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Provenienza dei contatti di primo grado di Rich D. Jonathan
Entità | Tipo di entità | Settore Industriale | |
---|---|---|---|
Members Trust Co.
![]() Members Trust Co. Savings BanksFinance Members Trust Co. offers trust and investment services to credit unions, members, and private clients with a focus on estate planning and retirement savings. Members Trust was founded in 1987 and is based in Tampa, FL with subsidiaries in the United States. The private company provides guidance on investment management, long-term care planning, and tax-efficient investing. The company also offers information on converting traditional IRAs to Roth IRAs, business succession planning, and designating beneficiaries. Kenneth E. Lako has been the CEO of the company since 2023.
11
| Private Company | Savings Banks | 11 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Rich D. Jonathan tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
---|---|---|---|
THE GOLDFIELD CORPORATION | Engineering & Construction | Director/Board Member | |
Drake University | College/University | Undergraduate Degree | |
KPMG LLP
![]() KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Comptroller/Controller/Auditor | |
Huntington National Bank (Investment Management)
![]() Huntington National Bank (Investment Management) Investment ManagersFinance Huntington National Bank (Investment Management) (HNB-IM) is an investment management division of Huntington National Bank, which is a wholly-owned subsidiary of Huntington Bancshares, Inc. (NASDAQ: HBAN). The firm was founded in 1866 and is headquartered in Columbus, Ohio. HNB-IM provides investment management and trust services to individuals and families who seek guidance in the management of their investment assets. | Investment Managers | Corporate Officer/Principal | |
Miami University | College/University | Undergraduate Degree | |
Bank Insurance & Securities Association
![]() Bank Insurance & Securities Association Miscellaneous Commercial ServicesCommercial Services Bank Insurance & Securities Association is a business association. The non-profit company is based in Washington. | Miscellaneous Commercial Services | President | |
LPL Financial LLC
![]() LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Investment Managers | Corporate Officer/Principal | |
CUNA Brokerage Services, Inc.
![]() CUNA Brokerage Services, Inc. Investment Banks/BrokersFinance CUNA Brokerage Services, Inc. provides investment, insurance, and retirement planning services. It offers credit union protection, investments, executive benefits and funding solutions, lending, retirement solutions, and TruStage Insurance program. The company was founded in 1982 and is headquartered in Waverly, IA. | Investment Banks/Brokers | President | |
Western State University College of Law | College/University | Graduate Degree | |
Arizona State University | College/University | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 11 |
Settori
Consumer Services | 5 |
Finance | 4 |
Commercial Services | 3 |
Industrial Services | 2 |
Posizioni
Director/Board Member | 10 |
Undergraduate Degree | 3 |
President | 3 |
Corporate Officer/Principal | 2 |
Independent Dir/Board Member | 1 |
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