Jeffrey Stein
Direttore/Membro del Consiglio presso SCM Insurance Services, Inc.
Provenienza dei contatti di primo grado di Jeffrey Stein
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Warburg Pincus LLC
 Warburg Pincus LLC Investment ManagersFinance Warburg Pincus LLC (Warburg Pincus) is a private equity subsidiary of Warburg Pincus & Company US LLC founded in 1966. The firm is headquartered in New York.
434
| Subsidiary | Investment Managers | 434 |
The Wharton School of the University of Pennsylvania
422
| College/University | Other Consumer Services | 422 |
SCM Insurance Services, Inc.
 SCM Insurance Services, Inc. Insurance Brokers/ServicesFinance SCM Insurance Services, Inc. provides claims management services. It offers claims adjusting, commercial claims management, emergency claims, management and administration, independent third-party claims administration, and risk management services. The company was founded by Larry A. Shumka in 1986 and is headquartered in Edmonton, Canada.
12
| Holding Company | Insurance Brokers/Services | 12 |
Edelman Financial Engines LLC
 Edelman Financial Engines LLC Investment ManagersFinance Edelman Financial Engines LLC provides financial advisory and investment management services. The firm?s services include financial planning, investment management, retirement planning, life transitions, student loan & debt repayment advice and career growth & advancement guidance. The company was founded by Jean M. Edelman and Fredric Mark Edelman in 1986 and is headquartered in Sunnyvale, CA.
11
| Holding Company | Investment Managers | 11 |
Facet Wealth, Inc.
 Facet Wealth, Inc. Investment ManagersFinance Facet Wealth, Inc. provides investment advisory services. Its services include retirement planning, retirement income, education planning, income tax planning, estate planning, life planning, asset management, and legacy planning. The company was founded by Anders Jones, Patrick McKenna, Gorkem Sevinc, and Brent Weiss and is headquartered in Baltimore, MD.
7
| Holding Company | Investment Managers | 7 |
Foundation Risk Partners Corp.
 Foundation Risk Partners Corp. Insurance Brokers/ServicesFinance Foundation Risk Partners Corp. provides insurance brokerage services. It offers employee benefit, personal line, property and causality, and risk management services. The company is headquartered in Daytona Beach, FL.
4
| Holding Company | Insurance Brokers/Services | 4 |
Kestra Financial, Inc.
 Kestra Financial, Inc. Investment ManagersFinance Kestra Financial, Inc. engages in the provision of wealth management platform. It offers product consulting and support, business consulting, and trading support services. The company was founded in 1997 and is headquartered in Austin, TX.
3
| Holding Company | Investment Managers | 3 |
Fetch, Inc.
 Fetch, Inc. Agricultural Commodities/MillingProcess Industries Fetch, Inc. provides canine daycare and education facility. Its experience includes Doggie Daycare, Puppy Socialization and Training, Family Obedience, Agility and Rally-O. The company was founded by Chris Williams and is headquartered in Dartmouth, Canada.
3
| Private Company | Agricultural Commodities/Milling | 3 |
FRP Investors LP
 FRP Investors LP Insurance Brokers/ServicesFinance FRP Investors LP provides insurance and commercial banking services. The company is headquartered in Daytona Beach, FL.
3
| Private Company | Insurance Brokers/Services | 3 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Jeffrey Stein tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| SLM CORPORATION | Finance/Rental/Leasing | Director/Board Member Director/Board Member | |
| CYREN LTD. | Packaged Software | Director/Board Member Director/Board Member | |
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Investment Managers | Corporate Officer/Principal | |
| Anira Advisory Group Roosevelt Fund LP | Director/Board Member | ||
| FINANCIAL ENGINES INC | Investment Managers | Chief Executive Officer Director/Board Member | |
IntraFi Network LLC
 IntraFi Network LLC Finance/Rental/LeasingFinance IntraFi Network engages in the provision of financial technology solutions for banks, brokerage firms, and other financial institutions. The firm offers balance sheet and liquidity management solutions, and deposit allocation services. The company was founded by Eugene A. Ludwig, Alan S. Blinder, Mark P. Jacobsen, and Alfred H. Moses in May 2002 and is headquartered in Arlington, VA. | Finance/Rental/Leasing | Director/Board Member Director/Board Member Director/Board Member | |
| EVERCORE INC. | Investment Banks/Brokers | Corporate Officer/Principal | |
McKinsey & Co., Inc.
 McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Dartmouth College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
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 | |
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 | Doctorate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Stanford University | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Graduate Degree Undergraduate Degree | |
| University of Pennsylvania | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| PT ASURANSI BINA DANA ARTA TBK | Property/Casualty Insurance | Director/Board Member | |
| Boston University | College/University | Undergraduate Degree Undergraduate Degree | |
Wachtell, Lipton, Rosen & Katz
 Wachtell, Lipton, Rosen & Katz Miscellaneous Commercial ServicesCommercial Services Wachtell, Lipton, Rosen & Katz provides advisory and legal services. It specializes in mergers and acquisitions, strategic investments, takeovers and takeover defense, corporate and securities law, and corporate governance. The company was founded in 1965 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Amherst College | College/University | Undergraduate Degree Undergraduate Degree | |
| Massachusetts Institute of Technology | College/University | Graduate Degree Undergraduate Degree Graduate Degree | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
Fordham University
 Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Graduate Degree Masters Business Admin | |
| The University of Texas at Austin | College/University | Undergraduate Degree Undergraduate Degree | |
| Yale University | College/University | Corporate Officer/Principal Undergraduate Degree | |
| University of Alberta | College/University | Undergraduate Degree Undergraduate Degree | |
Warburg Pincus & Company US LLC
 Warburg Pincus & Company US LLC Investment ManagersFinance Warburg Pincus & Company US LLC engages in the provision of investment services. The company is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Northeastern University
 Northeastern University Other Consumer ServicesConsumer Services Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools. | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Michigan | College/University | Graduate Degree Masters Business Admin | |
| Widener University | College/University | Undergraduate Degree | |
ClaimsPro, Inc.
 ClaimsPro, Inc. Insurance Brokers/ServicesFinance SCM Adjusters Canada Ltd. provides insurance adjusting & claim management services . Its insurance adjusting and claims management services includes accident benefits, agriculture, automobile, bodily injury, casualty, environmental, impairment, and fire accidents. The company was founded in 1986 and is headquartered in Edmonton, Canada | Insurance Brokers/Services | Chief Executive Officer Director of Finance/CFO Corporate Officer/Principal President | |
FMR LLC
 FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| State University of New York at Binghamton | College/University | Undergraduate Degree Undergraduate Degree | |
Prima Capital Holding, Inc.
 Prima Capital Holding, Inc. Miscellaneous Commercial ServicesCommercial Services Part of Envestnet, Inc., Prima Capital Holding, Inc. provides research and advisory services. The company is based in Denver, CO. The company was founded by James Gibson Watson. James Gibson Watson has been the CEO since incorporation. | Miscellaneous Commercial Services | Director/Board Member | |
| PRIMERICA, INC. | Life/Health Insurance | Director/Board Member Director/Board Member | |
Procare Software LLC
 Procare Software LLC Packaged SoftwareTechnology Services Procare Software LLC provides management solutions for child care owners, administrators, educators, and parents. It offers software solutions for family and child data, family accounting, agency accounting, child care tuition collection, time and attendance, menus and meal counts, employee records, and time cards. The company was founded by Jeffrey R. Blum in 1992 and is headquartered in Medford, OR. | Packaged Software | Director/Board Member | |
UBS Investment Bank (US)
 UBS Investment Bank (US) Investment Banks/BrokersFinance UBS Investment Bank provides investment banking and securities brokerage services. Its clients include institutional and corporate clients, intermediaries, governments, and hedge funds. The firm also provides merger and acquisition advisory, private placement, investment research, foreign exchange, equity, and leverage finance advisory services. The firm is headquartered in San Francisco, CA. | Investment Banks/Brokers | Corporate Officer/Principal Director/Board Member | |
Tiburon Strategic Advisors LLC
 Tiburon Strategic Advisors LLC Miscellaneous Commercial ServicesCommercial Services Tiburon Strategic Advisors LLC is engaged in the provision of strategy consulting, market research and other related services to senior executives in the brokerage, investment management, banking and insurance markets. The company was founded by Charles M. Roame in 1998 and is headquartered in Tiburon, CA. | Miscellaneous Commercial Services | Chief Executive Officer | |
| The Investment Management Institute | Director/Board Member | ||
| ENVESTNET, INC. | Packaged Software | Director/Board Member Director/Board Member | |
| Indian Institute of Technology Bombay | College/University | Graduate Degree | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin Graduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin | |
| Stanford Graduate School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| Harvard College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
FacilitySource LLC
 FacilitySource LLC Miscellaneous Commercial ServicesCommercial Services FacilitySource LLC provides outsource integrated facility support services. It offers retail maintenance, web-based transaction management software, vendor management and research, 24/7/365 service centers, statistical analysis and reporting, and paperless invoice management. The company was founded in 2005 and is headquartered in Columbus, OH. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
| Warburg Pincus Singapore Pte Ltd. | Investment Managers | President Private Equity Investor | |
| Columbia Business School | College/University | Undergraduate Degree Masters Business Admin | |
Aeolus Re Ltd.
 Aeolus Re Ltd. Property/Casualty InsuranceFinance Aeolus Re Ltd. provides collateralized property catastrophe protection. The company was founded by Peter Appel and David Eklund in July 2006 and is headquartered in Hamilton, Bermuda. | Property/Casualty Insurance | Director/Board Member Director/Board Member | |
| SOTERA HEALTH COMPANY | Medical Specialties | Director/Board Member Director/Board Member | |
M-Service GmbH
 M-Service GmbH Personnel ServicesCommercial Services Part of Münchener Hypothekenbank eG, M-Service GmbH is a building services company based in Cologne, Germany. The German company offers a range of services including building cleaning, logistics, and transport services. M-Service is a registered master craftsman business that provides cleaning services for buildings, both inside and out. The company's services are executed to the latest standards and with particular consideration for resources and the environment. The CEOs of the company are Achim Fuchs and Lienhardt Fritz. | Personnel Services | Director/Board Member |
Statistiche
Distribuzione geografica
| Stati Uniti | 42 |
| Canada | 4 |
| Israele | 2 |
| Indonesia | 2 |
| India | 2 |
Settori
| Consumer Services | 23 |
| Finance | 15 |
| Commercial Services | 8 |
| Technology Services | 5 |
| Health Technology | 2 |
Posizioni
| Director/Board Member | 285 |
| Corporate Officer/Principal | 96 |
| Undergraduate Degree | 88 |
| Private Equity Investor | 80 |
| Private Equity Analyst | 35 |
Contatti più connessi
| Insiders | |
|---|---|
| Jeffrey Perlman | 35 |
| Kathleen Shanahan | 30 |
| Michael Martin | 29 |
| Daniel Zilberman | 28 |
| Howard Newman | 26 |
| Charles H. Lydecker | 23 |
| Michael Graff | 21 |
| Patrick Hackett | 20 |
| Saurabh Agarwal | 20 |
| Deborah Kerr | 19 |
| Patrick McKenna | 17 |
| Jay A. Epstein | 17 |
| Ruoxi Chen | 16 |
| Charles M. Roame | 15 |
| Chandler Reedy | 14 |
- Borsa valori
- Insiders
- Jeffrey Stein
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