Robert K. Ward
Amministratore Delegato presso QUODD Financial Information Services, Inc.
Profilo
Mr. Robert K.
Ward is Independent Director at Merriman Holdings, Inc. He is on the Board of Directors at Merriman Holdings, Inc., Finaconnect, Inc., and Envestnet Retirement Solutions LLC.
He received his undergraduate degree from Colby College and an MBA from Bentley University.
Posizioni attive di Robert K. Ward
| Società | Posizione | Inizio |
|---|---|---|
Finaconnect, Inc.
 Finaconnect, Inc. Internet Software/ServicesTechnology Services Finaconnect, Inc. engages in the operation of a software as a services (SaaS) platform that provides reporting and practice management. The company was founded by Scott Lee and is headquartered in Seattle, WA. | Direttore/Membro del Consiglio | - |
Envestnet Retirement Solutions LLC
 Envestnet Retirement Solutions LLC Packaged SoftwareTechnology Services Envestnet Retirement Solutions LLC, a subsidiary of Envestnet, Inc. provides retirement advisors with an integrated platform that combines one of the industry’s leading practice management technology, research and due diligence, data aggregation, compliance tools and intelligent managed account solutions. ERS leverages Envestnet’s advanced capabilities and resources, along with its experience in investment research, portfolio construction and investment management, to meet the specialized needs of each retirement plan stakeholder, from plan participants to sponsors, advisors to home offices and record keepers to DCIOs. | Direttore/Membro del Consiglio | - |
QUODD Financial Information Services, Inc.
 QUODD Financial Information Services, Inc. Packaged SoftwareTechnology Services QUODD Financial Information Services, Inc. provides real time data management solutions. Its technology allows an enterprise in content selection. The company was founded in 1999 by Keith Savitz and Angie Abernathy and is headquartered in Jersey City, NJ. | Amministratore Delegato | 01/10/2020 |
Financeware Holdings LLC
 Financeware Holdings LLC Investment ManagersFinance Financeware Holdings LLC provides financial services. The company is headquartered in Radnor, PA. | Amministratore Delegato | - |
Precedenti posizioni note di Robert K. Ward
| Società | Posizione | Fine |
|---|---|---|
| MERRIMAN HOLDINGS, INC. | Direttore/Membro del Consiglio | 16/03/2016 |
Formazione di Robert K. Ward
| Colby College | Undergraduate Degree |
| Bentley University | Masters Business Admin |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Società quotate in Borsa | 1 |
|---|---|
| MERRIMAN HOLDINGS, INC. | Finance |
| Aziende private | 4 |
|---|---|
Finaconnect, Inc.
Finaconnect, Inc. Internet Software/ServicesTechnology Services Finaconnect, Inc. engages in the operation of a software as a services (SaaS) platform that provides reporting and practice management. The company was founded by Scott Lee and is headquartered in Seattle, WA. | Technology Services |
Envestnet Retirement Solutions LLC
Envestnet Retirement Solutions LLC Packaged SoftwareTechnology Services Envestnet Retirement Solutions LLC, a subsidiary of Envestnet, Inc. provides retirement advisors with an integrated platform that combines one of the industry’s leading practice management technology, research and due diligence, data aggregation, compliance tools and intelligent managed account solutions. ERS leverages Envestnet’s advanced capabilities and resources, along with its experience in investment research, portfolio construction and investment management, to meet the specialized needs of each retirement plan stakeholder, from plan participants to sponsors, advisors to home offices and record keepers to DCIOs. | Technology Services |
QUODD Financial Information Services, Inc.
QUODD Financial Information Services, Inc. Packaged SoftwareTechnology Services QUODD Financial Information Services, Inc. provides real time data management solutions. Its technology allows an enterprise in content selection. The company was founded in 1999 by Keith Savitz and Angie Abernathy and is headquartered in Jersey City, NJ. | Technology Services |
Financeware Holdings LLC
Financeware Holdings LLC Investment ManagersFinance Financeware Holdings LLC provides financial services. The company is headquartered in Radnor, PA. | Finance |
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