Brent B. Simonich
Treasurer presso LPL FINANCIAL HOLDINGS INC.
Patrimonio netto: 2 M $ in data 30/04/2024
Provenienza dei contatti di primo grado di Brent B. Simonich
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
| Public Company | Investment Banks/Brokers | 38 | |
Junior Achievement of Greater Washington
8
| Private Company | 8 | |
E*TRADE Clearing LLC
 E*TRADE Clearing LLC Investment Banks/BrokersFinance Part of Morgan Stanley, E * TRADE Clearing LLC is a company that provides online stock brokerage and investing services. The company is based in Rancho Cordova, CA.
1
| Subsidiary | Investment Banks/Brokers | 1 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Brent B. Simonich tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
Allied Capital Corp.
 Allied Capital Corp. Investment ManagersFinance Allied Capital Corp, a business development company, invests in private middle market companies located in the US. The fund target companies across a broad range of sectors with an EBITDA of $5 - $150 million. It provides debt and equity financing for buyout transactions and also makes minority equity co-investments. It also invests in private equity and debt funds. | Investment Managers | Corporate Officer/Principal | |
BellSouth LLC
 BellSouth LLC Major TelecommunicationsCommunications BellSouth LLC operates as a telecommunications holding company. It provides wire line communication services including local exchange, network access, intra local access, and internet services. The firm also offers print and online directory advertising. The company was founded in 1983 and is headquartered in Atlanta, GA. | Major Telecommunications | Corporate Officer/Principal | |
| MGM RESORTS INTERNATIONAL | Casinos/Gaming | Public Communications Contact | |
| MICROSOFT CORPORATION | Packaged Software | Corporate Officer/Principal | |
| INTUIT INC. | Packaged Software | Corporate Officer/Principal Corporate Officer/Principal | |
UVEST Financial Services Group, Inc.
 UVEST Financial Services Group, Inc. Finance/Rental/LeasingFinance UVEST Financial Services Group, Inc. provides third party brokerage services. It offers investment and insurance programs to regional banks and credit unions. The company was founded on June 19, 1978 and is headquartered in Fort Mill, SC. | Finance/Rental/Leasing | President President | |
Deutsche Bank Securities, Inc.
 Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Investment Banks/Brokers | Director/Board Member | |
Investment Company Institute
 Investment Company Institute Miscellaneous Commercial ServicesCommercial Services The Investment Company Institute is an association of mutual funds, exchange-traded funds, closed-end funds, and unit investment trusts. The non-profit company is based in Washington and has subsidiaries in the United Kingdom. The American company operates to support and represent these types of investment vehicles. The CEO of the company is Paul Schott Stevens. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
| MANULIFE FINANCIAL CORPORATION | Multi-Line Insurance | Chief Tech/Sci/R&D Officer | |
| Optimum Fund Trust | Investment Trusts/Mutual Funds | Director/Board Member | |
TNS, Inc.
 TNS, Inc. Data Processing ServicesTechnology Services TNS, Inc. provides networking and data services. It offers payment, financial and telecom solutions. The company was founded by John J. McDonnell Jr. in 1990 and is headquartered in Reston, VA. | Data Processing Services | Director of Finance/CFO | |
| University of Notre Dame | College/University | Masters Business Admin | |
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 | Human Resources Officer Director of Research - Fxd Inc Director of Research - Equity Director/Board Member Chief Executive Officer Corporate Officer/Principal | |
Carlyle Group Management LLC
 Carlyle Group Management LLC Financial ConglomeratesFinance Carlyle Group Management LLC engages in managing operations and activites of carlyle group. The firm offers asset management services to its customers. The company was founded by David Mark Rubenstein, William E. Conway, Jr. and Daniel A. D'Aniello and is headquartered in Washington, DC. | Financial Conglomerates | Comptroller/Controller/Auditor | |
RealtyShares, Inc.
 RealtyShares, Inc. Real Estate DevelopmentFinance RealtyShares, Inc. operates as platform for crowd funding real-estate development. It offers real estate borrowers and sponsors looking for access to more efficient capital than what banks and other private capital sources are able to provide. The firm’s platform also assists investors in various investing activities that include execution of legal documents and transfer of investor funds. The company was founded by Navjot Athwal and Ray Sturm in 2012 and is headquartered in San Francisco, CA. | Real Estate Development | Director/Board Member | |
| Brown University | College/University | Undergraduate Degree Undergraduate Degree | |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| Vanderbilt University | College/University | Director/Board Member Undergraduate Degree | |
| George Washington University | College/University | Undergraduate Degree Undergraduate Degree | |
Arthur Andersen LLP
 Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
LPL Holdings, Inc.
 LPL Holdings, Inc. Investment ManagersFinance LPL Holdings, Inc. operates as a holding comany for LPL Financial Services. It provides investment advisory, marketing, administrative, distribution and information systems services to the independent financial advisor network in the United States through its subsidiaries. The company is headquartered in Boston, MA. | Investment Managers | Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member President Director/Board Member Director/Board Member | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| New York University | College/University | Masters Business Admin Undergraduate Degree | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin | |
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 Corporate Officer/Principal | |
The Invest In Others Charitable Foundation
 The Invest In Others Charitable Foundation Miscellaneous Commercial ServicesCommercial Services The Invest In Others Charitable Foundation is a 501(c)(3) organization that is backed by the financial services industry. The foundation's mission is to enhance the charitable efforts of financial advisors, employees, and their firms. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
Greater Washington Board of Trade
 Greater Washington Board of Trade Miscellaneous Commercial ServicesCommercial Services The Greater Washington Board of Trade operates a business association. The non-profit company is based in Washington. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
| Virginia Polytechnic Institute & State University | College/University | Undergraduate Degree Undergraduate Degree | |
| Western Illinois University | College/University | Undergraduate Degree | |
| GCM GROSVENOR INC. | Investment Managers | Director of Finance/CFO | |
| THE CARLYLE GROUP INC. | Investment Managers | Comptroller/Controller/Auditor | |
| Stephen M. Ross School of Business | College/University | Undergraduate Degree | |
Rapid7 LLC
 Rapid7 LLC Data Processing ServicesTechnology Services Rapid7 LLC engages in the provision of security data and analytic software solutions. It offers industry solutions, and compliance solutions. The company was founded by Tas Giakouminakis and Alan Matthews in July 2000 and is headquartered in Boston, MA. | Data Processing Services | Chief Executive Officer | |
Mass Technology Leadership Council, Inc.
 Mass Technology Leadership Council, Inc. Miscellaneous Commercial ServicesCommercial Services Mass Technology Leadership Council, Inc. is a technology association based in Massachusetts. The American company's mission is to accelerate innovation, growth, and the development of an inclusive tech ecosystem in the region. The non-profit company connects people from across the technology landscape, provide access to industry-leading content and ideas, and offer their members visibility and a platform to advance their collective interests. The company was founded by David Solomont and the CEO is Sara Fraim. | Miscellaneous Commercial Services | Director/Board Member | |
| RAPID7, INC. | Information Technology Services | Chief Executive Officer | |
Deloitte Consulting LLP
 Deloitte Consulting LLP Miscellaneous Commercial ServicesCommercial Services Deloitte Consulting LLP provides business consulting services. It offers services related to public finance, public sector management, health and social protection, information technology, financial sector, and trade and investment. The company was founded in 1996 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Parallels, Inc.
 Parallels, Inc. Packaged SoftwareTechnology Services Parallels, Inc. provides hosting and cloud services enablement and cross-platform solutions. The firm’s products include remote application server, desktop for mac business edition, desktop for mac pro edition, mac management for SCCM, desktop for mac, toolbox for mac & windows and parallels access. The company was founded by Aleksey Kandikov, Ilya Zubarev, Juri Tsibrovski, Oleg Melnikov and Serguei Beloussov in 1999 and is headquartered in Bellevue, WA. | Packaged Software | Sales & Marketing | |
| Georgetown University | College/University | Graduate Degree | |
| University of Northern Iowa | College/University | Undergraduate Degree | |
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 | Director of Finance/CFO | |
American Securities Association
 American Securities Association Miscellaneous Commercial ServicesCommercial Services The American Securities Association is a non-profit organization that advocates for the interests of broker-dealers and investors. The non-profit company is based in Washington. The association recently sent a comment letter to the SEC regarding new mandates related to cybersecurity policies. The American company also supports Representative Pete Sessions ’ legislation codifying a U.S. Securities and Exchange Commission (SEC) staff no-action letter that allows brokers-dealers to continue to be compensated for providing research services without registering as investment advisers. The association works in communities across the country to create jobs, grow the economy, and increase prosperity for all Americans. | Miscellaneous Commercial Services | Director/Board Member | |
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 | |
Bank Insurance & Securities Association
 Bank Insurance & Securities Association Miscellaneous Commercial ServicesCommercial Services Bank Insurance & Securities Association is a business association. The non-profit company is based in Washington. | Miscellaneous Commercial Services | Director/Board Member |
Statistiche
Distribuzione geografica
| Stati Uniti | 47 |
| Canada | 2 |
Settori
| Finance | 16 |
| Consumer Services | 15 |
| Commercial Services | 12 |
| Technology Services | 7 |
| Communications | 2 |
Posizioni
| Director/Board Member | 217 |
| Corporate Officer/Principal | 82 |
| Chief Executive Officer | 40 |
| Undergraduate Degree | 37 |
| President | 37 |
Contatti più connessi
| Insiders | |
|---|---|
| Richard Schifter | 46 |
| Shulman John David | 34 |
| Edward Bernard | 32 |
| Charles Andrews | 26 |
| William Glavin | 26 |
| H. Eberhart | 25 |
| Corey Thomas | 25 |
| James Cornelsen | 23 |
| Anne Mulcahy | 17 |
| John Andrew Kalbaugh | 13 |
| Dan Arnold | 12 |
| Daniel G. Waetjen | 11 |
| Allison Mnookin | 10 |
| Sallie R. Larsen | 9 |
| Greg Framke | 9 |
- Borsa valori
- Insiders
- Brent B. Simonich
- Connessioni Società
