Steve Ozonian
Director/Board Member presso LOANDEPOT, INC.
Patrimonio netto: 401 228 $ in data 31/03/2024
Provenienza dei contatti di primo grado di Steve Ozonian
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
| Public Company | Finance/Rental/Leasing | 53 | |
Lovell Minnick Partners LLC
 Lovell Minnick Partners LLC Investment ManagersFinance Lovell Minnick Partners LLC (Lovell Minnick Partners) is a private equity subsidiary of Lovell Minnick Holdings LLC founded in 1999 by Jeff Dale Lovell and Jim Edward Minnick. The firm is headquartered in Radnor, Philadelphia.
46
| Subsidiary | Investment Managers | 46 |
| Public Company | Hospital/Nursing Management | 25 | |
| Public Company | Finance/Rental/Leasing | 23 | |
Consolidated Information Services Solutions LLC
 Consolidated Information Services Solutions LLC Internet Software/ServicesTechnology Services Part of Lovell Minnick Holdings LLC, Consolidated Information Services Solutions LLC is a market leader in mortgage technology, credit reporting, and related products and solutions for mortgage originators. The private company is based in Broomall, PA. The company has over 4,000 clients ranging from the largest bank and non-bank mortgage originators to credit unions and mortgage brokers. Consolidated Information Services Solutions prides itself on the best technology, solutions, and service in the industry. The CEO of the company is Jerry Haftmann.
9
| Subsidiary | Internet Software/Services | 9 |
Williston Financial Group LLC
 Williston Financial Group LLC Specialty InsuranceFinance Williston Financial Group LLC provides title insurance and real estate settlement services for lender, commercial and residential transactions. It offers AVM links, online rate calculator, Portland metro market data, seller’s net sheet, value check and WFG tools. The company was founded by Patrick F. Stone in 2009 and is headquartered in Portland, OR.
9
| Holding Company | Specialty Insurance | 9 |
Realty Mogul Co.
 Realty Mogul Co. Real Estate DevelopmentFinance Realty Mogul Co. develops opportunities to invest in real estate with accredited investors. It offers institutional quality deals for clients who want to invest in commercial real estate services. The company was founded by Jilliene Helman and Justin Hughes in 2012 and is headquartered in Los Angeles, CA.
8
| Holding Company | Real Estate Development | 8 |
InsideRE LLC
 InsideRE LLC Real Estate DevelopmentFinance InsideRE LLC provides a cloud-based software platform and marketing services for residential real estate brokers and agent teams. The firm?s solutions include kvCORE platform, k+TEAMS, CORE cloud, CORE ListingMachine, CORE social, CORE BackOffice and CORE PropertyBoost. The company was founded by Joe Skousen and Justin Tracy in 2008 and is headquartered in Draper, UT.
7
| Holding Company | Real Estate Development | 7 |
Xactus LLC
 Xactus LLC Information Technology ServicesTechnology Services Xactus LLC provides verification services for banks. The private company is based in Salisbury, MD and has subsidiaries in the United States. The CEO of the company is Perry Winter Steiner.
7
| Holding Company | Information Technology Services | 7 |
Spinnaker Partners LLC
 Spinnaker Partners LLC Investment ManagersFinance Founded in 2004 by Phil Harkins and Steve Ozonian, Spinnaker Partners LLC is a real estate investment firm located in Burlington, Massachusetts.
6
| Private Company | Investment Managers | 6 |
Global Mobility Solutions LLC
 Global Mobility Solutions LLC Engineering & ConstructionIndustrial Services Part of Global MS, Inc., Global Mobility Solutions LLC is a corporate relocation services company that specializes in workforce mobility and flexible relocation technologies. The private company is based in Scottsdale, AZ. GMS created the first online interactive tools and calculators for mobility, revolutionizing the industry. Today, GMS myrelocation® technologies continue to set the standard in the industry for their adaptability, ease-of-use, and advanced analytics capabilities. The company's corporate relocation programs are leveraged by multi-national organizations seeking proven assignment management, domestic relocation management, corporate group move planning, and a wide range of pre-decision services. GMS is a perennial winner of the HRO Today Baker's Dozen customer satisfaction survey, being recognized as a top relocation company for the last eight consecutive years. The company was founded in 1987 by Bryan Schutjer, Richard Ganley, Steve Ziomek.
5
| Subsidiary | Engineering & Construction | 5 |
ATTOM Data Solutions LLC
 ATTOM Data Solutions LLC Data Processing ServicesTechnology Services Attom Data Solutions LLC provides real estate information services through online. The firm collects and aggregates foreclosure data, including property, loan and home sales data for home seekers, investors, real estate professionals to locate, evaluate, buy, and sell properties. It offers data and turnkey solutions. The company was founded by Derek White, Michael Keane and James Saccacio in 1996 and is headquartered in Irvine, CA.
5
| Holding Company | Data Processing Services | 5 |
Sorrento Capital, Inc.
 Sorrento Capital, Inc. Investment ManagersFinance Sorrento Capital, Inc. is a private equity firm located in Irvine, California
4
| Private Company | Investment Managers | 4 |
WFG National Title Insurance Co.
 WFG National Title Insurance Co. Specialty InsuranceFinance WFG National Title Insurance Co. provides title insurance and settlement service. The firm?s products and services include fee estimate calculator, Portland metro market data, seller?s net sheet, valuecheck and WFG tools. The company was founded in 2010 and is headquartered in Clackamas, OR.
3
| Subsidiary | Specialty Insurance | 3 |
Realty Information Systems, Inc.
 Realty Information Systems, Inc. Miscellaneous Commercial ServicesCommercial Services Part of EMB, Inc., Realty Information Systems, Inc. specializes in residential and commercial property management software. The private company is based in Greenwich, CT. The company's services include a property management demo that can be tried today. The CEO of the company is Steven Ozonian.
3
| Subsidiary | Miscellaneous Commercial Services | 3 |
My Home, Williston Financial Group Co. LLC
 My Home, Williston Financial Group Co. LLC Real Estate DevelopmentFinance Part of Williston Financial Group LLC, My Home, Williston Financial Group Co. LLC is a private company that provides title insurance and settlement services. The company is based in Portland, OR. The company was founded in 2009 by Patrick F. Stone. The CEO is Steven Ozonian.
2
| Subsidiary | Real Estate Development | 2 |
WFG National Title Insurance Co. (Investment Portfolio)
 WFG National Title Insurance Co. (Investment Portfolio) Investment ManagersFinance WFG National Title Insurance Co. (Investment Portfolio) (WFG-IP) is the investment portfolio division of WFG National Title Insurance Co., headquartered in Clackamas, Oregon. They are ultimately held by Williston Financial Group LLC, a holding company. WFG-IP was founded by Patrick Stone in 2010. The firm provides investment advisory services to insurance company portfolios.
2
| Operating Division | Investment Managers | 2 |
Carrington Holding Co. LLC
 Carrington Holding Co. LLC Real Estate DevelopmentFinance Carrington Holding Co. LLC provides real estate services encompassing aspects of single-family residential real estate transactions. The firm offers mortgage services, property management, asset management and lending options. Its businesses are organized into three segments: direct-to-consumer platform, Vylla.com; mortgage operations; and asset management. The company was founded in 2003 and is headquartered in Greenwich, CT.
1
| Subsidiary | Real Estate Development | 1 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Steve Ozonian tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| HP INC. | Computer Processing Hardware | Director/Board Member Corporate Officer/Principal | |
| SAFEGUARD SCIENTIFICS, INC. | Investment Managers | Corporate Officer/Principal Chief Operating Officer | |
PricewaterhouseCoopers LLP
 PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Comptroller/Controller/Auditor Corporate Officer/Principal Corporate Officer/Principal | |
loanDepot.com LLC
 loanDepot.com LLC Finance/Rental/LeasingFinance loanDepot.com LLC provides mortgage and non-mortgage lending products. It engages in retail, consumer direct, wholesale, personal loan, affinity and servicing operations. The firm offers fixed rate, adjustable rate, jumbo, federal housing administration and veterans administration loans. It also provides information regarding home purchase process and refinancing. The company was founded by Anthony Hsieh in January 2010 and is headquartered in Foothill Ranch, CA. | Finance/Rental/Leasing | Director/Board Member Director/Board Member Chief Executive Officer Director/Board Member Corporate Officer/Principal | |
| University of Michigan | College/University | Undergraduate Degree Graduate Degree Masters Business Admin Undergraduate Degree | |
LendingTree LLC
 LendingTree LLC Finance/Rental/LeasingFinance LendingTree LLC provides online lending services. It offers credit cards, home, auto, business, students, and personal loans. The company was founded by Douglas Robert Lebda in 1996 and is headquartered in Charlotte, NC. | Finance/Rental/Leasing | Chief Executive Officer Director of Finance/CFO Director of Finance/CFO Chief Operating Officer | |
ALPS Holdings, Inc.
 ALPS Holdings, Inc. Investment ManagersFinance ALPS Holdings, Inc. operates as a holding company which through its business units provides investment products and servicing solutions to the financial services industry. The firm's business units include ALPS Advisors, ALPS Fund Services and ALPS Distributors. It delivers asset management and asset servicing solutions through offices in Boston, Golden, New York, Seattle and Toronto. The company was founded in June 1985 and is headquartered in Denver, CO. | Investment Managers | Director/Board Member Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
Mercer Advisors, Inc.
 Mercer Advisors, Inc. Investment ManagersFinance Mercer Advisors, Inc. engages in the provision of a wealth management solutions. It offers financial planning, investment management, estate planning, tax planning, and corporate trustee. The company was founded by Howard Rochestie, Gene Dongieux, and Kendrick Mercer in 1985 and is headquartered in Denver, CO. | Investment Managers | Director/Board Member Corporate Officer/Principal Corporate Officer/Principal | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Undergraduate Degree Masters Business Admin Corporate Officer/Principal | |
| CORELOGIC, INC. | Data Processing Services | Director/Board Member Chief Executive Officer Director/Board Member | |
Home Loan Center, Inc.
 Home Loan Center, Inc. Finance/Rental/LeasingFinance Home Loan Center, Inc. provides programs for home equity loans, mortgage refinance and home purchase loans. The company was founded on April 9, 2002 and is headquartered in Charlotte, NC. | Finance/Rental/Leasing | President Corporate Officer/Principal Founder | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
PlanMember Financial Corp.
 PlanMember Financial Corp. Financial ConglomeratesFinance PlanMember Financial Corp. provides investment advisory services. It offers retirement planning services to nonprofit and for-profit employers and their employees. The firm also helps individual investors for retirement planning services and investment choices. The company was founded by Jon Ziehl in 1980 and is headquartered in Carpinteria, CA. | Financial Conglomerates | Director/Board Member Corporate Officer/Principal Director/Board Member | |
| CHARLES TAYLOR PLC | Insurance Brokers/Services | Chairman Director/Board Member Director/Board Member | |
Prospect Mortgage LLC
 Prospect Mortgage LLC Finance/Rental/LeasingFinance Prospect Mortgage LLC provides mortgage loans. The firm offers a variety of home loan solutions including first-time homebuyer programs with down-payment assistance, FHA and VA, conventional, jumbo and super jumbo, new construction and renovation. The company is headquartered in Sherman Oaks, CA. | Finance/Rental/Leasing | Director/Board Member General Counsel Corporate Officer/Principal | |
| The Leeds School of Business | College/University | Undergraduate Degree Undergraduate Degree | |
| TARGET HOSPITALITY CORP. | Hotels/Resorts/Cruise lines | Director/Board Member Director/Board Member | |
| ASSETMARK FINANCIAL HOLDINGS, INC. | Financial Conglomerates | Director/Board Member Founder | |
Foreside Financial Group LLC
 Foreside Financial Group LLC Packaged SoftwareTechnology Services Foreside Financial Group LLC engages in the provision of regulatory and compliance services. Is solutions include broker-dealer consulting, investment advisor consulting, capital connections, fund officer services and technology solutions. It offers services to investment adviser, broker-dealer, CPOs/CTAs, mutual funds, exchange-traded products (ETPs), funds of funds, hedge funds, private equity funds and investment bankers. The company was founded on October 19, 2005 and is headquartered in Portland, ME. | Packaged Software | Director/Board Member Director/Board Member | |
TortoiseEcofin Investments LLC
 TortoiseEcofin Investments LLC Financial ConglomeratesFinance TortoiseEcofin Investments LLC engages in the provision of investment advisory services. It also offers investment vehicles which includes closed-end, open end, interval, and private funds. The company was founded by H. Kevin Birzer, David J. Schulte, Zachary A. Hamel, Kenneth P. Malvey, and Terry C. Matlack in December 2002 and is headquartered in Leawood, KS. | Financial Conglomerates | Director/Board Member Director/Board Member | |
| Morgan Grenfell Capital Management, Inc. | Chief Executive Officer Corporate Officer/Principal | ||
| The University of North Carolina at Chapel Hill | College/University | Undergraduate Degree Undergraduate Degree | |
AssetMark, Inc.
 AssetMark, Inc. Investment ManagersFinance AssetMark, Inc. is a registered investment advisor headquartered in Concord, California. The firm was founded in 1985 as Genworth Financial Asset Management. They are a wholly-owned subsidiary of AssetMark Financial Holdings, Inc., which is owned by Huatai International Investment Holdings Ltd. in Hong Kong. AssetMark provides various investment supervisory services to registered investment companies and a variety of clients, which include but not limited to individuals, investment companies, pension and profit-sharing plans, corporations, partnerships, trusts, insurance companies and other investment managers. | Investment Managers | Director/Board Member Founder | |
Cayan LLC
 Cayan LLC Information Technology ServicesTechnology Services Cayan LLC provides secure payment processing solutions and merchant account services. Its products include genius platform, genius countertop, genius handheld, payment processing, gift and stored value, and equipment. The company was founded by Henry Helgeson and Scott Zdanis in 1998 and it is headquartered in Boston, MA. | Information Technology Services | Director/Board Member Corporate Officer/Principal | |
SVB Securities Holdings LLC
 SVB Securities Holdings LLC Financial ConglomeratesFinance SVB Leerink Holdings LLC operates as an investment bank holding company with interest in investment services. The firm provides equity research, institutional sales and trading, corporate finance and strategic advisory services. The company was founded in 1995 and is headquartered in Boston, MA. | Financial Conglomerates | Corporate Officer/Principal Corporate Officer/Principal | |
| The Pennsylvania State University | College/University | Undergraduate Degree Undergraduate Degree | |
United General Title Insurance Co.
 United General Title Insurance Co. Specialty InsuranceFinance United General Title Insurance Co. provides title insurance services through more than 1,000 independent agents. It also offers comprehensive support services, expert local underwriting counsel, the latest web technology and same-day response to agents residential and commercial transaction requests. The company was founded in 1983 and is headquartered in Denver, CO. | Specialty Insurance | General Counsel Director of Finance/CFO | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin | |
Deep Pool Financial
 Deep Pool Financial Packaged SoftwareTechnology Services Deep Pool Financial is an American software company that offers investor servicing and compliance solutions. The private company was founded in 2006 by David Gross, Shamus O'Donnell, and Roger Woolman. Shamus O'Donnell has been the CEO since 2006. | Packaged Software | Director/Board Member Director/Board Member | |
Kroll LLC
 Kroll LLC Investment ManagersFinance Kroll LLC provides global advisory services. It offers valuation advisory; governance, risk, investigation, and disputes; kroll cyber risk, corporates finance, and compliance and regulatory consulting. The company was founded by William Duff and George Phelps in 1932 and is headquartered in New York, NY. | Investment Managers | Director/Board Member Director/Board Member | |
H.D. Vest, Inc.
 H.D. Vest, Inc. Financial ConglomeratesFinance H.D. Vest, Inc. operates as a holding company with interests in providing financial services. The firm through its subsidiaries offers financial products, advisory and custodial services, insurance and retirement services. The firm offers financial services under the HD Vest name; securities through HD Vest Investment Services and; advisory services through HD Vest Advisory Services. The company was founded in 1983 by Herbie Darwin Vest and is headquartered in Irving, TX. | Financial Conglomerates | Director/Board Member Corporate Officer/Principal | |
| University of California, Berkeley | College/University | Undergraduate Degree Undergraduate Degree | |
University of the Pacific
 University of the Pacific Other Consumer ServicesConsumer Services University of the Pacific is a nationally ranked university with a long tradition of dedicated teaching, small class sizes, practical experience and vibrant residential life. The breathtaking main campus in Stockton, California is home to seven schools and colleges, with more than 80 majors and programs of study. Pacific also has the McGeorge School of Law in Sacramento and the Arthur A. Dugoni School of Dentistry in San Francisco. Total university enrollment is nearly 7,000, with 3,757 undergraduates in an average class size of 19 and a student/faculty ratio of 14:1. It is located in Stockton, California. | College/University | Director/Board Member Corporate Officer/Principal | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Financial ConglomeratesFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Financial Conglomerates | Chief Administrative Officer Corporate Officer/Principal | |
| Pricewaterhousecoopers LLC | Corporate Officer/Principal Corporate Officer/Principal | ||
| Kenan-Flagler Business School | College/University | Undergraduate Degree Masters Business Admin | |
| Stanford University | College/University | Masters Business Admin Undergraduate Degree | |
RealEstate.com, Inc.
 RealEstate.com, Inc. Real Estate DevelopmentFinance Realestate.com, Inc. provides real estate online information and services. It offers home buying and selling through its web site. The company is headquartered in Charlotte, NC. | Real Estate Development | Corporate Officer/Principal Corporate Officer/Principal |
Statistiche
Distribuzione geografica
| Stati Uniti | 46 |
| Nuova-Zelanda | 2 |
| Regno Unito | 2 |
Settori
| Finance | 24 |
| Consumer Services | 14 |
| Technology Services | 6 |
| Commercial Services | 3 |
| Electronic Technology | 2 |
Posizioni
| Director/Board Member | 319 |
| Corporate Officer/Principal | 164 |
| Chairman | 72 |
| Chief Executive Officer | 71 |
| Undergraduate Degree | 70 |
Contatti più connessi
| Insiders | |
|---|---|
| G. Thompson | 34 |
| Brian Golson | 34 |
| Peter C. Horan | 30 |
| Jeff Dale Lovell | 25 |
| Joan Binstock | 25 |
| Dawn Lepore | 25 |
| Joseph Velli | 23 |
| John H. Dalton | 22 |
| Mark Ernst | 21 |
| Edward George Creasy | 20 |
| Perry Winter Steiner | 19 |
| Frank Martell | 19 |
| John Dorman | 18 |
| Ned Stringham | 17 |
| Pamela Patenaude | 17 |
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