Jim Lloyd
Amministratore Delegato presso QP Wealth Management LLC
Provenienza dei contatti di primo grado di Jim Lloyd
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
644
| Public Company | Investment Managers | 644 |
Wachovia Securities, Inc.
62
| Extinct | Investment Banks/Brokers | 62 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Jim Lloyd tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin | |
Council on Foreign Relations, Inc.
 Council on Foreign Relations, Inc. Investment Trusts/Mutual FundsMiscellaneous Council on Foreign Relations, Inc. provides and disseminates ideas on foreign policies to individuals, corporate members, journalists and policy makers. It operates a forum for government officials, students and other interested parties to study and discuss world issues and impact on American foreign policies. The company publishes Foreign Affairs, a magazine that comes out six times a year, along with books and studies by its own scholars. Council on Foreign Relations was founded in 1921 and is headquartered in New York City, NY. | Investment Trusts/Mutual Funds | Director/Board Member Corporate Officer/Principal Corporate Officer/Principal Director/Board Member Director/Board Member Corporate Officer/Principal Director/Board Member Director/Board Member | |
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 Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree | |
PricewaterhouseCoopers LLP
 PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Chairman Corporate Officer/Principal Corporate Officer/Principal | |
The Partnership for New York City, Inc.
 The Partnership for New York City, Inc. Miscellaneous Commercial ServicesCommercial Services The Partnership for New York City operates as a charitable organization. It is a network of business leaders and corporations working for the economic and cultural betterment of all five boroughs of the city. The firm provides networking opportunities, conducts research, participates in policy making and lobbies government. The company was founded by David Rockefeller in 2002 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member | |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal Analyst-Equity Analyst-Fixed Income Analyst-Equity | |
| Columbia Business School | College/University | Masters Business Admin Corporate Officer/Principal Masters Business Admin Masters Business Admin Masters Business Admin | |
| The Trustees of Columbia University in The City of New York | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Graduate Degree | |
| COUSINS PROPERTIES INCORPORATED | Real Estate Investment Trusts | Director/Board Member Director/Board Member Director/Board Member Chief Executive Officer | |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Compliance Officer Director/Board Member Comptroller/Controller/Auditor Director of Finance/CFO | |
Sustainability Accounting Standards Board
 Sustainability Accounting Standards Board Miscellaneous Commercial ServicesCommercial Services Sustainability Accounting Standards Board is a non-profit organization, which engages in the development and maintaining of robust reporting standards that enable businesses around the world to identify, manage, and communicate financially material sustainability information to their investors. Its market use include supporters, perspectives and case studies, SASB resources, SASB reporters, firm licensing SASB. The company was founded by Jean Rogers in 2011 and is headquartered in San Francisco, CA. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member Director/Board Member Director/Board Member | |
The Value Reporting Foundation
 The Value Reporting Foundation Miscellaneous Commercial ServicesCommercial Services Part of International Financial Reporting Standards Foundation, The Value Reporting Foundation is a non-profit organization that offers support services for businesses and investors. The company is based in San Francisco, CA. The CEO of the company is Janine M. Guillot. The Value Reporting Foundation was acquired by International Sustainability Standards Board on November 04, 2021. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member Director/Board Member Director/Board Member | |
Financial Industry Regulatory Authority, Inc.
 Financial Industry Regulatory Authority, Inc. Miscellaneous Commercial ServicesCommercial Services Financial Industry Regulatory Authority, Inc. engages in the provision of securities regulation, complementary compliance, and technology-based services. Its services include writing and enforcing rules governing the activities of securities firms with brokers, examining firms for compliance with those rules, fostering market transparency, and educating investors. The company was founded in 2007 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Director/Board Member Chief Executive Officer Chairman Director/Board Member | |
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 Corporate Officer/Principal | |
| The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
Forum Mondial de L'Economie
 Forum Mondial de L'Economie Miscellaneous Commercial ServicesCommercial Services Forum Mondial de L'Economie engages in the foremost political, business and cultural organizations to shape global, regional and industry agendas. The company was founded by Klaus Schwab in 1971 and is headquartered in Cologny, Switzerland. | Miscellaneous Commercial Services | Director/Board Member Corporate Officer/Principal Corporate Officer/Principal | |
| University of California, Berkeley | College/University | Corporate Officer/Principal Undergraduate Degree Undergraduate Degree | |
The Business Council
 The Business Council Miscellaneous Commercial ServicesCommercial Services The Business Council operates as an organization of business leaders. The company is headquartered in Washington, DC. | Miscellaneous Commercial Services | Corporate Officer/Principal Chairman Corporate Officer/Principal | |
| CITIGROUP INC. | Major Banks | Director/Board Member Private Equity Analyst Director of Research - Equity | |
| Villanova University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| École des Hautes Études Commerciales de Paris | College/University | Masters Business Admin Undergraduate Degree Graduate Degree | |
| US Securities & Exchange Commission | Investment Banks/Brokers | Corporate Officer/Principal Chairman Comptroller/Controller/Auditor | |
| MERCK & CO., INC. | Pharmaceuticals: Major | Director/Board Member Director/Board Member Director/Board Member | |
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 | Head-Fixed Income Invts Corporate Officer/Principal Corporate Officer/Principal | |
| Georgetown University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Stanford University | College/University | Masters Business Admin Masters Business Admin Director/Board Member | |
| Yale University | College/University | Corporate Officer/Principal Undergraduate Degree Undergraduate Degree | |
| University of Michigan | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
| CATERPILLAR INC. | Trucks/Construction/Farm Machinery | Chief Executive Officer Director/Board Member | |
Peter G. Peterson Institute for International Economics
 Peter G. Peterson Institute for International Economics Miscellaneous Commercial ServicesCommercial Services Peter G. Peterson Institute for International Economics operates as a research institution which engages in an international economic policy. The company is headquartered in Washington, DC. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
| JPMORGAN CHASE & CO. | Major Banks | Comptroller/Controller/Auditor Corporate Officer/Principal | |
Silicon Valley Bank
 Silicon Valley Bank Regional BanksFinance Silicon Valley Bank provides commercial banking services. It offers banking services to the hardware and infrastructure, software and internet, life science and healthcare, energy and resource innovation, private equity and venture capital, and premium wine industries. The company was founded in 1983 and is headquartered in Santa Clara, CA. | Regional Banks | Private Equity Investor Corporate Officer/Principal | |
| ELLIOTT OPPORTUNITY II CORP. | Financial Conglomerates | Director/Board Member Director/Board Member | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin | |
| The University of Texas at Austin | College/University | Undergraduate Degree Undergraduate Degree | |
| UBS | Investment Managers | Chairman Director/Board Member | |
| State University of New York at Binghamton | College/University | Undergraduate Degree Undergraduate Degree | |
| Manhattan College | College/University | Director/Board Member Director/Board Member | |
| Harvard College | College/University | Undergraduate Degree Undergraduate Degree | |
Atlas Merchant Capital LLC
 Atlas Merchant Capital LLC Investment ManagersFinance Atlas Merchant Capital LLC (Atlas) is a private equity firm founded in 2013 by David Ira Schamis and Bob Diamond. The firm is headquartered in New York. | Investment Managers | Private Equity Investor Private Equity Investor | |
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 | |
| Massachusetts Institute of Technology | College/University | Director/Board Member Undergraduate Degree | |
| The International Business Council | Director/Board Member Corporate Officer/Principal | ||
| ALCOA CORPORATION | Aluminum | Chief Executive Officer Director/Board Member | |
| London Business School | College/University | Corporate Officer/Principal Corporate Officer/Principal | |
| The Johns Hopkins University | College/University | Undergraduate Degree Undergraduate Degree | |
| HP INC. | Computer Processing Hardware | Director/Board Member Director/Board Member | |
The Brookings Institution
 The Brookings Institution Miscellaneous Commercial ServicesCommercial Services The Brookings Institution provides research and policy solutions. The firm's activities are carried out through four research programs: economic studies, foreign policy studies, governance studies, and metropolitan policy. The company was founded in 1916 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Corporate Officer/Principal Director/Board Member |
Statistiche
Distribuzione geografica
| Stati Uniti | 45 |
| Svizzera | 3 |
| Regno Unito | 3 |
| Francia | 2 |
| Mauritius (isola) | 2 |
Settori
| Consumer Services | 20 |
| Finance | 14 |
| Commercial Services | 12 |
| Miscellaneous | 2 |
| Health Technology | 2 |
Posizioni
| Director/Board Member | 482 |
| Corporate Officer/Principal | 226 |
| Independent Dir/Board Member | 123 |
| Chairman | 97 |
| Undergraduate Degree | 78 |
Contatti più connessi
| Insiders | |
|---|---|
| Laura Tyson | 42 |
| Charles Phillips | 40 |
| Tom Glocer | 38 |
| Klaus-Christian Kleinfeld | 35 |
| Dame Corley | 35 |
| John Mack | 33 |
| Erskine B. Bowles | 27 |
| Mary Schapiro | 26 |
| Charles Kidder | 26 |
| James Rosenthal | 24 |
| James Hance | 24 |
| Devin Murphy | 23 |
| Robert Scully | 21 |
| André Martinez | 19 |
| Rayford Wilkins | 19 |
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