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Edmond J. Walters
Director/Board Member at PCS Retirement LLC
Edmond J. Walters active positions
Companies | Position | Start | End |
---|---|---|---|
PCS Retirement LLC
![]() PCS Retirement LLC Investment ManagersFinance PCS Retirement LLC engages in provision of retirement programs. It offers open architecture record keeping services. It also provides fee transparency and conflict-free choices to independent advisors serving the corporate, professional and governmental markets. The company was founded by Mark B. Klein in 2001 and is headquartered in Philadelphia, PA. | Director/Board Member | 2018-12-18 | - |
Career history of Edmond J. Walters
Former positions of Edmond J. Walters
Companies | Position | Start | End |
---|---|---|---|
INSPRO TECHNOLOGIES CORPORATION | Director/Board Member | 2008-03-31 | 2020-03-31 |
Independent Dir/Board Member | 2008-03-31 | 2020-03-31 | |
Cetera Financial Group, Inc.
![]() Cetera Financial Group, Inc. Investment ManagersFinance Cetera Financial Group Inc. engages in the provision of brokerage and advisory services for financial professionals and institutions. Its portfolio of products include mutual funds, life insurance, stocks, bonds, fixed and variable annuity products, estate planning, college education planning, and cash management accounts. The company is headquartered in El Segundo, CA. | Director/Board Member | - | 2018-10-10 |
eMoney Advisor LLC
![]() eMoney Advisor LLC Investment ManagersFinance Part of FMR LLC, eMoney Advisor LLC is a company that provides technology solutions and services to help people talk about money. Based in Radnor, PA, the company's solutions strengthen client relationships, streamline business operations, enhance business development, and drive overall growth. eMoney's wealth management platform helps advisory firms lead with planning and meet the evolving needs of clients. The company was founded by Jeff Schulte and Edmond J. Walters, and Susan J. McKenna has been the CEO since 2018. eMoney Advisor was acquired by FMR LLC from The Guardian Life Insurance Company of America on February 28, 2015, for $250 million. | Chief Executive Officer | 1999-12-31 | 2015-09-03 |
Founder | 1999-12-31 | 2015-09-03 | |
Kistler, Tiffany & Co. | Corporate Officer/Principal | 1982-12-31 | 1991-12-31 |
Statistics
International
United States | 6 |
Operational
Director/Board Member | 3 |
Independent Dir/Board Member | 1 |
Chief Executive Officer | 1 |
Sectoral
Finance | 4 |
Technology Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 5 |
---|---|
InsPro Technologies Corp.
![]() InsPro Technologies Corp. Packaged SoftwareTechnology Services InsPro Technologies Corp. is a technology company, which engages in the provision of software applications for use by insurance administrators in the insurance industry. Its offers policy administration; product and plan configuration; new business and underwriting; billing and collections; agent management and commissions; claims; document management; data mart; and web services. The company was founded on October 21, 2004 and is headquartered in Eddystone, PA. | Technology Services |
eMoney Advisor LLC
![]() eMoney Advisor LLC Investment ManagersFinance Part of FMR LLC, eMoney Advisor LLC is a company that provides technology solutions and services to help people talk about money. Based in Radnor, PA, the company's solutions strengthen client relationships, streamline business operations, enhance business development, and drive overall growth. eMoney's wealth management platform helps advisory firms lead with planning and meet the evolving needs of clients. The company was founded by Jeff Schulte and Edmond J. Walters, and Susan J. McKenna has been the CEO since 2018. eMoney Advisor was acquired by FMR LLC from The Guardian Life Insurance Company of America on February 28, 2015, for $250 million. | Finance |
PCS Retirement LLC
![]() PCS Retirement LLC Investment ManagersFinance PCS Retirement LLC engages in provision of retirement programs. It offers open architecture record keeping services. It also provides fee transparency and conflict-free choices to independent advisors serving the corporate, professional and governmental markets. The company was founded by Mark B. Klein in 2001 and is headquartered in Philadelphia, PA. | Finance |
Cetera Financial Group, Inc.
![]() Cetera Financial Group, Inc. Investment ManagersFinance Cetera Financial Group Inc. engages in the provision of brokerage and advisory services for financial professionals and institutions. Its portfolio of products include mutual funds, life insurance, stocks, bonds, fixed and variable annuity products, estate planning, college education planning, and cash management accounts. The company is headquartered in El Segundo, CA. | Finance |
Kistler, Tiffany & Co. |
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