David Francis
Director of Finance/CFO at PlanPrescriber, Inc.
David Francis active positions
Companies | Position | Start | End |
---|---|---|---|
PlanPrescriber, Inc.
PlanPrescriber, Inc. Packaged SoftwareTechnology Services PlanPrescriber, Inc. provides online and pharmacy-based tools to help seniors navigate Medicare health insurance options and choose the right plan. The company was founded by Glen L. Urban on December 20, 1999 and is headquartered in Mountain View, CA. | Director/Board Member | - | - |
Director of Finance/CFO | - | - | |
Treasurer | - | - |
Career history of David Francis
Former positions of David Francis
Companies | Position | Start | End |
---|---|---|---|
EHEALTH, INC. | Chief Operating Officer | 2016-10-26 | 2020-08-30 |
Director of Finance/CFO | 2016-07-10 | 2018-06-03 | |
eHealthInsurance Services, Inc.
eHealthInsurance Services, Inc. Life/Health InsuranceFinance eHealthInsurance Serivces, Inc. provides online health insurance plan services. It provides buying and using health insurance information through toll free number, online chat, email, fax, customer care team. The firm’s customers include individuals, families and small businesses. The company was founded in 1997 and is headquartered in Mountain View, CA. | Chief Operating Officer | - | 2020-08-30 |
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. | Analyst-Equity | 2014-02-12 | 2016-06-30 |
Jaag Group LLC
Jaag Group LLC Miscellaneous Commercial ServicesCommercial Services Jaag Group LLC provides financial and strategic advisory services. The private company is based in Old Hickory. The American company was founded by David K. Francis. | Founder | 2006-12-31 | 2013-09-30 |
Corporate Officer/Principal | 2006-12-31 | 2013-09-30 | |
Jefferies LLC
Jefferies LLC Investment Banks/BrokersFinance Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. | Analyst-Equity | 2000-07-31 | - |
J. C. Bradford & Co., Inc. | Corporate Officer/Principal | 2000-07-29 | 2000-07-29 |
Volpe Brown Whelan & Co. LLC | Corporate Officer/Principal | 1998-12-30 | 1998-12-30 |
Punk Ziegel & Co.
Punk Ziegel & Co. Investment Banks/BrokersFinance Located in New York City, Punk, Ziegel & Co. is a specialty investment bank providing a full range of research, equity market making and corporate finance services focusing on high growth sectors within the healthcare technology, biotechnology and life sciences industries. Punk, Ziegel's, in-depth securities analysis begins with the identification of high-growth industries and timely investment ideas before they have been fully exploited by the investment community. Within these industry niches, their analysts pinpoint companies offering leadership potential and maximum investment opportunities. Issue-oriented, in-depth analysis is then generated on a continuing basis to insure that their investment and corporate finance advice remains accurate and up-to-date. | Corporate Officer/Principal | 1996-12-30 | 1996-12-30 |
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Training of David Francis
The Wharton School of the University of Pennsylvania | Undergraduate Degree |
Statistics
International
United States | 12 |
Operational
Corporate Officer/Principal | 4 |
Analyst-Equity | 2 |
Chief Operating Officer | 2 |
Sectoral
Finance | 8 |
Technology Services | 3 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Listed companies | 1 |
---|---|
EHEALTH, INC. | Finance |
Private companies | 9 |
---|---|
Punk Ziegel & Co.
Punk Ziegel & Co. Investment Banks/BrokersFinance Located in New York City, Punk, Ziegel & Co. is a specialty investment bank providing a full range of research, equity market making and corporate finance services focusing on high growth sectors within the healthcare technology, biotechnology and life sciences industries. Punk, Ziegel's, in-depth securities analysis begins with the identification of high-growth industries and timely investment ideas before they have been fully exploited by the investment community. Within these industry niches, their analysts pinpoint companies offering leadership potential and maximum investment opportunities. Issue-oriented, in-depth analysis is then generated on a continuing basis to insure that their investment and corporate finance advice remains accurate and up-to-date. | Finance |
Jefferies LLC
Jefferies LLC Investment Banks/BrokersFinance Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. | Finance |
J. C. Bradford & Co., Inc. | Finance |
Volpe Brown Whelan & Co. LLC | Finance |
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. | Finance |
eHealthInsurance Services, Inc.
eHealthInsurance Services, Inc. Life/Health InsuranceFinance eHealthInsurance Serivces, Inc. provides online health insurance plan services. It provides buying and using health insurance information through toll free number, online chat, email, fax, customer care team. The firm’s customers include individuals, families and small businesses. The company was founded in 1997 and is headquartered in Mountain View, CA. | Finance |
PlanPrescriber, Inc.
PlanPrescriber, Inc. Packaged SoftwareTechnology Services PlanPrescriber, Inc. provides online and pharmacy-based tools to help seniors navigate Medicare health insurance options and choose the right plan. The company was founded by Glen L. Urban on December 20, 1999 and is headquartered in Mountain View, CA. | Technology Services |
Jaag Group LLC
Jaag Group LLC Miscellaneous Commercial ServicesCommercial Services Jaag Group LLC provides financial and strategic advisory services. The private company is based in Old Hickory. The American company was founded by David K. Francis. | Commercial Services |
Healthpilot Technologies LLC
Healthpilot Technologies LLC Information Technology ServicesTechnology Services Healthpilot Technologies LLC is a Medicare plan marketplace that simplifies the process of selecting the right coverage. Healthpilot is based in Nashville, TN. The private company uses AI-powered technology to engage users with straightforward questions about their drugs, doctors, and preferences, delivering a personalized plan recommendation tailored to each individual. The company was founded by David K. Francis, who has been the CEO since incorporation. | Technology Services |
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