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David Greene
Amministratore Delegato presso CJM Wealth Advisers Ltd.
Provenienza dei contatti di primo grado di David Greene
Entità | Tipo di entità | Settore Industriale | |
---|---|---|---|
University of Virginia
448
| College/University | Other Consumer Services | 448 |
CJM Wealth Advisers Ltd.
![]() CJM Wealth Advisers Ltd. Investment ManagersFinance CJM Wealth Advisers Ltd. (CJM) is an independent, SEC-registered investment advisor headquartered in Falls Church, Virginia. Founded in 1978, the firm serves individuals, families and institutions. Their clients have substantial financial assets, spread among varying individual, retirement, trust and estate vehicles. CJM develops solutions tailored to their respective financial goals and provides education on the benefit to their wealth profile.
2
| Private Company | Investment Managers | 2 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a David Greene tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
---|---|---|---|
CAPITAL ONE FINANCIAL CORPORATION | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
MORGAN STANLEY | Investment Managers | Corporate Officer/Principal | |
Rodale, Inc.
![]() Rodale, Inc. Publishing: Books/MagazinesConsumer Services Rodale, Inc. publishes health-related books and magazines. Its magazines include Men's Health, Prevention, Women's Health, Runner's World, Best Life, Bicycling, Running Times, Organic Gardening, and Mountain Bike. The firm also publishes books on health, fitness, cooking, gardening, spirituality, nature, and the environment. The company was founded in 1930 by J.I. Rodale and is headquartered in Harlan, IA | Publishing: Books/Magazines | Corporate Officer/Principal | |
UBS Securities LLC
![]() UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
Bragg Financial Advisors, Inc.
![]() Bragg Financial Advisors, Inc. Investment ManagersFinance Bragg Financial Advisors, Inc. (Bragg) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Charlotte, North Carolina. The firm was founded by J. Frank Bragg, Jr. in 1964. Bragg provides advisory services to individuals, investment companies which includes mutual funds, pension and profit-sharing plans and charitable organizations. | Investment Managers | Corporate Officer/Principal | |
Lake Capital Management LLC
![]() Lake Capital Management LLC Investment ManagersFinance 5AM Venture Management LLC is an Independent Venture Capital firm founded in 2002 by Terry M. Graunke and Paul G. Yovovich. 5AM Venture Management LLC is headquartered in Chicago. | Investment Managers | Corporate Officer/Principal | |
WESTERN ALLIANCE BANCORPORATION | Regional Banks | Private Equity Investor | |
American Funds Distributors, Inc.
![]() American Funds Distributors, Inc. Investment ManagersFinance Part of The Capital Group Cos., Inc., Capital Client Group, Inc. is a company that offers career opportunities and promotes an inclusive culture. The company is based in Los Angeles, CA. The company provides generous compensation and benefits to their associates worldwide. | Investment Managers | Corporate Officer/Principal | |
Duke University
![]() Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Undergraduate Degree Undergraduate Degree | |
University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Graduate Degree | |
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 | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Riverside Partners LLC (New York)
![]() Riverside Partners LLC (New York) Investment ManagersFinance Riverside Partners LLC /New York/ (Riverside Partners) is a private equity firm founded in 1988 by Bela Szigethy. The firm is headquartered in Boston, Massachusetts with additional offices across the globe. | Investment Managers | Corporate Officer/Principal | |
MapleWood Partners LP
![]() MapleWood Partners LP Investment ManagersFinance MapleWood Partners LP (MapleWood Partners) is a private equity firm founded in 1998 by Bob V. Glaser. The firm is headquartered in North Miami, Florida. | Investment Managers | Private Equity Analyst | |
IGP Industries LLC
![]() IGP Industries LLC Investment ManagersFinance IGP Industries LLC (IGP) is a private equity firm founded by Mike Beaumont, Gottfried Tittiger and Patrick Forster in 1997. The firm is headquartered in San Francisco, California. | Investment Managers | Private Equity Investor | |
Harris Williams & Co.
![]() Harris Williams & Co. Investment Banks/BrokersFinance Harris Williams & Co. provides investment advisory services. It offers investment banking, sell-side mergers and acquisitions, capital raising, fairness opinion, and restructuring advisory services. The company was founded by H. Hiter Harris III and Christopher H. Williams in 1991 and is headquartered in Richmond, VA. | Investment Banks/Brokers | Corporate Officer/Principal | |
HRsmart, Inc.
![]() HRsmart, Inc. Packaged SoftwareTechnology Services HRsmart, Inc. develops software solutions for human resource management. It offers strategic planning, solution architecture and transition management services. It serves to the construction, energy, finance, healthcare, retail, hospitality and technology industries. The company was founded by Mark S. Hamdan in 1994 and is headquartered in and is headquartered in Richardson, TX. | Packaged Software | Chairman | |
Yale University | College/University | Corporate Officer/Principal Undergraduate Degree | |
Williams College | College/University | Undergraduate Degree Undergraduate 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 Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
St. Lawrence University | College/University | Undergraduate Degree | |
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 Corporate Officer/Principal | |
Prosper Marketplace, Inc.
![]() Prosper Marketplace, Inc. Finance/Rental/LeasingFinance Prosper Marketplace, Inc. operates as a holding company with interest in operating a peer-to-peer online credit platform. The firm through its subsidiary Proper Funding operates an online marketplace that permits the lender members to bid on loan listings and purchases. It handles the funding and servicing of the loan on behalf of the matched borrowers and investors. The company was founded by Christian A. Larsen and John B. Witchel on March 22, 2005 and is headquartered in San Francisco, CA. | Finance/Rental/Leasing | Corporate Officer/Principal | |
Birmingham Bar Association
![]() Birmingham Bar Association Miscellaneous Commercial ServicesCommercial Services Birmingham Bar Association works to support its members in their practices, and to promote justice and public service. The firm engages in furthering the legal education of members, promoting needed reform in the law, facilitating access to justice, and encouraging camaraderie, integrity, and a spirit of courtesy and goodwill among membership. The company was founded on April 15, 1885 and is headquartered in Birmingham, AL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Alabama State Bar Association | Corporate Officer/Principal | ||
First Flight Venture Center, Inc.
![]() First Flight Venture Center, Inc. Miscellaneous Commercial ServicesCommercial Services First Flight Venture Center operates as a non-profit organization that provides business support services to start-up and early stage companies. It offers programs for technology companies that help them in fields such as concept testing, prototyping, research, business strategies, and product development. The company was founded in 1991 and is headquartered in Durham, NC. | Miscellaneous Commercial Services | President | |
First Flight Ventures
![]() First Flight Ventures Investment ManagersFinance First Flight Ventures (First Flight Ventures) is a venture capital subsidiary of First Flight Venture Center, Inc founded in 1991. The firm is headquartered in Raleigh, North Carolina. | Investment Managers | President | |
The Virginia Bar Association | Corporate Officer/Principal Corporate Officer/Principal | ||
Balcones Resources, Inc.
![]() Balcones Resources, Inc. Environmental ServicesIndustrial Services Balcones Resources, Inc. engages in provision of environmental services. It specializes in recovering resources through traditional recycling, document, destruction, and alternative energy. It also offers janitorial training, employee awareness events, and marketing materials and reporting services. The company was founded by Kerry Getter and Becky Getter in 1994 and is headquartered in Austin, TX. | Environmental Services | Director/Board Member | |
Pfizer Pharmaceuticals, Inc.
![]() Pfizer Pharmaceuticals, Inc. Pharmaceuticals: MajorHealth Technology Part of Pfizer Inc., Pfizer Pharmaceuticals, Inc. is an American company that manufactures pharmaceutical products. | Pharmaceuticals: Major | Corporate Officer/Principal | |
Global Analytics, Inc.
![]() Global Analytics, Inc. Information Technology ServicesTechnology Services Global Analytics, Inc. provides predictive analytics and risk management solutions. The firm offers analytic consulting and access to proprietary underwriting and servicing platforms to companies around the globe. Its portfolio of brands includes Drafty and Lending Stream. The company was founded by Krishna Gopinathan, Steve Biafore, and Purna Patnaik in 2003 and is headquartered in San Diego, CA. | Information Technology Services | Director/Board Member | |
Excelerate Health Ventures LLC
![]() Excelerate Health Ventures LLC Investment ManagersFinance Excelerate Health Venture LLC (Excelerate Health Venture) is a venture capital firm founded in 2013 by Gary Abrahams and Bobby Bahram. The firm is headquartered in Research Triangle Park, North Carolina. | Investment Managers | Private Equity Investor | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
The Fuqua School of Business | College/University | Corporate Officer/Principal Masters Business Admin | |
Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Apkudo, Inc.
![]() Apkudo, Inc. Packaged SoftwareTechnology Services Apkudo, Inc. provides device quality assurance services. The company was founded by Josh Matthews and Ben Leslie in 2011 and is headquartered in Baltimore, MD. | Packaged Software | Director/Board Member | |
University of Virginia Darden School of Business | College/University | Masters Business Admin Masters Business Admin | |
McIntire School of Commerce | College/University | Consultant / Advisor Undergraduate Degree | |
RTP Capital Associates, Inc.
![]() RTP Capital Associates, Inc. Investment ManagersFinance RTP Capital Associates, Inc. is a venture capital fund that provides advisory services to and invests in technology-driven companies. The company is headquartered in Durham, NC. | Investment Managers | Director/Board Member | |
IMB Development Corp. LLC
![]() IMB Development Corp. LLC Investment ManagersFinance IMB Development Corp. LLC (IMB Partners) is a private equity firm founded in 2010 by Thomas H. Castro and Tarrus L. Richardson. The firm is headquartered in Bethesda, Maryland. | Investment Managers | Private Equity Investor | |
Hydromax USA LLC
![]() Hydromax USA LLC Data Processing ServicesTechnology Services Hydromax USA LLC specializes in data collection in support. Its services include water distribution system, sewer collection system, natural gas, and dams and levees. The company was founded in 2003 and is headquartered in Chandler, IN. | Data Processing Services | Director/Board Member | |
BEKHealth Corp.
![]() BEKHealth Corp. Packaged SoftwareTechnology Services BEKHealth Corp. is a privately held, venture-backed business that operates an AI-powered patient-matching software platform serving the clinical trial industry. The company is based in Kent, CT. The platform allows life sciences and healthcare organizations to speed up site selection and patient recruitment by extracting data from electronic medical records (EMRs), which includes structured and unstructured clinical data that captures three times more trial criteria. BEKHealth's AI-driven data platform uses a proprietary ontology that has been built from 400+ medical libraries aligned against 70,000 protocols to standardize patient data to its interoperable clinical data model. Founded by Jason Baumgartner, who has been the CEO since incorporation, BEKHealth combines a proprietary AI-powered EMR data-processing engine with easy-to-use and impactful workflow solutions to provide sites and CROs the ability to achieve "the last mile" to recruit the right patients more rapidly. | Packaged Software | Director/Board Member | |
Statistiche
Distribuzione geografica
Stati Uniti | 47 |
Settori
Finance | 21 |
Consumer Services | 13 |
Commercial Services | 6 |
Technology Services | 6 |
Industrial Services | 2 |
Posizioni
Director/Board Member | 226 |
Corporate Officer/Principal | 183 |
Undergraduate Degree | 97 |
Private Equity Investor | 65 |
Graduate Degree | 46 |
Contatti più connessi
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Paul Conley | 39 |
Walker Chapman Simmons | 34 |
Ervin Shames | 28 |
John Muleta | 18 |
Rob Heimann | 18 |
Amran Hafiz Affifudin | 17 |
Christian Sinding | 16 |
Frank Rotman | 14 |
Martin Aares | 14 |
Sean Foote | 14 |
Christopher D. Ray | 13 |
Christina Morin | 12 |
Jason Lu | 12 |
Chen Xi Wang | 11 |
C. Doyle | 11 |
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