Peter Morgan
General Counsel at CHARLES SCHWAB
Net worth: 11 084 $ as of 2024-04-29
Network origin in Peter Morgan 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.
47
| Subsidiary | Investment Managers | 47 |
Public Company | Investment Banks/Brokers | 37 | |
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.
19
| Subsidiary | Regional Banks | 19 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Peter Morgan via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Director/Board Member Corporate Officer/Principal Director of Finance/CFO Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Chairman | |
TD AMERITRADE HOLDING CORPORATION | Investment Banks/Brokers | Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member | |
University of California, Berkeley | College/University | Masters Business Admin Graduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Schwab Investments | Investment Trusts/Mutual Funds | Chairman Director/Board Member Director/Board Member Director/Board Member | |
Schwab Strategic Trust | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Director/Board Member | |
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 | Analyst-Equity Trading-Equity Analyst-Equity President | |
Schwab Annuity Portfolios | Investment Trusts/Mutual Funds | Chairman Director/Board Member Director/Board Member Director/Board Member | |
Schwab Capital Trust | Chairman Director/Board Member Director/Board Member Director/Board Member | ||
Laudus Trust | Investment Trusts/Mutual Funds | Chairman Director/Board Member Director/Board Member Director/Board Member | |
Charles Schwab Family of Funds | Investment Trusts/Mutual Funds | Chairman Director/Board Member Director/Board Member Director/Board Member | |
Laudus Institutional Trust | Investment Trusts/Mutual Funds | Chairman Director/Board Member Director/Board Member | |
Stanford Graduate School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
THE TORONTO-DOMINION BANK | Major Banks | Chief Executive Officer Chairman Corporate Officer/Principal | |
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 | |
WELLS FARGO & COMPANY | Major Banks | Sales & Marketing General Counsel Corporate Officer/Principal | |
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 Undergraduate Degree | |
California State University-East Bay | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
McKinsey & Co., Inc.
McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Charles Schwab Investment Management, Inc.
Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (CSIM) is a registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). CSIM provides investment advice to pooled investment funds such as registered investment companies and non-US funds and to trustees of collective trust funds. They also provide non-discretionary investment management advice to their affiliate, Charles Schwab Bank (CSB). | Investment Managers | Corporate Officer/Principal President | |
EBAY INC. | Internet Retail | Chief Tech/Sci/R&D Officer Corporate Officer/Principal | |
Schwab Investor Services | President Corporate Officer/Principal | ||
Charles Schwab Corp. /Custody/
Charles Schwab Corp. /Custody/ Investment ManagersFinance Part of The Charles Schwab Corp., Charles Schwab Corp. /Custody/ offers small business solutions for retirement plans and investing accounts. The American company provides a range of services to help manage finances, including smart beta ETFs, with information on their benefits, risks, and associated rules. | Investment Managers | Director/Board Member Corporate Officer/Principal | |
SAFEWAY INC. | Food Retail | Director/Board Member Director/Board Member | |
THE GAP, INC. | Apparel/Footwear Retail | Director/Board Member Director/Board Member | |
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 | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
Responsys, Inc.
Responsys, Inc. Packaged SoftwareTechnology Services Responsys, Inc. provides email and cross-channel marketing solutions that enable companies to engage in relationship marketing across the interactive channels that consumers who are embracing today with email, mobile, social and the web. Its solution is comprised of its on-demand software and its professional services, which are focused on enabling the marketing success of its customers. The company on-demand software, the Responsys Interact Suite, the core element of its solution, provides marketers with a set of integrated applications to create, execute, optimize and automate marketing campaigns. The company was founded by Anand Jagannathan, Raghunath Raghavan and George S. Wiedemann on February 3, 1998 and is headquartered in San Bruno, CA. | Packaged Software | Director/Board Member Director/Board Member | |
Washington University in St. Louis | College/University | Director/Board Member Masters Business Admin | |
Harvard Business School | College/University | Masters Business Admin Masters Business Admin | |
AVANTAX, INC. | Packaged Software | Chief Executive Officer Chief Executive Officer | |
K.E.S. Management Co. | Chairman Chairman | ||
University of Wisconsin | College/University | Graduate Degree Undergraduate Degree | |
St. Mary's College of California | College/University | Corporate Officer/Principal Undergraduate Degree | |
MORGAN STANLEY | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
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 | Director/Board Member Corporate Officer/Principal | |
Securities Industry & Financial Markets Association, Inc.
Securities Industry & Financial Markets Association, Inc. Miscellaneous Commercial ServicesCommercial Services Securities Industry & Financial Markets Association, Inc. (SIFMA) is an organization that represents the securities industry in the United States. The private company is based in New York, NY and has subsidiaries in the United States. The company's main focus is advocating for effective and resilient capital markets. The CEO of the company is Kenneth E. Bentsen. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
U.S. Department of the Treasury | General Government | Corporate Officer/Principal Corporate Officer/Principal | |
Yale University | College/University | Corporate Officer/Principal Undergraduate Degree | |
Employee Benefit Research Institute
Employee Benefit Research Institute Packaged SoftwareTechnology Services The Employee Benefit Research Institute develops a saving application. The private company is based in Washington. | Packaged Software | Director/Board Member Director/Board Member | |
Tulane University (Louisiana) | College/University | Graduate Degree Graduate Degree | |
W.P. Carey School of Business | College/University | Director/Board Member Masters Business Admin | |
Fidelity Investments Canada ULC
Fidelity Investments Canada ULC Investment ManagersFinance Fidelity Investments Canada ULC (FIC) is a Canadian investment advisor headquartered in Toronto, Ontario. The firm is a subsidiary of FIC Holdings ULC and their ultimate parent is 483A Bay Street Holdings LP in Bermuda. Founded in 1987, Fidelity Investments Canada provides Canadian investors a full range of domestic, international and global equity and income-oriented mutual funds, as well as asset allocation, managed solutions, ETFs, sustainable investment funds and a high-net-worth program. | Investment Managers | President Corporate Officer/Principal | |
Stanford University | College/University | Director/Board Member Masters Business Admin | |
Bain & Co., Inc.
Bain & Co., Inc. Miscellaneous Commercial ServicesCommercial Services Bain & Co., Inc. provides management consulting services. It offers advisory services to the companies on their critical issues and opportunities: strategy, marketing, organization, operations, technology and mergers and acquisitions, across all industries and geographies. The company was founded in 1973 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal |
Statistics
International
United States | 48 |
Canada | 3 |
Sectoral
Finance | 15 |
Consumer Services | 14 |
Miscellaneous | 8 |
Commercial Services | 6 |
Retail Trade | 4 |
Operational
Director/Board Member | 309 |
Corporate Officer/Principal | 167 |
Undergraduate Degree | 65 |
Independent Dir/Board Member | 62 |
Chief Executive Officer | 61 |
Most connected contacts
Insiders | |
---|---|
Arun Sarin | 31 |
Jeffrey Carney | 30 |
Paula Sneed | 25 |
Brian Levitt | 24 |
Joan Dea | 23 |
Chuck Schwab | 22 |
Charles Ruffel | 21 |
John S. Clendening | 19 |
Christopher Dodds | 19 |
Frank Herringer | 19 |
Walter Bettinger | 18 |
Joseph Martinetto | 17 |
Marianne Brown | 17 |
Bharat Masrani | 16 |
Stephen Ellis | 15 |
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