Geoff White
Amministratore Delegato presso GRP Financial Services Corp. /California/
Posizioni attive di Geoff White
Società | Posizione | Inizio | Fine |
---|---|---|---|
GRP Financial Services Corp. /California/
GRP Financial Services Corp. /California/ Financial ConglomeratesFinance GRP Financial Services Corp. operates as a financial advisors. The firm offers retirement plan and wealth management services. The company was founded in 2014 and is headquartered in San Rafael, CA. | Amministratore Delegato | 01/09/2018 | - |
Global Retirement Partners LLC
Global Retirement Partners LLC Investment ManagersFinance Global Retirement Partners LLC (GRP) is a SEC-registered investment adviser and retirement plan consulting firm headquartered in San Rafael, California. The firm was founded in 2014 and is a subsidiary of HUB International Ltd., ultimately held by Hockey Investments LP. GRP provides investment management and strategic wealth planning to both plan sponsors and individual investors. | Amministratore Delegato | 01/08/2017 | - |
Storia della carriera di Geoff White
Precedenti posizioni note di Geoff White
Società | Posizione | Inizio | Fine |
---|---|---|---|
National Retirement Partners, Inc.
National Retirement Partners, Inc. Miscellaneous Commercial ServicesCommercial Services National Retirement Partners is a nationwide organization dedicated to the retirement plan and wealth management marketplace. NRP has comprised of independent advisors that provide plan consulting, fiduciary best practices and investment due diligence to retirement plan sponsors and their participants as well as comprehensive wealth management tools. Our Member Firms utilize NRP's vast resources and services to deliver solutions to each client that had traditionally only been available to the largest companies- sophisticated independent vendor search and benchmarking analysis, open architecture plan analysis and design, investment due diligence and comprehensive employee communications. National Retirement Partners offers comprehensive 401(k), 403(b), 457, ESOP, KSOP, Defined Benefit, Pension, Deferred Compensation and other retirement plan options through strategic alliances with the nation’s largest plan providers. NRP strives for excellence in participant education, communication and plan satisfaction through the tools and services available designed for retirement plan participants. Our services also include proprietary investment due diligence analytics to help manage the investments and mitigate fiduciary liability for Plan Sponsors. NRP also provides investment consulting and education services on a fee-for-service basis for corporations that prefer to retain their existing plan recordkeeping relationships. In addition, Registered Investment Advisor (RIA) Services are available to the company advisors and their clients. National Retirement Partners was founded by William R. Chetney in 2003 and is headquartered in San Juan Capistrano, California. | Corporate Officer/Principal | 16/06/2010 | 21/06/2010 |
Vendite & Marketing | 01/01/2005 | 09/03/2011 | |
State Street Research & Management Co.
State Street Research & Management Co. Investment Banks/BrokersFinance State Street Research & Management Company (SSR), with a history dating back to 1924, is one of the nation's first investment management organizations. The Boston-based firm is a subsidiary of MetLife (NYSE:MET), one of the world's largest financial services companies. The firm, together with its affiliate SSR Realty, actively manages stock, bond, balanced and real estate portfolios for both institutional and individual investors. SSR manages pension money for many of the largest U.S. corporate pension plans. SSR also manages money for public and union pension plans, foundations, endowments, and mutual funds. | Corporate Officer/Principal | - | - |
Formazione di Geoff White
Providence College | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 6 |
Posizioni
Corporate Officer/Principal | 2 |
Chief Executive Officer | 2 |
Sales & Marketing | 1 |
Settori
Finance | 4 |
Commercial Services | 2 |
Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 4 |
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National Retirement Partners, Inc.
National Retirement Partners, Inc. Miscellaneous Commercial ServicesCommercial Services National Retirement Partners is a nationwide organization dedicated to the retirement plan and wealth management marketplace. NRP has comprised of independent advisors that provide plan consulting, fiduciary best practices and investment due diligence to retirement plan sponsors and their participants as well as comprehensive wealth management tools. Our Member Firms utilize NRP's vast resources and services to deliver solutions to each client that had traditionally only been available to the largest companies- sophisticated independent vendor search and benchmarking analysis, open architecture plan analysis and design, investment due diligence and comprehensive employee communications. National Retirement Partners offers comprehensive 401(k), 403(b), 457, ESOP, KSOP, Defined Benefit, Pension, Deferred Compensation and other retirement plan options through strategic alliances with the nation’s largest plan providers. NRP strives for excellence in participant education, communication and plan satisfaction through the tools and services available designed for retirement plan participants. Our services also include proprietary investment due diligence analytics to help manage the investments and mitigate fiduciary liability for Plan Sponsors. NRP also provides investment consulting and education services on a fee-for-service basis for corporations that prefer to retain their existing plan recordkeeping relationships. In addition, Registered Investment Advisor (RIA) Services are available to the company advisors and their clients. National Retirement Partners was founded by William R. Chetney in 2003 and is headquartered in San Juan Capistrano, California. | Commercial Services |
State Street Research & Management Co.
State Street Research & Management Co. Investment Banks/BrokersFinance State Street Research & Management Company (SSR), with a history dating back to 1924, is one of the nation's first investment management organizations. The Boston-based firm is a subsidiary of MetLife (NYSE:MET), one of the world's largest financial services companies. The firm, together with its affiliate SSR Realty, actively manages stock, bond, balanced and real estate portfolios for both institutional and individual investors. SSR manages pension money for many of the largest U.S. corporate pension plans. SSR also manages money for public and union pension plans, foundations, endowments, and mutual funds. | Finance |
GRP Financial Services Corp. /California/
GRP Financial Services Corp. /California/ Financial ConglomeratesFinance GRP Financial Services Corp. operates as a financial advisors. The firm offers retirement plan and wealth management services. The company was founded in 2014 and is headquartered in San Rafael, CA. | Finance |
Global Retirement Partners LLC
Global Retirement Partners LLC Investment ManagersFinance Global Retirement Partners LLC (GRP) is a SEC-registered investment adviser and retirement plan consulting firm headquartered in San Rafael, California. The firm was founded in 2014 and is a subsidiary of HUB International Ltd., ultimately held by Hockey Investments LP. GRP provides investment management and strategic wealth planning to both plan sponsors and individual investors. | Finance |
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