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Tricia Rothschild
Nessuna posizione attualmente
Posizioni attive di Tricia Rothschild
Società | Posizione | Inizio | Fine |
---|---|---|---|
CFA Institute
![]() CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Direttore/Membro del Consiglio | - | - |
Precision Information LLC
![]() Precision Information LLC Investment ManagersFinance Precision Information LLC provides investment advice. Its products include financial fitness challenge, custom solutions and content. The firm also provides interactive financial education content, technology, and tools to companies and people. The company was founded in Joe Saari and Edward Harris and is headquartered in Chula Vista, CA. | Direttore/Membro del Consiglio | - | - |
Apex Clearing Corp.
![]() Apex Clearing Corp. Regional BanksFinance Apex Clearing Corp. offers clearing and execution solutions to the financial services industry. It provides compliance, margin and financial solutions, portfolio financing and risk management. The company was founded by Peter Lawler in 2012 and is headquartered in Dallas, TX. | Presidente | 06/08/2020 | - |
Financial Fitness Group LLC
![]() Financial Fitness Group LLC Packaged SoftwareTechnology Services Part of Aztec Software LLC, Financial Fitness Group LLC is a leading provider of interactive financial wellness and investor education content for financial service providers, banks, credit unions, advisors, and government agencies. The company is based in San Diego, CA. Discover how their financial communications library can help attract new prospects and deepen client relationships with Andex Chart Sbbi and more. With 2 million users at 1,000+ organizations, FFG provides financial providers, employers, and government agencies with financial education solutions. Founded by Joe Saari, for over 20 years, FFG has assessed and educated over 4 million individuals at thousands of organizations to drive real behavior change. Financial Fitness Group was acquired by iGrad, Inc. on February 06, 2024. | Direttore/Membro del Consiglio | - | - |
Riskalyze, Inc.
![]() Riskalyze, Inc. Packaged SoftwareTechnology Services Riskalyze, Inc. develops platform to capture a quantitative measurement of client risk tolerance for investment advisors. Its products include autopilot and compliance cloud. The company was founded by Matt Pistone, Aaron Klein, Michael McDaniel and Kathleen Callender in 2011 and is headquartered in Auburn, CA. | Direttore/Membro del Consiglio | 12/01/2022 | - |
Advent International LP
![]() Advent International LP Investment ManagersFinance Advent International LP (Advent) is an independent private equity firm founded in 1984 by Henry H. Haight. The firm is headquartered in Boston, Massachusetts. | Investitore di Private Equity | 01/05/2023 | - |
Storia della carriera di Tricia Rothschild
Precedenti posizioni note di Tricia Rothschild
Società | Posizione | Inizio | Fine |
---|---|---|---|
The Tifin Group LLC (New York)
![]() The Tifin Group LLC (New York) Investment ManagersFinance The Tifin Group LLC (Tifin Group) is a venture capital firm founded in 2018 by Vinay Nair. The firm is headquartered in New York. | Direttore/Membro del Consiglio | 01/03/2020 | 01/11/2022 |
Consulente / Consigliere | 01/03/2020 | 01/11/2022 | |
Apex Fintech Solutions LLC
![]() Apex Fintech Solutions LLC Information Technology ServicesTechnology Services Apex Fintech Solutions, Inc. is an early stage and emerging growth company. The company is headquartered in Dallas, TX. | Presidente | 01/07/2020 | 06/07/2021 |
MORNINGSTAR, INC. | Corporate Officer/Principal | 11/01/2017 | 31/12/2019 |
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Formazione di Tricia Rothschild
Northwestern University | Undergraduate Degree |
Indiana University | Graduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 11 |
Hong Kong | 2 |
India | 2 |
Posizioni
Director/Board Member | 7 |
President | 2 |
Corporate Officer/Principal | 1 |
Settori
Finance | 6 |
Technology Services | 6 |
Consumer Services | 3 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Società quotate in Borsa | 1 |
---|---|
MORNINGSTAR, INC. | Finance |
Aziende private | 10 |
---|---|
Advent International LP
![]() Advent International LP Investment ManagersFinance Advent International LP (Advent) is an independent private equity firm founded in 1984 by Henry H. Haight. The firm is headquartered in Boston, Massachusetts. | Finance |
Riskalyze, Inc.
![]() Riskalyze, Inc. Packaged SoftwareTechnology Services Riskalyze, Inc. develops platform to capture a quantitative measurement of client risk tolerance for investment advisors. Its products include autopilot and compliance cloud. The company was founded by Matt Pistone, Aaron Klein, Michael McDaniel and Kathleen Callender in 2011 and is headquartered in Auburn, CA. | Technology Services |
CFA Institute
![]() CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Commercial Services |
YCharts, Inc.
![]() YCharts, Inc. Packaged SoftwareTechnology Services YCharts, Inc. provides online stock and financial data information. The firm offers insights on company valuation, growth and profitability trends in areas, such as market capitalization, revenue, net income, cash on hand, free cash flow, earnings per share, revenue growth, price to earnings and dividend yield. It focuses on industries such as biotechnology, drug, networking and investment brokers. The company was founded by Shawn Carpenter and Ara Anjargolian, Brian Hand, Michael W. Ferro Jr., Jai Shekhawat and Barney Merrick Harford in January 2009 and is headquartered in Chicago, IL. | Technology Services |
Apex Clearing Corp.
![]() Apex Clearing Corp. Regional BanksFinance Apex Clearing Corp. offers clearing and execution solutions to the financial services industry. It provides compliance, margin and financial solutions, portfolio financing and risk management. The company was founded by Peter Lawler in 2012 and is headquartered in Dallas, TX. | Finance |
Precision Information LLC
![]() Precision Information LLC Investment ManagersFinance Precision Information LLC provides investment advice. Its products include financial fitness challenge, custom solutions and content. The firm also provides interactive financial education content, technology, and tools to companies and people. The company was founded in Joe Saari and Edward Harris and is headquartered in Chula Vista, CA. | Finance |
The Tifin Group LLC (New York)
![]() The Tifin Group LLC (New York) Investment ManagersFinance The Tifin Group LLC (Tifin Group) is a venture capital firm founded in 2018 by Vinay Nair. The firm is headquartered in New York. | Finance |
Financial Fitness Group LLC
![]() Financial Fitness Group LLC Packaged SoftwareTechnology Services Part of Aztec Software LLC, Financial Fitness Group LLC is a leading provider of interactive financial wellness and investor education content for financial service providers, banks, credit unions, advisors, and government agencies. The company is based in San Diego, CA. Discover how their financial communications library can help attract new prospects and deepen client relationships with Andex Chart Sbbi and more. With 2 million users at 1,000+ organizations, FFG provides financial providers, employers, and government agencies with financial education solutions. Founded by Joe Saari, for over 20 years, FFG has assessed and educated over 4 million individuals at thousands of organizations to drive real behavior change. Financial Fitness Group was acquired by iGrad, Inc. on February 06, 2024. | Technology Services |
Morningstar, Inc. Ltd.
![]() Morningstar, Inc. Ltd. Internet Software/ServicesTechnology Services Morningstar, Inc. Ltd. was founded in 2017 and provides other information services. The private company is based in London, UK. | Technology Services |
Apex Fintech Solutions LLC
![]() Apex Fintech Solutions LLC Information Technology ServicesTechnology Services Apex Fintech Solutions, Inc. is an early stage and emerging growth company. The company is headquartered in Dallas, TX. | Technology Services |
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