Omar Melo
Direttore/Membro del Consiglio presso Crewe Advisors LLC
Provenienza dei contatti di primo grado di Omar Melo
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
| Public Company | Major Banks | 60 | |
Merrill Lynch & Co., Inc. /Old/
 Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC.
38
| Extinct | Investment Banks/Brokers | 38 |
Loyal Cos Inc
 Loyal Cos Inc Investment ManagersFinance Loyal Cos Inc (Loyal Companies) is a private equity firm founded in 2007 by Chad Mackay. The firm is headquartered in Draper, Utah.
12
| Private Company | Investment Managers | 12 |
Crewe Advisors LLC
 Crewe Advisors LLC Investment ManagersFinance Part of HH2007 LLC, Crewe Advisors LLC is a fee-based, independent, SEC-registered investment advisor providing comprehensive financial, estate, investment, tax, risk and philanthropic planning. The company is based in Salt Lake City, UT. Crewe Advisors offers impartial advice and an open architecture with clients’ best interests in mind. The company was founded in 2015 by Ryan Paul Halliday. Ryan Paul Halliday has been the CEO since 2014.
3
| Subsidiary | Investment Managers | 3 |
Peak Technology Partners LLC
 Peak Technology Partners LLC Investment ManagersFinance Peak Technology Partners LLC is a private company that has helped hundreds of technology companies achieve successful outcomes. The company is based in Conshohocken, PA. The company has executed over $100 billion in cumulative transaction value.
1
| Private Company | Investment Managers | 1 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Omar Melo tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| New York University | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin | |
| The Johns Hopkins University | College/University | Graduate Degree Undergraduate Degree Graduate Degree Doctorate Degree | |
| The University of Texas at Austin | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Graduate Degree | |
| The Trustees of Columbia University in The City of New York | College/University | Graduate Degree Masters Business Admin Masters Business Admin Masters Business Admin | |
| Stanford University | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Graduate Degree | |
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 | |
| Brigham Young University | College/University | Undergraduate Degree Masters Business Admin Graduate Degree Undergraduate Degree | |
Hell Diamonds LLC
 Hell Diamonds LLC Packaged SoftwareTechnology Services LinkTrust Technologies LLC develops digital marketing tracking system and affiliate management software. It offers affiliate management, campaign management, lead generation, lead distribution, customizable lead validation, fraud detection, mobile tracking, and geo-targeting. The company was founded by Bret S.D. Grow, Kate Grow, and Frank Ouimette in 2002 and is headquartered in Provo, UT. | Packaged Software | Chief Executive Officer Chief Executive Officer Director/Board Member | |
| University of California, Berkeley | College/University | Masters Business Admin Graduate Degree Undergraduate Degree | |
| University of South Carolina | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| BLACKROCK, INC. | Investment Managers | Director/Board Member Sales & Marketing Director/Board Member | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Masters Business Admin Corporate Officer/Principal Graduate Degree | |
| University of Virginia | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The University of North Carolina at Chapel Hill | College/University | Undergraduate Degree Masters Business Admin | |
| University of Illinois | College/University | Undergraduate Degree Masters Business Admin | |
| Villanova University | College/University | Undergraduate Degree Undergraduate 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 | Masters Business Admin Corporate Officer/Principal | |
| INSEAD | College/University | Masters Business Admin Masters Business Admin | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Masters Business Admin Masters Business Admin | |
BlackRock Fund Advisors
 BlackRock Fund Advisors Investment ManagersFinance BlackRock Fund Advisors (BFA) is a registered investment advisor headquartered in San Francisco, California. The firm was founded in 1984 and is a subsidiary of BlackRock Delaware Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BFA manages assets for US registered investment companies, including ETFs. Mandates include cash management, equity, fixed income, multi-asset and index strategies. | Investment Managers | Portfolio Manager-Fixed Income Trading-Equity | |
| DEUTSCHE BANK AG | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Citibank NA (New York)
 Citibank NA (New York) Major BanksFinance Citibank NA engages in the provision of banking services. It offers retail and commercial banking; credit cards; banking, capital markets, and advisory; markets and securities services; private banking; and treasury and trade solutions. The company was founded on June 16, 1812 and is headquartered in New York, NY. | Major Banks | Sales & Marketing Corporate Officer/Principal | |
| Auburn University | College/University | Undergraduate Degree Masters Business Admin | |
Morgan Stanley Smith Barney LLC
 Morgan Stanley Smith Barney LLC Investment Banks/BrokersFinance Founded in 2009, Morgan Stanley Smith Barney LLC (MSSB) is a registered investment adviser, a registered broker-dealer, a registered futures commission merchant, and a member of the New York Stock Exchange. Headquartered in Purchase, New York, MSSB is one of the largest financial services firms in the US with branch offices in all 50 states and the District of Columbia. The firm was initially owned by a joint venture company which was indirectly owned 65% by Morgan Stanley and 35% by Citigroup, Inc. On June 28, 2013, Morgan Stanley purchased Citi’s 35% interest in MSSB. As such, the firm is now a direct subsidiary of Morgan Stanley Smith Barney Holdings LLC and they are a wholly-owned indirect subsidiary of Morgan Stanley (NYSE: MS). | Investment Banks/Brokers | Chief Executive Officer Consultant / Advisor | |
BlackRock Advisors LLC
 BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans. | Investment Managers | Analyst-Fixed Income Director/Board Member | |
Parkway Capital Investors LLC
 Parkway Capital Investors LLC Investment ManagersFinance Parkway Capital Investors LLC (Parkway Capital Investors) is a private equity subsidiary of Calvert Street Capital Partners, Inc. founded in 2000 by J. Drexel Knight, Christopher A. Pope and Scott Franzblau. The firm is headquartered in Baltimore, Maryland. | Investment Managers | Founder Private Equity Investor | |
| Babson College | College/University | Undergraduate Degree Masters Business Admin | |
General Electric Capital Corp.
 General Electric Capital Corp. Finance/Rental/LeasingFinance General Electric Capital Corp. provides financial products and services. Its services include commercial loans and leases, fleet management, financial programs, credit cards, personal loans, and other financial services. The firm’s solutions include energy finance and aviation finance. The company was founded in 1943 and is headquartered in Norwalk, CT. | Finance/Rental/Leasing | Corporate Officer/Principal Corporate Officer/Principal | |
Cumulus Advanced Technologies
 Cumulus Advanced Technologies Advertising/Marketing ServicesCommercial Services Cumulus Advanced Technologies is a company that uses the latest industry technology to build a model persona, map out the customer's journey, and deploy utilizing OmniChannel. The company is based in Draper, UT. The company helps businesses market across several different channels simultaneously to reach their ideal targeted audience. | Advertising/Marketing Services | President Chairman | |
Revvu
 Revvu Financial ConglomeratesFinance Revvu is an American financial services company that helps individuals regain control of their finances. The company is based in the United States and has legal representation in almost every state. The company offers debt management plans, credit repair services, and financial advice to help individuals pay off their debts and improve their credit scores. Thomas Heuges has been the CEO of the company since 2019. | Financial Conglomerates | Chief Executive Officer Director/Board Member | |
| THE GOLDMAN SACHS GROUP, INC. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| Weber State University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
Farmers Group, Inc.
 Farmers Group, Inc. Insurance Brokers/ServicesFinance The Farmers Group, Inc. provides insurance management services. The company distributes policy statements, collects premiums and provides other services through its own exchanges. It offers account and insurance resources. The company was founded by John C. Tyler and Thomas E. Leavey in 1928 and is headquartered in Woodland Hills, CA. | Insurance Brokers/Services | Director/Board Member Director/Board Member | |
The California Endowment Fund
 The California Endowment Fund Investment ManagersFinance The California Endowment Fund operates health funds and provides health care services. The Endowment has regional offices in San Francisco, Sacramento, Fresno and San Diego, with program staff working throughout the state. The Endowment makes grants to organizations and institutions that directly benefit the health and well-being of the people of California. The company was founded in 1996 and is headquartered in Los Angeles, CA | Investment Managers | Director/Board Member Director/Board Member | |
| University of Utah | College/University | Undergraduate Degree Undergraduate Degree | |
| Utah State University | College/University | Undergraduate Degree Undergraduate Degree | |
UST Global Inc.
 UST Global Inc. Information Technology ServicesTechnology Services UST Global, Inc. engages in the provision of information technology consulting services. Its services include analytics, cloud, cybersecurity, information management, infrastructure services, Internet of Things (IoT) legacy modernization, mobility, and portfolio assessment. The firm serves the banking and financial, energy and utilities, healthcare, manufacturing, high tech, media and entertainment, public sector, retail, semiconductor, and telecommunications industries. The company was founded in 1998 and is headquartered in Aliso Viejo, CA. | Information Technology Services | Director/Board Member | |
| Thunderbird School of Global Management | College/University | Graduate Degree | |
Markit Group Ltd.
 Markit Group Ltd. Data Processing ServicesTechnology Services Markit Group Ltd. provides trade processing and financial data software services. The firm offers consulting, current event analysis, cross-industry directories, market insight, forecasts and company analysis, market intelligence platforms, software and design tools, standards and regulations, technical and specialized data, and training services. The company was founded by Rony Grushka, Lance Uggla, Tom McNerney, Kevin Gould in 2001 and is headquartered in London, the United Kingdom. | Data Processing Services | Sales & Marketing | |
| University of Oklahoma | College/University | Undergraduate Degree | |
Tribeca Early Stage Partners
 Tribeca Early Stage Partners Investment ManagersFinance Tribeca Early Stage Partners (Tribeca ESP) is a venture capital firm founded in 2014 by Michael Rushmore. The firm is headquartered in New York. | Investment Managers | Founder |
Statistiche
Distribuzione geografica
| Stati Uniti | 49 |
| Francia | 2 |
| Regno Unito | 2 |
Settori
| Consumer Services | 27 |
| Finance | 21 |
| Technology Services | 4 |
| Commercial Services | 2 |
Posizioni
| Director/Board Member | 309 |
| Corporate Officer/Principal | 254 |
| Independent Dir/Board Member | 134 |
| Undergraduate Degree | 88 |
| Private Equity Investor | 53 |
Contatti più connessi
| Insiders | |
|---|---|
| Michael Castellano | 120 |
| Kathleen Brown | 37 |
| Greg Fleming | 26 |
| Rohit Kapoor | 19 |
| Teresa Bazemore | 18 |
| Robert Finzi | 17 |
| James Nelson | 17 |
| Holly Flanagan | 16 |
| Jeremy Frommer | 16 |
| Jeff Bullock | 16 |
| Aaron Symanski | 15 |
| William C. Nelson | 15 |
| Thomas W. Bunn | 14 |
| Michael Murray | 13 |
| David Antley | 13 |
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