Marilyn Mohrman-Gillis
Corporate Officer/Principal at Certified Financial Planner Board of Standards, Inc.
Network origin in Marilyn Mohrman-Gillis first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Certified Financial Planner Board of Standards, Inc.
 Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC.
67
| Non-Profit Organization | Miscellaneous Commercial Services | 67 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Marilyn Mohrman-Gillis via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| CHARLES SCHWAB | Investment Banks/Brokers | Corporate Officer/Principal Chief Tech/Sci/R&D Officer | |
| BOK FINANCIAL CORPORATION | Major Banks | Corporate Officer/Principal | |
Manhattan Life Insurance Co.
 Manhattan Life Insurance Co. Multi-Line InsuranceFinance Manhattan Life Insurance Co. provides life insurance services. It offers accident insurance, cancer insurance, dental insurance, and hospitalization insurance. The company was founded on May 29, 1850 and is headquartered in Houston, TX. | Multi-Line Insurance | President | |
Carnegie Mellon University
 Carnegie Mellon University Other Consumer ServicesConsumer Services Carnegie Mellon University is an American school that operates as a college or university. It is located in Pittsburgh, Pennsylvania. | College/University | Undergraduate Degree | |
Western United Life Assurance Co.
 Western United Life Assurance Co. Multi-Line InsuranceFinance Western United Life Assurance Co. provides fixed annuity products. The firm operates as life insurance company that markets and distributes a line of short to mid term fixed rate and immediate annuity products. The company was founded in 1963 and is headquartered in Spokane Valley, WA. | Multi-Line Insurance | Chief Executive Officer | |
| HCK CAPITAL GROUP | Real Estate Development | Director/Board Member | |
| The Trustees of Columbia University in The City of New York | College/University | Undergraduate Degree Graduate Degree | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Masters Business Admin Undergraduate Degree | |
| Stanford University | College/University | Undergraduate Degree | |
| George Washington University | College/University | Undergraduate Degree Doctorate Degree | |
Orion Advisor Technology LLC
 Orion Advisor Technology LLC MiscellaneousMiscellaneous Orion Advisor Technology LLC provides financial technology services for advisors and firms. It offers client experience tools, tax-intelligent rebalancing, efficient billing, integrated planning, and automated compliance monitoring. The company was founded by Michael Miola and Warren Patrick Clarke in 1999 and is headquartered in Omaha, NE. | Miscellaneous | Director/Board Member Chief Executive Officer | |
| University of California, Los Angeles | College/University | Masters Business Admin Masters Business Admin | |
| G3 GLOBAL | Packaged Software | Director/Board Member | |
| San Diego State University | College/University | Masters Business Admin | |
Northeastern University
 Northeastern University Other Consumer ServicesConsumer Services Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools. | College/University | Masters Business Admin | |
The Ohio State University
 The Ohio State University Other Consumer ServicesConsumer Services Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA. | College/University | Graduate Degree Undergraduate Degree | |
| Oregon State University | College/University | Undergraduate Degree | |
| University of California, Berkeley | College/University | Graduate Degree Undergraduate Degree | |
University of Houston
 University of Houston Other Consumer ServicesConsumer Services University of Houston System offers higher education degrees and job training or vocational study programs. It offers about 280 undergraduate and graduate degree programs in fields such as business, education, humanities and law. It was founded in 1927 and is headquartered in Houston, TX. | College/University | Undergraduate Degree | |
| University of Kansas | College/University | Masters Business Admin | |
University of Miami
 University of Miami Other Consumer ServicesConsumer Services University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL. | College/University | Undergraduate Degree | |
| Virginia Polytechnic Institute & State University | College/University | Undergraduate Degree Undergraduate Degree | |
| Georgetown University | College/University | Graduate Degree Undergraduate Degree Graduate Degree | |
AssetMark, Inc.
 AssetMark, Inc. Investment ManagersFinance AssetMark, Inc. is a SEC-registered investment advisor headquartered in Concord, California. The firm was founded in 1985 as Genworth Financial Asset Management. They are a wholly-owned subsidiary of AssetMark Financial Holdings, Inc., which is owned by Huatai International Investment Holdings Ltd. in Hong Kong. AssetMark provides various investment supervisory services to registered investment companies and a variety of clients, which include but not limited to individuals, investment companies, pension and profit-sharing plans, corporations, partnerships, trusts, insurance companies and other investment managers. | Investment Managers | Chief Executive Officer Chief Executive Officer | |
| Life Management Institute | Corporate Officer/Principal | ||
Financial Planning Association
 Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal President | |
ManhattanLife Insurance & Annuity Co.
 ManhattanLife Insurance & Annuity Co. Life/Health InsuranceFinance ManhattanLife Assurance Co. of America provides insurance services. The firm offers life insurance, health and accident benefits and cancer insurance for today's policyholder. The company was founded in 1991 and is headquartered in Houston, TX. | Life/Health Insurance | President | |
| Foundation for Financial Planning | Director/Board Member Corporate Officer/Principal | ||
Schwab Institutional
 Schwab Institutional Financial ConglomeratesFinance Part of The Charles Schwab Corp., Schwab Institutional is a company that provides financial advisory services. The company is based in Chicago, IL. | Financial Conglomerates | Chief Operating Officer | |
Association of Chartered Certified Accountants
 Association of Chartered Certified Accountants Miscellaneous Commercial ServicesCommercial Services The Association of Chartered Certified Accountants (ACCA) is a professional body for accountants. The non-profit company is based in Glasgow, UK, and has subsidiaries in Mauritius, United Kingdom, and Hong Kong. The British company offers a program called ALP-C, which approves learning materials from high-quality content providers to support studying towards ACCA's qualification. The role of the CFO is evolving beyond finance to include reporting on value-centric aspects of their operations, as companies move towards sustainable practices. The CEO of the company is Helen Joanna Brand. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Chartered Tax Institute of Malaysia | Corporate Officer/Principal Corporate Officer/Principal | ||
| Tunku Abdul Rahman University College | College/University | Undergraduate Degree | |
Fi360, Inc.
 Fi360, Inc. Investment ManagersFinance fi360, Inc. provides fiduciary education, practice management and other financial advisory services. The firm’s service categories include learning and technology, software and technology, and data and analytics. It serves advisors, institutions and asset managers. The company was founded in 1999 and is headquartered in Pittsburgh, PA. | Investment Managers | Chairman | |
Impactassets, Inc.
 Impactassets, Inc. Insurance Brokers/ServicesFinance ImpactAssets provides insurance and financial services. The company was founded by Tim Freundlich in 2010 and is headquartered in Bethesda, MD. | Insurance Brokers/Services | Director/Board Member | |
C2P Capital Advisory Group LLC
 C2P Capital Advisory Group LLC Investment ManagersFinance C2P Capital Advisory Group LLC, dba Prosperity Capital Advisors (PCA), is a SEC-registered investment advisor headquartered in Westlake, Ohio. The firm was founded by Jason L. Smith in 2011 and is solely owned by C2P Enterprises LLC. PCA provides comprehensive wealth management to American families nationwide. | Investment Managers | Chief Executive Officer | |
| The Curtis L. Carlson School of Management | College/University | Masters Business Admin | |
| University of Nebraska at Kearney | College/University | Undergraduate Degree | |
| Heinz College | College/University | Graduate Degree | |
Standard Life & Casualty Insurance Co. (Investment Portfolio)
 Standard Life & Casualty Insurance Co. (Investment Portfolio) Investment ManagersFinance Standard Life & Casualty Insurance Co. (Investment Portfolio) (SLCIC-IP) is the investment portfolio division of Standard Life & Casualty Insurance Co., an insurance company headquartered in Salt Lake City, Utah. The firm was founded in 1947 and is ultimately owned by Harris Insurance Holdings, Inc. in the US. SLCIC-IP manages client’s investment portfolio. | Investment Managers | Chief Executive Officer | |
Whittier Odyssey Fund LP
 Whittier Odyssey Fund LP Investment Trusts/Mutual FundsMiscellaneous Whittier Odyssey Fund LP operates as a pooled investment fund. The company is headquartered in South Pasadena, CA. | Investment Trusts/Mutual Funds | Director/Board Member | |
The Internet Association
 The Internet Association Miscellaneous Commercial ServicesCommercial Services The Internet Association operates an association that promotes policies aimed at protecting the internet. The private company is based in Washington. The CEO of the American company is Michael Beckerman. | Miscellaneous Commercial Services | Chief Executive Officer | |
Tideline Advisors LLC
 Tideline Advisors LLC Financial ConglomeratesFinance Tideline Advisors LLC is a specialist consultant for the impact investing industry. The private company is based in New York, NY. The company guides clients through each step of the impact management process. The company was founded in 2014 by Kimberly Wright-Violich, Christina Leijonhufvud. Christina Leijonhufvud has been the CEO since 2014. | Financial Conglomerates | Founder | |
BlueMark, PBC
 BlueMark, PBC Miscellaneous Commercial ServicesCommercial Services BlueMark, PBC provides independent impact verification services for investors and companies. The company is based in San Francisco, CA. The CEO of the company is Christina Leijonhufvud. | Miscellaneous Commercial Services | President | |
Malaysian Institute of Accountants
 Malaysian Institute of Accountants Other Consumer ServicesConsumer Services Malaysian Institute of Accountants develops, supports and enhances the integrity, status and interests of the profession in Malaysia. It offers educational services to the members. The company is headquartered in Kuala Lumpur, Malaysia. | College/University | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| ASSETMARK FINANCIAL HOLDINGS, INC. | Financial Conglomerates | Chief Executive Officer Chief Executive Officer | |
| ManhattanLife Assurance Co. of America (Investment Portfolio) | Investment Managers | President |
Statistics
International
| United States | 45 |
| Malaysia | 5 |
| United Kingdom | 2 |
Sectoral
| Consumer Services | 22 |
| Finance | 18 |
| Commercial Services | 5 |
| Miscellaneous | 3 |
| Industrial Services | 2 |
Operational
| Director/Board Member | 132 |
| Corporate Officer/Principal | 98 |
| Undergraduate Degree | 41 |
| Chairman | 33 |
| Independent Dir/Board Member | 29 |
Most connected contacts
| Insiders | |
|---|---|
| Ho Wan Chow | 33 |
| Gregory Tretiak | 27 |
| Charles Goldman | 23 |
| Abdul Malik bin Abdul Rahman | 20 |
| Gerald L. Larsen | 17 |
| Natalie Wolfsen | 12 |
| Tom McIntire | 11 |
| Ray Ferrara | 10 |
| Hock Chye Oon | 10 |
| Pong Hua Ching | 8 |
| Liz Miller | 8 |
| Daniel George | 8 |
| Blaine F. Aikin | 8 |
| Steven M. H. Wallman | 7 |
| Richard Shaw | 7 |
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