Michelle Alayne Disney
Responsabile della Conformità presso Adams Chetwood Wealth Management LLC
Provenienza dei contatti di primo grado di Michelle Alayne Disney
Entità | Tipo di entità | Settore Industriale | |
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Wells Fargo Advisors Financial Network LLC
Wells Fargo Advisors Financial Network LLC Investment ManagersFinance Wells Fargo Advisors Financial Network LLC (WFAFN) is a SEC-registered investment adviser headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsors several wrap fee advisory programs.
32
| Subsidiary | Investment Managers | 32 |
University of North Carolina System
13
| College/University | Other Consumer Services | 13 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Michelle Alayne Disney tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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Stephens, Inc.
Stephens, Inc. Investment Banks/BrokersFinance Stephens, Inc. is a full-service investment bank and brokerage firm headquartered in Little Rock, Arkansas. The firm was founded in 1933 and is a subsidiary of Susi Holdings, Inc., which is owned by Stephens Financial Services LLC. Stephens provides comprehensive securities sales and trading services, including customized solutions for clients in North America and abroad. | Investment Banks/Brokers | Private Equity Investor | |
Penn Capital Management Co LLC
Penn Capital Management Co LLC Investment ManagersFinance Penn Capital Management Co LLC (Penn Capital) is an independent, SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded by Richard Hocker and Marcia Hocker in 1987 as Penn Capital Management Co., Inc. Penn Capital provides investment advisory services primarily through the following investment vehicles: registered mutual funds, private investment funds, separately managed accounts, and investment advisory programs offered through wrap fee programs or model portfolio distribution channels. | Investment Managers | Analyst-Equity | |
Deutsche Bank Securities, Inc.
Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Investment Banks/Brokers | Corporate Officer/Principal | |
Wallace Financial Services LLC | Corporate Officer/Principal | ||
Lincoln Financial Advisors Corp.
Lincoln Financial Advisors Corp. Investment Banks/BrokersFinance Lincoln Financial Advisors Corp. (LFA) is a registered broker-dealer headquartered in Fort Wayne, Indiana. The firm was founded in 1986 and formerly known as LNC Equity Sales Corp. They were acquired by Osaic, Inc. in 2024. LFA offers brokerage services to various investors. | Investment Banks/Brokers | Analyst-Equity | |
Mutual Securities, Inc.
Mutual Securities, Inc. Investment ManagersFinance Mutual Securities, Inc. provides investment advice. The private company is based in Camarillo, CA. | Investment Managers | Corporate Officer/Principal | |
Ameriprise Financial Services LLC
Ameriprise Financial Services LLC Investment Banks/BrokersFinance Ameriprise Financial Services LLC (AFS) is a registered broker-dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1971 and is a subsidiary of AMPF Holding Corp., which is owned by Ameriprise Financial, Inc. (NYSE: AMP). AFS offers brokerage services that enable clients to invest in many different types of investments including mutual funds, stocks, bonds, exchange traded products, unit investment trusts, annuities and alternative investments. | Investment Banks/Brokers | Corporate Officer/Principal | |
BANK OF PALESTINE PLC | Regional Banks | Comptroller/Controller/Auditor | |
Vanderbilt University | College/University | Masters Business Admin Masters Business Admin | |
FS Investments, Inc.
FS Investments, Inc. Specialty InsuranceFinance Part of Jacobs Financial Group, Inc., FS Investments, Inc. is a company that provides surety services. The company is based in Charleston, WV. FS Investments was acquired by NELX, Inc. on June 05, 2001. | Specialty Insurance | Corporate Officer/Principal | |
Calvin University | College/University | Undergraduate Degree | |
Shippensburg University of Pennsylvania | College/University | Undergraduate Degree | |
University of Cincinnati (Ohio) | College/University | Corporate Officer/Principal | |
University of Michigan | College/University | Undergraduate Degree | |
University of Mississippi | College/University | Undergraduate Degree | |
Williams College | College/University | Undergraduate Degree | |
Cincinnati Children's Hospital Medical Center
Cincinnati Children's Hospital Medical Center Hospital/Nursing ManagementHealth Services Cincinnati Children's Hospital Medical Center provides health care services for children's. It offers clinical services, from treatments for rare and complex conditions to well-child care, and education and training, and research services. The firm's services include transplants of hearts, blood and marrow, livers, kidneys and small bowel. The company was founded in 1883 and is headquartered in Cincinnati, OH. | Hospital/Nursing Management | Director/Board Member | |
TRAVEL + LEISURE CO. | Hotels/Resorts/Cruise lines | Director/Board Member | |
Mountain Group Capital LLC
Mountain Group Capital LLC Investment ManagersFinance Mountain Group Capital LLC (Mountain Group Capital) is a venture capital investment firm founded in 2002. The firm is headquartered in Nashville, Tennessee. | Investment Managers | President | |
CincyTech LLC
CincyTech LLC Investment ManagersFinance CincyTech LLC (CincyTech) is a venture capital firm founded in 2007. The firm is headquartered in Cincinnati, Ohio. | Investment Managers | Director/Board Member | |
The University of North Carolina at Asheville | College/University | Director/Board Member Corporate Officer/Principal | |
The University of North Carolina at Charlotte | College/University | Graduate Degree Undergraduate Degree | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
Kenan-Flagler Business School | College/University | Undergraduate Degree Masters Business Admin | |
CMG Global Holdings LLC
CMG Global Holdings LLC Investment ManagersFinance CMG Global Holdings LLC (dba CMG Wealth Management) is an independent, SEC-registered investment advisor headquartered in Plano, Texas. Founded in 2018, CMG Wealth Management provides investment advisory services to individual and institutional clients. | Investment Managers | Chief Executive Officer Chief Executive Officer | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Enable Injections, Inc.
Enable Injections, Inc. Medical SpecialtiesHealth Technology Enable Injections, Inc. develops wearable bolus injectors for investigational use in the pharmaceutical and biotechnology industries to deliver high viscosity, high volume payloads up to 20cc to the subcutaneous tissue. The company was founded by Michael D. Hooven in February 2010 and is headquartered in Cincinnati, OH. | Medical Specialties | Director/Board Member | |
Citigroup Global Markets, Inc. (Investment Management)
Citigroup Global Markets, Inc. (Investment Management) Investment ManagersFinance Citigroup Global Markets, Inc. (Investment Management) (CGMI-IM) is the investment management division of Citigroup Global Markets, Inc., a registered broker-dealer headquartered in New York City. The firm was founded in 1964 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI provides a variety of services designed to meet the varying investment advisory and related needs of individual and institutional clients. | Investment Managers | Corporate Officer/Principal | |
Well Done LLC
Well Done LLC Investment ManagersFinance Well Done LLC, doing business as CapTrust Financial Advisors (CapTrust), is an independent, SEC-registered investment adviser headquartered in Holland, Michigan. The firm was founded by Bruce H. Johnson in 2004. CapTrust provides private wealth planning and investment management and consulting to individuals and families, and institutional consulting services to nonprofits, foundations, endowments and family offices. | Investment Managers | Chief Investment Officer | |
The Crescent School Academy Trust | College/University | Graduate Degree | |
Viewpoint (US) | Founder | ||
University of Vermont College of Medicine | College/University | Graduate Degree | |
Blue Current, Inc.
Blue Current, Inc. Electrical ProductsProducer Manufacturing Blue Current, Inc. is a company that specializes in manufacturing 100% dry, safe, and high-performance silicon elastic composite solid-state batteries for electric vehicles, grid storage, and consumer electronics. Blue Current is based in Hayward, CA. The company leads with science and data and is scaling up in the next wave of battery innovation. The company was founded by Nitash Balsara and Joseph M. DeSimone, and Ben Eiref has been the CEO of the company since 2022. | Electrical Products | President | |
Advanced Chemotherapy Technologies, Inc.
Advanced Chemotherapy Technologies, Inc. Medical SpecialtiesHealth Technology Advanced Chemotherapy Technologies, Inc. develops a novel device for infusing chemotherapies directly into poorly-vascularized pancreatic tumors. The company was founded by Joseph DeSimone and Jen Jen Yeh and is headquartered in Raleigh, NC. | Medical Specialties | President |
Statistiche
Distribuzione geografica
Stati Uniti | 35 |
Territori palestinesi occupati | 2 |
Regno Unito | 2 |
Settori
Finance | 17 |
Consumer Services | 15 |
Health Technology | 3 |
Health Services | 2 |
Producer Manufacturing | 2 |
Posizioni
Corporate Officer/Principal | 96 |
Director/Board Member | 58 |
Undergraduate Degree | 40 |
Private Equity Investor | 17 |
Chief Executive Officer | 14 |
Contatti più connessi
Insiders | |
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Erskine B. Bowles | 27 |
Peter Gajdos | 26 |
Champion Mitchell | 15 |
Guo En Liu | 15 |
Louise Brady | 12 |
Michael Paul Jeanfreau | 9 |
Andre Charoo | 7 |
Kevin Marchetti | 7 |
William Haydon | 7 |
Daniel von Allmen | 7 |
Donald Carruthers | 7 |
John Peluso | 7 |
Kent Christian | 6 |
Tim Barbis | 6 |
Aaron Elliott | 6 |
- Borsa valori
- Insiders
- Michelle Alayne Disney
- Connessioni Società