Bryan D. Lin
Director/Board Member at ASSETMARK FINANCIAL HOLDINGS, INC.
Network origin in Bryan D. Lin first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
| Public Company | Financial Conglomerates | 26 | |
Huatai Securities (USA), Inc.
 Huatai Securities (USA), Inc. Investment Banks/BrokersFinance Huatai Securities (USA), Inc. operates as financial institution. It offers advisory, capital raising, and institutional securities. The company is headquartered in New York, NY.
2
| Subsidiary | Investment Banks/Brokers | 2 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Bryan D. Lin via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| CHARLES SCHWAB | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Chief Tech/Sci/R&D Officer Corporate Officer/Principal | |
| BLACKROCK, INC. | Investment Managers | Corporate Officer/Principal | |
| ALLSPRING UTILITIES AND HIGH INCOME FUND | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
Franklin Templeton ETF Trust
 Franklin Templeton ETF Trust Investment Trusts/Mutual FundsMiscellaneous Franklin Templeton ETF Trust is an open-end management investment company. The company was founded on October 9, 2015 and is headquartered in San Mateo, CA. | Investment Trusts/Mutual Funds | Director/Board Member | |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Undergraduate Degree Doctorate Degree | |
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 | |
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 | |
| ALLSPRING MULTI-SECTOR INCOME FUND | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
| AXIS BANK LIMITED | Major Banks | Director/Board Member | |
| University of California, Los Angeles | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| HUATAI SECURITIES CO., LTD. | Investment Banks/Brokers | Chief Executive Officer Corporate Officer/Principal Corporate Officer/Principal Director of Finance/CFO | |
Peking University
 Peking University Other Consumer ServicesConsumer Services Peking University provides post-secondary education services. It offers undergraduate and graduate courses. It provides courses such as basic and applied sciences, social sciences and the humanities, sciences of medicine, management, and education. The company was founded by JiaNai Sun in 1898 and is headquartered in Beijing, China. | College/University | Graduate Degree Undergraduate Degree | |
| University of California, Berkeley | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
RBC Capital Markets LLC
 RBC Capital Markets LLC Investment Banks/BrokersFinance RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets. | Investment Banks/Brokers | Analyst-Equity | |
Franklin Templeton Trustee Services Pvt Ltd.
 Franklin Templeton Trustee Services Pvt Ltd. Investment Trusts/Mutual FundsMiscellaneous Part of Franklin Resources, Inc., Franklin Templeton Trustee Services Pvt Ltd. is an Indian company that provides administration services for trusts. The private company is based in Mumbai, India. The company was founded in 1995. Franklin Templeton Trustee Services was acquired by Franklin Resources, Inc. on May 09, 2007. | Investment Trusts/Mutual Funds | Director/Board Member | |
| AMERIPRISE FINANCIAL, INC. | Investment Banks/Brokers | Corporate Officer/Principal | |
AssetMark, Inc.
 AssetMark, Inc. Investment ManagersFinance AssetMark, Inc. is a 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 Investment Officer Chief Executive Officer Chief Investment Officer Head-Equity Investments Portfolio Manager-Equities Chief Executive Officer General Counsel Portfolio Manager-Equities | |
| CHINA PACIFIC INSURANCE (GROUP) CO., LTD. | Multi-Line Insurance | Director/Board Member | |
Kingston University
 Kingston University Other Consumer ServicesConsumer Services Minnesota Steel Industries LLC manufactures steel. It incorporated the commercially available technology in mining, concentrating, pellet plant, DRI and electric arc steelmaking on a single site, making it one of the lowest cost steel producers in the world. The company is headquartered in St. Paul, MN. | College/University | Undergraduate Degree | |
Schwab Institutional
 Schwab Institutional Financial ConglomeratesFinance Part of The Charles Schwab Corp., Schwab Institutional is a private company that provides financial advisory services. The company is based in Chicago, IL. | Financial Conglomerates | Chief Operating Officer Chief Tech/Sci/R&D Officer | |
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. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
Aspiriant LLC
 Aspiriant LLC Investment ManagersFinance Aspiriant LLC is an independent, wealth management firm and SEC-registered investment advisor firm headquartered in Los Angeles, California. The firm was founded by Robert J. Francais as Kochis Fitz/Quintile LLC through the merger between Kochis Fitz Tracy Fitzhugh and Quintile Wealth Management in 2008. Aspirant provides investment advisory and wealth planning services primarily to individuals with substantial wealth, including corporate executives, business owners, affluent individuals, foundations, family partnerships, limited partnerships, the Aspiriant Affiliated Mutual Funds and other individuals. They also provide investment management and consulting services to pension plans, trusts, and charitable institutions, such as foundations that are often connected to, and created by individual clients, but not in all cases. | Investment Managers | Chief Investment Officer | |
| Coopers & Lybrand Consulting, Inc. | Comptroller/Controller/Auditor Corporate Officer/Principal | ||
Huatai United Securities Co., Ltd.
 Huatai United Securities Co., Ltd. Investment Banks/BrokersFinance Part of Huatai Securities Co., Ltd., Huatai United Securities Co., Ltd. is a brokerage firm that provides brokerage services. The private company is based in Shenzhen, China. The Chinese company was founded in 1997. The CEO is Xiao Ma. | Investment Banks/Brokers | Chief Executive Officer | |
| Young Presidents' Organization (India) | Corporate Officer/Principal | ||
Tandem Entrepreneurs Management Services LLC
 Tandem Entrepreneurs Management Services LLC Investment ManagersFinance Tandem Entrepreneurs Management Services LLC (Tandem capital) is a venture capital firm founded in 2007 by Sunil Bhargava, Doug Renert and Joyo Wijaya. The firm is headquartered in Menlo Park, California. | Investment Managers | Private Equity Analyst | |
AssetMark Trust Co.
 AssetMark Trust Co. Investment ManagersFinance Part of Huatai International Investment Holdings Ltd., AssetMark Trust Co. provides investment advisory services. The private company is based in Concord, CA. | Investment Managers | Director/Board Member Chairman Director/Board Member | |
Huatai International Financial Holdings Co., Ltd.
 Huatai International Financial Holdings Co., Ltd. Financial ConglomeratesFinance Part of Huatai Securities Co., Ltd., Huatai International Financial Holdings Co., Ltd. functions as an investment holding Chinese company. The private company is based in Hong Kong, Hong Kong. | Financial Conglomerates | Director/Board Member Director/Board Member Director/Board Member | |
| FINTECH EVOLUTION ACQUISITION GROUP | Financial Conglomerates | Chairman Chief Executive Officer | |
Foreside Financial Group LLC
 Foreside Financial Group LLC Packaged SoftwareTechnology Services Foreside Financial Group LLC engages in the provision of regulatory and compliance services. Is solutions include broker-dealer consulting, investment advisor consulting, capital connections, fund officer services and technology solutions. It offers services to investment adviser, broker-dealer, CPOs/CTAs, mutual funds, exchange-traded products (ETPs), funds of funds, hedge funds, private equity funds and investment bankers. The company was founded on October 19, 2005 and is headquartered in Portland, ME. | Packaged Software | Director/Board Member Director/Board Member | |
| Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin | |
| Stanford Graduate School of Business | College/University | Masters Business Admin | |
| USC Marshall School of Business | College/University | Masters Business Admin | |
Franklin Templeton Trust
 Franklin Templeton Trust Investment Trusts/Mutual FundsMiscellaneous Franklin Templeton Trust is an open-end investment company, which engages in the investment in U.S. government securities, repurchase agreements, and portfolio maturity and quality. The company was founded on August 2, 2019 and is headquartered in San Mateo, CA. | Investment Trusts/Mutual Funds | Director/Board Member | |
TiE Silicon Valley
 TiE Silicon Valley Miscellaneous Commercial ServicesCommercial Services TiE Silicon Valley is a non-profit organization that was founded in 1992 by entrepreneurs and executives of South Asian origin. The non-profit company is based in Santa Clara, CA. The company is dedicated to fostering entrepreneurship through mentoring, networking, education, incubating, and funding programs and activities. TiE events bring together the entrepreneurial community to learn from leaders and each other. The economic value enabled through TiE's entrepreneurial endeavors is estimated to exceed over time. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| WELLS FARGO ADVANTAGE FUNDS - ALLSPRING GLOBAL DIVIDEND OPPORTUNITY FUND | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
Axio (India)
 Axio (India) Financial ConglomeratesFinance Axio (India) provides working capital finance to micro, small, and medium-sized enterprises. The company is based in Bengaluru, India, and has subsidiaries in India. The company was founded in 2013 by Gaurav D. Hinduja and Sashank Rishyasringa, who have been the CEOs since 2013. | Financial Conglomerates | Director/Board Member | |
Freecharge Payment Technologies Pvt Ltd.
 Freecharge Payment Technologies Pvt Ltd. Miscellaneous Commercial ServicesCommercial Services Part of Axis Bank Ltd., Freecharge Payment Technologies Pvt Ltd. is an Indian company that offers cashback offers and coupons on prepaid, DTH, datacard, metro recharges, electricity, gas, and broadband bill payments. Founded in 2015, the private company allows users to make online recharge for prepaid, postpaid bill, DTH, metro, data card, electricity, broadband, water, and gas payments for numerous service providers. The company is based in Gurugram, India. The company also provides a platform to check CIBIL score online for free and get a detailed credit report. Freecharge also offers a hassle-free way to pay for Fastag recharge, Bescom electricity bill payment, and Goa Public Works Department water bill payment using flexible payment methods such as UPI, net banking, and debit card. | Miscellaneous Commercial Services | Director/Board Member | |
PhonePe Internet Pvt Ltd.
 PhonePe Internet Pvt Ltd. Miscellaneous Commercial ServicesCommercial Services PhonePe Internet Pvt Ltd. provides mobile payment services. It offers pay and receive money, pay bills and pay merchants services. The company was founded by Sameer Nigam, Burzin Engineer and Rahul Chari in December 2015 and is headquartered in Bengaluru, India. | Miscellaneous Commercial Services | Chairman | |
Flipkart Pte Ltd.
 Flipkart Pte Ltd. Internet Software/ServicesTechnology Services Flipkart Pvt Ltd. provides online shopping services. The company is headquartered in Singapore. | Internet Software/Services | Director/Board Member | |
Flipkart India Pvt Ltd.
 Flipkart India Pvt Ltd. Internet RetailRetail Trade Flipkart India Pvt Ltd. provides online shopping services. The company was incorporated on September 19, 2011 and is headquartered in Bangalore, India. | Internet Retail | Director/Board Member |
Statistics
International
| United States | 30 |
| India | 8 |
| China | 5 |
| United Kingdom | 2 |
| Hong Kong | 2 |
Sectoral
| Finance | 18 |
| Consumer Services | 9 |
| Miscellaneous | 8 |
| Commercial Services | 6 |
| Technology Services | 3 |
Operational
| Director/Board Member | 80 |
| Corporate Officer/Principal | 63 |
| Chairman | 22 |
| Undergraduate Degree | 21 |
| Chief Executive Officer | 19 |
Most connected contacts
| Insiders | |
|---|---|
| Rohit Bhagat | 25 |
| Charles Goldman | 23 |
| Joseph Velli | 23 |
| Yi Zhou | 21 |
| Patricia Guinn | 16 |
| Jerry Chafkin | 13 |
| Natalie Wolfsen | 12 |
| Carrie Hansen | 10 |
| Mukesh Mehta | 8 |
| Christian Chan | 8 |
| Lei Wang | 7 |
| Ted Angus | 7 |
| Tamara Bohlig | 7 |
| Xiao Dan Liu | 6 |
| Jason Terrance Thomas | 6 |
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