Paul Koontz | 16 |
| Charles M. Roame | 15 |
| Ross Chapin | 13 |
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