Patrick Joseph Bowen
President at One Capital Management LLC
Network origin in Patrick Joseph Bowen first degree
Entity | Entity type | Industry | |
---|---|---|---|
California Polytechnic State University (San Luis Obispo)
64
| College/University | Other Consumer Services | 64 |
One Capital Management LLC
One Capital Management LLC Investment ManagersFinance One Capital Management LLC (OCM) is a registered investment advisor headquartered in Westlake Village, California. The firm was founded by Don McDonald in 2001 and is a subsidiary of OCM Capital Partners LLC, ultimately held by CI Financial Corp. (TSE: CIX, NYSE, NASDAQ: CIXX) in Canada. OCM provides investment advisory services to individuals, pension and profit-sharing plans, trusts, corporations and other business entities.
13
| Subsidiary | Investment Managers | 13 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Patrick Joseph Bowen via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
APPLE INC. | Telecommunications Equipment | Corporate Officer/Principal Corporate Officer/Principal Human Resources Officer | |
H&R BLOCK, INC. | Other Consumer Services | Corporate Officer/Principal | |
Payden & Rygel
Payden & Rygel Investment ManagersFinance Payden & Rygel is a privately-owned, registered investment adviser headquartered in Los Angeles, California. The firm was founded by Joan Payden in 1983. They provide a full range of investment strategies and solutions to institutions and individual investors. | Investment Managers | Investment Committee Member Director/Board Member | |
UBS Americas, Inc.
UBS Americas, Inc. Investment ManagersFinance UBS Americas, Inc. provides investment advice services. It offers wealth, asset management and investment banking services. The company was founded in 2000 and is headquartered in Stamford, CT. | Investment Managers | Corporate Officer/Principal | |
Wells Fargo Bank NA
Wells Fargo Bank NA Major BanksFinance Wells Fargo Bank, NA provides investment advisory services. It offers banking, insurance, investments, mortgage, and consumer finance services. The company is headquartered in Sioux Falls, SD. | Major Banks | Private Equity Investor Corporate Officer/Principal | |
HSBC HOLDINGS PLC | Major Banks | Corporate Officer/Principal | |
RENOVACARE, INC. | Medical Specialties | Director of Finance/CFO | |
Ernst & Young LLP
Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
FundX Investment Group LLC
FundX Investment Group LLC Investment ManagersFinance FundX Investment Group LLC (FundX) is an investment management firm headquartered in San Francisco, California. The firm was founded in 1969 as DAL Investment Co. and they are a subsidiary of One Capital Management LLC. FundX provides investment management services on a discretionary basis to individuals, high net worth individuals and their trusts and estates, charitable foundations, pension and profit sharing plans, corporations and mutual funds. | Investment Managers | Chief Executive Officer Analyst-Equity Compliance Officer Trading-Equity | |
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 | Graduate Degree Masters Business Admin | |
Arborwell, Inc.
Arborwell, Inc. Miscellaneous Commercial ServicesCommercial Services Arborwell, Inc. provides professional tree-management services. It offers tree pruning, removal, preservation, installation, plant heath services, and arborist consultations to contractors, commercial property managers, golf courses, municipalities, parks, and residential properties. The company was founded by Peter Sortwell in 1997 and is headquartered in Hayward, CA. | Miscellaneous Commercial Services | President Corporate Officer/Principal | |
The State Bar of California
The State Bar of California Miscellaneous Commercial ServicesCommercial Services The State Bar of California operates as an official attorney licensing agency. The non-profit company is based in San Francisco, CA. Elizabeth Rindskopf Parker has been the CEO of the company since 2015. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Golden Gate University | College/University | Graduate Degree Graduate Degree | |
BlackRock Fund Advisors
BlackRock Fund Advisors Investment ManagersFinance BlackRock Fund Advisors (BFA) is a registered investment advisor headquartered in San Francisco, California. The firm was founded in 1984 and is a subsidiary of BlackRock Delaware Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BFA manages assets for US registered investment companies, including ETFs. Mandates include cash management, equity, fixed income, multi-asset and index strategies. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Fixed Income | |
The California State University | College/University | Undergraduate Degree 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 | Corporate Officer/Principal Corporate Officer/Principal | |
FIRST REPUBLIC BANK | Regional Banks | Corporate Officer/Principal | |
University of San Francisco | College/University | Masters Business Admin | |
Export-Import Bank of the United States
Export-Import Bank of the United States Finance/Rental/LeasingFinance Export-Import Bank of the United States operates as an export credit agency. It offers working capital guarantees, export credit insurance, loan guarantees, and direct loans. The firm offers its services to brokers, lenders, congressional and government stakeholders. The company was founded by Franklin Delano Roosevelt in 1934 and is headquartered in Washington, DC. | Finance/Rental/Leasing | Corporate Officer/Principal | |
The Network for Teaching Entrepreneurship
The Network for Teaching Entrepreneurship Miscellaneous Commercial ServicesCommercial Services The Network for Teaching Entrepreneurship (NFTE) is a non-profit organization that provides entrepreneurship education to middle school, high school, and postsecondary students in 30 states and 31 countries. The non-profit company is based in New York, NY. NFTE aims to ignite the entrepreneurial mindset in students, empowering them to own their futures regardless of their family income, community resources, special needs, gender identity, race, or ethnicity. NFTE has educated over a million students through in-school, out-of-school, in-person, online, or hybrid programs. The company was founded in 1987 by Carl Press and Philip A. McNeill, and J.D. LaRock has been the CEO of the company since 2019. | Miscellaneous Commercial Services | Director/Board Member | |
Asian American Multi-technology Association | Director/Board Member | ||
STRASBAUGH | Industrial Machinery | Chief Tech/Sci/R&D Officer | |
Syngenta Corp.
Syngenta Corp. Chemicals: AgriculturalProcess Industries Syngenta Corp. manufactures agricultural chemicals and distributes field, garden, and flower seeds. It produces herbicides, fungicides, insecticides, and crop protection products for pest control and vegetation management. The company was founded in 2000 and is headquartered in Wilmington, DE. | Chemicals: Agricultural | Corporate Officer/Principal | |
Oregon State University | College/University | Undergraduate Degree | |
Silicon Valley Bank
Silicon Valley Bank Regional BanksFinance Silicon Valley Bank provides commercial banking services. It offers banking services to the hardware and infrastructure, software and internet, life science and healthcare, energy and resource innovation, private equity and venture capital, and premium wine industries. The company was founded in 1983 and is headquartered in Santa Clara, CA. | Regional Banks | Corporate Officer/Principal | |
REVASUM, INC. | Semiconductors | Chief Tech/Sci/R&D Officer | |
University of San Diego | College/University | Graduate Degree | |
Literacy for Life | Director/Board Member | ||
San Luis Obispo County Bar Association | Corporate Officer/Principal | ||
San Luis Obispo Chamber of Commerce | Chairman | ||
The Institute of Electrical & Electronics Engineers, Inc.
The Institute of Electrical & Electronics Engineers, Inc. Miscellaneous Commercial ServicesCommercial Services The Institute of Electrical & Electronics Engineers, Inc. is a non-profit organization that owns and operates technical professional association. It provides membership and services, societies and communities support, publication services, and conferences and events. The company was founded in 1884 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Central Coast Natural History Association | Chairman | ||
Cal Poly Corp.
Cal Poly Corp. Miscellaneous Commercial ServicesCommercial Services Cal Poly Corp. operates as a non profit organization that provides vital commercial services to support the campus community from healthful food options to affordable textbooks. The company was founded in and is headquartered in San Luis Obispo, CA. | Miscellaneous Commercial Services | Director/Board Member | |
Cal Poly Alumni Association
Cal Poly Alumni Association Miscellaneous Commercial ServicesCommercial Services Cal Poly Alumni Association is a non profit organization that provides discounts, benefits, and services to its alumni. The company is headquartered in San Luis Obispo, CA. | Miscellaneous Commercial Services | Director/Board Member | |
American Youth Soccer Association Region 53 | Corporate Officer/Principal | ||
American Intellectual Property Law Association
American Intellectual Property Law Association Miscellaneous Commercial ServicesCommercial Services The American Intellectual Property Law Association (AIPLA) is a professional organization that provides education, advocacy, and networking opportunities for intellectual property (IP) law practitioners. The organization is based in Arlington, VA and offers a variety of resources for its members, including access to committees focused on specific areas of IP law, continuing legal education (CLE) courses, and publications such as the quarterly journal and Innovate magazine. AIPLA also advocates for policies that support the protection of IP rights and provides resources for students and the public. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Fitch, Even, Tabin & Flannery LLP
Fitch, Even, Tabin & Flannery LLP Miscellaneous Commercial ServicesCommercial Services Fitch, Even, Tabin & Flannery LLP engages in intellectual property and technology-related law. Its services include copyrights, entertainment and media, parent post-issuance proceedings and trade secrets. The company was founded in 1859 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
San Diego State University | College/University | Masters Business Admin | |
EPWA, Inc.
EPWA, Inc. Investment ManagersFinance EPWA, Inc. operates as an investment holding company. It provides advisory and financial planning services. The company is headquartered in Torrance, CA. | Investment Managers | Director/Board Member | |
Premier Financial Management LLC
Premier Financial Management LLC Investment ManagersFinance Part of Truist Financial Corp., Premier Financial Management LLC is a company that provides investment advice. The company is based in Brentwood, TN. The company was founded in 1997 by Derek Hallock Holman. | Investment Managers | Founder | |
EP Wealth Advisors LLC
EP Wealth Advisors LLC Investment ManagersFinance EP Wealth Advisors LLC (EPWA) is a SEC-registered investment advisor headquartered in Torrance, California. The firm was formed by Brian Parker and Derek Holman in 2004 through the merger of Premier Financial Management, LLC (founded in 1999) and Enright Financial Consultants, Inc. (incorporated in 1985). They are principally owned by EPWA Holding Co. LLC. EPWA provides wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Investment Managers | Founder |
Statistics
International
United States | 42 |
United Kingdom | 2 |
Sectoral
Finance | 13 |
Commercial Services | 11 |
Consumer Services | 9 |
Electronic Technology | 3 |
Health Technology | 2 |
Operational
Corporate Officer/Principal | 119 |
Director/Board Member | 105 |
Undergraduate Degree | 79 |
Director of Finance/CFO | 34 |
Chief Executive Officer | 34 |
Most connected contacts
Insiders | |
---|---|
Michael Abbott | 44 |
Chuck Templeton | 31 |
Sidney Ribeau | 23 |
Benjamin Wolff | 18 |
Sunil Sanghavi | 17 |
Thomas F. Lebens | 16 |
Michael Bunning | 14 |
Mark Harris | 13 |
Andrew Nasuri | 13 |
Agussurja Widjaja | 12 |
Michael Selfridge | 10 |
Anthony M. Matusich | 10 |
John W. Waggoner | 9 |
Frank Verdecanna | 9 |
Philip A. Davis | 9 |
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