Geoff S. Oblak
Director/Board Member at Exchange Solutions, Inc.
Network origin in Geoff S. Oblak first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
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.
668
| Non-Profit Organization | Miscellaneous Commercial Services | 668 |
Arthur Andersen LLP
 Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL.
117
| Subsidiary | Miscellaneous Commercial Services | 117 |
Hamilton College (New York)
78
| College/University | Other Consumer Services | 78 |
The Boston Security Analysts Society, Inc.
68
| Non-Profit Organization | 68 | |
Boston University
8
| College/University | Other Consumer Services | 8 |
Exchange Solutions, Inc.
 Exchange Solutions, Inc. Miscellaneous Commercial ServicesCommercial Services ESI Exchange Solutions, Inc. designs and hosts innovative buyer and seller collaboration solutions. The firm's solutions include customer loyalty programs, pre-paid and promotion programs, relationship consolidation programs, and member monetization. The company was founded by Alan Grant and Glenn Kaul in 1996 and is headquartered in Lincoln, MA.
8
| Holding Company | Miscellaneous Commercial Services | 8 |
ClickFox, Inc.
 ClickFox, Inc. Electronics DistributorsDistribution Services ClickFox, Inc. sells user behavior analysis and optimization software and services. Its products include Journey Management Suite, Journey Watch, Journey Explore and Journey Foundations. The firm also specializes in banking, insurance and utilities transition. The company was founded by Marco G. Pacelli, Tal Cohen and Nissim Harel in 2000 and is headquartered in Denver, CO.
6
| Subsidiary | Electronics Distributors | 6 |
Vee24, Inc.
 Vee24, Inc. Commercial Printing/FormsCommercial Services Vee24, Inc. engages in the provision of web-based customer engagement solutions. It offers enterprise video chat systems for travel, tourism, automotive, personal computers, mobile, banking, finance, household electronics, fashion and clothing markets. The company was founded by Nigel Thomas and Andrew M. Henshaw in 2007 and is headquartered in Boston, MA.
6
| Holding Company | Commercial Printing/Forms | 6 |
Auction Holdings, Inc.
 Auction Holdings, Inc. Packaged SoftwareTechnology Services Auction Holdings, Inc. develops software and e-commerce applications for the auction industry. It provides bidding for fine arts, decorative arts, collectibles, estate, and general auctions. The firm is a developer of auction software, bidding and advertising and marketing services targeting independent estate auctioneers and its customers. The company was founded by Adam W. Kirsch in 1989 and is headquartered in Allston, MA.
4
| Holding Company | Packaged Software | 4 |
ScaleBase, Inc.
 ScaleBase, Inc. Packaged SoftwareTechnology Services ScaleBase, Inc. provides software solutions for scalability and availability of SQL databases. The firm offers multiple database servers work. It provides centralized management, scalability, database availability, delivery models, and industry solutions. The company was founded by Doron Levari and Liran Zelkha in 2009 and is headquartered in Boston, MA.
3
| Subsidiary | Packaged Software | 3 |
Norwest Venture Partners
 Norwest Venture Partners Investment ManagersFinance Norwest Venture Partners is a venture capital division of Norwest Partners founded in 1961. The firm is headquartered in Palo Alto, California with additional offices in Mumbai and Herzliya.
1
| Holding Company | Investment Managers | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Geoff S. Oblak via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
The New York Society of Security Analysts, Inc.
 The New York Society of Security Analysts, Inc. Miscellaneous Commercial ServicesCommercial Services The New York Society of Security Analysts, Inc. operates as a financial services trade group and networking forum for wall street and provides Chartered Financial Analyst (CFA) exam. The company was founded in 1937 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| Boston College | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Graduate Degree Doctorate Degree | |
| University of Massachusetts | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
Hong Kong Institute of Certified Public Accountants
 Hong Kong Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services Hong Kong Institute of Certified Public Accountants operates under the professional accountant’s ordinance and works in the public interest. It offers CPA qualification programme and promulgating financial reporting, auditing and ethical standards in Hong Kong. The company was founded on January 1, 1973 and is headquartered in Hong Kong. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Chartered Professional Accountants of Canada
 Chartered Professional Accountants of Canada Miscellaneous Commercial ServicesCommercial Services Chartered Professional Accountants of Canada (CPA) is a national accounting organization representing over 220,000 CPAs at national and international levels. The non-profit company is based in Toronto, Canada. CPA Canada collaborates with provincial and territorial regulatory bodies to support the profession and promote transparency in financial markets. The organization contributes to standard setting and public policy and works with international bodies to build a stronger accounting profession worldwide. CPA Canada provides extensive resources covering sustainability, corporate reporting, standards, and audit issues. The organization champions best practices that benefit business and society and prepares its members for an ever-evolving operating environment featuring unprecedented change. Pamela Steer has been the CEO of the Canadian company since 2022. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Eaton Vance Management
 Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM provides investment advice to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Fixed Income | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Doctorate Degree Graduate Degree Masters Business Admin Undergraduate Degree | |
| Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| University of Toronto | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Bentley University | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
Association of Chartered Certified Accountants
 Association of Chartered Certified Accountants Miscellaneous Commercial ServicesCommercial Services The Association of Chartered Certified Accountants (ACCA) is a professional body for accountants. The non-profit company is based in Glasgow, UK, and has subsidiaries in Mauritius, United Kingdom, and Hong Kong. The British company offers a program called ALP-C, which approves learning materials from high-quality content providers to support studying towards ACCA's qualification. The role of the CFO is evolving beyond finance to include reporting on value-centric aspects of their operations, as companies move towards sustainable practices. The CEO of the company is Helen Joanna Brand. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
SSgA Funds Management, Inc.
 SSgA Funds Management, Inc. Investment ManagersFinance SSgA Funds Management, Inc. (SSgA FM) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles. | Investment Managers | Corporate Officer/Principal Head-Fixed Income Invts Portfolio Manager-Equities | |
Boston Management & Research
 Boston Management & Research Investment ManagersFinance Boston Management & Research (BMR) is an investment management firm headquartered in Boston, Massachusetts. The firm is a subsidiary of Eaton Vance Management, ultimately held by Morgan Stanley (NYSE: MS). BMR was founded in 1924 and provides investment advisory services only to registered investment companies and private funds. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Fixed Income | |
| CFA Society of Dallas-Fort Worth, Inc. | Corporate Officer/Principal Corporate Officer/Principal Director/Board Member | ||
| University of Virginia Darden School of Business | College/University | Corporate Officer/Principal Masters Business Admin | |
| Yale University | College/University | Undergraduate Degree Graduate Degree | |
| FINO PAYMENTS BANK LIMITED | Regional Banks | Director/Board Member 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 | |
| Richard Ivey School of Business | College/University | Masters Business Admin Masters Business Admin | |
| University of Virginia | College/University | Undergraduate Degree Graduate Degree | |
CFA Society of Chicago
 CFA Society of Chicago Miscellaneous Commercial ServicesCommercial Services CFA Society of Chicago is an investment analysts society that brings together nearly 4,200 top professionals involved in investment analysis. The society is based in Chicago, IL and is the oldest of its kind. The CFA designation is recognized by the society as a recognition of knowledge, skills, and abilities in security analysis and portfolio management. Christopher Thomas Vincent has been the CEO of the non-profit company since 2020. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| THE INDIA FUND, INC. | Investment Trusts/Mutual Funds | Chief Investment Officer Corporate Officer/Principal | |
Allspring Global Investments LLC
 Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 1, 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals. | Investment Managers | Analyst-Equity Analyst-Equity | |
| Washington & Lee University | College/University | Undergraduate Degree Undergraduate Degree | |
| NORTHERN TRUST CORPORATION | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
State Street Global Advisors
 State Street Global Advisors Investment ManagersFinance State Street Global Advisors (State Street Global Advisors) is a private equity subsidiary of State Street Corp. founded in 1978. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Sales & Marketing Corporate Officer/Principal | |
| University of Wisconsin | College/University | Undergraduate Degree Masters Business Admin | |
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 | |
Fidelity Management & Research Co. LLC
 Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
CFA Society of San Francisco
 CFA Society of San Francisco Miscellaneous Commercial ServicesCommercial Services CFA Society of San Francisco provides educational services. It offers a multi-review course which provides structured, classroom-based approach to preparing for the examination. The firm focuses on the assigned materials in the study guides from CFA Institute, with an emphasis on the Learning Outcome Statements (LOS). The company was founded in 1929 and is headquartered in San Francisco, CA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| DePaul 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 | |
Invaluable LLC
 Invaluable LLC Internet RetailRetail Trade Invaluable LLC provides an online database of information on antiques, art, and related auction sales. It provides marketing and e-commerce solutions, including auction listings, online biddings, Websites, and auction management software options (RFC systems) to estate and art auctioneers worldwide. The company was founded in 1989 and is headquartered in Boston, MA. | Internet Retail | Founder Chief Executive Officer | |
| Investment Management Consultants Association | Corporate Officer/Principal Corporate Officer/Principal | ||
CFA Society of the UK
 CFA Society of the UK Miscellaneous Commercial ServicesCommercial Services CFA Society of the UK is an association of investment professionals based in the UK. The British company was founded in an unspecified year. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Warsaw School of Economics | College/University | Graduate Degree Undergraduate Degree | |
| EATON VANCE TAX-ADVANTAGED GLOBAL DIVIDEND INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member President | |
Global Association of Risk Professionals
 Global Association of Risk Professionals Miscellaneous Commercial ServicesCommercial Services The Global Association of Risk Professionals is an organization that provides risk management solutions. The non-profit company is based in Jersey City, NJ. The company was founded by Marc Lore, Lev Borodovsky. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
The Chinese Institute of Certified Public Accountants
 The Chinese Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The Chinese Institute of Certified Public Accountants operates as an accounting organization. The private company is based in Beijing, China. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Dartmouth College | College/University | Undergraduate Degree Undergraduate Degree | |
Council on Foreign Relations, Inc.
 Council on Foreign Relations, Inc. Investment Trusts/Mutual FundsMiscellaneous Council on Foreign Relations, Inc. provides and disseminates ideas on foreign policies to individuals, corporate members, journalists and policy makers. It operates a forum for government officials, students and other interested parties to study and discuss world issues and impact on American foreign policies. The company publishes Foreign Affairs, a magazine that comes out six times a year, along with books and studies by its own scholars. Council on Foreign Relations was founded in 1921 and is headquartered in New York City, NY. | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Western Ontario | College/University | Undergraduate Degree Masters Business Admin |
Statistics
International
| United States | 38 |
| Canada | 6 |
| Hong Kong | 3 |
| United Kingdom | 3 |
| India | 2 |
Sectoral
| Consumer Services | 17 |
| Commercial Services | 14 |
| Finance | 11 |
| Miscellaneous | 9 |
| Retail Trade | 2 |
Operational
| Corporate Officer/Principal | 390 |
| Director/Board Member | 291 |
| Undergraduate Degree | 88 |
| Chairman | 79 |
| Independent Dir/Board Member | 78 |
Most connected contacts
| Insiders | |
|---|---|
| John Finbar Driscoll | 61 |
| Punita Kumar Sinha | 48 |
| James Mworia | 32 |
| Catherine Gignac | 27 |
| Adam Andrew Weigold | 25 |
| Swe Guan Lim | 25 |
| Craig Brandon | 23 |
| Hisham bin Zainal Mokhtar | 22 |
| Scott Savitz | 19 |
| Mike Allison | 18 |
| William Koutsouras | 18 |
| William H. Ahern | 18 |
| Gordon Baird | 17 |
| Kee Wai Lo | 15 |
| Mandy Abramsohn | 15 |
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