Jade Leung
Finanzdirektor/CFO bei CALIBERCOS INC.
Vermögen: 672 052 $ am 31.05.2024
Ursprung des Netzwerks ersten Grades von Jade Leung
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
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.
223
| Subsidiary | Miscellaneous Commercial Services | 223 |
| Public Company | Investment Managers | 10 | |
CaliberCos, Inc.(Arizona)
 CaliberCos, Inc.(Arizona) Investment ManagersFinance CaliberCos, Inc. is vertically integrated asset management firm, which goal is to enhance the wealth of investors seeking to make investments in middle-market assets. It operates through the following segments: Fund Management, Development, and Brokerage. The Fund Management segment represents its fund management activities along with back office and corporate support functions including accounting and human resources. The Development segment provides real estate development services as its principal developer. The Brokerage segment is involved in the buying, selling and leasing of all its funds' assets. The company was founded by John Christopher Loeffler II, Donnie Schrader, and Jennifer Schrader in January 2009 and is headquartered in Scottsdale, AZ.
9
| Subsidiary | Investment Managers | 9 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Jade Leung
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
| FEDERAL NATIONAL MORTGAGE ASSOCIATION | Finance/Rental/Leasing | Corporate Officer/Principal Comptroller/Controller/Auditor | |
| STIFEL FINANCIAL CORP. | Investment Managers | Corporate Officer/Principal | |
Citigroup Global Markets, Inc. (Broker)
 Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
UBS Securities LLC
 UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Investment Managers | Analyst-Equity Analyst-Equity | |
| PRUDENTIAL FINANCIAL, INC. | Life/Health Insurance | Corporate Officer/Principal Private Equity Analyst | |
Google LLC
 Google LLC Internet Software/ServicesTechnology Services Google LLC engages in the operation of internet portal and search index website. It provides online advertising technologies, search engine, cloud computing, and software solutions. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on September 4, 1998 and is headquartered in Mountain View, CA. | Internet Software/Services | Corporate Officer/Principal Corporate Officer/Principal | |
LGI Healthcare Solutions, Inc.
 LGI Healthcare Solutions, Inc. Packaged SoftwareTechnology Services LGI Healthcare Solutions, Inc. engages in the provision of healthcare information technology solutions. It offers patient care management, human capital management, financial and supply chain management, intelligence and analytics, health sciences education, and consulting services. The company was founded by Claude Roy in 1982 and is headquartered in Montréal, Canada. | Packaged Software | Corporate Officer/Principal | |
| SMARTSTOP SELF STORAGE REIT, INC. | Real Estate Investment Trusts | Director of Finance/CFO | |
Southern Methodist University
 Southern Methodist University Other Consumer ServicesConsumer Services Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology. | College/University | Masters Business Admin Masters Business Admin | |
KPMG LLP
 KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Sales & Marketing Private Equity Analyst Corporate Officer/Principal | |
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 | Analyst-Equity | |
| University of Virginia | College/University | Undergraduate Degree Undergraduate Degree | |
Stifel, Nicolaus & Co., Inc.
 Stifel, Nicolaus & Co., Inc. Investment ManagersFinance Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors. | Investment Managers | Analyst-Equity | |
The American Institute of Certified Public Accountants
 The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| University of Michigan | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| Florida State University | College/University | Graduate Degree Graduate Degree | |
| Boston College | College/University | Undergraduate Degree Graduate Degree | |
| University of Wisconsin | College/University | Graduate Degree Masters Business Admin | |
| California Society of Certified Public Accountants | Corporate Officer/Principal Corporate Officer/Principal | ||
| London School of Economics & Political Science | College/University | Undergraduate Degree Undergraduate Degree | |
| Lehigh University | College/University | Director/Board Member Graduate Degree | |
Institute of Corporate Directors
 Institute of Corporate Directors Miscellaneous Commercial ServicesCommercial Services The Institute of Corporate Directors is a not-for-profit, member-based association that serves as a resource and voice for directors and boards. The non-profit company is based in Toronto, Canada, and has subsidiaries in Canada. The ICD provides thought leadership through various publications and is a unified voice for directors. The Canadian company was founded by Brian J. Gibson, and Rahul K. Bhardwaj has been the CEO of the company since 2016. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin | |
| State University of New York at Binghamton | College/University | Undergraduate Degree Undergraduate Degree | |
| George Washington University | College/University | Graduate Degree Graduate Degree | |
| The University of Texas at Dallas | College/University | Graduate Degree Undergraduate Degree | |
| University of Illinois At Urbana–Champaign | College/University | Undergraduate Degree Graduate Degree | |
| The University of Texas at Austin | College/University | Graduate Degree Graduate Degree | |
| University of Illinois | College/University | Graduate Degree Undergraduate Degree | |
Institute of Chartered Accountants in England & Wales
 Institute of Chartered Accountants in England & Wales Miscellaneous Commercial ServicesCommercial Services The Institute of Chartered Accountants in England & Wales ensures that its members, students, and affiliates maintain the highest standards of professional competency and conduct to protect the public interest. The non-profit company is based in London, UK, and has subsidiaries in the United Kingdom. With over 150,000 members, the institute provides technical information, helplines, and communities to its members. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
National Association of Corporate Directors
 National Association of Corporate Directors Miscellaneous Commercial ServicesCommercial Services The National Association of Corporate Directors is a non-profit organization that provides essential resources to help directors strengthen board leadership. The American company was founded by Maryann Bruce and the CEO is Peter R. Gleason. | Miscellaneous Commercial Services | Director/Board Member Treasurer | |
Strategic Asset Management I LLC
 Strategic Asset Management I LLC Real Estate DevelopmentFinance Smartstop Asset Management LLC provides asset management services for real estate industry. The firm offers storage units for residential and commercial customers, interior and exterior storage units as well as outside storage areas for vehicles, RVs and boats. The company was founded by H. Michael Schwartz and is headquartered in Ladera Ranch, CA. | Real Estate Development | Comptroller/Controller/Auditor | |
Nomura Securities International, Inc.
 Nomura Securities International, Inc. Investment Banks/BrokersFinance Nomura Securities International, Inc. (NSI) is a registered broker/dealer headquartered in New York City and was founded in 1969. The firm is a division of Nomura Holding America, Inc. and their ultimate parent is Nomura Holdings, Inc. (NYSE: NMR, TYO: 8604, AMS: 8604). NSI provides securities brokerage services, as well as asset management, domestic retail, global markets, global investment banking and global merchant banking services. The firm's fixed-income business consists of bond sales and trading, origination and product supply for securitization deals and real estate-focused asset finance operations (in cooperation with Investment Banking). In the equity markets, NSI offers sales and trading of domestic and foreign stocks on a global basis, primarily for institutional investors. | Investment Banks/Brokers | Analyst-Equity | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance 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. | Investment Banks/Brokers | Corporate Officer/Principal | |
| LaSalle University | College/University | Masters Business Admin | |
| Loyola University Maryland, Inc. | College/University | Undergraduate Degree | |
Allscripts Healthcare LLC
 Allscripts Healthcare LLC Information Technology ServicesTechnology Services Allscripts Healthcare LLC provides computer related services. The company was founded on May 25, 2000 and is headquartered in Raleigh, NC. | Information Technology Services | Director/Board Member | |
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 | Analyst-Equity | |
| STRATEGIC STUDENT & SENIOR HOUSING TRUST, INC. | Real Estate Investment Trusts | Director of Finance/CFO | |
| VERADIGM INC. | Packaged Software | Chairman | |
| University of California, Los Angeles | College/University | Undergraduate Degree | |
Leerink Partners LLC
 Leerink Partners LLC Investment Banks/BrokersFinance Leerink Partners LLC is a full-service brokerage and investment banking firm headquartered in Boston, Massachusetts. The firm was founded by Jeffrey Leerink in 1995 and formerly known as SVB Securities LLC. They rebranded as Leerink Partners in 2023. The firm is a subsidiary of SVB Securities LLC. Leerink Partners provides institutional sales, equity research, institutional trading, and corporate finance and asset management services to the healthcare and technology industries. They offer superior execution capabilities in common stock, convertibles and derivatives with a singular focus on healthcare and a knowledge-led approach. | Investment Banks/Brokers | Analyst-Equity | |
| Le Moyne College | College/University | Masters Business Admin | |
| GE Capital Americas | Financial Conglomerates | Corporate Officer/Principal | |
Strategic Storage Trust VI, Inc.
 Strategic Storage Trust VI, Inc. Real Estate Investment TrustsFinance Strategic Storage Trust VI, Inc. engages in the development, acquisition, and ownership of self storage facilities. The company was founded on October 14, 2020 and is headquartered in Ladera Ranch, CA. | Real Estate Investment Trusts | Director of Finance/CFO | |
Strategic Storage Trust IV, Inc.
 Strategic Storage Trust IV, Inc. Real Estate Investment TrustsFinance Strategic Storage Trust IV, Inc. provides self storage real estate investment and management solutions. Its services includes investing in income-producing and opportunistic self storage properties and related self storage real estate investments, offers regular cash distributions to the investors and preserves and protects the invested capital. The company was founded on June 1, 2016 and is headquartered in Ladera Ranch, CA. | Real Estate Investment Trusts | Director of Finance/CFO |
Statistik
International
| Vereinigte Staaten | 45 |
| Kanada | 3 |
| Vereinigtes Königreich | 3 |
Sektoral
| Finance | 20 |
| Consumer Services | 20 |
| Commercial Services | 6 |
| Technology Services | 5 |
Operativ
| Director/Board Member | 260 |
| Corporate Officer/Principal | 186 |
| Undergraduate Degree | 89 |
| Independent Dir/Board Member | 73 |
| Comptroller/Controller/Auditor | 58 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| Karen Stuckey | 42 |
| Lenard Boggio | 32 |
| John C. Siciliano | 26 |
| R. Pate | 25 |
| Glyn Barker | 21 |
| See Tiat Quek | 21 |
| Christie Clark | 18 |
| Philip Wright | 17 |
| Daniel Hansen | 16 |
| William Gerber | 16 |
| Joseph Hartswell | 15 |
| John Hartman | 15 |
| Robert Swaak | 13 |
| Raymond Vicks | 13 |
| John Green | 13 |
- Börse
- Insiders
- Jade Leung
- Unternehmensverbindungen