Dave Homan
Gestore di Portafoglio-Azioni presso Willow Creek Wealth Management, Inc.
Provenienza dei contatti di primo grado di Dave Homan
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Willow Creek Wealth Management, Inc.
 Willow Creek Wealth Management, Inc. Investment ManagersFinance Willow Creek Wealth Management, Inc. (Willow Creek) is an independent registered investment adviser headquartered in Sebastopol, California. The firm was founded by Bruce J. Dzieza in 1984 as Willow Creek Financial Services, Inc. Willow Creek provides investment advisory services to a variety of clientele, such as individuals, families, businesses, pension and profit-sharing plans, trusts and charitable organizations.
4
| Private Company | Investment Managers | 4 |
Private Ocean LLC
 Private Ocean LLC Investment ManagersFinance Private Ocean LLC, Wealthspire Advisors (Wealthspire), is a SEC-registered investment advisor and wealth management firm headquartered in San Rafael, California. The firm was founded by Richard Stone and Gregory Friedman in 2009. They were acquired in 2021 by Wealthspire Advisors LLC, which is ultimately owned by NFP Holdings LLC. Wealthspire offers discretionary and/or non-discretionary investment advisory services to individuals, high-net-worth individuals, pensions and profit-sharing plans, and charitable organizations.
4
| Subsidiary | Investment Managers | 4 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Dave Homan tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| Washington University in St. Louis | College/University | Masters Business Admin | |
| Cigna Financial Institution Services | Corporate Officer/Principal | ||
| Bridgewater State College | College/University | Undergraduate Degree | |
| Golden Gate University | College/University | Corporate Officer/Principal Graduate Degree | |
| San Jose State University | College/University | Undergraduate Degree | |
| Santa Clara University | College/University | Undergraduate Degree | |
| Sonoma State University | College/University | Undergraduate Degree | |
| University of California, Davis | College/University | Undergraduate Degree | |
| University of California San Diego | College/University | Undergraduate Degree | |
University of Nevada
 University of Nevada Other Consumer ServicesConsumer Services University of Nevada functions as a college and university. It provides education, research, scholarship, creative activities, and clinical services. The company was founded on September 10, 1957 and is headquartered in Las Vegas, NV. | College/University | Undergraduate Degree | |
| University of Puget Sound | College/University | Undergraduate Degree | |
Buck Institute for Research on Aging
 Buck Institute for Research on Aging Miscellaneous Commercial ServicesCommercial Services Buck Institute for Research on Aging operates independent research institute for connection between aging and chronic disease. The company is headquartered in Novato, CA. | Miscellaneous Commercial Services | Director/Board Member | |
CRM Software LLC
 CRM Software LLC Packaged SoftwareTechnology Services CRM Software, Inc. develops office management software products. It offers Junxure, a cloud customer relationship management solution that enables financial advisors to capture client demographic and financial data. The company was founded by Ken Golding and Greg Friedman in 2001 and is headquartered in Raleigh, NC. | Packaged Software | Founder | |
Salient-Friedman Wealth Management LLC
 Salient-Friedman Wealth Management LLC Investment ManagersFinance Salient-Friedman Wealth Management LLC provides wealth management services. The firm's services include estimate, financial & retirement planning, investment, and insurance analysis. The company is headquartered in San Rafael, CA. | Investment Managers | President | |
Wells Fargo Securities LLC
 Wells Fargo Securities LLC Investment ManagersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. | Investment Managers | Trading-Equity | |
Randolph Managed Investments
 Randolph Managed Investments Investment ManagersFinance Randolph Managed Investments provides investment advice. The private company is based in Santa Rosa, CA. | Investment Managers | Corporate Officer/Principal | |
| Your Silver Bullet LLC | Founder |
Statistiche
Distribuzione geografica
| Stati Uniti | 20 |
Settori
| Consumer Services | 11 |
| Finance | 6 |
| Commercial Services | 2 |
| Technology Services | 2 |
Posizioni
| Undergraduate Degree | 9 |
| Portfolio Manager-Equities | 7 |
| Founder | 6 |
| President | 6 |
| Corporate Officer/Principal | 4 |
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