Charles Ruffel
Director/Board Member at CHARLES SCHWAB
Net worth: 2 M $ as of 2024-03-30
Network origin in Charles Ruffel first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
| Public Company | Investment Banks/Brokers | 40 | |
Charles Schwab Bank, SSB
 Charles Schwab Bank, SSB Regional BanksFinance Charles Schwab Bank operates as a federally chartered savings bank. It offers checking accounts, savings accounts, and mortgage services. The company is headquartered in Reno, NV.
14
| Subsidiary | Regional Banks | 14 |
Asset International, Inc.
 Asset International, Inc. Internet Software/ServicesTechnology Services Asset International, Inc. provides data, business intelligence, and information services to the investment management industry. The company was founded by James A. Casella and Charles Ruffel in 2009 and is headquartered in New York, NY.
9
| Subsidiary | Internet Software/Services | 9 |
Aspire Financial Services LLC
 Aspire Financial Services LLC Investment ManagersFinance Aspire Financial Services LLC provides retirement plan solutions to small and medium sized businesses, organizations, and government entities. It leverages its proprietary technology platform to offer services to plan sponsors, third party administrators, and advisors through a web interface containing research, tools, and access to investment products. The company was founded by James J. Olson, Manish Gupta and Michael A. Gottfried in 2002 and is headquartered in Tampa, FL.
8
| Subsidiary | Investment Managers | 8 |
Schwab Strategic Trust
2
| Umbrella Fund | Investment Trusts/Mutual Funds | 2 |
Schwab Investments
2
| Umbrella Fund | Investment Trusts/Mutual Funds | 2 |
Laudus Trust
2
| Umbrella Fund | Investment Trusts/Mutual Funds | 2 |
Charles Schwab Family of Funds
2
| Umbrella Fund | Investment Trusts/Mutual Funds | 2 |
Schwab Capital Trust
2
| Umbrella Fund | 2 | |
Schwab Annuity Portfolios
2
| Umbrella Fund | Investment Trusts/Mutual Funds | 2 |
Kudu Investment Management LLC
 Kudu Investment Management LLC Investment ManagersFinance Kudu Investment Management LLC provides capital solutions to asset and wealth managers. It offers non-invasive capital solutions that preserve independence and minimize business disruption. The company was founded by Rob Jakacki and Charlie Ruffel in 2015 and is headquartered in New York, NY.
2
| Subsidiary | Investment Managers | 2 |
Laudus Institutional Trust
1
| Mutual Fd-Open End | Investment Trusts/Mutual Funds | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Charles Ruffel via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| CHEVRON CORPORATION | Integrated Oil | Corporate Officer/Principal | |
| THE GAP, INC. | Apparel/Footwear Retail | Director/Board Member Director/Board Member | |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Director/Board Member Corporate Officer/Principal Director of Finance/CFO Corporate Officer/Principal Corporate Officer/Principal Chairman | |
| SAFEWAY INC. | Food Retail | Director/Board Member Director/Board Member | |
| STARBUCKS CORPORATION | Restaurants | Chief Tech/Sci/R&D Officer | |
Transamerica Corp.
 Transamerica Corp. Life/Health InsuranceFinance Transamerica Corp. provides financial planning and insurance services. It offers life insurance, long term care, dental insurance, medicare solutions, commercial lending, retirement planning, leasing, annuities, and real estate services. The company was founded by Amadeo P. Giannini in 1904 and is headquartered in Cedar Rapids, IA. | Life/Health Insurance | Corporate Officer/Principal Chief Executive Officer | |
| Washington University in St. Louis | College/University | Director/Board Member Masters Business Admin | |
| THE TORONTO-DOMINION BANK | Major Banks | Chief Executive Officer Chairman | |
| VERISIGN. INC. | Internet Software/Services | Chief Tech/Sci/R&D Officer | |
Charles Schwab Investment Management, Inc.
 Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (CSIM) is a registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). CSIM provides investment advice to pooled investment funds such as registered investment companies and non-US funds and to trustees of collective trust funds. They also provide non-discretionary investment management advice to their affiliate, Charles Schwab Bank (CSB). | Investment Managers | Corporate Officer/Principal President | |
Responsys, Inc.
 Responsys, Inc. Packaged SoftwareTechnology Services Responsys, Inc. provides email and cross-channel marketing solutions that enable companies to engage in relationship marketing across the interactive channels that consumers who are embracing today with email, mobile, social and the web. Its solution is comprised of its on-demand software and its professional services, which are focused on enabling the marketing success of its customers. The company on-demand software, the Responsys Interact Suite, the core element of its solution, provides marketers with a set of integrated applications to create, execute, optimize and automate marketing campaigns. The company was founded by Anand Jagannathan, Raghunath Raghavan and George S. Wiedemann on February 3, 1998 and is headquartered in San Bruno, CA. | Packaged Software | Director/Board Member Director/Board Member | |
| TABLEAU SOFTWARE, INC. | Packaged Software | Director/Board Member | |
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Investment Managers | Chief Executive Officer Director of Finance/CFO Chief Executive Officer Investor Relations Contact Chief Tech/Sci/R&D Officer Sales & Marketing Corporate Officer/Principal Corporate Officer/Principal Director of Finance/CFO Director/Board Member Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal President Comptroller/Controller/Auditor Corporate Officer/Principal | |
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 | Corporate Officer/Principal Comptroller/Controller/Auditor | |
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 | Consultant / Advisor Corporate Officer/Principal Corporate Officer/Principal | |
| Stanford University | College/University | Director/Board Member Masters Business Admin | |
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 Corporate Officer/Principal | |
| TD AMERITRADE HOLDING CORPORATION | Investment Banks/Brokers | Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member | |
| University of California, Berkeley | College/University | Masters Business Admin Graduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Stanford Graduate School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| Schwab Investor Services | President Corporate Officer/Principal | ||
| University of South Florida | College/University | Undergraduate Degree Graduate Degree | |
| U.S. Department of the Treasury | General Government | Corporate Officer/Principal Corporate Officer/Principal | |
Carrier Enterprise LLC
 Carrier Enterprise LLC Wholesale DistributorsDistribution Services Carrier Enterprise LLC distributes heating, ventilation, and air conditioning equipment. The company was founded by Willis Carrier in 1902 and is headquartered in Orlando, FL. | Wholesale Distributors | Director of Finance/CFO Comptroller/Controller/Auditor | |
| York University | College/University | Undergraduate Degree Masters Business Admin | |
| Tuck School of Business at Dartmouth | College/University | Director/Board Member Masters Business Admin | |
| W.P. Carey School of Business | College/University | Director/Board Member Masters Business Admin | |
| St. Mary's College of California | College/University | Corporate Officer/Principal Undergraduate Degree | |
| K.E.S. Management Co. | Chairman Chairman | ||
| Boston College | College/University | Undergraduate Degree Undergraduate Degree | |
| Yale University | College/University | Corporate Officer/Principal Undergraduate Degree | |
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 Private Equity Investor | |
| University of Texas at San Antonio | College/University | Undergraduate Degree | |
| Kellogg School of Management | College/University | Undergraduate Degree | |
The International Women's Forum
 The International Women's Forum Miscellaneous Commercial ServicesCommercial Services Part of Leadership Foundations, The International Women's Forum is a women's forum membership organization. The private company is based in Washington. The American company was founded in 1974 by Maureen A. Kindel, Elinor Guggenheimer. Stephanie Mathews O'Keefe has been the CEO of the company since 2016. The International Women's Forum was acquired by Leadership Foundations on January 01, 2021. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Employee Benefit Research Institute
 Employee Benefit Research Institute Packaged SoftwareTechnology Services The Employee Benefit Research Institute develops a saving application. The private company is based in Washington. | Packaged Software | Director/Board Member | |
Securities Industry & Financial Markets Association, Inc.
 Securities Industry & Financial Markets Association, Inc. Miscellaneous Commercial ServicesCommercial Services Securities Industry & Financial Markets Association, Inc. (SIFMA) is an organization that represents the securities industry in the United States. The private company is based in New York, NY and has subsidiaries in the United States. The company's main focus is advocating for effective and resilient capital markets. The CEO of the company is Kenneth E. Bentsen. | Miscellaneous Commercial Services | Director/Board Member | |
| University of Maryland | College/University | Undergraduate Degree | |
Ellucian Co. LP
 Ellucian Co. LP Packaged SoftwareTechnology Services Ellucian Co. LP engages in the provision of higher education software and services. It offers a portfolio of cloud-ready technology solutions and services to colleges and universities, such as enterprise resource planning and student information systems; constituent relationship management; and integration and analytics. The company was founded in 1968 and is headquartered in Reston, VA. | Packaged Software | Director/Board Member | |
| Stephen M. Ross School of Business | College/University | Undergraduate Degree | |
Financial Technology Ventures Management Co. LLC
 Financial Technology Ventures Management Co. LLC Investment ManagersFinance Financial Technology Ventures Management Co LLC (Financial Technology Ventures) is a private equity firm founded in 1998 by Jim Hale, Bob Huret and Richard Garman. The firm is headquartered in New York. | Investment Managers | Private Equity Investor | |
| Washington State University | College/University | Undergraduate Degree |
Statistics
International
| United States | 46 |
| Canada | 3 |
Sectoral
| Consumer Services | 18 |
| Finance | 12 |
| Technology Services | 8 |
| Commercial Services | 6 |
| Retail Trade | 3 |
Operational
| Director/Board Member | 312 |
| Corporate Officer/Principal | 132 |
| Independent Dir/Board Member | 62 |
| Chairman | 62 |
| Undergraduate Degree | 55 |
Most connected contacts
| Insiders | |
|---|---|
| Andrew Prozes | 42 |
| Arun Sarin | 31 |
| James A. Casella | 25 |
| Paula Sneed | 25 |
| Brian Levitt | 24 |
| Joan Dea | 23 |
| Chuck Schwab | 22 |
| Frank Herringer | 19 |
| Christopher Dodds | 19 |
| Walter Bettinger | 18 |
| Marianne Brown | 17 |
| Joseph Martinetto | 17 |
| Craig Milius | 17 |
| Bharat Masrani | 16 |
| Stephen Ellis | 15 |
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