Shawn Sarkis Woods
Direttore della Ricerca - Azioni presso Soltis Investment Advisors LLC
Provenienza dei contatti di primo grado di Shawn Sarkis Woods
Entità | Tipo di entità | Settore Industriale | |
---|---|---|---|
University of Colorado Boulder
29
| College/University | Other Consumer Services | 29 |
Soltis Investment Advisors LLC
Soltis Investment Advisors LLC Investment ManagersFinance Soltis Investment Advisors LLC (Soltis) is an independent registered investment advisory firm headquartered in St. George, Utah. The firm was founded in 1993 by Lon Henderson and Hal Anderson. Soltis provides investment advisory services to individuals and high net-worth individuals; institutions/corporations; trusts, endowments, charitable organizations & foundations; and pension plans & 401(k) plans.
12
| Private Company | Investment Managers | 12 |
Weber State University
4
| College/University | Other Consumer Services | 4 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Shawn Sarkis Woods tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
---|---|---|---|
Shearson Lehman Brothers Holdings, Inc.
Shearson Lehman Brothers Holdings, Inc. Investment Banks/BrokersFinance Part of Lehman Brothers Holdings, Inc., Shearson Lehman Brothers Holdings, Inc. provides security broker services. The company is based in New York, NY. | Investment Banks/Brokers | Corporate Officer/Principal | |
Stephens, Inc.
Stephens, Inc. Investment Banks/BrokersFinance Stephens, Inc. is a full-service investment bank and brokerage firm headquartered in Little Rock, Arkansas. The firm was founded in 1933 and is a subsidiary of Susi Holdings, Inc., which is owned by Stephens Financial Services LLC. Stephens provides comprehensive securities sales and trading services, including customized solutions for clients in North America and abroad. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
JEFFERIES GROUP LLC | Investment Banks/Brokers | Private Equity Analyst | |
Cantor Fitzgerald & Co.
Cantor Fitzgerald & Co. Investment Banks/BrokersFinance Cantor Fitzgerald & Co. is the investment bank and brokerage subsidiary of CFS CF & Co. I Holdings LP, which is owned by Cantor Fitzgerald LP in the US. The firm was founded by Bernie Gerald Cantor and John Fitzgerald in 1945. Headquartered in New York City, Cantor Fitzgerald offers clients a global, multi-asset prime brokerage platform with a focus on the quality middle market. | Investment Banks/Brokers | Analyst-Equity | |
Cuttone & Co LLC
Cuttone & Co LLC Investment Banks/BrokersFinance Cuttone & Co., Inc. is the broker/dealer subsidiary of DriveWealth Holdings, Inc., which is owned by DriveWealth LLC. The firm was founded in 1984 by Donato A. Cuttone. Headquartered in New York City, Cuttone & Co. provides advanced institutional trading technology and execution services which includes institutional direct market access, custom algorithmic trading strategies, prime brokerage, options execution, and fixed income trading. They provide execution and consulting services to institutional asset managers, hedge funds, family offices, professional traders, and other broker dealers. | Investment Banks/Brokers | Corporate Officer/Principal | |
Revelstoke Capital Partners LLC
Revelstoke Capital Partners LLC Investment ManagersFinance Revelstoke Capital Partners LLC (Revelstoke Capital Partners) is a private equity firm founded in 2013 by Simon A. Bachleda and Dale J. Meyer. The firm is headquartered in Denver, Colorado. | Investment Managers | Private Equity Analyst Private Equity Analyst | |
HILTON WORLDWIDE HOLDINGS INC. | Hotels/Resorts/Cruise lines | Corporate Officer/Principal | |
Stanford University | College/University | Graduate Degree Graduate Degree | |
University of Missouri | College/University | Undergraduate Degree | |
Spicer Jeffries LLC
Spicer Jeffries LLC Miscellaneous Commercial ServicesCommercial Services Spicer Jeffries LLC is a financial services firm that specializes in providing services to newly launched hedge and commodity funds, private equity, registered funds, and broker-dealers. The private company is based in Greenwood Village, CO. The firm has been in the securities industry for almost four decades and has serviced hundreds of clients. The company provides expertise and knowledge while maintaining a close working relationship with their clients. | Miscellaneous Commercial Services | Comptroller/Controller/Auditor | |
University of Utah | College/University | Graduate Degree Undergraduate Degree | |
Macquarie Capital (USA), Inc.
Macquarie Capital (USA), Inc. Investment ManagersFinance Founded in 2001, Macquarie Capital (USA), Inc. is a registered broker/dealer located in New York City. The firm is a subsidiary of Macquarie Bank Ltd. (ASX: MBL). They provide coverage of the following industries: resources, healthcare, security/defense, transportation, financial services, retail/consumer products, TMET (telecommunications, media, entertainment and technology), oil & gas, diversified manufacturing/distribution and infrastructure/utilities. Macquarie Capital (USA), Inc. is a member of FINRA. | Investment Managers | Analyst-Equity | |
Brigham Young University | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree | |
Colorado State University | College/University | Doctorate Degree Undergraduate Degree | |
Tulane University (Louisiana) | College/University | Graduate Degree | |
Southern Utah University | College/University | Undergraduate Degree Undergraduate Degree | |
University of Maryland | College/University | Undergraduate Degree | |
Aspect Energy LLC | Corporate Officer/Principal | ||
Upstream Rehabilitation, Inc.
Upstream Rehabilitation, Inc. Medical/Nursing ServicesHealth Services Upstream Rehabilitation, Inc., provides outpatient rehabilitation therapy services. It offers therapist partnership, physical solutions and provider network. The company was founded by Paul Zimmermann and David Van Name in 2004 and is headquartered in Birmingham, AL. | Medical/Nursing Services | Director/Board Member | |
Dixie State University | College/University | Undergraduate Degree Graduate Degree | |
Utah Valley University | College/University | Undergraduate Degree Masters Business Admin | |
The Social+Capital Partnership LLC
The Social+Capital Partnership LLC Investment ManagersFinance The Social+Capital Partnership LLC (Social Capital) is a venture capital firm founded in 2011 by Chamath PalihapitIya, Ted Maidenberg and Mamoon Hamid. The firm is headquartered in Menlo Park, California. | Investment Managers | Private Equity Investor | |
MainLine West LLC
MainLine West LLC Financial ConglomeratesFinance MainLine West LLC is an investment firm based in Denver, CO and has subsidiaries in the United States. The private company operates as an investment firm. | Financial Conglomerates | Director of Finance/CFO | |
Raymond James & Associates, Inc. (Invt Mgmt)
Raymond James & Associates, Inc. (Invt Mgmt) Investment ManagersFinance Raymond James & Associates, Inc. (Investment Management) (RJA-IM) is the investment management division of Raymond James & Associates, Inc. (RJA), a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1974 and is a wholly-owned subsidiary of Raymond James Financial, Inc. (NYSE: RJF). RJA-IM offers planning and/or investment consulting services to a broad range of current and prospective clients. | Investment Managers | Corporate Officer/Principal | |
Sound Ventures LLC
Sound Ventures LLC Investment ManagersFinance Sound Ventures LLC (Sound Ventures) is a venture capital firm, a subsidiary of Live Nation Entertainment, Inc. founded in 2015 by Guy Oseary and Christopher Ashton Kutcher. The firm is headquartered in Beverly Hills, California. | Investment Managers | Private Equity Investor | |
Next Frontier Capital MC LLC
Next Frontier Capital MC LLC Investment ManagersFinance Next Frontier Capital MC LLC (Next Frontier Capital) is a venture capital firm founded in 2015 by Richard Harjes and Will Price. The firm is headquartered in Bozeman, Montana with additional offices in Boulder, Missoula, and Salt Lake City. | Investment Managers | Private Equity Investor | |
PeakSpan Capital Management LLC
PeakSpan Capital Management LLC Investment ManagersFinance PeakSpan Capital Management LLC (PeakSpan Capital) is a venture capital firm founded in 2015 by Philip R. Dur, Brian Mulvey, and Matt Melymuka. The firm is headquartered in San Mateo, California. | Investment Managers | Private Equity Investor | |
BofA Securities, Inc.
BofA Securities, Inc. Investment Banks/BrokersFinance BofA Securities, Inc. is a registered broker-dealer subsidiary of NB Holdings Corp., ultimately held by Bank of America Corp. (NYSE: BAC). Headquartered in New York, the firm was founded in 2015 and offers trade execution, trading or brokerage services to institutional clients. | Investment Banks/Brokers | Analyst-Equity | |
Breakthrough Energy Investment LLC
Breakthrough Energy Investment LLC Investment ManagersFinance Breakthrough Energy Investment LLC (Breakthrough Energy Ventures) a venture capital arm of Breakthrough Energy LLC was founded in 2016 by Bill Gates. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Corporate Officer/Principal | |
Qwil PBC
Qwil PBC Packaged SoftwareTechnology Services Qwil PBC provides instant payment services for independent contractors. Its payments platform provides companies with the flexibility to make payments to their contractors on the invoice cycle of the company’s choice while giving their independent contractors access to earnings instantly before the close of the invoice cycle. The company was founded by Johnny Reinsch, Trevor R. Branon and Paul Tiplady in 2015 and is headquartered in San Francisco, CA. | Packaged Software | Director/Board Member | |
Batshit Crazy Ventures
Batshit Crazy Ventures Investment ManagersFinance Batshit Crazy Ventures (Batshit Crazy Ventures) is a venture capital firm founded in 2016 by Dane McDonald. The firm is headquartered in Boulder, Colorado. | Investment Managers | Founder | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Analyst-Equity | |
Rarebreed Veterinary Partners, Inc.
Rarebreed Veterinary Partners, Inc. Agricultural Commodities/MillingProcess Industries Rarebreed Veterinary Partners, Inc. engages in the provision of animal healthcare services. The company was founded by Dan Espinal and Matt Campbell in 2018 and is headquartered in Portland, ME. | Agricultural Commodities/Milling | Director/Board Member | |
Ares Management LP
Ares Management LP Investment ManagersFinance Ares Management LP is an American company that provides asset management services. The private company is based in Los Angeles and has subsidiaries in United Kingdom. The company was founded by Michael J. Arougheti, David A. Sachs. | Investment Managers | Private Equity Analyst | |
Empire Portfolio Group Holdings
Empire Portfolio Group Holdings Other Consumer ServicesConsumer Services Empire Portfolio Group Holdings LLC operates fitness and sub-franchised studios. The company is based in New York, NY. The company was founded in 2013 by Adam Krell. Adam Krell has been the CEO since 2013. | Other Consumer Services | Director/Board Member | |
Wuhan Linkedo Engineering Design Co., Ltd.
Wuhan Linkedo Engineering Design Co., Ltd. Electric UtilitiesUtilities Wuhan Linkedo Engineering Design Co., Ltd. provides power engineering technology services. Its services include electric power engineering survey and design, wind power generation, photovoltaic design and contracting, power transmission and transformation design, distribution network design, geological survey and topographic survey, water treatment and atmospheric management, general contracting, and power planning consultation. The company was founded on July 17, 2003 and is headquartered in Wuhan, China. | Electric Utilities | Director of Finance/CFO | |
Frazier Group Management LLC
Frazier Group Management LLC Investment ManagersFinance Frazier Group Management LLC (Frazier Group) is a venture capital firm founded in 1995 by Scott Frazier. The firm is headquartered in Lehi, Utah. | Investment Managers | Private Equity Investor | |
Demoflow, Inc.
Demoflow, Inc. Internet Software/ServicesTechnology Services Demoflow, Inc. operates as a demo enablement platform. It streamlines prep, presentation, follow-up, and documentation for product demo. The company is headquartered in Denver, CO. | Internet Software/Services | Consultant / Advisor | |
Norland Capital LP
Norland Capital LP Investment ManagersFinance Norland Capital LP (Norland Capital) is a private equity subsidiary of Norland Capital LLC founded in 2016 by Mateusz M. Szeszkowski. The firm is headquartered in San Francisco, California. | Investment Managers | Private Equity Analyst | |
Stonegate Digital Capital Group
Stonegate Digital Capital Group Investment ManagersFinance Stonegate Digital Capital Group is a private equity/venture capital arm founded in 2017 by John McCorvey III. The firm is headquartered in Atlanta, Georgia. | Investment Managers | Chief Operating Officer | |
Siddhi Ops, Inc.
Siddhi Ops, Inc. Miscellaneous Commercial ServicesCommercial Services Siddhi Ops, Inc. provides food and beverages products. It offers investor relations, label and nutrition facts panel, materials resource planning, order management, organization planning, pricing strategy and product development. The company was founded by Melissa Facchina in 2015 and is headquartered in Brooklyn, NY. | Miscellaneous Commercial Services | Private Equity Investor | |
Siddhi Capital LLC
Siddhi Capital LLC Investment ManagersFinance Siddhi Capital LLC (Siddhi Capital) is an private equity/venture capital firm founded by Steven Finn and Melissa Facchina. The firm is headquartered in New York. | Investment Managers | President |
Statistiche
Distribuzione geografica
Stati Uniti | 42 |
Regno Unito | 2 |
Cina | 2 |
Settori
Finance | 23 |
Consumer Services | 13 |
Commercial Services | 4 |
Technology Services | 3 |
Health Services | 2 |
Posizioni
Undergraduate Degree | 45 |
Corporate Officer/Principal | 33 |
Director/Board Member | 23 |
Analyst-Equity | 17 |
Private Equity Investor | 15 |
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