Charlie Happel
Corporate Officer/Principal at CFA Institute
Network origin in Charlie Happel first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA.
668
| Non-Profit Organization | Miscellaneous Commercial Services | 668 |
| Subsidiary | Multi-Line Insurance | 58 | |
Farm Bureau Life Insurance Co. (Iowa) (Investment Portfolio)
 Farm Bureau Life Insurance Co. (Iowa) (Investment Portfolio) Investment ManagersFinance Farm Bureau Life Insurance Co. (Iowa) (Investment Portfolio) (FBLIC-IP) is the investment portfolio division of Farm Bureau Life Insurance Co., an insurance company headquartered in West Des Moines, Iowa. Founded in 1945, the firm is a subsidiary of FBL Financial Group, Inc., ultimately held by Farm Bureau Mutual Insurance Co. FBLIC-IP manages client’s investment portfolio.
3
| Operating Division | Investment Managers | 3 |
CFA Society of Iowa, Inc.
3
| Non-Profit Organization | 3 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Charlie Happel via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
The New York Society of Security Analysts, Inc.
 The New York Society of Security Analysts, Inc. Miscellaneous Commercial ServicesCommercial Services The New York Society of Security Analysts, Inc. operates as a financial services trade group and networking forum for wall street and provides Chartered Financial Analyst (CFA) exam. The company was founded in 1937 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
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 Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| The University of Texas at Austin | College/University | Graduate Degree Doctorate Degree Masters Business Admin Masters Business Admin Masters Business Admin | |
Greater Des Moines Partnership
 Greater Des Moines Partnership Miscellaneous Commercial ServicesCommercial Services Greater Des Moines Partnership operates as the economic and community development organization serving Greater Des Moines (DSM), united to drive economic growth with one voice, one mission and as one region. The company is headquartered in Des Moines, IA. | Miscellaneous Commercial Services | Chief Executive Officer Director/Board Member Director/Board Member Director/Board Member | |
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 | Graduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree | |
| University of Iowa | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree | |
Farm Bureau Life Insurance Co. (Iowa)
 Farm Bureau Life Insurance Co. (Iowa) Investment Trusts/Mutual FundsMiscellaneous Farm Bureau Life Insurance Co. underwrites, markets and distributes life insurance, annuities and mutual funds to individuals and small businesses. The company is headquartered in West Des Moines, IA. | Investment Trusts/Mutual Funds | President General Counsel Director/Board Member Director/Board Member | |
Hong Kong Institute of Certified Public Accountants
 Hong Kong Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services Hong Kong Institute of Certified Public Accountants operates under the professional accountant’s ordinance and works in the public interest. It offers CPA qualification programme and promulgating financial reporting, auditing and ethical standards in Hong Kong. The company was founded on January 1, 1973 and is headquartered in Hong Kong. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Farm Bureau Mutual Insurance Co.
 Farm Bureau Mutual Insurance Co. Multi-Line InsuranceFinance Farm Bureau Mutual Insurance Co. engages in the provision of insurance and brokerage services. It offers property, casualty, life insurance, and investment products, to farmers, ranchers, and agricultural businesses. The company is headquartered in West Des Moines, IA. | Multi-Line Insurance | Director of Finance/CFO Director/Board Member President | |
Farm Bureau Property & Casualty Insurance Co. (Invt Port)
 Farm Bureau Property & Casualty Insurance Co. (Invt Port) Investment ManagersFinance Farm Bureau Property & Casualty Insurance Co. (Invt Port) (Farm Bureau-IP) is the investment portfolio division of Farm Bureau Property & Casualty Insurance Co., an insurance company headquartered in West Des Moines, Iowa. The firm is owned by Farm Bureau Mutual Insurance Co. Farm Bureau-IP manages the investment portfolio of insurance clients. | Investment Managers | Chief Executive Officer Director of Finance/CFO Chief Executive Officer | |
Farm Bureau Property & Casualty Insurance Co.
 Farm Bureau Property & Casualty Insurance Co. Property/Casualty InsuranceFinance Farm Bureau Property & Casualty Insurance Co. engages in the provision of property and casualty insurance. The company was founded in in 1939 and is headquartered in West Des Moines, IA. | Property/Casualty Insurance | Director/Board Member Director/Board Member Director/Board Member | |
| Iowa Society of Certified Public Accountants | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | ||
Western Agricultural Insurance Co.
 Western Agricultural Insurance Co. Property/Casualty InsuranceFinance Part of Farm Bureau Mutual Insurance Co., Western Agricultural Insurance Co. is a company that prioritizes people over plans. The company is based in Higley, AZ. The company's focus is on simplifying complex financial services for high-net-worth clients and their families. | Property/Casualty Insurance | Director/Board Member Director/Board Member Director/Board Member | |
| Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| Dartmouth College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Iowa State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
United Way of Central Iowa
 United Way of Central Iowa Miscellaneous Commercial ServicesCommercial Services United Way of Central Iowa provides educational and health services. The firm convenes and unites action in three areas: education, income and health. The company was founded in 1917 and is headquartered in Des Moines, IA. | Miscellaneous Commercial Services | Corporate Officer/Principal Director/Board Member Director/Board Member | |
| University of California, Berkeley | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
Property Casualty Insurers Association of America
 Property Casualty Insurers Association of America Miscellaneous Commercial ServicesCommercial Services Property Casualty Insurers Association of America is a property/casualty trade association, representing around 1,000 member companies. It provides a responsible and effective voice on public policy questions affecting insurance products and services, fosters a competitive insurance marketplace for the benefit of insurers and consumers and provides members with quality products, information and services at a reasonable cost. The company provides public policy positions at four levels: federal government, state legislatures, federal and state courthouses and the public arena. Its member companies include large national insurance companies, mid-size regional writers, insurers doing business in a single state and specialty companies that serve specific niche markets. The company was established in January 2004 by the merger of the Alliance of American Insurers (Alliance) and the National Association of Independent Insurers (NAII). It is headquartered in Des Plaines, IL. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member Director/Board Member | |
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 Corporate Officer/Principal | |
CFA Society of the UK
 CFA Society of the UK Miscellaneous Commercial ServicesCommercial Services CFA Society of the UK is an association of investment professionals based in the UK. The British company was founded in an unspecified year. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Director/Board Member | |
| University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
CFA Society of San Francisco
 CFA Society of San Francisco Miscellaneous Commercial ServicesCommercial Services CFA Society of San Francisco provides educational services. It offers a multi-review course which provides structured, classroom-based approach to preparing for the examination. The firm focuses on the assigned materials in the study guides from CFA Institute, with an emphasis on the Learning Outcome Statements (LOS). The company was founded in 1929 and is headquartered in San Francisco, CA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Mumbai | College/University | Masters Business Admin Graduate Degree | |
Ernst & Young LLP
 Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
CPA Australia Ltd.
 CPA Australia Ltd. Miscellaneous Commercial ServicesCommercial Services CPA Australia Ltd. is an Australian company that has been operating since 1954 and provides education, training, technical support, and advocacy services in the accounting profession. The private company is based in Southbank, Australia and has subsidiaries in Hong Kong. The company engages with governments, regulators, and industries to advocate for policies that stimulate sustainable economic growth. With over 166,000 members working in 100 countries and regions, CPA Australia is one of the world's largest accounting bodies. It was founded in 1886 by Andrew Lyell, Arthur Cleveland, Benjamin Doughty Smith, Thomas Brentnall, John McAlister Howden, Charles Morell Holmes, William Crellin, and Edward Langton. Andrew Paul Hunter has been the CEO of the company since 2018. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| WEST BANCORPORATION, INC. | Regional Banks | Chairman President | |
| Drake University | College/University | Undergraduate Degree Masters Business Admin | |
| Boston University | College/University | Undergraduate Degree Undergraduate Degree | |
| BARRICK GOLD CORPORATION | Precious Metals | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Notre Dame | College/University | Undergraduate Degree Undergraduate Degree | |
| HOULIHAN LOKEY, INC. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Iowa Farm Bureau Federation
 Iowa Farm Bureau Federation Miscellaneous Commercial ServicesCommercial Services Iowa Farm Bureau Federation operates as a non-profit organization that provides farm and home advisory services. It offers health and wellness, travel and entertainment, financial and insurances, and scholarships and grants. The company was founded in 1918 and is headquartered in West Des Moines, IA. | Miscellaneous Commercial Services | President Director/Board Member | |
CFA Society Toronto
 CFA Society Toronto Miscellaneous Commercial ServicesCommercial Services CFA Society Toronto supports the professional and business development of charterholders. It provides member services including educational programs, sponsored events, employment postings, and networking opportunities. The company was founded in 1936 and is headquartered in Toronto, Canada. | Miscellaneous Commercial Services | Corporate Officer/Principal Director/Board Member | |
The Canadian Institute of Mining, Metallurgy & Petroleum
 The Canadian Institute of Mining, Metallurgy & Petroleum Miscellaneous Commercial ServicesCommercial Services The Canadian Institute of Mining, Metallurgy & Petroleum (CIM) is a not-for-profit technical society of professionals in the Canadian minerals, metals, materials, and energy industries. CIM is based in Westmount, Canada, and has subsidiaries in Canada. CIM provides a wealth of benefits to its members, including building industry knowledge, enhancing professional profiles, and raising Canadian company visibility. The institute offers a range of services, including professional development, distinguished lecturer programs, and awards. The private company was founded by Patrick B. Carlson, and the CEO is Angela Hamlyn. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
The American Academy of Actuaries
 The American Academy of Actuaries Miscellaneous Commercial ServicesCommercial Services The American Academy of Actuaries provides leadership, objective expertise, and actuarial advice on risk and financial security issues to assist public policymakers on all levels. The private company is based in Washington and has subsidiaries in the United States. The academy also sets qualification, practice, and professionalism standards for actuaries credentialed by one or more of the five U.S.-based actuarial organizations. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| National University of Singapore | College/University | Corporate Officer/Principal Corporate Officer/Principal | |
| University of London | College/University | Graduate Degree Graduate Degree | |
| University of Hong Kong | College/University | Undergraduate Degree Undergraduate Degree | |
| NORTHERN TRUST CORPORATION | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
EquiTrust Life Insurance Co.
 EquiTrust Life Insurance Co. Insurance Brokers/ServicesFinance EquiTrust Life Insurance Co. provides insurance and brokerage services. The company was founded in 1966 and is headquartered in West Des Moines, IA. | Insurance Brokers/Services | Director of Finance/CFO Chief Executive Officer | |
Prospectors & Developers Association of Canada
 Prospectors & Developers Association of Canada Miscellaneous Commercial ServicesCommercial Services The Prospectors & Developers Association of Canada operates as a mineral exploration and development association. The non-profit company is based in Toronto, Canada. and has subsidiaries in Canada. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
American Bar Association
 American Bar Association Miscellaneous Commercial ServicesCommercial Services American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
The Chinese Institute of Certified Public Accountants
 The Chinese Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The Chinese Institute of Certified Public Accountants operates as an accounting organization. The private company is based in Beijing, China. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Mineral Resource Analysts Group
 Mineral Resource Analysts Group Other Metals/MineralsNon-Energy Minerals Mineral Resource Analysts Group engages in exploration of mineral resources. The company is headquartered in Toronto, Canada. | Other Metals/Minerals | President Corporate Officer/Principal | |
| Nanyang Technological University | College/University | Undergraduate Degree Graduate Degree | |
Balentine LLC
 Balentine LLC Investment ManagersFinance Balentine LLC is SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 2009 and is solely owned by Balentine Partners LLC. Balentine provides a full complement of comprehensive wealth management solutions for individuals, families, and institutions, as well as a pooled investment vehicle. | Investment Managers | Portfolio Manager-Equities | |
Alliance Theatre
 Alliance Theatre Media ConglomeratesConsumer Services Alliance Theatre is a national theater that aims to expand hearts and minds on stage and off. The private company was founded in 1968 and is based in Atlanta, GA. The company deeply engages with their local community and model radical inclusion and catalytic experiences on their stages, in their classrooms, and throughout their organization. The company believes that acknowledging and embracing differences in identity is essential to a dynamic cultural conversation, which is why they are committed to equity, diversity, and inclusion in all areas of their organization and programming. | Media Conglomerates | Director/Board Member |
Statistics
International
| United States | 34 |
| Canada | 7 |
| United Kingdom | 4 |
| Hong Kong | 3 |
| Singapore | 3 |
Sectoral
| Commercial Services | 20 |
| Consumer Services | 18 |
| Finance | 11 |
| Non-Energy Minerals | 3 |
| Miscellaneous | 2 |
Operational
| Director/Board Member | 352 |
| Corporate Officer/Principal | 350 |
| Independent Dir/Board Member | 86 |
| Undergraduate Degree | 84 |
| Chairman | 52 |
Most connected contacts
| Insiders | |
|---|---|
| Mary Stanek | 29 |
| Catherine Gignac | 27 |
| Ana Dolores Moura Carneiro de Novaes | 26 |
| John David Chapman | 24 |
| Jim Brannen | 24 |
| Suh Shin Lee | 23 |
| Kalpesh Pankaj Kikani | 23 |
| Craig Brandon | 23 |
| James Hohmann | 22 |
| Ying Luo | 18 |
| James Noyce | 18 |
| Arlene Isaacs-Lowe | 18 |
| Gordon Baird | 17 |
| Marshall Charles Bailey | 16 |
| Alan Ferry | 16 |
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