Richard A. Stone
Amministratore Delegato presso Salient-Friedman Wealth Management LLC
Provenienza dei contatti di primo grado di Richard A. Stone
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Salient-Friedman Wealth Management LLC
 Salient-Friedman Wealth Management LLC Investment ManagersFinance Salient-Friedman Wealth Management LLC provides wealth management services. The firm's services include estimate, financial & retirement planning, investment, and insurance analysis. The company is headquartered in San Rafael, CA.
1
| Private Company | Investment Managers | 1 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Richard A. Stone tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| Cigna Financial Institution Services | Corporate Officer/Principal | ||
| Golden Gate University | College/University | Corporate Officer/Principal | |
| University of California San Diego | College/University | Undergraduate Degree | |
CRM Software LLC
 CRM Software LLC Packaged SoftwareTechnology Services CRM Software, Inc. develops office management software products. It offers Junxure, a cloud customer relationship management solution that enables financial advisors to capture client demographic and financial data. The company was founded by Ken Golding and Greg Friedman in 2001 and is headquartered in Raleigh, NC. | Packaged Software | Founder | |
Private Ocean LLC
 Private Ocean LLC Investment ManagersFinance Private Ocean LLC, Wealthspire Advisors (Wealthspire), is a SEC-registered investment advisor and wealth management firm headquartered in San Rafael, California. The firm was founded by Richard Stone and Gregory Friedman in 2009. They were acquired in 2021 by Wealthspire Advisors LLC, which is ultimately owned by NFP Holdings LLC. Wealthspire offers discretionary and/or non-discretionary investment advisory services to individuals, high-net-worth individuals, pensions and profit-sharing plans, and charitable organizations. | Investment Managers | Founder | |
| Your Silver Bullet LLC | Founder |
Statistiche
Distribuzione geografica
| Stati Uniti | 8 |
Settori
| Consumer Services | 3 |
| Finance | 3 |
| Technology Services | 2 |
Posizioni
| Founder | 4 |
| President | 4 |
| Corporate Officer/Principal | 2 |
| Undergraduate Degree | 1 |
| Graduate Degree | 1 |
Contatti più connessi
| Insiders | |
|---|---|
| Greg Friedman | 8 |
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