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Provenienza dei contatti di primo grado di Sean Dillon
Entità | Tipo di entità | Settore Industriale | |
---|---|---|---|
Waypoint Consulting, Inc. (US)
![]() Waypoint Consulting, Inc. (US) Investment ManagersFinance Pinnacle Advisory Group Inc. (Pinnacle) is a wealth management firm and registered investment advisor headquartered in Columbia, Maryland. The firm was founded in 1993 by John Hill, Ken Solow and Dwight Mikulis. They are a subsidiary of Congress Wealth Management LLC. Pinnacle provides financial planning and continuous investment management for affluent individual clients and a small number of institutional clients.
10
| Extinct | Investment Managers | 10 |
Neumann University
1
| College/University | Other Consumer Services | 1 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Sean Dillon tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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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 | Corporate Officer/Principal | |
T. ROWE PRICE GROUP INC. | Investment Managers | Corporate Officer/Principal | |
CW Advisors LLC
![]() CW Advisors LLC Investment ManagersFinance CW Advisors LLC (CWA) is an investment management firm and holding firm headquartered in Boston, Massachusetts. The firm was co-founded by Paul Lonergan and Ken Zannoni in 2009. CWA offers personalized investment management services to individuals, high-net worth individuals and families, trusts, estates, and charitable organizations, other investment advisors, corporations, and/or other business entities. | Investment Managers | Director of Research - Equity Trading-Equity | |
WMS Partners LLC
![]() WMS Partners LLC Investment ManagersFinance WMS Partners LLC (WMS) is a SEC-registered investment advisor and wealth management firm headquartered in Towson, Maryland. The firm was founded by Timothy Chase, David Citron and Martin Eby in 1993 as Wealth Management Services. They are a subsidiary of WMS Partners Holdings LLC. WMS offers investment advisory services on either a discretionary or non-discretionary basis to clients who include individuals, business entities, pension and profit-sharing plans, trusts, estates and charitable organizations. | Investment Managers | Portfolio Manager-Equities | |
Morgan Stanley & Co. LLC
![]() Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal | |
TEKsystems, Inc.
![]() TEKsystems, Inc. Data Processing ServicesTechnology Services TEKsystems, Inc. provides applications, infrastructure and communications staffing services. It offers enterprise analytics and reporting, network architecture and engineering, quality assurance and software testing, and systems integration and optimization. The firm caters communications, energy, financial services, government, healthcare and IT services sectors. The company was founded in 1994 and is headquartered in Hanover, MD. | Data Processing Services | Corporate Officer/Principal | |
Bates College | College/University | Undergraduate Degree | |
James Madison University | College/University | Undergraduate Degree | |
Towson University | College/University | Undergraduate Degree | |
Salisbury State University | College/University | Undergraduate Degree | |
University of Maryland | College/University | Undergraduate Degree | |
The University of New Mexico | College/University | Undergraduate Degree | |
The University of Tulsa | College/University | Graduate Degree | |
Lennar Mortgage LLC
![]() Lennar Mortgage LLC Finance/Rental/LeasingFinance Lennar Mortgage LLC provides mortgage banking services. It provides conventional, FHA-insured and VA-guaranteed home loans primarily to buyers of homes built by its parent, Lennar Corporation. The company also offers loans for existing homes as well as home equity lines of credit. It sells all the loans that it issues along with their servicing rights into the secondary market. The company is headquartered in Clearwater, FL. | Finance/Rental/Leasing | Corporate Officer/Principal | |
American Academy of Pediatrics
![]() American Academy of Pediatrics Medical/Nursing ServicesHealth Services American Academy of Pediatrics operates as a professional association of pediatricians to the optimal physical, mental, and social health and well-being for all infants, children, adolescents, and young adults. The company was founded on June 23, 1930 and is headquartered in Elk Grove Village, IL. | Medical/Nursing Services | President | |
University of Bocconi | College/University | Graduate Degree | |
The American College of Financial Services | College/University | Graduate Degree | |
Galecki Financial Management, Inc.
![]() Galecki Financial Management, Inc. Investment ManagersFinance Galecki Financial Management, Inc. provides investment advice. The private company is based in Fort Wayne, IN. | Investment Managers | Corporate Officer/Principal | |
Indiana Institute of Technology, Inc. | College/University | Undergraduate Degree | |
XY Planning Network LLC
![]() XY Planning Network LLC Packaged SoftwareTechnology Services XY Planning Network LLC provides financial advisors services. The firm’s compliance services include initial registration and paid services and compliance coaching services. The company was founded by Michael Ernest Kitces and Robert Alan Moore in 2014 and is headquartered in Bozeman, MT. | Packaged Software | Founder | |
AdvicePay, Inc.
![]() AdvicePay, Inc. Information Technology ServicesTechnology Services AdvicePay, Inc. operates a payment processing platform built specifically for financial advisors. Its features include subscription billing, one-time payments, accept ach and credit cards, comply with custody regulations, and advisory and client portal. The company was founded by Robert Alan Moore and Michael Ernest Kitces in 2016 and is headquartered in Bozeman, MT. | Information Technology Services | Founder |
Statistiche
Distribuzione geografica
Stati Uniti | 22 |
Italia | 2 |
Settori
Consumer Services | 11 |
Finance | 8 |
Technology Services | 4 |
Utilities | 2 |
Health Services | 2 |
Posizioni
Corporate Officer/Principal | 10 |
Undergraduate Degree | 8 |
Trading-Equity | 5 |
Graduate Degree | 4 |
Director/Board Member | 3 |
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