Network origin in Julie Dowell first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
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.
135
| Subsidiary | Investment Managers | 135 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Julie Dowell via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Director/Board Member Corporate Officer/Principal Corporate Officer/Principal | |
| Schwab Annuity Portfolios | Investment Trusts/Mutual Funds | Chairman Director/Board Member Director/Board Member | |
| Schwab Capital Trust | Chairman Director/Board Member Director/Board Member | ||
| CHARLES SCHWAB | Investment Banks/Brokers | Founder Sales & Marketing Human Resources Officer Chief Operating Officer General Counsel Chief Tech/Sci/R&D Officer Chief Executive Officer Public Communications Contact Corporate Officer/Principal Public Communications Contact Chief Administrative Officer Corporate Officer/Principal Corporate Officer/Principal Chief Administrative Officer Sales & Marketing Corporate Officer/Principal General Counsel Director/Board Member Director of Finance/CFO Corporate Officer/Principal Corporate Officer/Principal Chief Tech/Sci/R&D Officer Corporate Officer/Principal Chief Tech/Sci/R&D Officer General Counsel | |
| Charles Schwab Family of Funds | Investment Trusts/Mutual Funds | Chairman Director/Board Member Director/Board Member | |
| Schwab Investments | Investment Trusts/Mutual Funds | Chairman Director/Board Member Director/Board Member | |
| EBAY INC. | Internet Retail | Director/Board Member Sales & Marketing Chief Tech/Sci/R&D Officer Corporate Officer/Principal | |
Check Capital Management, Inc.
 Check Capital Management, Inc. Investment ManagersFinance Check Capital Management, Inc. (CCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Costa Mesa, California. The firm was founded by Steven G. Check in 1987 as Check & Associates Capital Management. CCM manages accounts for individuals, high-net-worth clients, retirement plans and corporate clients, among others. In addition, the firm serves as an investment manager to the Blue Chip Investor Fund. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
Charles Schwab Investment Management, Inc.
 Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (dba Schwab Asset Management®) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a wholly-owned subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). Schwab Asset Management is the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account strategies. | Investment Managers | President Corporate Officer/Principal | |
First Interstate Bank (Billings, Montana)
 First Interstate Bank (Billings, Montana) Investment ManagersFinance First Interstate Bank is the investment management subsidiary of First Interstate BancSystem, Inc. (NASDAQ: FIBK), a financial holding company headquartered in Billings, Montana. Founded in 1971, the firm provides wealth management services to individuals and businesses. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
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 | Portfolio Manager-Equities Portfolio Manager-Equities | |
| Schwab Strategic Trust | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| The Trustees of Columbia University in The City of New York | College/University | Undergraduate Degree Masters Business Admin | |
| Stanford University | College/University | Director/Board Member Undergraduate Degree Masters Business Admin Undergraduate Degree | |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Missouri | College/University | Graduate Degree Undergraduate Degree | |
Forté Capital LLC
 Forté Capital LLC Investment ManagersFinance Forté Capital LLC is an independent registered investment advisory firm headquartered in Rochester, New York. The firm was founded by Daivd W. Henion in 1996. Forté Capital provides advisory services to high net-worth individuals, pension and profit-sharing plans, corporations, corporate pension & profit-sharing plans, endowments, Foundations, Trusts, estates and charitable institutions. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| University of California, Los Angeles | College/University | Undergraduate Degree Undergraduate Degree | |
| Arizona State University | College/University | Masters Business Admin Undergraduate Degree | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Undergraduate Degree Undergraduate Degree | |
| Golden Gate University | College/University | Masters Business Admin Masters Business Admin | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
| Tulane University (Louisiana) | College/University | Graduate Degree Graduate Degree | |
| Oregon State University | College/University | Undergraduate Degree Undergraduate Degree | |
| The Pennsylvania State University | College/University | Undergraduate Degree Undergraduate Degree | |
| St. John's University | College/University | Masters Business Admin Undergraduate Degree | |
| University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of California, Berkeley | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
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. | Regional Banks | Chairman Chairman Chairman Chief Executive Officer Director/Board Member General Counsel | |
Schwab Institutional
 Schwab Institutional Financial ConglomeratesFinance Part of The Charles Schwab Corp., Schwab Institutional is a company that provides financial advisory services. The company is based in Chicago, IL. | Financial Conglomerates | President Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| Schwab Investor Services | President Human Resources Officer Corporate Officer/Principal | ||
| Laudus Trust | Investment Trusts/Mutual Funds | Chairman Director/Board Member Director/Board Member | |
| TD AMERITRADE HOLDING CORPORATION | Investment Banks/Brokers | Director/Board Member Director/Board Member Director/Board Member | |
GPS Capital Management LLC
 GPS Capital Management LLC Investment ManagersFinance GPS Capital Management LLC (GPS) is an independent SEC-registered wealth management firm headquartered in Burlingame, California. The firm was founded by Dennis Chen and Daniel Wu in 2005. GPS provides advisory services to individuals, and high-net worth individuals. | Investment Managers | Chief Executive Officer Founder | |
U.S. Bank NA (Cincinnati Ohio Investment Management)
 U.S. Bank NA (Cincinnati Ohio Investment Management) Investment ManagersFinance U.S. Bank NA (Cincinnati Ohio Investment Management) (USB-IM) is the asset management division of U.S. Bank NA, which is ultimately held by the US Bancorp (NYSE: USB). The firm is headquartered in Minneapolis, Minnesota. USB-IM provides tailored investment management services to individuals and institutional investors. | Investment Managers | Chief Investment Officer Portfolio Manager-Equities | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree | |
Betterment Holdings, Inc.
 Betterment Holdings, Inc. Information Technology ServicesTechnology Services Betterment Holdings, Inc. provides financial, technology, trading, law, and marketing services. It offers financial planning, retirement, IRAS, Trusts, and tax loss harvesting. The company was founded by Eli David Broverman and Jonathan Babcock Stein in 2007 and is headquartered in New York, NY. | Information Technology Services | Director/Board Member Director/Board Member | |
| The State University of New York | College/University | Undergraduate Degree Undergraduate Degree | |
| W.P. Carey School of Business | College/University | Director/Board Member Masters Business Admin | |
Charles Schwab Investment Advisory, Inc.
 Charles Schwab Investment Advisory, Inc. Investment ManagersFinance Charles Schwab Investment Advisory, Inc. (CSIA) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm is a subsidiary of Schwab Holdings, Inc., which is owned by The Charles Schwab Corp. (NYSE: SCHW). CSIA provides portfolio management services for the Schwab Intelligent Portfolios (SIP) program. Clients of the SIP Program primarily include individuals, revocable living trusts, and individual retirement accounts. | Investment Managers | Trading-Equity Analyst-Equity | |
| Make-A-Wish Foundation of Illinois | Director/Board Member Corporate Officer/Principal | ||
Securities Investor Protection Corp.
 Securities Investor Protection Corp. Insurance Brokers/ServicesFinance The Securities Investor Protection Corporation either acts as trustee or works with an independent court-appointed trustee in a missing asset case to recover funds. The statute that created SIPC provides that customers of a failed brokerage firm receive all non-negotiable securities that are already registered in their names or in the process of being registered. Recovered funds are used to replenish SIPC's reserve in the event that the reserve is tapped in the early stages of a liquidation proceeding. | Insurance Brokers/Services | Director/Board Member Director/Board Member | |
| University of San Francisco | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Tennessee | College/University | Undergraduate Degree Graduate Degree |
Statistics
International
| United States | 51 |
Sectoral
| Consumer Services | 21 |
| Finance | 20 |
| Miscellaneous | 6 |
| Technology Services | 3 |
| Retail Trade | 2 |
Operational
| Corporate Officer/Principal | 225 |
| Director/Board Member | 174 |
| Undergraduate Degree | 94 |
| Sales & Marketing | 51 |
| Independent Dir/Board Member | 45 |
Most connected contacts
| Insiders | |
|---|---|
| Deborah McWhinney | 31 |
| Dawn Lepore | 25 |
| James Fuller | 24 |
| Donna Wells | 24 |
| Chuck Schwab | 22 |
| Jody Bilney | 19 |
| John S. Clendening | 19 |
| Walter Bettinger | 18 |
| Joseph Martinetto | 17 |
| Brad Peterson | 14 |
| Christine E. Petersen | 14 |
| Frank Kelly | 12 |
| Jay L. Allen | 12 |
| Ronald W. Readmond | 11 |
| Bernard Clark | 11 |
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