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Edmond J. Walters
Direttore/Membro del Consiglio presso PCS Retirement LLC
Posizioni attive di Edmond J. Walters
Società | Posizione | Inizio | Fine |
---|---|---|---|
PCS Retirement LLC
![]() PCS Retirement LLC Investment ManagersFinance PCS Retirement LLC engages in provision of retirement programs. It offers open architecture record keeping services. It also provides fee transparency and conflict-free choices to independent advisors serving the corporate, professional and governmental markets. The company was founded by Mark B. Klein in 2001 and is headquartered in Philadelphia, PA. | Direttore/Membro del Consiglio | 19/12/2018 | - |
Storia della carriera di Edmond J. Walters
Precedenti posizioni note di Edmond J. Walters
Società | Posizione | Inizio | Fine |
---|---|---|---|
INSPRO TECHNOLOGIES CORPORATION | Direttore/Membro del Consiglio | 01/04/2008 | 01/04/2020 |
Independent Dir/Board Member | 01/04/2008 | 01/04/2020 | |
Cetera Financial Group, Inc.
![]() Cetera Financial Group, Inc. Investment ManagersFinance Cetera Financial Group Inc. engages in the provision of brokerage and advisory services for financial professionals and institutions. Its portfolio of products include mutual funds, life insurance, stocks, bonds, fixed and variable annuity products, estate planning, college education planning, and cash management accounts. The company is headquartered in El Segundo, CA. | Direttore/Membro del Consiglio | - | 11/10/2018 |
eMoney Advisor LLC
![]() eMoney Advisor LLC Investment ManagersFinance Part of FMR LLC, eMoney Advisor LLC is a company that provides technology solutions and services to help people talk about money. Based in Radnor, PA, the company's solutions strengthen client relationships, streamline business operations, enhance business development, and drive overall growth. eMoney's wealth management platform helps advisory firms lead with planning and meet the evolving needs of clients. The company was founded by Jeff Schulte and Edmond J. Walters, and Susan J. McKenna has been the CEO since 2018. eMoney Advisor was acquired by FMR LLC from The Guardian Life Insurance Company of America on February 28, 2015, for $250 million. | Amministratore Delegato | 01/01/2000 | 04/09/2015 |
Fondatore | 01/01/2000 | 04/09/2015 | |
Kistler, Tiffany & Co. | Corporate Officer/Principal | 01/01/1983 | 01/01/1992 |
Statistiche
Distribuzione geografica
Stati Uniti | 6 |
Posizioni
Director/Board Member | 3 |
Independent Dir/Board Member | 1 |
Chief Executive Officer | 1 |
Settori
Finance | 4 |
Technology Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 5 |
---|---|
InsPro Technologies Corp.
![]() InsPro Technologies Corp. Packaged SoftwareTechnology Services InsPro Technologies Corp. is a technology company, which engages in the provision of software applications for use by insurance administrators in the insurance industry. Its offers policy administration; product and plan configuration; new business and underwriting; billing and collections; agent management and commissions; claims; document management; data mart; and web services. The company was founded on October 21, 2004 and is headquartered in Eddystone, PA. | Technology Services |
eMoney Advisor LLC
![]() eMoney Advisor LLC Investment ManagersFinance Part of FMR LLC, eMoney Advisor LLC is a company that provides technology solutions and services to help people talk about money. Based in Radnor, PA, the company's solutions strengthen client relationships, streamline business operations, enhance business development, and drive overall growth. eMoney's wealth management platform helps advisory firms lead with planning and meet the evolving needs of clients. The company was founded by Jeff Schulte and Edmond J. Walters, and Susan J. McKenna has been the CEO since 2018. eMoney Advisor was acquired by FMR LLC from The Guardian Life Insurance Company of America on February 28, 2015, for $250 million. | Finance |
PCS Retirement LLC
![]() PCS Retirement LLC Investment ManagersFinance PCS Retirement LLC engages in provision of retirement programs. It offers open architecture record keeping services. It also provides fee transparency and conflict-free choices to independent advisors serving the corporate, professional and governmental markets. The company was founded by Mark B. Klein in 2001 and is headquartered in Philadelphia, PA. | Finance |
Cetera Financial Group, Inc.
![]() Cetera Financial Group, Inc. Investment ManagersFinance Cetera Financial Group Inc. engages in the provision of brokerage and advisory services for financial professionals and institutions. Its portfolio of products include mutual funds, life insurance, stocks, bonds, fixed and variable annuity products, estate planning, college education planning, and cash management accounts. The company is headquartered in El Segundo, CA. | Finance |
Kistler, Tiffany & Co. |
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