Oliver Yates
Vertrieb & Marketing bei UPLAND SOFTWARE, INC.
Vermögen: 543 385 $ am 30.04.2024
Ursprung des Netzwerks ersten Grades von Oliver Yates
Einheit | Art der Einheit | Industrie | |
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Public Company | Information Technology Services | 21 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Oliver Yates
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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Ardsley Advisory Partners LP
Ardsley Advisory Partners LP Investment ManagersFinance Ardsley Advisory Partners LP (dba Ardsley Partners) is an independent hedge fund manager headquartered in Stamford, Connecticut. The firm was founded by Philip J. Hempleman in 1987. Ardsley Partners offers investment advisory services to private investment funds and separately managed account clients. | Investment Managers | Corporate Officer/Principal | |
Blum Capital Partners LP
Blum Capital Partners LP Investment ManagersFinance Blum Capital Partners LP (Blum Capital) is an independent investment management firm headquartered in San Francisco, California. The firm was founded by Richard C. Blum in 1975. Blum Capital provides investment management services to various private, pooled investment funds. Investors in the funds include corporate and state/local pension and profit-sharing plans, trusts, endowments, foundations, charitable organizations and estates, corporations, limited partnerships, limited liability companies, banks and thrift institutions, and high net-worth individuals. | Investment Managers | Portfolio Manager-Equities | |
Luther King Capital Management Corp.
Luther King Capital Management Corp. Investment ManagersFinance Luther King Capital Management Corp. (LKCM) is the investment advisory firm headquartered in Fort Worth, Texas and has additional offices in Austin, San Antonio, and Dallas. The firm was founded in 1979 by J. Luther King, Jr. and is a subsidiary of Southwest JLK Corp. LKCM provides investment advisory services to separately managed portfolios for individuals, trusts, estates, charitable organizations, government entities, corporations and other business entities, foundations, endowments, pension and profit-sharing plans, registered investment companies, and private investment partnership as well as to the LKCM Funds. | Investment Managers | Corporate Officer/Principal | |
AVANTAX, INC. | Packaged Software | Director/Board Member | |
PERFICIENT, INC. | Personnel Services | Chief Executive Officer Director of Finance/CFO Director/Board Member | |
McGinn Smith & Co., Inc.
McGinn Smith & Co., Inc. Financial ConglomeratesFinance McGinn Smith & Co., Inc. provides investment services. The private company is based in Albany, NY and has subsidiaries in the United States. | Financial Conglomerates | Corporate Officer/Principal | |
Truist Securities, Inc.
Truist Securities, Inc. Investment Banks/BrokersFinance Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients. | Investment Banks/Brokers | Analyst-Equity | |
BAZAARVOICE INC | Packaged Software | General Counsel | |
Intelligent Business Entertainment, Inc.
Intelligent Business Entertainment, Inc. Packaged SoftwareTechnology Services Intelligent Business Entertainment, Inc. provides educational ethics and compliance training applications for mobile and web platforms. The company was founded by Adam Charin Sodowick in 2010 and is headquartered in Atlanta, GA. | Packaged Software | Director/Board Member | |
McKinsey & Co., Inc.
McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Duke University
Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Undergraduate Degree | |
Kohlberg Kravis Roberts & Co. LP
Kohlberg Kravis Roberts & Co. LP Investment ManagersFinance Kohlberg Kravis Roberts & Co. LP (KKR) is a private equity subsidiary of KKR & Co. Inc founded in 1976 by Henry Kravis, George Roberts and Jerome Kohlberg. The firm is headquartered in New York. | Investment Managers | Corporate Officer/Principal | |
Vanderbilt University | College/University | Undergraduate Degree | |
Tekla Capital Management LLC
Tekla Capital Management LLC Investment ManagersFinance Tekla Capital Management LLC is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. Formerly known as Hambrecht & Quist Capital Management LLC, the firm serves as an investment adviser for four closed-end funds – Tekla Healthcare Investors, Tekla Life Sciences Investors, Tekla Healthcare Opportunities Fund and Tekla World Healthcare Fund. | Investment Managers | Corporate Officer/Principal | |
Deutsche Bank Alex. Brown, Inc.
Deutsche Bank Alex. Brown, Inc. Financial ConglomeratesFinance Deutsche Bank Alex Brown, Inc. provides wealth management services. The company was founded in 2000 and is headquartered in Baltimore, MD. | Financial Conglomerates | Corporate Officer/Principal | |
Bain & Co., Inc.
Bain & Co., Inc. Miscellaneous Commercial ServicesCommercial Services Bain & Co., Inc. provides management consulting services. It offers advisory services to the companies on their critical issues and opportunities: strategy, marketing, organization, operations, technology and mergers and acquisitions, across all industries and geographies. The company was founded in 1973 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Massachusetts Institute of Technology | College/University | Graduate Degree | |
Boston College | College/University | Masters Business Admin | |
Northwestern University
Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Undergraduate Degree | |
University of Mississippi | College/University | Masters Business Admin | |
Upland Software I, Inc.
Upland Software I, Inc. Information Technology ServicesTechnology Services Upland Software I, Inc. provides project and portfolio management software solutions. The firm combines the robust project and portfolio management (PPM) functionality demanded by global organizations with the cost and speed-to-value benefits of cloud delivery and an unmatched level of flexibility. It offers a web-based tool for project and program management, tracking, reporting, collaboration and quality. The company was founded in 1998 by David Boghoss and is headquartered in Cambridge, MA. | Information Technology Services | President Director of Finance/CFO | |
Fish & Richardson PC
Fish & Richardson PC Miscellaneous Commercial ServicesCommercial Services Fish & Richardson PC provides legal services. The firm specializes in intellectual property, litigation, transactional, and regulatory services. the company was founded in 1878 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Streetbroadcast Ltd.
Streetbroadcast Ltd. Advertising/Marketing ServicesCommercial Services Streetbroadcast Ltd. provides outdoor display advertising services. Its products include street TVs, street lights, street cleanings, free standing displays, and wall mounted displays. The company was founded in April 2001 by Lee Arthur and is headquartered in London, UK. | Advertising/Marketing Services | Director/Board Member | |
Ridgecrest Partners LP | Founder | ||
Austin Technology Council
Austin Technology Council Miscellaneous Commercial ServicesCommercial Services The Austin Technology Council is the largest tech industry organization in central Texas. The private company is based in Austin, TX. The company serves as a collaborative platform for innovation and technology, supporting the growth goals of its member businesses. The company provides knowledge and access in the areas of capital, talent, business mentoring, and networking. The company was founded by Fred Phillips. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
Young Presidents' Organization, Inc.
Young Presidents' Organization, Inc. Miscellaneous Commercial ServicesCommercial Services Young Presidents' Organization, Inc. is a global leadership community of over 30,000 chief executives from 142 countries. The non-profit company is based in Irving, TX and has a global presence of subsidiaries in several regions. The company's mission is to help its members become better leaders and better people. The company was founded in 1950 by Ray Hickok, Khalid Mohamed Jassem Kanoo. Thayer Smith has been the CEO of the company since 2007. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
AVP Management Services, Inc.
AVP Management Services, Inc. Investment ManagersFinance AVP Management Services, Inc. (AVP Management Services) is a private equity/venture capital firm firm founded in 1979 by Joseph Charles Aragona, Ken Paul DeAngelis and Jeff C. Garvey. The firm is headquartered in Austin, Texas. | Investment Managers | Private Equity Investor Corporate Officer/Principal | |
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 | Corporate Officer/Principal | |
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith Barney LLC Investment Banks/BrokersFinance Founded in 2009, Morgan Stanley Smith Barney LLC (MSSB) is a registered investment adviser, a registered broker-dealer, a registered futures commission merchant, and a member of the New York Stock Exchange. Headquartered in Purchase, New York, MSSB is one of the largest financial services firms in the US with branch offices in all 50 states and the District of Columbia. The firm was initially owned by a joint venture company which was indirectly owned 65% by Morgan Stanley and 35% by Citigroup, Inc. On June 28, 2013, Morgan Stanley purchased Citi’s 35% interest in MSSB. As such, the firm is now a direct subsidiary of Morgan Stanley Smith Barney Holdings LLC and they are a wholly-owned indirect subsidiary of Morgan Stanley (NYSE: MS). | Investment Banks/Brokers | Corporate Officer/Principal | |
The Fuqua School of Business | College/University | Masters Business Admin | |
Payless Holdings LLC
Payless Holdings LLC MiscellaneousMiscellaneous Payless Holdings LLC engages in the operation of retail shoe stores. It provides lifestyle, fashion and performance brands for footwear and related accessories. The firm's portfolio brands include Airwalk, Dexter, Champion and American Eagle. The company was founded in 1956 and is headquartered in Topeka, KS. | Miscellaneous | Director/Board Member | |
Vehix Transvision LLC
Vehix Transvision LLC Packaged SoftwareTechnology Services Vehix Transvision LLC develops an integrated and integratable transportation management system platform. The company is based in Austin, TX. The company was founded by Matt Cartwright and he has been the CEO since incorporation. | Packaged Software | Director/Board Member | |
Athos Group LLC
Athos Group LLC Miscellaneous Commercial ServicesCommercial Services ATHOS Group LLC provides physical security services by placing local, off-duty peace officers, as well as private investigation professionals. It specializes in providing local, off-duty peace officers, as well as private investigation professionals to deliver temporary security and investigative services at industrial, commercial and retail properties. The company was founded by Chris White in 2006 and is headquartered in Irving, TX. | Miscellaneous Commercial Services | Director/Board Member | |
LKCM Headwater Investment
LKCM Headwater Investment Investment ManagersFinance LKCM Headwater Investment (LKCM Headwater Investment) is the private equity arm of Luther King Capital Management Corp, founded by John Bryan King. The firm is headquartered in Fort Worth, Texas. | Investment Managers | Consultant / Advisor | |
Cathedral School for Boys
Cathedral School for Boys Other Consumer ServicesConsumer Services Cathedral School for Boys provides elementary school education services. The private company is based in San Francisco, CA. | Other Consumer Services | Director/Board Member | |
Fine Arts Museums of San Francisco
Fine Arts Museums of San Francisco Other Consumer ServicesConsumer Services Fine Arts Museums of San Francisco owns and operates museums. Its collections include European painting, sculpture, and decorative arts. The company is headquartered in San Francisco. CA. | Other Consumer Services | Director/Board Member | |
The University of Houston Law Center | College/University | Graduate Degree | |
National Center for Arts & Technology
National Center for Arts & Technology Miscellaneous Commercial ServicesCommercial Services National Center for Arts & Technology is a non-profit organization that operates to assist communities in opening and sustaining local educational organizations. The company was founded by William Strickland in 2005 and is headquartered in Pittsburgh, PA. | Miscellaneous Commercial Services | Director/Board Member | |
Stanford Graduate School of Business | College/University | Masters Business Admin |
Statistik
International
Vereinigte Staaten | 47 |
Irland | 2 |
Vereinigtes Königreich | 2 |
Sektoral
Finance | 18 |
Commercial Services | 12 |
Consumer Services | 11 |
Technology Services | 7 |
Producer Manufacturing | 2 |
Operativ
Corporate Officer/Principal | 47 |
Director/Board Member | 46 |
Independent Dir/Board Member | 11 |
Undergraduate Degree | 11 |
Chief Executive Officer | 10 |
Am stärksten vernetzte Beziehungen
Insiders | |
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John McDonald | 33 |
David Chung | 21 |
Joe Ross | 16 |
Stephen Courter | 15 |
David May | 11 |
Teresa Walsh | 10 |
Kinloch Gill | 8 |
Timothy Mattox | 7 |
Robert Louis Takacs | 6 |
Michael Hill | 6 |
Karen Cummings | 6 |
Dan Doman | 5 |
Paul Miller | 1 |
Rochelle Delley | 1 |
Jen Verzal | 1 |
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