Peter Morgan
Consigliere Generale presso CHARLES SCHWAB
Patrimonio netto: 11 084 $ in data 30/04/2024
Provenienza dei contatti di primo grado di Peter Morgan
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA.
47
| Subsidiary | Investment Managers | 47 |
| Public Company | Investment Banks/Brokers | 37 | |
Charles Schwab Bank, SSB
 Charles Schwab Bank, SSB Regional BanksFinance Charles Schwab Bank operates as a federally chartered savings bank. It offers checking accounts, savings accounts, and mortgage services. The company is headquartered in Reno, NV.
19
| Subsidiary | Regional Banks | 19 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Peter Morgan tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Director/Board Member Corporate Officer/Principal Director of Finance/CFO Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Chairman | |
| University of California, Berkeley | College/University | Masters Business Admin Graduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| TD AMERITRADE HOLDING CORPORATION | Investment Banks/Brokers | Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member | |
Charles Schwab Investment Advisory, Inc.
 Charles Schwab Investment Advisory, Inc. Investment ManagersFinance Charles Schwab Investment Advisory, Inc. (CSIA) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm is a subsidiary of Schwab Holdings, Inc., which is owned by The Charles Schwab Corp. (NYSE: SCHW). CSIA provides portfolio management services for the Schwab Intelligent Portfolios (SIP) program. Clients of the SIP Program primarily include individuals, revocable living trusts, and individual retirement accounts. | Investment Managers | Analyst-Equity Trading-Equity Analyst-Equity President | |
| Schwab Strategic Trust | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Director/Board Member | |
| Charles Schwab Family of Funds | Investment Trusts/Mutual Funds | Chairman Director/Board Member Director/Board Member Director/Board Member | |
| Schwab Investments | Investment Trusts/Mutual Funds | Chairman Director/Board Member Director/Board Member Director/Board Member | |
| Schwab Capital Trust | Chairman Director/Board Member Director/Board Member Director/Board Member | ||
| Schwab Annuity Portfolios | Investment Trusts/Mutual Funds | Chairman Director/Board Member Director/Board Member Director/Board Member | |
| Laudus Trust | Investment Trusts/Mutual Funds | Chairman Director/Board Member Director/Board Member Director/Board Member | |
| THE TORONTO-DOMINION BANK | Major Banks | Chief Executive Officer Chairman Corporate Officer/Principal | |
| California State University-East Bay | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
| Stanford Graduate School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| WELLS FARGO & COMPANY | Major Banks | Sales & Marketing General Counsel Corporate Officer/Principal | |
| Laudus Institutional Trust | Investment Trusts/Mutual Funds | Chairman Director/Board Member Director/Board Member | |
Charles & Helen Schwab Foundation
 Charles & Helen Schwab Foundation Miscellaneous Commercial ServicesCommercial Services Charles & Helen Schwab Foundation provide social activity services. It is a private, nonprofit organization that helps parents of children who struggle with learning. Through the Schwab Learning program, the foundation aspires to help kids with learning and attention problems. The company was founded in 1989 and is headquartered in San Mateo, CA | Miscellaneous Commercial Services | Chairman Director/Board Member 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 | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin | |
| St. Mary's College of California | College/University | Corporate Officer/Principal Undergraduate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
| AVANTAX, INC. | Packaged Software | Chief Executive Officer Chief Executive Officer | |
Charles Schwab Corp. /Custody/
 Charles Schwab Corp. /Custody/ Investment ManagersFinance Part of The Charles Schwab Corp., Charles Schwab Corp. /Custody/ offers small business solutions for retirement plans and investing accounts. The American company provides a range of services to help manage finances, including smart beta ETFs, with information on their benefits, risks, and associated rules. | Investment Managers | Director/Board Member Corporate Officer/Principal | |
Securities Industry & Financial Markets Association, Inc.
 Securities Industry & Financial Markets Association, Inc. Miscellaneous Commercial ServicesCommercial Services Securities Industry & Financial Markets Association, Inc. (SIFMA) is an organization that represents the securities industry in the United States. The private company is based in New York, NY and has subsidiaries in the United States. The company's main focus is advocating for effective and resilient capital markets. The CEO of the company is Kenneth E. Bentsen. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
Ernst & Young LLP
 Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Director/Board Member Corporate Officer/Principal | |
Charles Schwab Investment Management, Inc.
 Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (CSIM) is a registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). CSIM provides investment advice to pooled investment funds such as registered investment companies and non-US funds and to trustees of collective trust funds. They also provide non-discretionary investment management advice to their affiliate, Charles Schwab Bank (CSB). | Investment Managers | Corporate Officer/Principal President | |
| U.S. Department of the Treasury | General Government | Corporate Officer/Principal Corporate Officer/Principal | |
| MORGAN STANLEY | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| THE GAP, INC. | Apparel/Footwear Retail | Director/Board Member Director/Board Member | |
| University of Wisconsin | College/University | Graduate Degree Undergraduate Degree | |
McKinsey & Co., Inc.
 McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| W.P. Carey School of Business | College/University | Director/Board Member Masters Business Admin | |
Employee Benefit Research Institute
 Employee Benefit Research Institute Packaged SoftwareTechnology Services The Employee Benefit Research Institute develops a saving application. The private company is based in Washington. | Packaged Software | Director/Board Member Director/Board Member | |
Bain & Co., Inc.
 Bain & Co., Inc. Miscellaneous Commercial ServicesCommercial Services Bain & Co., Inc. provides management consulting services. It offers advisory services to the companies on their critical issues and opportunities: strategy, marketing, organization, operations, technology and mergers and acquisitions, across all industries and geographies. The company was founded in 1973 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Tuck School of Business at Dartmouth | College/University | Director/Board Member Masters Business Admin | |
| SAFEWAY INC. | Food Retail | Director/Board Member Director/Board Member | |
UCSF Foundation
 UCSF Foundation Investment Trusts/Mutual FundsMiscellaneous The UCSF Foundation promotes and supports the interests and welfare of the University of California San Francisco and the UCSF Medical Center. The UCSF Foundation’s daily operations are administered by a development staff responsible for major gifts, planned giving, corporate and foundation gifts, annual giving, development communications, alumni relations and campus events | Investment Trusts/Mutual Funds | Director/Board Member Corporate Officer/Principal | |
| Schwab Investor Services | President Corporate Officer/Principal | ||
Responsys, Inc.
 Responsys, Inc. Packaged SoftwareTechnology Services Responsys, Inc. provides email and cross-channel marketing solutions that enable companies to engage in relationship marketing across the interactive channels that consumers who are embracing today with email, mobile, social and the web. Its solution is comprised of its on-demand software and its professional services, which are focused on enabling the marketing success of its customers. The company on-demand software, the Responsys Interact Suite, the core element of its solution, provides marketers with a set of integrated applications to create, execute, optimize and automate marketing campaigns. The company was founded by Anand Jagannathan, Raghunath Raghavan and George S. Wiedemann on February 3, 1998 and is headquartered in San Bruno, CA. | Packaged Software | Director/Board Member Director/Board Member | |
| Washington University in St. Louis | College/University | Director/Board Member Masters Business Admin | |
| K.E.S. Management Co. | Chairman Chairman | ||
| EBAY INC. | Internet Retail | Chief Tech/Sci/R&D Officer Corporate Officer/Principal | |
| Tulane University (Louisiana) | College/University | Graduate Degree Graduate Degree | |
Transamerica Corp.
 Transamerica Corp. Life/Health InsuranceFinance Transamerica Corp. provides financial planning and insurance services. It offers life insurance, long term care, dental insurance, medicare solutions, commercial lending, retirement planning, leasing, annuities, and real estate services. The company was founded by Amadeo P. Giannini in 1904 and is headquartered in Cedar Rapids, IA. | Life/Health Insurance | Corporate Officer/Principal Chief Executive Officer | |
| Stanford University | College/University | Director/Board Member Masters Business Admin |
Statistiche
Distribuzione geografica
| Stati Uniti | 48 |
| Canada | 2 |
| Regno Unito | 2 |
Settori
| Finance | 15 |
| Consumer Services | 14 |
| Miscellaneous | 8 |
| Commercial Services | 6 |
| Technology Services | 4 |
Posizioni
| Director/Board Member | 309 |
| Corporate Officer/Principal | 167 |
| Undergraduate Degree | 65 |
| Independent Dir/Board Member | 62 |
| Chief Executive Officer | 60 |
Contatti più connessi
| Insiders | |
|---|---|
| Arun Sarin | 31 |
| Jeffrey Carney | 30 |
| Paula Sneed | 25 |
| Brian Levitt | 24 |
| Joan Dea | 23 |
| Chuck Schwab | 22 |
| Charles Ruffel | 21 |
| John S. Clendening | 19 |
| Christopher Dodds | 19 |
| Frank Herringer | 19 |
| Walter Bettinger | 18 |
| Joseph Martinetto | 17 |
| Marianne Brown | 17 |
| Bharat Masrani | 16 |
| Stephen Ellis | 15 |
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