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Jacob Sonenshine
Direttore/Membro del Consiglio presso FIRST FOUNDATION INC.
Patrimonio netto: 561 701 $ in data 31/05/2024
Provenienza dei contatti di primo grado di Jacob Sonenshine
Entità | Tipo di entità | Settore Industriale | |
---|---|---|---|
CFA Institute
![]() CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA.
668
| Non-Profit Organization | Miscellaneous Commercial Services | 668 |
Young Presidents' Organization, Inc.
![]() Young Presidents' Organization, Inc. Miscellaneous Commercial ServicesCommercial Services Young Presidents' Organization, Inc. is a global leadership community of over 30,000 chief executives from 142 countries. The non-profit company is based in Irving, TX and has a global presence of subsidiaries in several regions. The company's mission is to help its members become better leaders and better people. The company was founded in 1950 by Ray Hickok, Khalid Mohamed Jassem Kanoo. Thayer Smith has been the CEO of the company since 2007.
230
| Non-Profit Organization | Miscellaneous Commercial Services | 230 |
Public Company | Regional Banks | 40 | |
First Foundation Bank
![]() First Foundation Bank Regional BanksFinance First Foundation Bank engages in the provision of commercial banking services. The company was founded in 2007 and is headquartered in Irvine, CA.
16
| Subsidiary | Regional Banks | 16 |
McGladrey Capital Markets LLC
![]() McGladrey Capital Markets LLC Investment Banks/BrokersFinance McGladrey Capital Markets LLC is a boutique investment banking company. It provides financial advisory, mergers, acquisitions, divestitures, recapitalizations, capital raising, fairness opinions and restructuring services. The firm caters to manufacturing, agriculture, forestry, fishing, mining, construction, transportation, communications, utilities, finance, insurance and real estate industries. The company was founded in 1998 and is headquartered in Costa Mesa, CA.
5
| Extinct | Investment Banks/Brokers | 5 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Jacob Sonenshine tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
---|---|---|---|
PRINCIPAL FINANCIAL GROUP, INC. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
First Foundation Advisors
![]() First Foundation Advisors Investment ManagersFinance Founded in 1985, First Foundation Advisors is a registered investment advisor located in Irvine, California. The firm was formerly known as Keller Group Investment Management, Inc. They are a subsidiary of First Foundation, Inc. (NASDAQ: FFWM). First Foundation Advisors provides discretionary investment advisory services and/or financial planning services on a stand-alone basis or combined discretionary investment advisory services and financial planning services on a fee-only basis. Their domestic and international clients include individuals, families, family businesses, foundations, corporations and non-profit institutions. | Investment Managers | President Founder Chief Executive Officer Analyst-Equity | |
Michigan State University | College/University | Undergraduate Degree Undergraduate Degree | |
University of Virginia | College/University | Undergraduate Degree Undergraduate Degree | |
Harvard University
![]() Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Masters Business Admin Undergraduate Degree | |
University of Southern California
![]() University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Masters Business Admin Undergraduate Degree | |
The American Institute of Certified Public Accountants
![]() The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
McGill University | College/University | Undergraduate Degree Undergraduate Degree | |
Peking University
![]() Peking University Other Consumer ServicesConsumer Services Peking University provides post-secondary education services. It offers undergraduate and graduate courses. It provides courses such as basic and applied sciences, social sciences and the humanities, sciences of medicine, management, and education. The company was founded by JiaNai Sun in 1898 and is headquartered in Beijing, China. | College/University | Graduate Degree | |
San Diego State University | College/University | Undergraduate Degree Undergraduate Degree | |
University of London | College/University | Masters Business Admin Undergraduate Degree | |
The University of Texas at Austin | College/University | Masters Business Admin Undergraduate Degree | |
Pace University | College/University | Undergraduate Degree Graduate Degree | |
University of Toronto | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree | |
University of Wisconsin | College/University | Masters Business Admin Graduate Degree | |
The University of Colorado | College/University | Undergraduate Degree | |
University of Connecticut | College/University | Masters Business Admin Masters Business Admin | |
University of Michigan | College/University | Graduate Degree Undergraduate Degree | |
Western Illinois University | College/University | Undergraduate Degree | |
The Chinese University of Hong Kong | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
WealthTrust LLC
![]() WealthTrust LLC Investment ManagersFinance WealthTrust LLC operates as a holding company with interest in providing wealth management services. The firm’s services include financial panning, portfolio management, estate planning and retirement planning and risk management. The company was founded by Rush M. Brenton in 1997 and is headquartered in Scottsdale, AZ. | Investment Managers | Chief Executive Officer | |
Financial Planning Association
![]() Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
The CFA Society of Orange County | Corporate Officer/Principal Corporate Officer/Principal | ||
National Investor Relations Institute
![]() National Investor Relations Institute Miscellaneous Commercial ServicesCommercial Services National Investor Relations Institute operates as an association of corporate officers and investor relations consultants responsible for communication among corporate management, shareholders, securities analysts and other financial community constituents. The company was founded by DeWitt C. Morrill in 1969 and is headquartered in Alexandria, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Institute of Chartered Financial Analysts, Inc. | Corporate Officer/Principal Corporate Officer/Principal | ||
The New York Society of Security Analysts, Inc.
![]() The New York Society of Security Analysts, Inc. Miscellaneous Commercial ServicesCommercial Services The New York Society of Security Analysts, Inc. operates as a financial services trade group and networking forum for wall street and provides Chartered Financial Analyst (CFA) exam. The company was founded in 1937 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
CFA Society of Chicago
![]() CFA Society of Chicago Miscellaneous Commercial ServicesCommercial Services CFA Society of Chicago is an investment analysts society that brings together nearly 4,200 top professionals involved in investment analysis. The society is based in Chicago, IL and is the oldest of its kind. The CFA designation is recognized by the society as a recognition of knowledge, skills, and abilities in security analysis and portfolio management. Christopher Thomas Vincent has been the CEO of the non-profit company since 2020. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
American Society of Appraisers
![]() American Society of Appraisers Miscellaneous Commercial ServicesCommercial Services American Society of Appraisers provides education, accreditation and publication for appraisers. It offers international organization of professional appraisers representing all appraisal disciplines: appraisal review and management, business valuation, gems and jewelry, machinery and technical specialties, personal property and real property. The company was founded in 1952 and is headquartered in Reston, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Institute of Corporate Directors
![]() Institute of Corporate Directors Miscellaneous Commercial ServicesCommercial Services The Institute of Corporate Directors is a not-for-profit, member-based association that serves as a resource and voice for directors and boards. The non-profit company is based in Toronto, Canada, and has subsidiaries in Canada. The ICD provides thought leadership through various publications and is a unified voice for directors. The Canadian company was founded by Brian J. Gibson, and Rahul K. Bhardwaj has been the CEO of the company since 2016. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Founder Corporate Officer/Principal | |
Hong Kong Institute of Certified Public Accountants
![]() Hong Kong Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services Hong Kong Institute of Certified Public Accountants operates under the professional accountant’s ordinance and works in the public interest. It offers CPA qualification programme and promulgating financial reporting, auditing and ethical standards in Hong Kong. The company was founded on January 1, 1973 and is headquartered in Hong Kong. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
CFA Society Toronto
![]() CFA Society Toronto Miscellaneous Commercial ServicesCommercial Services CFA Society Toronto supports the professional and business development of charterholders. It provides member services including educational programs, sponsored events, employment postings, and networking opportunities. The company was founded in 1936 and is headquartered in Toronto, Canada. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
CFA Society Washington, D.C.
![]() CFA Society Washington, D.C. Miscellaneous Commercial ServicesCommercial Services CFA Society Washington, D.C. is a an association for investment professionals. The company was founded in 1953 and is headquartered Washington, District of Columbia. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Doctorate Degree | |
Banc of California
![]() Banc of California Regional BanksFinance Banc of California provides banking services. It offers collection, disbursement, international and online banking services. The firm provides lending solutions to the aviation, healthcare and real estate industries. The company is headquartered in Los Angeles, CA. | Regional Banks | Director/Board Member Director of Finance/CFO | |
Singapore Institute of Directors | Corporate Officer/Principal Corporate Officer/Principal | ||
Institute of Singapore Chartered Accountants
![]() Institute of Singapore Chartered Accountants Miscellaneous Commercial ServicesCommercial Services Institute of Singapore Chartered Accountants provides accounting services. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Association for Corporate Growth of Orange County | Corporate Officer/Principal | ||
PricewaterhouseCoopers Consulting Ltd. | Corporate Officer/Principal | ||
Waveland Capital Group LLC
![]() Waveland Capital Group LLC Investment ManagersFinance Waveland Capital Group LLC operates as a merchant bank with core investment focus in the oil and gas exploration and production industry. Its areas of operations include leasebank investing, mid-continent dewatering, hunton formation and Permian Basin West Texas. The company was founded by Michael J. Greer and Vickie J. Greer in August 2000 and is headquartered in Irvine, CA. | Investment Managers | Director/Board Member | |
Waveland Capital Partners LLC
![]() Waveland Capital Partners LLC Investment Banks/BrokersFinance Waveland Capital Partners LLC is the securities brokerage arm of Waveland Capital Group LLC, an investment bank and alternative investment advisory firm headquartered in Irvine, California. The firm was founded in 2000 by Michael Greer and Vickie Greer. They provide an array of trading and execution services for their clients. They do not provide any internal research. Clearing and custody services are provided by National Financial Services and Fidelity. Waveland Capital Partners is a member of FINRA and the SIPC. | Investment Banks/Brokers | Private Equity Investor | |
Alpine Pacific Capital LLC
![]() Alpine Pacific Capital LLC Investment ManagersFinance Alpine Pacific Capital LLC (Alpine Pacific Capital) is a private equity firm founded in 2011 by Gerik Degner and Todd Marker. The firm is headquartered in Bellevue, Washington. | Investment Managers | Founder |
Statistiche
Distribuzione geografica
Stati Uniti | 37 |
Canada | 5 |
Cina | 4 |
Hong Kong | 3 |
Singapore | 3 |
Settori
Consumer Services | 20 |
Commercial Services | 12 |
Finance | 11 |
Electronic Technology | 3 |
Posizioni
Director/Board Member | 344 |
Corporate Officer/Principal | 342 |
Independent Dir/Board Member | 94 |
Undergraduate Degree | 83 |
Director of Finance/CFO | 65 |
Contatti più connessi
Insiders | |
---|---|
Ned Goodman | 66 |
Walter Henry | 29 |
Shamsul Anuar bin Abdul Majid | 26 |
James Brakke | 24 |
Scott Kavanaugh | 24 |
Chong Sun Chung | 24 |
Wayne Nordberg | 21 |
Brian J. Gibson | 21 |
Steven Gary Chrust | 20 |
Joseph Hamilton | 20 |
Warren D. Fix | 19 |
Jonathan D. Shapiro | 18 |
Michael Allen Evans | 18 |
Hicks Robert | 18 |
David Khani | 18 |
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