Network origin in Nancy M. Bergstrom first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
| Public Company | Investment Banks/Brokers | 82 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Nancy M. Bergstrom via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
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. | Investment Managers | Chief Executive Officer Corporate Officer/Principal Sales & Marketing Human Resources Officer Director of Finance/CFO General Counsel Chief Tech/Sci/R&D Officer Chief Executive Officer Public Communications Contact Corporate Officer/Principal Corporate Officer/Principal Director/Board Member Chief Administrative Officer Corporate Officer/Principal Corporate Officer/Principal Chief Administrative Officer Corporate Officer/Principal Sales & Marketing Corporate Officer/Principal General Counsel Director of Finance/CFO Director/Board Member Corporate Officer/Principal Corporate Officer/Principal | |
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 Director/Board Member Chairman Chairman Chief Executive Officer Director/Board Member Director/Board Member Director/Board Member | |
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 | Chief Executive Officer President President President Chief Executive Officer Corporate Officer/Principal | |
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 | Chief Operating Officer President President President Corporate Officer/Principal Chief Tech/Sci/R&D Officer | |
| University of California, Berkeley | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| ASSETMARK FINANCIAL HOLDINGS, INC. | Financial Conglomerates | Chief Investment Officer Chief Executive Officer Chief Tech/Sci/R&D Officer Chief Executive Officer General Counsel | |
| Stanford University | College/University | Director/Board Member Masters Business Admin Masters Business Admin Doctorate Degree Undergraduate Degree | |
AssetMark, Inc.
 AssetMark, Inc. Investment ManagersFinance AssetMark, Inc. is a SEC-registered investment advisor headquartered in Concord, California. The firm was founded in 1985 as Genworth Financial Asset Management. They are a wholly-owned subsidiary of AssetMark Financial Holdings, Inc., which is owned by Huatai International Investment Holdings Ltd. in Hong Kong. AssetMark provides various investment supervisory services to registered investment companies and a variety of clients, which include but not limited to individuals, investment companies, pension and profit-sharing plans, corporations, partnerships, trusts, insurance companies and other investment managers. | Investment Managers | Chief Investment Officer Chief Executive Officer Chief Executive Officer General Counsel | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin Corporate Officer/Principal Masters Business Admin | |
| Schwab Investor Services | President Human Resources Officer Corporate Officer/Principal Corporate Officer/Principal | ||
| Schwab Investments | Investment Trusts/Mutual Funds | Chairman Director/Board Member Director/Board Member Director/Board Member | |
Charles & Helen Schwab Foundation
 Charles & Helen Schwab Foundation Miscellaneous Commercial ServicesCommercial Services Charles & Helen Schwab Foundation provide social activity services. It is a private, nonprofit organization that helps parents of children who struggle with learning. Through the Schwab Learning program, the foundation aspires to help kids with learning and attention problems. The company was founded in 1989 and is headquartered in San Mateo, CA | Miscellaneous Commercial Services | Chairman Director/Board Member Director/Board Member Director/Board Member | |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Director/Board Member Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Citibank NA (New York)
 Citibank NA (New York) Major BanksFinance Citibank NA engages in the provision of banking services. It offers retail and commercial banking; credit cards; banking, capital markets, and advisory; markets and securities services; private banking; and treasury and trade solutions. The company was founded on June 16, 1812 and is headquartered in New York, NY. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| The Trustees of Columbia University in The City of New York | College/University | Graduate Degree Undergraduate Degree Graduate Degree | |
| TD AMERITRADE HOLDING CORPORATION | Investment Banks/Brokers | Director/Board Member Director/Board Member Director/Board Member | |
| University of California, Los Angeles | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
| New York University | College/University | Undergraduate Degree Masters Business Admin Graduate Degree | |
| Schwab Annuity Portfolios | Investment Trusts/Mutual Funds | Chairman Director/Board Member Director/Board Member | |
| Laudus Trust | Investment Trusts/Mutual Funds | Chairman Director/Board Member Director/Board Member | |
| Schwab Capital Trust | Chairman Director/Board Member Director/Board Member | ||
| Charles Schwab Family of Funds | Investment Trusts/Mutual Funds | Chairman Director/Board Member Director/Board Member | |
| NMI HOLDINGS, INC. | Property/Casualty Insurance | Director/Board Member Director/Board Member | |
| The University of Texas at Austin | College/University | Undergraduate Degree Undergraduate Degree | |
New York State Bar Association
 New York State Bar Association Miscellaneous Commercial ServicesCommercial Services New York State Bar Association is a non-profit organization, which provides legal services and offers a membership program for lawyers. It also publishes an array of books, bar journals, law digest, and State Bar news. The company was founded in 1876 and is headquartered in Alban, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Yale University | College/University | Undergraduate Degree Undergraduate Degree | |
| California State University-East Bay | College/University | Undergraduate Degree Graduate Degree | |
| AVANTAX, INC. | Packaged Software | Chairman Chief Executive Officer | |
Janus Henderson Investors US LLC
 Janus Henderson Investors US LLC Investment ManagersFinance Janus Henderson Investors US LLC (JHIUS) is a registered investment advisor and mutual fund manager headquartered in Denver, Colorado. The firm was founded in 1969 and formerly known as Janus Capital Management LLC. They are a subsidiary of Janus Henderson US (Holdings) Inc., which is owned by Janus Henderson Group plc (NYSE: JHG, LON: 0RPW) in Great Britain. JHIUS provides investment management services, as an investment adviser or sub-adviser, to pooled investment vehicles. | Investment Managers | Chairman Analyst-Fixed Income | |
UCSF Foundation
 UCSF Foundation Investment Trusts/Mutual FundsMiscellaneous The UCSF Foundation promotes and supports the interests and welfare of the University of California San Francisco and the UCSF Medical Center. The UCSF Foundation’s daily operations are administered by a development staff responsible for major gifts, planned giving, corporate and foundation gifts, annual giving, development communications, alumni relations and campus events | Investment Trusts/Mutual Funds | Director/Board Member Corporate Officer/Principal | |
San Francisco Symphony
 San Francisco Symphony Movies/EntertainmentConsumer Services San Francisco Symphony provides symphony orchestra presentations. The firm enriches, serves, and shapes cultural life throughout the spectrum of bay area communities. It offers performer’s series, south bay, organ and chorus concerts, open rehearsals, chamber music, youth orchestra concerts, family-friendly concerts and special events. The company was founded in 1911 and is headquartered in San Francisco, CA. | Movies/Entertainment | Chief Executive Officer Corporate Officer/Principal | |
Orion Advisor Technology LLC
 Orion Advisor Technology LLC MiscellaneousMiscellaneous Orion Advisor Technology LLC provides financial technology services for advisors and firms. It offers client experience tools, tax-intelligent rebalancing, efficient billing, integrated planning, and automated compliance monitoring. The company was founded by Michael Miola and Warren Patrick Clarke in 1999 and is headquartered in Omaha, NE. | Miscellaneous | Director/Board Member Chief Executive Officer | |
Foreside Financial Group LLC
 Foreside Financial Group LLC Packaged SoftwareTechnology Services Foreside Financial Group LLC engages in the provision of regulatory and compliance services. Is solutions include broker-dealer consulting, investment advisor consulting, capital connections, fund officer services and technology solutions. It offers services to investment adviser, broker-dealer, CPOs/CTAs, mutual funds, exchange-traded products (ETPs), funds of funds, hedge funds, private equity funds and investment bankers. The company was founded on October 19, 2005 and is headquartered in Portland, ME. | Packaged Software | Director/Board Member Director/Board Member | |
Visa U.S.A., Inc.
 Visa U.S.A., Inc. Regional BanksFinance Visa USA, Inc. provides retail electronic payment services. It offers its financial products and services for personal use, small businesses, merchants, companies, and the government. The company is headquartered in Foster City, CA. | Regional Banks | Chief Executive Officer Sales & Marketing | |
| INVESTMENT TECHNOLOGY GROUP | Investment Banks/Brokers | Director/Board Member Director/Board Member | |
Genstar Capital Management LLC
 Genstar Capital Management LLC Investment ManagersFinance Genstar Capital Management LLC is a private equity firm founded in 1988 by Dennis H. Chookaszian. The firm is headquartered in San Francisco., California. | Investment Managers | Consultant / Advisor Consultant / Advisor | |
| Michigan State University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Maryland | College/University | Director/Board Member Undergraduate Degree | |
| The University of Colorado | College/University | Undergraduate Degree Undergraduate Degree | |
| Clemson University | College/University | Undergraduate Degree Undergraduate Degree | |
California Institute of Technology
 California Institute of Technology Other Consumer ServicesConsumer Services California Institute of Technology provides education focusing on science, engineering, academia, business, and public service. The company was founded in 1891 and it is headquartered in Pasadena, CA. | College/University | Director/Board Member Undergraduate Degree | |
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 | Director/Board Member Director/Board Member | |
FIAM LLC
 FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| St. John's University | College/University | Doctorate Degree Undergraduate Degree | |
| INTEL CORPORATION | Semiconductors | Director/Board Member Director/Board Member | |
| Laudus Institutional Trust | Investment Trusts/Mutual Funds | Chairman Director/Board Member |
Statistics
International
| United States | 51 |
Sectoral
| Finance | 19 |
| Consumer Services | 17 |
| Miscellaneous | 8 |
| Commercial Services | 5 |
| Technology Services | 3 |
Operational
| Director/Board Member | 373 |
| Corporate Officer/Principal | 190 |
| Independent Dir/Board Member | 96 |
| Chairman | 89 |
| Undergraduate Degree | 73 |
Most connected contacts
| Insiders | |
|---|---|
| Deborah McWhinney | 31 |
| Aliza Knox | 27 |
| Justin Somaini | 27 |
| Paula Sneed | 25 |
| Dawn Lepore | 25 |
| Charles Goldman | 23 |
| Alan Weber | 23 |
| William Aldinger | 22 |
| Chuck Schwab | 22 |
| Evelyn Dilsaver | 21 |
| Tom Seip | 21 |
| Frank Herringer | 19 |
| John S. Clendening | 19 |
| Matt McGowan | 19 |
| Jody Bilney | 19 |
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