Patrick B. McCormick
Corporate Officer/Principal at Society of Financial Service Professionals
Network origin in Patrick B. McCormick first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Society of Financial Service Professionals
 Society of Financial Service Professionals Investment ManagersFinance Society of Financial Service Professionals is a national network of credentialed professionals working in diverse financial disciplines. It promotes its members by delivering education programming, by establishing and rewarding the ethical conduct, and by cultivating mutually beneficial relationships among credentialed financial service professionals. The company was founded in 1928 and is headquartered in Newtown Square, PA.
52
| Non-Profit Organization | Investment Managers | 52 |
Symetra Life Insurance Co.
 Symetra Life Insurance Co. Life/Health InsuranceFinance Symetra Life Insurance Co. engages in the provision of products and services that serve the retirement, employment-based benefits and life insurance markets. It operates through the following business segments: Benefits, Retirement, Individual Life, and Other. The Benefits segment is a multi-line carrier offering medical stop-loss; group life and DI insurance; and group fixed-payment medical, accident, and critical illness insurance products ad services to employers. The Retirement segment comprises of deferred annuities and income annuities. The Individual Life segment offers individuals life insurance products, primarily UL, including IUL, and term insurance. The Other segment represents the investment results related to surplus invested assets; unallocated corporate expenses; and inter-segment elimination entries. The company was founded on 1957 and is headquartered in Bellevue, WA.
12
| Subsidiary | Life/Health Insurance | 12 |
American Society of Chartered Life Underwriters
3
| Non-Profit Organization | 3 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Patrick B. McCormick via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| CITIGROUP INC. | Major Banks | Corporate Officer/Principal | |
Pacific Life Fund Advisors LLC
 Pacific Life Fund Advisors LLC Investment ManagersFinance Pacific Life Fund Advisors LLC (PLFA) is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded by Brian Robertson in 2007 and they are a direct subsidiary of Pacific Life Insurance Co., an indirect, wholly-owned subsidiary of Pacific Mutual Holding Co. PLFA provides discretionary investment advisory services to US open-ended mutual funds and a private investment fund. | Investment Managers | Sales & Marketing | |
American Leduc Petroleums Ltd.
 American Leduc Petroleums Ltd. Oil & Gas ProductionEnergy Minerals Part of Cequence Energy Ltd., American Leduc Petroleums Ltd. explores for oil and gas. The company is based in Calgary, Canada. American Leduc Petroleums was acquired by Veteran Resources, Inc. on October 17, 2003 for $4.57 million. | Oil & Gas Production | Director/Board Member | |
Pacific Life & Annuity Co.
 Pacific Life & Annuity Co. Life/Health InsuranceFinance Pacific Life & Annuity Co. provides life insurance, annuities, structured settlement annuities and other investment products and services for individuals and businesses. It also offers wealth preservation, retirement income, income for life, investment products and services, mutual funds, annuities, life insurance, financial protection, and wealth accumulation. The company is headquartered in Newport Beach, CA. | Life/Health Insurance | Chief Executive Officer | |
Sammons Securities Co. LLC
 Sammons Securities Co. LLC Investment Banks/BrokersFinance Sammons Securities Co. LLC is a private company based in Ann Arbor, MI. | Investment Banks/Brokers | Corporate Officer/Principal | |
NEXT Financial Holdings, Inc.
 NEXT Financial Holdings, Inc. Investment ManagersFinance NEXT Financial Holdings, Inc. provides investment management and brokerage services for professionals in the financial industry. It focuses on retirees and baby boomers. The company was founded by David Lee Holtz and is headquartered in Houston, TX. | Investment Managers | Director/Board Member | |
| AVIVA PLC | Multi-Line Insurance | Corporate Officer/Principal | |
| University of Pennsylvania | College/University | Masters Business Admin | |
| College of the Holy Cross (Massachusetts) | College/University | Undergraduate Degree | |
| THE MARKETING ALLIANCE, INC. | Insurance Brokers/Services | Director/Board Member | |
| SYMETRA FINANCIAL CORPORATION | Life/Health Insurance | Chief Executive Officer Chief Executive Officer General Counsel Corporate Officer/Principal Chief Administrative Officer General Counsel Chief Operating Officer Human Resources Officer | |
Laffer Tengler Investments, Inc.
 Laffer Tengler Investments, Inc. Investment ManagersFinance Laffer Tengler Investments, Inc. is a SEC-registered investment advisor headquartered in Nashville, Tennessee. The firm was founded by Dr. Arthur B. Laffer and Arthur B. Laffer in 1999. They are a wholly owned subsidiary of ButcherJoseph Financial Holdings LLC. Laffer Tengler Investments provides investment advice and management services (1) as a discretionary investment adviser to domestic and foreign separately managed accounts; (2) as a discretionary manager to clients participating in one or more wrap fee programs; (3) as a non- discretionary investment adviser to certain clients, which includes other investment advisers; and (4) as a sub-adviser to certain open-end exchange traded funds. | Investment Managers | Chief Executive Officer | |
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 | |
| Brigham Young University | College/University | Graduate Degree Undergraduate Degree | |
| Long Island University | College/University | Masters Business Admin | |
| Manhattan College | College/University | Undergraduate Degree | |
| St. Bonaventure University | College/University | Director/Board Member Undergraduate Degree | |
| University of Wisconsin | College/University | Undergraduate Degree Masters Business Admin | |
University of Minnesota
 University of Minnesota Other Consumer ServicesConsumer Services Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN. | College/University | Graduate Degree Undergraduate Degree | |
Forest City Trading Group LLC
 Forest City Trading Group LLC Wholesale DistributorsDistribution Services Forest City Trading Group LLC markets forest products. Its products include lumber, panel and steel products. The firm offers logistics services. The company was founded in 1964 and is headquartered in Portland, OR. | Wholesale Distributors | Director/Board Member | |
Symetra National Life Insurance Co.
 Symetra National Life Insurance Co. Life/Health InsuranceFinance Symetra National Life Insurance Co. offers life insurance, annuities, retirement plans, and employee benefits through financial advisors, banks, and independent agents. The company is headquartered in Redmond, WA | Life/Health Insurance | President Corporate Secretary Director/Board Member | |
American Bar Association
 American Bar Association Miscellaneous Commercial ServicesCommercial Services American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
CopperPoint Insurance Co.
 CopperPoint Insurance Co. Life/Health InsuranceFinance CopperPoint Insurance Co. engages in provision of mutual commercial lines insurance services. It offers workers' compensation insurance, as well as business insurance products including property and casualty coverage in the state of Arizona. The company was founded in 1925 and is headquartered in Phoenix, AZ. | Life/Health Insurance | Director of Finance/CFO Corporate Officer/Principal | |
US Coast Guard
 US Coast Guard General GovernmentGovernment US Coast Guard provides security services. It is a military branch of the United States involved in maritime law, mariner assistance, and search & rescue. The company operates in international waters, US coastal waters, ports, and inland waterways. Its primary roles consist of promoting maritime safety, supporting national defense, providing maritime security, protecting natural resources, facilitating maritime transport, commerce, and recreation. The company was founded on August 4, 1790 and is headquartered in Washington, DC. | General Government | Corporate Officer/Principal | |
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 | |
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. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Financial Planning Association
 Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Horace Mann Insurance Co.
 Horace Mann Insurance Co. Property/Casualty InsuranceFinance Horace Mann Insurance Co. is engaged in the provision of insurance services. Its services include property and casualty and business and commercial inmsurance services, and health and life financial solutions. The company was founded in 1945 and is headquartered in Springfield, Illinois. | Property/Casualty Insurance | Corporate Officer/Principal | |
CPCU Society
 CPCU Society Insurance Brokers/ServicesFinance The CPCU Society is a community for risk management and insurance professionals. The society is based in Malvern, PA. The society provides exclusive networking, knowledge, leadership opportunities, and career resources to its members. The society hosts an annual event called In2Risk, which focuses on emerging issues, industry trends, leadership development, and networking. | Insurance Brokers/Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Washington Roundtable
 Washington Roundtable Miscellaneous Commercial ServicesCommercial Services Washington Roundtable works to affect positive change on public policy issues that are most important to supporting state economic vitality and fostering opportunity. Its work includes sharing news and analysing policy developments. The company was founded in 1983 and is headquartered in Seattle, WA. | Miscellaneous Commercial Services | Director/Board Member Corporate Officer/Principal | |
CNA Insurance Co. Ltd.
 CNA Insurance Co. Ltd. Property/Casualty InsuranceFinance Part of Loews Corp., CNA Insurance Co. Ltd. is a British company that provides insurance services. The company is based in London, UK. The company was founded in 1864. David John Brosnan has been the CEO of the company since 2013. | Property/Casualty Insurance | Corporate Officer/Principal | |
First Symetra National Life Insurance Co. of New York
 First Symetra National Life Insurance Co. of New York Multi-Line InsuranceFinance Part of Sumitomo Life Insurance Co., First Symetra National Life Insurance Co. of New York is a company that provides insurance services. The company is based in New York, NY and was founded in 1990. | Multi-Line Insurance | Corporate Officer/Principal Corporate Secretary Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
New Jersey State Bar Association
 New Jersey State Bar Association Miscellaneous Commercial ServicesCommercial Services New Jersey State Bar Association operates as a not-for-profit organization. It educates the public to enhance awareness of the legal system. The company was founded in June 1899 and is headquartered in New Brunswick, NJ. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
United Way of King County
 United Way of King County Miscellaneous Commercial ServicesCommercial Services United Way of King County is a non-profit organization, which provides rental assistance, educational solutions, and financial support. Its programs include Jobs Connect, Streets to Home, Home Base, ParentChild+, Reconnecting Youth, Bridge to Finish, and Free Tax. The company was founded in 1952 and is headquartered in Seattle, WA. | Miscellaneous Commercial Services | Director/Board Member | |
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 | Corporate Officer/Principal Corporate Officer/Principal | |
MarketCounsel LLC
 MarketCounsel LLC Miscellaneous Commercial ServicesCommercial Services MarketCounsel LLC provides business and regulatory compliance consulting services. Its services include RIA incubator program, compliance management, and custom consulting. The company was founded by Brian S. Hamburger in 2000 and is headquartered in Englewood, NJ. | Miscellaneous Commercial Services | Chief Executive Officer | |
| Arizona Society of Certified Public Accountants | Corporate Officer/Principal Corporate Officer/Principal | ||
Paxen LLC
 Paxen LLC Publishing: Books/MagazinesConsumer Services Paxen LLC provides outcome-based educational programs. It specializes in developing and delivering training programs that build academic, life, and employability skills for at-risk youth and out-of-work adults. The company was founded in 1984 and is headquartered in Melbourne, FL. | Publishing: Books/Magazines | Director/Board Member | |
| Bryant University | College/University | Undergraduate Degree | |
| Pennsylvania State Bar Association | Corporate Officer/Principal Corporate Officer/Principal | ||
Pacific Life Insurance Co.
 Pacific Life Insurance Co. Life/Health InsuranceFinance Pacific Life Insurance Co. provides insurance products and service. It offers annuities, mutual funds to individuals, businesses and pension plans. The company was founded on May 9th 1868 and is headquartered in Newport Beach, CA. | Life/Health Insurance | Corporate Officer/Principal | |
American Council of Life Insurers
 American Council of Life Insurers Life/Health InsuranceFinance The American Council of Life Insurers (ACLI) is a non-profit organization that has been delivering financial security to families for over 175 years. ACLI is based in Washington, and Susan K. Neely has been the CEO of the private company since 2018. With over 90 million families relying on their life insurance and financial protection products, ACLI's fundamental mission is to safeguard people and the things that matter most to them. The organization advocates for public policies that protect consumers while ensuring families have access to information about different choices for retirement security. | Life/Health Insurance | Director/Board Member Director/Board Member | |
| Financial Services Institute, Inc. | Corporate Officer/Principal | ||
| Society of Underwriting Brokers | Corporate Officer/Principal | ||
| Employers Mutual Acceptance Co. | Founder | ||
Kessler Financial Services, LLC
 Kessler Financial Services, LLC Financial ConglomeratesFinance Kessler Financial Services LP provides financial services. It offers M&A advisory, marketing and consulting, partnership, credit card consulting and capital service. The company serves the affinity, co-brand, financial institution and credit union and retail industries. The company was founded by Howard J. Kessler in 1979 and is headquartered in Boston, MA. | Financial Conglomerates | Corporate Officer/Principal | |
| Vision International University | College/University | Director/Board Member | |
Professional Association of Customer Engagement
 Professional Association of Customer Engagement Miscellaneous Commercial ServicesCommercial Services Professional Association of Customer Engagement provides omni-channel customer engagement solutions for marketing, customer service, and compliance. It offers programs and trainings to its members through partnerships, advocacy, compliance, and education. The company was founded in 2003 and is headquartered in Avon, IN. | Miscellaneous Commercial Services | Corporate Officer/Principal |
Statistics
International
| United States | 47 |
| United Kingdom | 3 |
| Canada | 2 |
| Hong Kong | 2 |
Sectoral
| Finance | 20 |
| Commercial Services | 13 |
| Consumer Services | 12 |
| Energy Minerals | 2 |
| Distribution Services | 2 |
Operational
| Corporate Officer/Principal | 154 |
| Director/Board Member | 93 |
| Undergraduate Degree | 37 |
| President | 36 |
| Chief Executive Officer | 20 |
Most connected contacts
| Insiders | |
|---|---|
| Richard H. Booth | 25 |
| Brian S. Hamburger | 22 |
| Babar Ali Lakhani | 19 |
| Randy Talbot | 18 |
| Dale Allen Thatcher | 16 |
| Tom Marra | 16 |
| Brent Clark Nelson | 12 |
| Eddie F. Hearp | 11 |
| Tom McIntire | 11 |
| Daniel G. Walseth | 11 |
| F. Warren Jacoby | 10 |
| Geoffrey Allen Frazier | 9 |
| Arthur Jetter | 8 |
| Richard John Lindsay | 8 |
| Joseph Mizrachi | 8 |
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