Patty Dahl
Direttore Finanziario/CFO presso Confluence Investment Management LLC
Provenienza dei contatti di primo grado di Patty Dahl
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Confluence Investment Management LLC
 Confluence Investment Management LLC Investment ManagersFinance Confluence Investment Management LLC (Confluence) is an independent, SEC-registered investment advisor firm headquartered in St. Louis, Missouri. The firm was founded in 2007 by Brian Hansen. Confluence provides a wide range of professional portfolio management and advisory services to institutional and individual clients.
18
| Private Company | Investment Managers | 18 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Patty Dahl 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 | Corporate Officer/Principal | |
T. Rowe Price Associates, Inc. (Investment Management)
 T. Rowe Price Associates, Inc. (Investment Management) Investment ManagersFinance T. Rowe Price Associates, Inc. (Price Associates) is a registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries. | Investment Managers | Analyst-Equity | |
| Washington University in St. Louis | College/University | Masters Business Admin | |
Koch Industries, Inc.
 Koch Industries, Inc. Oil Refining/MarketingEnergy Minerals Koch Industries, Inc. engages in the manufacture and trade of chemical products. It operates in variety of industries such as polymers and fibers, fertilizers, electronics, automotive components, forest and consumer products, minerals, glass, process and pollution control systems, refining and biofuels, commodity trading, investments, and ranching. The company was founded by Frederick Chase Koch in 1940 and is headquartered in Wichita, KS. | Oil Refining/Marketing | Corporate Officer/Principal | |
Kennedy Capital Management LLC
 Kennedy Capital Management LLC Investment ManagersFinance Kennedy Capital Management LLC (KCM) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded by Gerald Kennedy and Richard Sinise in 1980 as Kennedy Capital Management, Inc. In November 2022, the firm converted from “Kennedy Capital Management, Inc.”, a Missouri S corporation, to “Kennedy Capital Management LLC”, a Delaware limited liability company. They are a subsidiary of KCM Holdings, Inc. KCM manages assets for institutional and high-net-worth clients. | Investment Managers | Corporate Officer/Principal | |
| University of Nebraska | College/University | Masters Business Admin | |
| FRANKLIN STREET PROPERTIES CORP. | Real Estate Investment Trusts | Director/Board Member | |
IPR International LLC
 IPR International LLC Data Processing ServicesTechnology Services IPR International, Inc. provides infrastructure as a service solutions. It offers disaster recovery, colocation sites, cloud, hosted and managed services, and data centers. The company was founded by Michael J. Emmi in 2002 and is headquartered Wayne, PA. | Data Processing Services | Corporate Officer/Principal | |
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 | 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 | Masters Business Admin | |
| University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree | |
| Vanderbilt University | College/University | Undergraduate Degree | |
Stifel, Nicolaus & Co., Inc.
 Stifel, Nicolaus & Co., Inc. Investment ManagersFinance Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors. | Investment Managers | Corporate Officer/Principal | |
| St. Louis University | College/University | Undergraduate Degree Masters Business Admin | |
| University of Missouri | College/University | Undergraduate Degree Undergraduate Degree | |
| County of St. Louis (Missouri) | Province/State | Corporate Officer/Principal | |
Archdiocese of St Louis
 Archdiocese of St Louis Miscellaneous Commercial ServicesCommercial Services Archdiocese of St. Louis provides catholic education services. It strives to fulfill Baptismal calling by prayer and worship, teaching and sharing faith, serving others, and fostering unity in diversity. The company is headquartered in St. Louis, MO. | Miscellaneous Commercial Services | Director/Board Member | |
| University of Michigan | College/University | Masters Business Admin | |
Deloitte & Touche LLP
 Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Deloitte & Touche LLP UK
 Deloitte & Touche LLP UK Miscellaneous Commercial ServicesCommercial Services Part of Deloitte LLP (New York), Deloitte & Touche LLP UK provides financial advisory and accounting services. The company is based in Edinburgh, UK. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| University of Mississippi | College/University | Undergraduate Degree | |
| A.B. Freeman School of Business | College/University | Masters Business Admin | |
| Arizona State University | College/University | Masters Business Admin | |
| Kellogg School of Management | College/University | Masters Business Admin | |
| Rockhurst University | College/University | Undergraduate Degree | |
| DePaul University | College/University | Undergraduate Degree | |
| John Carroll University | College/University | Masters Business Admin | |
| Malone College | College/University | Undergraduate Degree | |
| Avila University | College/University | Undergraduate Degree | |
| Wheaton College (Illinois) | College/University | Undergraduate Degree | |
| Eckerd College | College/University | Undergraduate Degree | |
| Texas Christian University | College/University | Undergraduate Degree | |
| Prudential Capital Group | Financial Conglomerates | Corporate Officer/Principal | |
| University of Illinois | College/University | Undergraduate Degree | |
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 | |
| The University of Chicago | College/University | Masters Business Admin | |
The Chicago Corp.
 The Chicago Corp. Investment ManagersFinance The Chicago Corporation is a financial and corporate advisory services company based in Chicago, IL. The private company is comprised of a team of experienced investment bankers who provide these services. The CEOs of the company are Frederic Floberg and Jeff Schneiders. | Investment Managers | Corporate Officer/Principal | |
Columbia Management Investment Advisers LLC
 Columbia Management Investment Advisers LLC Investment ManagersFinance Columbia Management Investment Advisers LLC (CMIA) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of Ameriprise Financial, Inc. (NYSE: AMP). The firm was formed in 2010 due to Ameriprise Financial Services' (AFS) acquisition of the long-term asset management business of Columbia Management Group (CMG) from Bank of America. AFS merged CMG's long-term asset management business with their subsidiary, RiverSource Investments LLC, under the name Columbia Management Investment Advisors. CMIA offers equity and fixed-income retail and institutional investment products for various types of clients. | Investment Managers | Analyst-Equity |
Statistiche
Distribuzione geografica
| Stati Uniti | 47 |
| Regno Unito | 2 |
| Canada | 2 |
Settori
| Consumer Services | 24 |
| Finance | 19 |
| Commercial Services | 5 |
| Energy Minerals | 2 |
| Technology Services | 2 |
Posizioni
| Portfolio Manager-Equities | 25 |
| Corporate Officer/Principal | 22 |
| Undergraduate Degree | 19 |
| Analyst-Equity | 19 |
| Investment Committee Member | 13 |
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