Diana Yanez
Director/Board Member at Financial Planning Association
Network origin in Diana Yanez first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
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.
115
| Private Company | Miscellaneous Commercial Services | 115 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Diana Yanez via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| CHARLES SCHWAB | Investment Banks/Brokers | Public Communications Contact Corporate Officer/Principal | |
| MORGAN STANLEY | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Carreker Corp.
 Carreker Corp. Packaged SoftwareTechnology Services Carreker Corp. develops payments related software and consulting solutions to financial institutions and financial service providers. Its services include consulting, project management and software implementation. The company offers tools for fraud detection, payment systems, cash inventory management and cost reduction. The firm is located in Dallas, TX. | Packaged Software | Director/Board Member | |
| MYCRON STEEL | Steel | Director/Board Member | |
Parsec Financial Management, Inc.
 Parsec Financial Management, Inc. Investment ManagersFinance Parsec Financial Management, Inc. (Parsec Financial) is a wealth management firm headquartered in Asheville, North Carolina. The firm was founded by Bart Boyer in 1980 and was acquired in 2023 by Modera Wealth Management LLC, which is owned by Modera Capital, Inc. Parsec Financial provides portfolio management services to individuals, high-net worth individuals, corporate pension, profit-sharing and 401(k) plans, foundations, endowments, charitable organizations, trusts, estates and corporations or other businesses. | Investment Managers | Founder Portfolio Manager-Equities | |
| Michigan State University | College/University | Masters Business Admin Undergraduate Degree | |
Southern Methodist University
 Southern Methodist University Other Consumer ServicesConsumer Services Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology. | College/University | Masters Business Admin Graduate 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 Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
H.D. Vest, Inc.
 H.D. Vest, Inc. Financial ConglomeratesFinance H.D. Vest, Inc. operates as a holding company with interests in providing financial services. The firm through its subsidiaries offers financial products, advisory and custodial services, insurance and retirement services. The firm offers financial services under the HD Vest name; securities through HD Vest Investment Services and; advisory services through HD Vest Advisory Services. The company was founded in 1983 by Herbie Darwin Vest and is headquartered in Irving, TX. | Financial Conglomerates | Chief Executive Officer President | |
| Arizona State University | College/University | Undergraduate Degree Masters Business Admin | |
TrustCore LLC
 TrustCore LLC Investment ManagersFinance TrustCore Financial, Inc. provides financial services. It offers financial planning, wealth management, stock options, and risk management services. The company was founded by Darryl L. Edmonds in 1984 and is headquartered in Brentwood, TN. | Investment Managers | Director/Board Member Founder Corporate Officer/Principal | |
| State University of New York College at Oswego | College/University | Undergraduate Degree | |
| Golden Gate University | College/University | Graduate Degree Masters Business Admin | |
| The University of Texas at Austin | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| Texas Tech University | College/University | Undergraduate Degree Graduate Degree | |
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 | Undergraduate Degree Undergraduate Degree | |
| Purdue University | College/University | Undergraduate Degree Graduate Degree | |
| University of Florida | College/University | Graduate Degree Undergraduate Degree | |
| University of Georgia | College/University | Undergraduate Degree Corporate Officer/Principal | |
| Western State College of Colorado | College/University | Undergraduate Degree | |
| Winthrop University | College/University | Undergraduate Degree Undergraduate Degree | |
American Heart Association, Inc.
 American Heart Association, Inc. Miscellaneous Commercial ServicesCommercial Services American Heart Association, Inc. operates a voluntary health organization funded by private contributions. The organization offers services for coronary heart diseases and strokes, high blood cholesterol & physical inactivity, obesity, and diabetes. The company was founded in 1924 and is headquartered in Dallas, TX. | Miscellaneous Commercial Services | Chairman Corporate Officer/Principal | |
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 | Chairman Corporate Officer/Principal | |
Reber/Russell Co.
 Reber/Russell Co. Investment ManagersFinance Part of First Western Financial, Inc., Reber/Russell Co. is a company that provides investment advisory services. The company is based in Denver, CO. Reber/Russell was acquired by First Western Financial, Inc. on September 29, 2006. | Investment Managers | Corporate Officer/Principal | |
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. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| California Society of Certified Public Accountants | Corporate Officer/Principal | ||
National Association of Corporate Directors
 National Association of Corporate Directors Miscellaneous Commercial ServicesCommercial Services The National Association of Corporate Directors is a non-profit organization that provides essential resources to help directors strengthen board leadership. The American company was founded by Maryann Bruce and the CEO is Peter R. Gleason. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Foundation for Financial Planning | Corporate Officer/Principal Director/Board Member | ||
Association for Corporate Growth, Inc.
 Association for Corporate Growth, Inc. Miscellaneous Commercial ServicesCommercial Services Association for Corporate Growth, Inc. is a global organization founded in 1954 by Kenneth S. Berryman and David H. Brenner. The non-profit company is based in Chicago, IL and has subsidiaries in the United Kingdom, Netherlands, Canada, and the United States. The company's mission is to drive middle-market growth and it serves 90,000 investors, executives, lenders, and advisers to growing middle-market companies. The company's core focus is on middle-market M&A, with more than 25 years of sell-side and buy-side advisory experience, closing more than 200 transactions with a combined value of more than $1 billion. The company also publishes Middle Market Growth, the official publication of the Association for Corporate Growth, which includes a print magazine, website, weekly e-newsletter, and daily newsfeed. The CEO of the company since 2019 is Brent A. Baxter. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
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 | Corporate Officer/Principal Corporate Officer/Principal | |
Koch Financial Services Pty Ltd.
 Koch Financial Services Pty Ltd. Investment ManagersFinance Koch Financial Services Pty Ltd. provides financial planning services. Its services include guidance on budgeting, savings and wealth creation strategies, diversified and tax effective investment planning, salary packaging, life insurance and risk assessment, and retirement planning. The company was founded by Rodney Koch in 1994 and is headquartered in Woree, Australia. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| FIRST WESTERN FINANCIAL, INC. | Investment Managers | Corporate Officer/Principal | |
Redwood Mortgage Corp.
 Redwood Mortgage Corp. Finance/Rental/LeasingFinance Redwood Mortgage Corp. engages in the provision of mortgage services. It offers mortgage services to first time buyer, second mortgages, as well as private mortgage services. The company was founded in 1988 and is headquartered in Mississauga, Canada. | Finance/Rental/Leasing | Director/Board Member Director/Board Member | |
National Association of Securities Dealers, Inc.
 National Association of Securities Dealers, Inc. Investment Banks/BrokersFinance National Association of Securities Dealers, Inc. provides financial regulatory services. The non-profit company is based in Washington and has subsidiaries in the United States. The American company was founded by Richard B. Jennings, Vince Means. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Society of Financial Service Professionals
 Society of Financial Service Professionals Investment ManagersFinance Society of Financial Service Professionals is a national network of credentialed professionals working in diverse financial disciplines. It promotes its members by delivering education programming, by establishing and rewarding the ethical conduct, and by cultivating mutually beneficial relationships among credentialed financial service professionals. The company was founded in 1928 and is headquartered in Newtown Square, PA. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| The San Francisco Estate Planning Council | Corporate Officer/Principal | ||
| Western Pension & Benefits Conference | Corporate Officer/Principal | ||
Castle Financial Advisors LLC
 Castle Financial Advisors LLC Investment ManagersFinance Castle Financial Advisors LLC provides financial planning and advisory services. It specilaizes in individual and families, business owners, corporate owned life insurance, investment advisory, and wealth management and protection. The company was founded by John D. Caffrey Jr. in 2001 and is headquartered in Hauppauge, NY. | Investment Managers | Founder | |
| Pennsylvania State Bar Association | Corporate Officer/Principal Corporate Officer/Principal | ||
| National Association of Personal Financial Advisors | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | ||
| Investment Management Consultants Association | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | ||
Empire National Bank
 Empire National Bank Major BanksFinance Part of Flushing Financial Corp., Empire National Bank is a nationally chartered commercial bank. The company is based in Islandia, NY. | Major Banks | Director/Board Member |
Statistics
International
| United States | 43 |
| Malaysia | 2 |
| Hong Kong | 2 |
| Australia | 2 |
| Canada | 2 |
Sectoral
| Finance | 17 |
| Consumer Services | 14 |
| Commercial Services | 8 |
| Technology Services | 2 |
| Non-Energy Minerals | 2 |
Operational
| Corporate Officer/Principal | 292 |
| Director/Board Member | 166 |
| Undergraduate Degree | 70 |
| President | 59 |
| Chairman | 44 |
Most connected contacts
| Insiders | |
|---|---|
| Hamad Kama Piah bin Che Othman | 39 |
| Wan Siew Chan | 34 |
| Randall Greene | 26 |
| Brian S. Hamburger | 22 |
| Robert Parks | 21 |
| Michael Ryan | 17 |
| Leo Fred Wells | 16 |
| Timothy W. Crawford | 14 |
| Terri Kallsen | 14 |
| Dirk Jungé | 13 |
| Beth Patterson | 12 |
| Andrew T. Gilinsky | 12 |
| Mary Kathleen Sulick | 12 |
| Don Linzer | 12 |
| Roger C. Ochs | 12 |
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