Provenienza dei contatti di primo grado di Marc Wallace Tollefson
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Prime Advisors, Inc.
 Prime Advisors, Inc. Investment ManagersFinance Founded in 1988 by Duane Castles, Prime Advisors, Inc. is a registered investment advisor located in Redmond, Washington. The firm is a subsidiary of Sun Life Financial (US) Investments LLC and their ultimate parent Sun Life Financial, Inc. (NYSE: SLF). Prime Advisors generally provides portfolio management services to insurance companies, high net-worth family offices, foundations, and trusts.
54
| Extinct | Investment Managers | 54 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Marc Wallace Tollefson tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| DELTA AIR LINES, INC. | Airlines | Corporate Officer/Principal | |
Talcott Resolution Life, Inc.
 Talcott Resolution Life, Inc. Life/Health InsuranceFinance Talcott Resolution Life, Inc. provides life insurance services. The firm specializes in property and casualty insurance, mutual funds and group benefits. The company was founded in 1996 and is headquartered in Hartford, CT. | Life/Health Insurance | Corporate Officer/Principal | |
| PRINCIPAL FINANCIAL GROUP, INC. | Investment Managers | Corporate Officer/Principal | |
| OUTERWALL INC | Miscellaneous Manufacturing | Corporate Officer/Principal | |
Sun Life Capital Management (US) LLC
 Sun Life Capital Management (US) LLC Investment ManagersFinance Sun Life Capital Management (US) LLC (do-business-as SLC Management) is a SEC-registered investment adviser headquartered in Wellesley Hills, Massachusetts. Founded in 1997, the firm is a subsidiary of Sun Life Investment Management US, Inc., ultimately owned by Sun Life Financial, Inc. (Sun Life Financial) (NYSE, TSE: SLF) in Canada. SLC Management provides investment advisory services to a variety of affiliated and unaffiliated global institutional clients. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Trading-Fixed Income Market Strategist Trading-Fixed Income | |
KeyBanc Capital Markets, Inc.
 KeyBanc Capital Markets, Inc. Investment Banks/BrokersFinance KeyBanc Capital Markets, Inc. is a registered investment bank and broker/dealer headquartered in Cleveland, Ohio. The firm was founded in 1983 and is a subsidiary of KeyCorp. (NYSE: KEY). KeyBanc Capital Markets provides investment banking, commercial lending, treasury management, derivatives, foreign exchange, equity and debt underwriting and trading and syndicated finance products and services to large corporations and middle-market companies. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
Hartford Investment Management Co.
 Hartford Investment Management Co. Investment ManagersFinance Hartford Investment Management Co. (HIMCO) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. The firm was founded in 1996 by acquiring the business, personnel and corporate name of an affiliate which had been in operation since 1981 and which performed substantially similar services They are a wholly-owned subsidiary of The Hartford Financial Services Group, Inc. (NYSE: HIG). HIMCO provides investment advisory services primarily to institutional clients and registered and unregistered investment companies. The firm also serves as an investment adviser for its affiliates and provides investment advisory services for vehicles that support the product mix of its affiliates. | Investment Managers | Corporate Officer/Principal | |
Brighthouse Investment Advisers LLC
 Brighthouse Investment Advisers LLC Investment ManagersFinance Brighthouse Investment Advisers LLC (BIA) is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1994 as MetLife Advisers LLC and changed their name into Brighthouse Investment Advisers LLC in 2017. They are a subsidiary of Brighthouse Holdings LLC, which is owned by Brighthouse Financial, Inc. (NASDAQ: BHF). BIA serves as the investment adviser to participants in the asset allocation program made available exclusively under Marquis Portfolios variable annuity contracts by the issuing insurance companies. In this capacity, their clients are holders of Marquis Portfolios variable annuity contracts. As noted above, the firm also serves as investment adviser to certain investment companies registered under the 1940 Act. | Investment Managers | Corporate Officer/Principal | |
Naverus, Inc.
 Naverus, Inc. Aerospace & DefenseElectronic Technology Naverus, Inc. provides Performance-Based Navigation (PBN) solutions. Its services include PBN procedure design, deployment, maintenance and support. The firm serves to the airlines and fleet operators. The company was founded by Dan Gerrity, Steve Fulton and Hal Andersen in February 2003 and is headquartered in Kent, WA. | Aerospace & Defense | Corporate Officer/Principal | |
Seattle-Northwest Securities Corp.
 Seattle-Northwest Securities Corp. Investment Banks/BrokersFinance Seattle-Northwest Securities Corp. is based in Seattle, WA. Part of Piper Sandler Cos., Seattle-Northwest Securities Corp. is a company that provides investment banking and asset management services. Seattle-Northwest Securities was acquired by Piper Jaffray Cos. on July 12, 2013 for $21 million. | Investment Banks/Brokers | Corporate Officer/Principal Chief Administrative Officer Corporate Officer/Principal | |
Renzulli Learning Systems LLC
 Renzulli Learning Systems LLC Miscellaneous Commercial ServicesCommercial Services Renzulli Learning Systems develops, markets and supports a web-hosted application designed to promote K-12 student-driven learning based on research in instructional strategies. The company was founded by Joseph Renzulli and Sally Reis in 2005 and is headquartered in New Haven, CT. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin | |
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 | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Delta Dental of Washington
 Delta Dental of Washington Medical/Nursing ServicesHealth Services Delta Dental of Washington provides dental plan products and related administrative services. The firm operates through employer-sponsored programs and does not offer coverage plans to individuals. The company was founded in 1954 and is headquartered in Seattle, WA. | Medical/Nursing Services | Consultant / Advisor | |
| GENWORTH FINANCIAL, INC. | Multi-Line Insurance | Corporate Officer/Principal Corporate Officer/Principal | |
| Massachusetts Institute of Technology | College/University | Undergraduate Degree | |
| Castleton State College | College/University | Undergraduate Degree | |
| Gonzaga University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| New York University | College/University | Masters Business Admin | |
| Princeton University | College/University | Undergraduate Degree Undergraduate Degree | |
| Quinnipiac University | College/University | Undergraduate Degree | |
| St. Anselm College | College/University | Undergraduate Degree | |
| Seattle University | College/University | Undergraduate Degree Masters Business Admin | |
| University of Connecticut | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Western New England University | College/University | Undergraduate Degree Masters Business Admin | |
| Westfield State University | College/University | Undergraduate Degree | |
| Baruch College | College/University | Undergraduate Degree | |
| Barnard College | College/University | Undergraduate Degree | |
Corporate Employment Resources, Inc.
 Corporate Employment Resources, Inc. Personnel ServicesCommercial Services Corporate Employment Resources, Inc. provides employment services in the areas of accounting, financial, technology, library, and records management, engineering, administrative, clerical, legal support, banking, and financial services. The company was founded in 1993 and is located in Houston, TX. | Personnel Services | Corporate Officer/Principal | |
Alternative Distribution Alliance
 Alternative Distribution Alliance Commercial Printing/FormsCommercial Services Alternative Distribution Alliance distributes audio and video products. It distributes independent record labels such as Sub Pop, Matador, Epitaph, Domino, Comedy Central, Touch and Go, and Beggars Music Group. The company was founded in 1993 and is located in New York City, NY. | Commercial Printing/Forms | Corporate Officer/Principal | |
The CI Group Ltd.
 The CI Group Ltd. Insurance Brokers/ServicesFinance Part of The CI Group Holdings Ltd., The CI Group Ltd. is a British company that provides credit insurance management and bad debt protection for corporate, invoice discounters, and factoring companies. The company is based in Salford, UK. | Insurance Brokers/Services | Corporate Officer/Principal | |
Snohomish County Public Utility District No. 1 (Washington)
 Snohomish County Public Utility District No. 1 (Washington) Electric UtilitiesUtilities Snohomish County PUD provides electric utility company. Its services include residential, business, conservation, education, water, and power supply. The company is headquartered in Everett, WA. | Electric Utilities | Consultant / Advisor | |
| Seafirst Bank | Corporate Officer/Principal | ||
RBC Wealth Management
 RBC Wealth Management Investment ManagersFinance RBC Wealth Management (RBCWM) is wealth management division of RBC Capital Markets Equity Research, which is ultimately owned by Royal Bank of Canada (NYSE; TSE: RY). Formerly known as RBC Dain Rauscher, Inc., the firm was founded in 2001 and is headquartered in Minneapolis, Minnesota. RBCWM provides trusted advice and wealth management solutions to individuals, families and institutions. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| Bryant University | College/University | Undergraduate Degree Undergraduate Degree | |
Brookfield Public Securities Group LLC
 Brookfield Public Securities Group LLC Investment ManagersFinance Brookfield Public Securities Group LLC (PSG) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1989 and is a subsidiary of Brookfield Public Securities Group Holdings LLC, ultimately held by Brookfield Corp. (NYSE, TSX: BN), a Toronto-based global asset manager that focuses on investments in property, renewable power and infrastructure. PSG provides investment advisory services on a discretionary and non-discretionary basis to financial institutions, public and private pension plans, insurance companies, endowments and foundations, sovereign wealth funds, retail investors, high net-worth investors and institutional SMAs, UCITS, investment companies and private funds. | Investment Managers | Portfolio Manager-Fixed Income | |
Hooker & Holcombe Investment Advisors, Inc.
 Hooker & Holcombe Investment Advisors, Inc. Investment ManagersFinance Part of USI, Inc. (New York), Hooker & Holcombe Investment Advisors, Inc. provides investment advice. The company is based in West Hartford, CT. | Investment Managers | Corporate Officer/Principal | |
Xtreme Consulting Group, Inc.
 Xtreme Consulting Group, Inc. Miscellaneous Commercial ServicesCommercial Services Xtreme Consulting Group, Inc. engages in the provision of information technology, project management and consulting services. It offers solutions in staffing, design and build and managed services to the consumer goods and services, financial and legal, IT, government and health care industries. The company was founded by Tony Richardson and Greg Rankich in 2005 and is headquartered in Kirkland, WA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
NCS Corp.
 NCS Corp. Wholesale DistributorsDistribution Services NCS Corp. is an American company that specializes in wholesaling hot tubs, spas, whirlpool baths, plumbing, and fixtures. | Wholesale Distributors | Corporate Officer/Principal | |
Allianz Global Investors U.S. LLC
 Allianz Global Investors U.S. LLC Investment ManagersFinance Allianz Global Investors U.S. LLC (AllianzGI US) is an investment advisory firm headquartered in New York City. The firm was founded in 2001 as Allianz Global Investors Capital LLC. In 2022, Voya Investment Management Co. LLC, which is ultimately owned by Voya Financial, Inc. (NYSE: VOYA), acquired the firm from Allianz SE (ETR: ALV). AllianzGI US provides portfolio management services to a variety of individual and institutional clients as well as certain Wrap Fee Programs. | Investment Managers | Corporate Officer/Principal |
Statistiche
Distribuzione geografica
| Stati Uniti | 48 |
| Regno Unito | 2 |
| Singapore | 2 |
Settori
| Finance | 21 |
| Consumer Services | 16 |
| Commercial Services | 7 |
| Electronic Technology | 3 |
| Transportation | 2 |
Posizioni
| Corporate Officer/Principal | 79 |
| Undergraduate Degree | 36 |
| Portfolio Manager-Fixed Income | 16 |
| Analyst-Fixed Income | 15 |
| Market Strategist | 15 |
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