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Kellie Marie Masters
Responsabile della Conformità presso Wealth Advisors of Iowa LLC
Provenienza dei contatti di primo grado di Kellie Marie Masters
Entità | Tipo di entità | Settore Industriale | |
---|---|---|---|
Iowa State University
51
| College/University | Other Consumer Services | 51 |
University of Iowa
44
| College/University | Other Consumer Services | 44 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Kellie Marie Masters tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
---|---|---|---|
Credit Suisse Securities (USA) LLC (Broker)
![]() Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
Mesirow Financial Investment Management, Inc.
![]() Mesirow Financial Investment Management, Inc. Investment ManagersFinance Mesirow Financial Investment Management, Inc. (MFIM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was established in 1986 and their sole shareholder is Mesirow Financial Services, Inc., which is wholly-owned by Mesirow Financial Holdings, Inc., a Chicago-based financial services firm that was founded in 1937. MFIM provides advisory services to individuals, corporations or other businesses, pension and profit-sharing plans, non-qualified plans, state or municipal government entities, and charitable organizations. | Investment Managers | Analyst-Equity | |
Farm Bureau Life Insurance Co. (Iowa)
![]() Farm Bureau Life Insurance Co. (Iowa) Investment Trusts/Mutual FundsMiscellaneous Farm Bureau Life Insurance Co. underwrites, markets and distributes life insurance, annuities and mutual funds to individuals and small businesses. The company is headquartered in West Des Moines, IA. | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
PRINCIPAL FINANCIAL GROUP, INC. | Investment Managers | Corporate Officer/Principal | |
Bankers Trust Co. (Des Moines, Iowa)
![]() Bankers Trust Co. (Des Moines, Iowa) Investment ManagersFinance Bankers Trust Co. is an asset management headquartered in Des Moines, Iowa. The firm was founded in 1917 and is a subsidiary of BTC Financial Corp. The firm serves as a trusted partner for individuals’ comprehensive financial planning, trust and fiduciary needs. | Investment Managers | Corporate Officer/Principal | |
Victory Capital Management, Inc. (Investment Management)
![]() Victory Capital Management, Inc. (Investment Management) Investment ManagersFinance Victory Capital Management, Inc. (Investment Management) (Victory Capital-IM) is the investment management division of Victory Capital Management, Inc., a financial services company headquartered in San Antonio, Texas. The firm was founded in 1894 and formerly known as Key Asset Management, Inc. They are an indirect, wholly owned subsidiary of Victory Capital Holdings, Inc. (NASDAQ: VCTR). Victory Capital-IM provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors. | Investment Managers | Portfolio Manager-Equities | |
Logan Capital Management, Inc.
![]() Logan Capital Management, Inc. Investment ManagersFinance Logan Capital Management, Inc. (Logan Capital) is employee-owned, SEC-registered investment advisor headquartered in Newtown Square, Pennsylvania. The firm was founded in 1993 by Al Besse, Stephen S. Lee, and Dana H. Stewardson. Logan Capital provides investment supervisory services either on a discretionary or non-discretionary basis to institutions, individuals and high net-worth individuals, corporations or other business entities, registered investment companies (mutual funds), private comingled funds/pooled investment vehicles, endowments, foundations, and trusts, private pensions and profit sharing plans (ERISA), insurance companies, public funds, Taft-Hartley Plans, wrap programs, and sub-advisory relationships to RIAs and broker-dealers. | Investment Managers | Analyst-Fixed Income | |
EMEREN GROUP LTD | Engineering & Construction | Corporate Officer/Principal | |
STEMLINE THERAPEUTICS, INC. | Pharmaceuticals: Major | Corporate Officer/Principal | |
AXSOME THERAPEUTICS, INC. | Biotechnology | Chief Operating Officer | |
Agfunder, Inc.
![]() Agfunder, Inc. Investment ManagersFinance Agfunder, Inc. (Agfunder) is a venture capital firm founded in 2012 by Rob Leclerc, Michael Dean, Melissa Tilney and Justin Bruch. The firm is headquartered in San Francisco, California. | Investment Managers | Founder | |
Principal Global Investors LLC
![]() Principal Global Investors LLC Investment ManagersFinance Principal Global Investors LLC, dba Principal Asset Management (Principal AM), is a SEC-registered investment advisor headquartered in Des Moines, Iowa. The firm was founded in 1998 and is a wholly owned subsidiary of the Principal Global Investors Holding Co. (US) LLC and their ultimate parent is Principal Financial Group, Inc. (NASDAQ: PFG). Principal AM provides investment advisory services to institutional investors and individuals on a discretionary or non-discretionary basis. | Investment Managers | Analyst-Equity Analyst-Equity Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Fixed Income Corporate Officer/Principal | |
The Trustees of Columbia University in The City of New York | College/University | Graduate Degree | |
University of Washington
![]() University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Graduate Degree | |
KOTAK MAHINDRA BANK LIMITED | Major Banks | Corporate Officer/Principal | |
William Blair & Co. LLC
![]() William Blair & Co. LLC Regional BanksFinance William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients. | Regional Banks | Analyst-Equity Analyst-Equity Analyst-Equity | |
Deloitte Touche Tohmatsu Services LLC
![]() Deloitte Touche Tohmatsu Services LLC Miscellaneous Commercial ServicesCommercial Services Deloitte Touche Tohmatsu Services, Inc. provides accounting services. It offers audit, consulting, financial advisory, risk management, and tax services. The company is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Aegon USA Investment Management LLC
![]() Aegon USA Investment Management LLC Investment ManagersFinance Aegon USA Investment Management LLC, do-business-as Aegon Asset Management US (Aegon AM US), is a SEC-registered investment advisor headquartered in Cedar Rapids, Iowa. The firm was founded in 2001 and is a direct subsidiary of Aegon USA Asset Management Holding LLC and their ultimate parent is Aegon NV (AMS: AGN, NYSE: AEF) in The Netherlands. Aegon AM US provides discretionary and non-discretionary investment management products and services in similar and different investment strategies to affiliated and unaffiliated institutional clients. | Investment Managers | Analyst-Fixed Income Analyst-Fixed Income Portfolio Manager-Equities Analyst-Fixed Income | |
Henry B. Tippie College of Business | College/University | Corporate Officer/Principal Masters Business Admin | |
The University of Chicago | College/University | Masters Business Admin Graduate Degree | |
University of Minnesota
![]() University of Minnesota Other Consumer ServicesConsumer Services Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN. | College/University | Masters Business Admin Graduate Degree | |
Wellmark, Inc.
![]() Wellmark, Inc. Managed Health CareHealth Services Wellmark, Inc. provides health insurance products and related services. It pays health benefit claims. It also operates through it subsidiaries such as Wellmark Blue Cross and Blue Shield of Iowa. The company was founded in 1948 and is located in Des Moines, IA. | Managed Health Care | Director/Board Member Director/Board Member | |
Drake University | College/University | Masters Business Admin Graduate Degree | |
National Merit Scholarship Corp.
![]() National Merit Scholarship Corp. Investment Trusts/Mutual FundsMiscellaneous National Merit Scholarship Corp. conducts academic scholarship competition for recognition and university scholarships. The company was founded in 1995 and is headquartered in Evanston, IL. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
U.S. Bank NA (Cincinnati Ohio Investment Management)
![]() U.S. Bank NA (Cincinnati Ohio Investment Management) Investment ManagersFinance U.S. Bank NA (Cincinnati Ohio Investment Management) (USB-IM) is the investment management division of U.S. Bank NA, a commercial bank headquartered in Minneapolis, Minnesota. The firm is ultimately held by the US Bancorp (NYSE: USB). USB-IM provides tailored investment management services to individuals and institutional investors. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
Robert W. Baird & Co., Inc. (Broker)
![]() Robert W. Baird & Co., Inc. (Broker) Investment Banks/BrokersFinance Robert W. Baird & Co., Inc. (Broker) (Baird-Broker) is the broker-dealer division of Robert W. Baird & Co., Inc., an investment bank and financial services company headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is ultimately owned by Baird Financial Group, Inc. Baird-Broker offers a full suite of comprehensive trading services for institutional clients. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Arthur Andersen LLP
![]() Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
BMO Capital Markets Corp. (Broker)
![]() BMO Capital Markets Corp. (Broker) Investment Banks/BrokersFinance BMO Capital Markets Corp. (Broker) is the broker/dealer division of BMO Capital Markets Corp., a full-service North American financial services provider headquartered in New York City. The firm was founded in 1998 and is a subsidiary of BMO Financial Corp., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. BMO Capital Markets offers corporate, institutional and government clients access to a variety of products and services including equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, merchant banking, securitization, treasury and market risk management, debt and equity research and institutional sales and trading. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
University of California, Los Angeles | College/University | Masters Business Admin Graduate Degree | |
Georgetown University | College/University | Corporate Officer/Principal Graduate Degree | |
University of Northern Iowa | College/University | Undergraduate Degree Undergraduate Degree | |
Voxtel, Inc.
![]() Voxtel, Inc. Electronic ComponentsElectronic Technology Voxtel, Inc. engages in the development and manufacture of photonic and electro-optic devices and systems. It offers laser rangefinders, lasers, photoreceivers, detector arrays, focal plane arrat and flash ladar FPAs, and readout integrated circuits. The company was founded in 1999 and is headquartered in Beaverton, OR. | Electronic Components | Corporate Officer/Principal | |
Loras College | College/University | Undergraduate Degree | |
Teledyne Imaging Sensors, Inc. | Corporate Officer/Principal | ||
University of Mumbai | College/University | Undergraduate Degree | |
American Equity Investment Life Insurance Co.
![]() American Equity Investment Life Insurance Co. Insurance Brokers/ServicesFinance American Equity Investment Life Insurance Co. provides equity-indexed annuities and life insurance products with an emphasis on the sale of index and fixed rate annuities. The firm's services include fixed annuities with interest tied to an external equity or bond index. The company was founded in December 1995 and is headquartered in West Des Moines, IA. | Insurance Brokers/Services | Corporate Officer/Principal | |
Southeast University | College/University | Undergraduate Degree | |
Legal & General Investment Management America, Inc.
![]() Legal & General Investment Management America, Inc. Investment ManagersFinance Legal & General Investment Management America, Inc. (LGIM America) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2006 and is a wholly-owned subsidiary of Legal & General Investment Management US (Holdings), Inc., ultimately held by Legal & General Group PLC (LON: LGEN) in Great Britain. LGIM America provides investment management services on a fully discretionary basis to institutional clients (corporations, healthcare agencies, non-profit, educational institutions, public plans and Taft-Hartley multi-employer plans). | Investment Managers | Analyst-Fixed Income | |
Triumvirate Environmental, Inc.
![]() Triumvirate Environmental, Inc. Environmental ServicesIndustrial Services Triumvirate Environmental, Inc. provides waste management and environmental health and safety services. It offer waste management, field services, and technical services. The company was founded in 1988 and is headquartered in Somerville, MA. | Environmental Services | Corporate Officer/Principal | |
The California State University | College/University | Masters Business Admin | |
BTC Capital Management, Inc.
![]() BTC Capital Management, Inc. Investment ManagersFinance BTC Capital Management, Inc. (BTC Capital) is a registered investment advisor headquartered in Des Moines, Iowa. The firm was founded in 2003 and is owned by BTC Financial Corp. BTC Capital provides discretionary investment management services, non-discretionary investment management services, and advisory/consulting services to their clients both directly and as a sub-advisor on behalf of other entities. Their clients include individuals, trusts, retirement plans, businesses, government entities, foundations, endowments, investment companies, private funds and other institutional clients. | Investment Managers | Corporate Officer/Principal | |
Everbest Water Treatment Development Co. Ltd. | Director/Board Member | ||
ELL ENVIRONMENTAL HOLDINGS LIMITED | Environmental Services | Chief Executive Officer | |
Ruffalo Noel Levitz LLC
![]() Ruffalo Noel Levitz LLC Investment Trusts/Mutual FundsMiscellaneous Ruffalo Noel Levitz LLC engages in the provision of technology enabled enrollment and fundraising management services. It offers student retention and completion, professional development, and student success. The company was founded by Albert Ruffalo in 1991 and is headquartered in Cedar Rapids, IA. | Investment Trusts/Mutual Funds | Chief Tech/Sci/R&D Officer |
Statistiche
Distribuzione geografica
Stati Uniti | 41 |
Cina | 4 |
India | 3 |
Canada | 2 |
Spagna | 2 |
Settori
Finance | 19 |
Consumer Services | 14 |
Miscellaneous | 5 |
Industrial Services | 4 |
Commercial Services | 4 |
Posizioni
Director/Board Member | 272 |
Independent Dir/Board Member | 137 |
Corporate Officer/Principal | 93 |
Undergraduate Degree | 90 |
Graduate Degree | 34 |
Contatti più connessi
Insiders | |
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William Hunter | 179 |
Kah Siong Gan | 28 |
Jason Robert Dinges | 22 |
Martin C. Jischke | 14 |
Mike Taylor | 14 |
Vishal Khanduja | 11 |
Justin Bruch | 10 |
Gregory Lynn Geoffroy | 9 |
Bryce Butler | 8 |
Melanie Creagan Dreher | 8 |
Jodi Cerretani | 8 |
Yue Lu | 8 |
Michael E. Cox | 7 |
Gaurav Dhiman | 6 |
Guohua Xia | 6 |
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