Network origin in Colleen Berry first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
National Advisors Trust Co.
 National Advisors Trust Co. Major BanksFinance National Advisors Trust Co. operates as a nationally chartered commercial bank. The private company is based in Kansas City, MO and has subsidiaries in the United States. James A. Combs has been the CEO of the company since 2013.
4
| Private Company | Major Banks | 4 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Colleen Berry via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Keats, Connelly & Associates LLC
 Keats, Connelly & Associates LLC Miscellaneous Commercial ServicesCommercial Services Keats, Connelly & Associates LLC provides immigration consultation and cross-border financial planning services. Its services encompass tax planning and preparation, investment management, estate planning, retirement planning, risk management, advice on immigration options, and custodial services. The company was founded by Robert F. Keats in 1990 and is headquartered in Phoenix, AZ. | Miscellaneous Commercial Services | Founder | |
| The College for Financial Planning, Inc. | College/University | Graduate Degree | |
| University of Manitoba | College/University | Undergraduate Degree | |
| National Association of Personal Financial Advisors | Corporate Officer/Principal | ||
KeatsConnelly ULC
 KeatsConnelly ULC Miscellaneous Commercial ServicesCommercial Services KeatsConnelly ULC engages in the provision of cross-border financial planning services. The firm offers investment management, behavioral finance, cross-border investment services. The company was founded by Robert F. Keats in 2012 and is headquartered in Calgary, Canada. | Miscellaneous Commercial Services | Founder |
Statistics
International
| United States | 3 |
| Canada | 3 |
Sectoral
| Commercial Services | 3 |
| Consumer Services | 3 |
Operational
| Corporate Officer/Principal | 2 |
| Founder | 2 |
| Director/Board Member | 2 |
| Director of Finance/CFO | 1 |
| Chief Executive Officer | 1 |
Most connected contacts
| Insiders | |
|---|---|
| Robert F. Keats | 6 |
| John Sullivan | 1 |
| James A. Combs | 1 |
| John Abbuhl | 1 |
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