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Dan Rose
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Provenienza dei contatti di primo grado di Dan Rose
Entità | Tipo di entità | Settore Industriale | |
---|---|---|---|
University of Massachusetts
118
| College/University | Other Consumer Services | 118 |
Suffolk University
46
| College/University | Other Consumer Services | 46 |
Choate, Hall & Stewart LLP
![]() Choate, Hall & Stewart LLP Miscellaneous Commercial ServicesCommercial Services Choate, Hall & Stewart LLP provides legal services. It offers services in the areas of private equity, technology, intellectual property, mergers & acquisitions, commercial litigation, and insurance & reinsurance litigation. The company was founded in 1899 and is headquartered in Boston, MA.
2
| Private Company | Miscellaneous Commercial Services | 2 |
WBUR Boston
![]() WBUR Boston Internet Software/ServicesTechnology Services WBUR Boston operates a publication house both online and offline.
1
| Private Company | Internet Software/Services | 1 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Dan Rose tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
---|---|---|---|
Credit Suisse Securities (USA) LLC (Broker)
![]() Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Corporate Officer/Principal | |
Fidelity Management & Research Co. LLC
![]() Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Investment Managers | Analyst-Equity Corporate Officer/Principal Corporate Officer/Principal | |
Loomis, Sayles & Co. LP
![]() Loomis, Sayles & Co. LP Investment ManagersFinance Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds. | Investment Managers | Corporate Officer/Principal Analyst-Fixed Income | |
PTC INC. | Packaged Software | Sales & Marketing | |
State Street Bank & Trust Co.
![]() State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Wellington Management Co. LLP
![]() Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Equities | |
Rochester Christian University | College/University | Graduate Degree Doctorate Degree | |
Carnegie Mellon University
![]() Carnegie Mellon University Other Consumer ServicesConsumer Services Carnegie Mellon University is an American school that operates as a college or university. It is located in Pittsburgh, Pennsylvania. | College/University | Corporate Officer/Principal Graduate Degree | |
BLACKROCK, INC. | Investment Managers | Corporate Officer/Principal | |
Agile Software Corp.
![]() Agile Software Corp. Packaged SoftwareTechnology Services Part of Oracle Corp., Agile Software Corp. is a company that develops and provides product lifecycle management software solutions. The company is based in San Jose, CA. The company was founded in 1995 by Tom P. Shanahan, Bryan D. Stolle. Agile Software was acquired by Oracle Corp. on July 16, 2007 for $463.64 million. | Packaged Software | Corporate Officer/Principal | |
EGAIN CORPORATION | Internet Software/Services | Corporate Officer/Principal | |
JPMorgan Securities LLC
![]() JPMorgan Securities LLC Investment ManagersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Investment Managers | Analyst-Equity Analyst-Equity | |
BladeLogic, Inc.
![]() BladeLogic, Inc. Packaged SoftwareTechnology Services BladeLogic, Inc. provides data center automation software solutions. The company was founded by Ittycheria and Vijay Manwani in 2001 and is headquartered in Houston, TX. | Packaged Software | Sales & Marketing | |
Arena Solutions, Inc.
![]() Arena Solutions, Inc. Packaged SoftwareTechnology Services Arena Solutions, Inc. provides cloud-based product lifecycle management (PLM) applications. Its PLM suite of products including BOMControl and PartsList, as well as their supply chain exchange solution enable engineering and manufacturing teams and their extended supply chains to speed prototyping, reduce scrap, and streamline supply chain management. The firm’s cloud PLM applications simplify bill of materials and change management for companies of all sizes, and offer the right balance of flexibility and control at every point in the product lifecycle. The company was founded by Eric Larkin and Michael J. Topolovac in February 2000 and is headquartered in Foster, CA. | Packaged Software | Sales & Marketing | |
HUBSPOT, INC. | Packaged Software | Corporate Officer/Principal | |
Fiduciary Trust International LLC
![]() Fiduciary Trust International LLC Investment ManagersFinance Fiduciary Trust International LLC (FTI) is a SEC-registered investment advisor and wealth management firm headquartered in Lincoln, Massachusetts. The firm was founded by Dr. Lisette Cooper in 1931 as Athena Capital Advisors LLC and rebranded as Fiduciary Trust International LLC in 2020. They are a subsidiary of Fiduciary International Holding, Inc., ultimately held by Franklin Resources, Inc. (NYSE: BEN). FTI provides highly customized portfolio management, research, and related wealth management services to high- and ultra-high-net worth individuals, families, and nonprofit institutions. The firm also provides advisory services to privately offered investment funds. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Equities | |
University of Washington
![]() University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Doctorate Degree | |
SSgA Funds Management, Inc.
![]() SSgA Funds Management, Inc. Investment ManagersFinance SSgA Funds Management, Inc. (SSgA FM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles. | Investment Managers | Portfolio Manager-Fixed Income Analyst-Equity | |
Goldman Sachs & Co. LLC
![]() Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Boston University | College/University | Undergraduate Degree Graduate Degree Graduate Degree | |
OpenPages, Inc.
![]() OpenPages, Inc. Packaged SoftwareTechnology Services OpenPages, Inc. provides software solutions for enterprise governance and financial management. The company was founded in 1996 and is headquartered in Waltham, MA. | Packaged Software | Sales & Marketing | |
Covington Associates LLC
![]() Covington Associates LLC Investment Banks/BrokersFinance Covington Associates LLC (CAL) is an investment banking, financial advisory and broker/dealer headquartered in Boston, Massachusetts and was founded in 1991. CAL provides investment banking services, as well as advisory services in the areas of mergers and acquisitions (M&A), capital raising, strategic advisory services, fairness opinions and valuations and capital restructuring. They focus on four distinct areas including business services, consumer & industrials, healthcare and technology. Covington Associates provides an array of trading and execution services for their clients. They do not provide any internal research. | Investment Banks/Brokers | Institutional Sales | |
University of Utah | College/University | Undergraduate Degree Graduate Degree | |
College of the Atlantic | College/University | Undergraduate Degree | |
Denison University | College/University | Undergraduate Degree | |
The University of Texas at Austin | College/University | Graduate Degree Undergraduate Degree | |
New York University | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
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 Corporate Officer/Principal | |
Columbia Management Investment Advisers LLC
![]() Columbia Management Investment Advisers LLC Investment ManagersFinance Columbia Management Investment Advisers LLC (CMIA) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of Ameriprise Financial, Inc. (NYSE: AMP). The firm was formed in 2010 due to Ameriprise Financial Services' (AFS) acquisition of the long-term asset management business of Columbia Management Group (CMG) from Bank of America. AFS merged CMG's long-term asset management business with their subsidiary, RiverSource Investments LLC, under the name Columbia Management Investment Advisors. CMIA offers equity and fixed-income retail and institutional investment products for various types of clients. | Investment Managers | Analyst-Fixed Income Corporate Officer/Principal | |
Villanova University | College/University | Graduate Degree Graduate Degree | |
American Bar Association
![]() American Bar Association Miscellaneous Commercial ServicesCommercial Services American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
New Jersey State Bar Association
![]() New Jersey State Bar Association Miscellaneous Commercial ServicesCommercial Services New Jersey State Bar Association operates as a not-for-profit organization. It educates the public to enhance awareness of the legal system. The company was founded in June 1899 and is headquartered in New Brunswick, NJ. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
New York State Bar Association
![]() New York State Bar Association Miscellaneous Commercial ServicesCommercial Services New York State Bar Association is a non-profit organization, which provides legal services and offers a membership program for lawyers. It also publishes an array of books, bar journals, law digest, and State Bar news. The company was founded in 1876 and is headquartered in Alban, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Seton Hall University | College/University | Graduate Degree | |
Gibbons PC
![]() Gibbons PC Miscellaneous Commercial ServicesCommercial Services Gibbons P.C. provides legal services. It offers business and commercial litigation, corporate, government affairs, criminal defense and employment law. The company was founded in 1926 and is headquartered in Newark, NJ. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Classy, Inc.
![]() Classy, Inc. Internet Software/ServicesTechnology Services Classy, Inc. provides fundraising platform for social good organizations. The company was founded by Scot Chisholm, Pat Walsh, Joe Callahan and Peden Marshall in 2011 and is headquartered in San Diego, CA. | Internet Software/Services | President | |
Circles, Inc. | Corporate Officer/Principal | ||
The Federal Bar Association
![]() The Federal Bar Association Miscellaneous Commercial ServicesCommercial Services The Federal Bar Association is a professional organization for private and government lawyers and judges. The non-profit company is based in Arlington, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Nokia of America Corp.
![]() Nokia of America Corp. Wireless TelecommunicationsCommunications Nokia of America Corp. develops and provides networking and communications technology, products and services. It offers fixed and mobile broadband, IP and optical technologies. The firm offers a portfolio of solutions and services for telecom services providers, public and private organizations, wireline and wireless operators and enterprises. The company is headquartered in Murray Hill, NJ. | Wireless Telecommunications | Corporate Officer/Principal | |
OKTA, INC. | Packaged Software | Corporate Officer/Principal | |
BlueRISC, Inc.
![]() BlueRISC, Inc. Miscellaneous Commercial ServicesCommercial Services BlueRISC, Inc. provides security solutions and services. The firm provides mobile root of trust, threatscope, uniqore and trustguard processor cores, immunesoft, and captureguard express card. It offers security products with an ecosystem containing a variety of tools, installation techniques, and add-on hardware platforms. The company was founded by Csaba Andras Moritz in 2002 and is headquartered in Amherst, MA. | Miscellaneous Commercial Services | Chief Tech/Sci/R&D Officer | |
Capital Advisors Group, Inc.
![]() Capital Advisors Group, Inc. Investment ManagersFinance Capital Advisors Group, Inc. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Benjamin Campbell in 1991 and is principally owned by Benjamin K. Campbell Trust of 2011, the Campbell Family 1998 Irrevocable Trust, and the Campbell Family 2019 Irrevocable Trust. Capital Advisors Group provides portfolio management services to institutional investors, such as corporations, charitable institutions, and foundations. | Investment Managers | Corporate Officer/Principal |
Statistiche
Distribuzione geografica
Stati Uniti | 46 |
Settori
Finance | 17 |
Consumer Services | 12 |
Technology Services | 10 |
Commercial Services | 8 |
Communications | 2 |
Posizioni
Corporate Officer/Principal | 133 |
Undergraduate Degree | 94 |
Director/Board Member | 42 |
Analyst-Equity | 32 |
Graduate Degree | 31 |
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