Matthew J. Rozzi
Direttore operativo presso KB Financial Cos LLC
Provenienza dei contatti di primo grado di Matthew J. Rozzi
Entità | Tipo di entità | Settore Industriale | |
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Public Company | Regional Banks | 20 | |
KB Financial Cos LLC
KB Financial Cos LLC Insurance Brokers/ServicesFinance Part of Digital Insurance LLC, KB Financial Cos LLC is a company that provides financial, tax and estate planning, insurance solutions, wealth management, business succession planning and corporate advisory services. The company is based in Princeton, NJ. The company was founded by James David Kaplan, William Damora. James David Kaplan has been the CEO since incorporation. KB Financial Cos was acquired by OneDigital Investment Advisors LLC on September 27, 2022.
4
| Subsidiary | Insurance Brokers/Services | 4 |
The Prudential Insurance Company of America, Inc.
The Prudential Insurance Company of America, Inc. Insurance Brokers/ServicesFinance The Prudential Insurance Company of America, Inc. provides investment advice, and insurance products and services. The company was founded in 1875 and is headquartered in Newark, NJ.
3
| Subsidiary | Insurance Brokers/Services | 3 |
Prudential Investment Management Services LLC
Prudential Investment Management Services LLC Investment Banks/BrokersFinance Part of Prudential Financial, Inc., Prudential Investment Management Services LLC distributes securities products and services. The company is based in Newark, NJ.
1
| Subsidiary | Investment Banks/Brokers | 1 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Matthew J. Rozzi tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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Advanced Series Trust | Investment Trusts/Mutual Funds | Director/Board Member | |
The Prudential Series Fund | Investment Trusts/Mutual Funds | Director/Board Member | |
The Prudential Variable Contract Real Property Account
The Prudential Variable Contract Real Property Account Real Estate Investment TrustsFinance The Prudential Variable Contract Real Property Account operates as a real estate investment trust company. It provides a real estate investment option offered in connection with the funding of benefits under variable life insurance and variable annuity contracts. The firm's real estate investments are direct ownership interests in income-producing real estate, such as office buildings, shopping centres, hotels, apartments, and industrial properties. The company was founded on November 20, 1986 and is headquartered in Newark, NJ. | Real Estate Investment Trusts | Corporate Officer/Principal | |
Prudential's Gibraltar Fund | Investment Trusts/Mutual Funds | Director/Board Member | |
BANK HAPOALIM B.M. | Major Banks | Director/Board Member Director of Finance/CFO | |
PRUDENTIAL FINANCIAL, INC. | Life/Health Insurance | Chief Operating Officer Director/Board Member | |
AST Investment Services, Inc.
AST Investment Services, Inc. Investment ManagersFinance AST Investment Services, Inc. is a SEC-registered investment advisor and fund-of-funds manager headquartered in Shelton, Connecticut. The firm was founded in 1991 and is a subsidiary of The Prudential Insurance Company of America, Inc., owned by Prudential Financial, Inc. (NYSE: PRU). AST Investment Services primarily provides services to investment companies. | Investment Managers | Chief Administrative Officer | |
Signature Securities Group Corp.
Signature Securities Group Corp. Investment ManagersFinance Part of Signature Bank (New York, New York), Signature Securities Group Corp. is a company that provides investment advice. The company is based in New York, NY. William John Maguire has been the CEO of the company since 2007. | Investment Managers | Chairman Chairman Director of Finance/CFO | |
Prudential Mutual Fund Services LLC
Prudential Mutual Fund Services LLC Financial ConglomeratesFinance Part of Prudential Financial, Inc., Prudential Mutual Fund Services LLC provides fund management services. The company is based in Pawtucket, RI. Judy Ann Rice has been the CEO of the company since 2003. | Financial Conglomerates | Corporate Officer/Principal Treasurer | |
PGIM Investments LLC
PGIM Investments LLC Investment ManagersFinance PGIM Investments LLC is a SEC-registered investment advisor and fund-of-funds manager headquartered in Newark, New Jersey. The firm was founded in 1996 and formerly known as Prudential Investments LLC. They are an indirect, wholly-owned subsidiary of Prudential Financial, Inc. (NYSE: PRU). PGIM Investments serves as investment adviser and administers the business affairs of retail, insurance, and alternative funds. | Investment Managers | Chief Administrative Officer | |
Miami International Holdings, Inc.
Miami International Holdings, Inc. Information Technology ServicesTechnology Services Miami International Holdings, Inc. operates as holding company whose subsidiary offers options and high speed trading technologies, technology solutions for the exchange industry. The company is headquartered in Princeton, NJ. | Information Technology Services | Director/Board Member | |
LearnVest, Inc.
LearnVest, Inc. Investment ManagersFinance LearnVest, Inc. owns and operates as a personal finance and lifestyle website for women. The company was founded by Alexa von Tobel in 2009 and is headquartered in New York, NY. | Investment Managers | Chairman | |
CUSTOMERS BANCORP, INC. | Regional Banks | Corporate Officer/Principal | |
Primus Therapeutics, Inc.
Primus Therapeutics, Inc. Pharmaceuticals: MajorHealth Technology Primus Therapeutics, Inc. is a development stage company. It intends to license, develop, market and sell consumer self-care products for preventing and ameliorating the symptoms of common ailments such as cough, cold, influenza, joint pain, gingivitis, products promoting cardiovascular health and analgesics for muscle pain/inflammation. It intends to sell its products under the trademarks PreVenza and Duract. The company was founded by Dennis M. O'Donnell on August 17, 2010 and is headquartered in Skillman, NJ. | Pharmaceuticals: Major | Director of Finance/CFO | |
The American National Red Cross
The American National Red Cross Medical/Nursing ServicesHealth Services The American National Red Cross provides blood collections and disaster relief services. The firm provides neutral humanitarian care to the victims of war, emergency assistance, disaster relief and education. It offers compensate services such as support and comfort for military members and their families, the collection, processing and distribution of blood products, educational programs that promote health and safety, and international relief and development programs. The company was founded by Clarissa Harlowe Barton in 1881 and is headquartered in Washington, DC. | Medical/Nursing Services | Director/Board Member | |
The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin | |
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 | Corporate Officer/Principal | |
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 | |
Financial Guaranty Insurance Co.
Financial Guaranty Insurance Co. Financial Publishing/ServicesCommercial Services Financial Guaranty Insurance Co. engages in the provision of insurance solutions. It offers financial guaranty, mortgage insurance, and mortgage services for credit enhancement on public finance and structured finance securities. The company was founded by Roger K. Taylor in 1983 and is headquartered in New York, NY. | Financial Publishing/Services | Director/Board Member | |
Queens College | College/University | Undergraduate Degree | |
James Madison University | College/University | Undergraduate Degree | |
Rider University | College/University | Undergraduate Degree | |
St. John's University | College/University | Undergraduate Degree Undergraduate Degree | |
The Hermes Group LLC
The Hermes Group LLC Investment ManagersFinance The Hermes Group LLC provides merchant banking and corporate advisory services. It focuses on five major areas like strategic advisory services, interim executive management, restructuring alternatives, business valuations, and private equity. The company is located in Princeton, NJ. | Investment Managers | Founder | |
The Economic Club of New York
The Economic Club of New York Miscellaneous Commercial ServicesCommercial Services The Economic Club of New York operates as a nonprofit, nonpartisan and nonpolitical organization. The company was founded by J.W. Beatson in 1907 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Treasurer | |
New York State Society of Certified Public Accountants
New York State Society of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services New York State Society of Certified Public Accountants is a non-profit organization. It provides a membership program for certified public accountants that offers in-person and online networking opportunities, Continuing Professional Education courses and conferences, the CPA Journal, and other publications. The company was foudned in 1897 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Circle Financial Group LLC
Circle Financial Group LLC Regional BanksFinance Circle Financial Group LLC provides wealth management platform and solutions. It also provides philanthropy and tax and estate planning services. The company was founded by Rosemary L. Ripley and Maria L. Chrin was founded on January 24, 2006 and is headquartered in New York, NY. | Regional Banks | Chairman | |
Circle Wealth Management LLC
Circle Wealth Management LLC Investment ManagersFinance Circle Wealth Management LLC (CWM) is a SEC-registered investment advisor headquartered in Summit, New Jersey. The firm was founded by Maria Kattan-Chrin in 2006 and is a subsidiary of MLKS LLC. CWM provides customized wealth advisory and investment management services to a select group of high-net-worth individuals and multi-generational families, their related trusts, foundations, and endowments. | Investment Managers | Investment Committee Member | |
The Tel Aviv Stock Exchange (Investment Management)
The Tel Aviv Stock Exchange (Investment Management) Investment Banks/BrokersFinance Part of The Tel Aviv Stock Exchange Ltd., The Tel Aviv Stock Exchange (Investment Management) is a company that provides fund management services. The company is based in Tel Aviv, Israel. Ittai Ben Zeev has been the CEO of the Israeli company since 2017. | Investment Banks/Brokers | Director/Board Member | |
Bankers Trust & Co.
Bankers Trust & Co. Investment Trusts/Mutual FundsMiscellaneous Part of Deutsche Bank AG, Bankers Trust & Co. is a company that provides trust services. The company is based in New York, NY. | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
Mazars Group
Mazars Group Miscellaneous Commercial ServicesCommercial Services Mazars Group provides audit, accountancy, tax, legal, and advisory services. Its services include financial reporting audit and advisory, consulting, financial advisory, outsourcing and accounting, actuarial, and international desks services. The company was founded by Robert Mazars in 1940 and is headquartered in Montr?al, Canada. | Miscellaneous Commercial Services | Director/Board Member | |
KerenTwo LLC | Founder | ||
ICI Mutual Insurance Co.
ICI Mutual Insurance Co. Multi-Line InsuranceFinance ICI Mutual Insurance Co. provides risk management studies and practical advice to help insureds improve the risk profiles of their organizations. The private company is based in Washington and has subsidiaries in the United States. The American company also publish an annual newsletter called Claims Trends that provides an overview of the fund industry claims environment, including recent litigation developments, court decisions, and recent claims data. | Multi-Line Insurance | Director/Board Member | |
Walston & Co., Inc. | Corporate Officer/Principal | ||
Mazars USA LLP
Mazars USA LLP Miscellaneous Commercial ServicesCommercial Services Mazars USA LLP provides accounting, tax, audit, and financial advisory services. Its services include assurance, cost segregation, employee benefit plans, governance, risk, an compliance, international and public company services, and supply chain consulting services. The company was founded by Maxwell R. Weiser in 1921 headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
M2 Holding LLC
M2 Holding LLC Financial ConglomeratesFinance Part of Monolithic Power Systems, Inc., M2 Holding LLC is an investment holding company. The company is based in Princeton, NJ. The company was founded by Mark I. Massad. | Financial Conglomerates | Founder | |
KB Financial Partners LLC
KB Financial Partners LLC Investment ManagersFinance KB Financial Partners LLC is a registered investment advisor headquartered in Princeton, New Jersey. The firm was founded by James Kaplan in 2009 and they are wholly-owned by KB Financial Companies LLC. KB Financial Partners offers investment advisory services to individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Investment Managers | Chief Executive Officer Founder | |
Prudential Retail Mutual Funds
Prudential Retail Mutual Funds Investment ManagersFinance Prudential Retail Mutual Funds provides mutual fund services. The private company is based in Newark, NJ. | Investment Managers | Director/Board Member | |
Republic Financial Services Corp. | Chief Executive Officer Director of Finance/CFO |
Statistiche
Distribuzione geografica
Stati Uniti | 47 |
Israele | 3 |
Canada | 3 |
Settori
Finance | 23 |
Commercial Services | 8 |
Miscellaneous | 7 |
Consumer Services | 6 |
Technology Services | 2 |
Posizioni
Director/Board Member | 71 |
Corporate Officer/Principal | 45 |
Founder | 17 |
Chairman | 17 |
Undergraduate Degree | 14 |
Contatti più connessi
Insiders | |
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Bari Ben-Zeev | 21 |
Scott Shay | 17 |
Robert Charles Golden | 15 |
Andrew French | 12 |
Ann Frances Kaplan | 12 |
Robert F. Gunia | 11 |
Joseph DePaolo | 11 |
Jeffrey Meshel | 10 |
Mark I. Massad | 9 |
Eric Howell | 8 |
Alfonse M. D'Amato | 7 |
Vito Susca | 7 |
John Tamberlane | 6 |
Yacov Levy | 6 |
Alfred B. DelBello | 4 |
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- Matthew J. Rozzi
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