Jade Leung
Director of Finance/CFO at CALIBERCOS INC.
Net worth: 530 921 $ as of 2024-04-29
Network origin in Jade Leung first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
PricewaterhouseCoopers LLP
 PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.
222
| Subsidiary | Miscellaneous Commercial Services | 222 |
| Public Company | Investment Managers | 10 | |
CaliberCos, Inc.(Arizona)
 CaliberCos, Inc.(Arizona) Investment ManagersFinance CaliberCos, Inc. is vertically integrated asset management firm, which goal is to enhance the wealth of investors seeking to make investments in middle-market assets. It operates through the following segments: Fund Management, Development, and Brokerage. The Fund Management segment represents its fund management activities along with back office and corporate support functions including accounting and human resources. The Development segment provides real estate development services as its principal developer. The Brokerage segment is involved in the buying, selling and leasing of all its funds' assets. The company was founded by John Christopher Loeffler II, Donnie Schrader, and Jennifer Schrader in January 2009 and is headquartered in Scottsdale, AZ.
9
| Subsidiary | Investment Managers | 9 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Jade Leung via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
| FEDERAL NATIONAL MORTGAGE ASSOCIATION | Finance/Rental/Leasing | Corporate Officer/Principal Comptroller/Controller/Auditor | |
| STIFEL FINANCIAL CORP. | Investment Managers | Corporate Officer/Principal | |
Citigroup Global Markets, Inc. (Broker)
 Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
UBS Securities LLC
 UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Investment Managers | Analyst-Equity Analyst-Equity | |
| PRUDENTIAL FINANCIAL, INC. | Life/Health Insurance | Corporate Officer/Principal Private Equity Analyst | |
Google LLC
 Google LLC Internet Software/ServicesTechnology Services Google LLC engages in the operation of internet portal and search index website. It provides online advertising technologies, search engine, cloud computing, and software solutions. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on September 4, 1998 and is headquartered in Mountain View, CA. | Internet Software/Services | Corporate Officer/Principal Corporate Officer/Principal | |
LGI Healthcare Solutions, Inc.
 LGI Healthcare Solutions, Inc. Packaged SoftwareTechnology Services LGI Healthcare Solutions, Inc. engages in the provision of healthcare information technology solutions. It offers patient care management, human capital management, financial and supply chain management, intelligence and analytics, health sciences education, and consulting services. The company was founded by Claude Roy in 1982 and is headquartered in Montréal, Canada. | Packaged Software | Corporate Officer/Principal | |
| SMARTSTOP SELF STORAGE REIT, INC. | Real Estate Investment Trusts | Director of Finance/CFO | |
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 Masters Business Admin | |
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 | Sales & Marketing Private Equity Analyst Corporate Officer/Principal | |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Analyst-Equity | |
| University of Virginia | College/University | Undergraduate Degree Undergraduate Degree | |
Stifel, Nicolaus & Co., Inc.
 Stifel, Nicolaus & Co., Inc. Investment Banks/BrokersFinance Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors. | Investment Banks/Brokers | Analyst-Equity | |
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 | |
| University of Michigan | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| California Society of Certified Public Accountants | Corporate Officer/Principal Corporate Officer/Principal | ||
| University of Wisconsin | College/University | Graduate Degree Masters Business Admin | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin | |
| The University of Texas at Austin | College/University | Graduate Degree Graduate Degree | |
| Florida State University | College/University | Graduate Degree Graduate Degree | |
| Lehigh University | College/University | Director/Board Member Graduate Degree | |
| State University of New York at Binghamton | College/University | Undergraduate Degree Undergraduate Degree | |
| LaSalle University | College/University | Masters Business Admin Masters Business Admin | |
| Boston College | College/University | Undergraduate Degree Graduate Degree | |
| London School of Economics & Political Science | College/University | Undergraduate Degree Undergraduate Degree | |
Institute of Corporate Directors
 Institute of Corporate Directors Miscellaneous Commercial ServicesCommercial Services The Institute of Corporate Directors is a not-for-profit, member-based association that serves as a resource and voice for directors and boards. The non-profit company is based in Toronto, Canada, and has subsidiaries in Canada. The ICD provides thought leadership through various publications and is a unified voice for directors. The Canadian company was founded by Brian J. Gibson, and Rahul K. Bhardwaj has been the CEO of the company since 2016. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| The University of Texas at Dallas | College/University | Graduate Degree Undergraduate Degree | |
Institute of Chartered Accountants in England & Wales
 Institute of Chartered Accountants in England & Wales Miscellaneous Commercial ServicesCommercial Services The Institute of Chartered Accountants in England & Wales ensures that its members, students, and affiliates maintain the highest standards of professional competency and conduct to protect the public interest. The non-profit company is based in London, UK, and has subsidiaries in the United Kingdom. With over 150,000 members, the institute provides technical information, helplines, and communities to its members. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Illinois | College/University | Graduate Degree Undergraduate Degree | |
| University of Illinois At Urbana–Champaign | College/University | Undergraduate Degree Graduate Degree | |
| Strategic Storage Trust VI, Inc. | Director of Finance/CFO | ||
Wells Fargo Securities LLC
 Wells Fargo Securities LLC Investment Banks/BrokersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. | Investment Banks/Brokers | Analyst-Equity | |
Allscripts Healthcare LLC
 Allscripts Healthcare LLC Information Technology ServicesTechnology Services Allscripts Healthcare LLC provides computer related services. The company was founded on May 25, 2000 and is headquartered in Raleigh, NC. | Information Technology Services | Director/Board Member | |
PCP Management, Inc.
 PCP Management, Inc. Investment ManagersFinance PCP management Inc (PCP) is a private equity firm founded by Dr. Sheldon Elman & Stuart M Elman in 2008. The firm is headquartered in Montreal, Canada. | Investment Managers | Private Equity Analyst | |
| VERADIGM INC. | Packaged Software | Chairman | |
| University of Cambridge | College/University | Masters Business Admin | |
Strategic Storage Trust IV, Inc.
 Strategic Storage Trust IV, Inc. Real Estate Investment TrustsFinance Strategic Storage Trust IV, Inc. provides self storage real estate investment and management solutions. Its services includes investing in income-producing and opportunistic self storage properties and related self storage real estate investments, offers regular cash distributions to the investors and preserves and protects the invested capital. The company was founded on June 1, 2016 and is headquartered in Ladera Ranch, CA. | Real Estate Investment Trusts | Director of Finance/CFO | |
| Université Laval | College/University | Undergraduate Degree | |
Novacap Management, Inc.
 Novacap Management, Inc. Investment ManagersFinance Novacap Management, Inc (Novacap Management) is a Private Equity firm founded in 1981 by Marc Beauchamp. The firm is headquartered in Brossard, Quebec. | Investment Managers | Private Equity Investor | |
| University of California, Los Angeles | College/University | Undergraduate Degree | |
Leerink Partners LLC
 Leerink Partners LLC Investment Banks/BrokersFinance Leerink Partners LLC is a full-service brokerage and investment banking firm headquartered in Boston, Massachusetts. The firm was founded by Jeffrey Leerink in 1995 and formerly known as SVB Securities LLC. They rebranded as Leerink Partners in 2023. The firm is a subsidiary of SVB Securities LLC. Leerink Partners provides institutional sales, equity research, institutional trading, and corporate finance and asset management services to the healthcare and technology industries. They offer superior execution capabilities in common stock, convertibles and derivatives with a singular focus on healthcare and a knowledge-led approach. | Investment Banks/Brokers | Analyst-Equity | |
| Le Moyne College | College/University | Masters Business Admin |
Statistics
International
| United States | 37 |
| Canada | 6 |
| United Kingdom | 4 |
Sectoral
| Consumer Services | 21 |
| Finance | 16 |
| Technology Services | 5 |
| Commercial Services | 5 |
Operational
| Director/Board Member | 254 |
| Corporate Officer/Principal | 184 |
| Undergraduate Degree | 89 |
| Independent Dir/Board Member | 70 |
| Comptroller/Controller/Auditor | 59 |
Most connected contacts
| Insiders | |
|---|---|
| Karen Stuckey | 42 |
| Lenard Boggio | 32 |
| John C. Siciliano | 26 |
| R. Pate | 25 |
| See Tiat Quek | 21 |
| Glyn Barker | 21 |
| Christie Clark | 18 |
| Philip Wright | 17 |
| William Gerber | 16 |
| Daniel Hansen | 16 |
| Joseph Hartswell | 15 |
| John Hartman | 15 |
| John Green | 13 |
| Michael Spellacy | 13 |
| Robert Swaak | 13 |
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