Dave Homan
Portfolio Manager-Aktien bei Willow Creek Wealth Management, Inc.
Ursprung des Netzwerks ersten Grades von Dave Homan
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
Willow Creek Wealth Management, Inc.
 Willow Creek Wealth Management, Inc. Investment ManagersFinance Willow Creek Wealth Management, Inc. (Willow Creek) is an independent registered investment adviser headquartered in Sebastopol, California. The firm was founded by Bruce J. Dzieza in 1984 as Willow Creek Financial Services, Inc. Willow Creek provides investment advisory services to a variety of clientele, such as individuals, families, businesses, pension and profit-sharing plans, trusts and charitable organizations.
4
| Private Company | Investment Managers | 4 |
Private Ocean LLC
 Private Ocean LLC Investment ManagersFinance Private Ocean LLC, Wealthspire Advisors (Wealthspire), is a SEC-registered investment advisor and wealth management firm headquartered in San Rafael, California. The firm was founded by Richard Stone and Gregory Friedman in 2009. They were acquired in 2021 by Wealthspire Advisors LLC, which is ultimately owned by NFP Holdings LLC. Wealthspire offers discretionary and/or non-discretionary investment advisory services to individuals, high-net-worth individuals, pensions and profit-sharing plans, and charitable organizations.
4
| Subsidiary | Investment Managers | 4 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Dave Homan
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
| Golden Gate University | College/University | Corporate Officer/Principal Graduate Degree | |
CRM Software LLC
 CRM Software LLC Packaged SoftwareTechnology Services CRM Software, Inc. develops office management software products. It offers Junxure, a cloud customer relationship management solution that enables financial advisors to capture client demographic and financial data. The company was founded by Ken Golding and Greg Friedman in 2001 and is headquartered in Raleigh, NC. | Packaged Software | Founder | |
| University of Puget Sound | College/University | Undergraduate Degree | |
Randolph Managed Investments
 Randolph Managed Investments Investment ManagersFinance Randolph Managed Investments provides investment advice. The private company is based in Santa Rosa, CA. | Investment Managers | Corporate Officer/Principal | |
University of Nevada
 University of Nevada Other Consumer ServicesConsumer Services University of Nevada functions as a college and university. It provides education, research, scholarship, creative activities, and clinical services. The company was founded on September 10, 1957 and is headquartered in Las Vegas, NV. | College/University | Undergraduate Degree | |
Wells Fargo Securities LLC
 Wells Fargo Securities LLC Investment ManagersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. | Investment Managers | Trading-Equity | |
| Santa Clara University | College/University | Undergraduate Degree | |
| Sonoma State University | College/University | Undergraduate Degree | |
| Washington University in St. Louis | College/University | Masters Business Admin | |
Buck Institute for Research on Aging
 Buck Institute for Research on Aging Miscellaneous Commercial ServicesCommercial Services Buck Institute for Research on Aging operates independent research institute for connection between aging and chronic disease. The company is headquartered in Novato, CA. | Miscellaneous Commercial Services | Director/Board Member | |
| Bridgewater State College | College/University | Undergraduate Degree | |
| University of California San Diego | College/University | Undergraduate Degree | |
| San Jose State University | College/University | Undergraduate Degree | |
| Cigna Financial Institution Services | Corporate Officer/Principal | ||
| Your Silver Bullet LLC | Founder | ||
Salient-Friedman Wealth Management LLC
 Salient-Friedman Wealth Management LLC Investment ManagersFinance Salient-Friedman Wealth Management LLC provides wealth management services. The firm's services include estimate, financial & retirement planning, investment, and insurance analysis. The company is headquartered in San Rafael, CA. | Investment Managers | President | |
| University of California, Davis | College/University | Undergraduate Degree |
Statistik
International
| Vereinigte Staaten | 20 |
Sektoral
| Consumer Services | 11 |
| Finance | 6 |
| Technology Services | 2 |
| Commercial Services | 2 |
Operativ
| Undergraduate Degree | 9 |
| Portfolio Manager-Equities | 7 |
| Founder | 6 |
| President | 6 |
| Corporate Officer/Principal | 4 |
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