Jodi Trabbic Vleck
Chief Executive Officer at Beta Wealth Group, Inc.
Network origin in Jodi Trabbic Vleck first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Western Michigan University
49
| College/University | Other Consumer Services | 49 |
Beta Wealth Group, Inc.
 Beta Wealth Group, Inc. Investment ManagersFinance Beta Wealth Group, Inc. is an independent, SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by Jodi Vleck in 2009. Beta Wealth Group provides a wide array of investment advisory services to a niche group of executives and professionals in the technology, engineering, life sciences, biotechnology, and telecommunications software industries.
3
| Private Company | Investment Managers | 3 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Jodi Trabbic Vleck via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| STRYKER CORPORATION | Medical Specialties | General Counsel | |
| LIFEWAY FOODS, INC. | Food: Meat/Fish/Dairy | Sales & Marketing | |
Parsons Capital Management, Inc.
 Parsons Capital Management, Inc. Investment ManagersFinance Parsons Capital Management, Inc. (PCM) is a SEC-registered investment advisor and wealth management firm headquartered in Providence, Rhode Island. The firm was founded by Bob Parsons and Ged Parsons in 1993 and is principally owned by PCM Holdings, Inc. PCM provides investment management services to high net-worth individuals, qualified retirement plans, corporate pension and profit-sharing plans, charitable institutions, endowments, trusts, estates, foundations, and corporations. | Investment Managers | Portfolio Manager-Equities | |
| MONDELEZ INTERNATIONAL, INC. | Food: Specialty/Candy | Sales & Marketing | |
| IQZAN HOLDING | Forest Products | Director/Board Member | |
| STONE MASTER CORPORATION BERHAD | Building Products | Chief Executive Officer | |
| VANDA PHARMACEUTICALS INC. | Pharmaceuticals: Major | General Counsel | |
HSBC Securities (USA), Inc.
 HSBC Securities (USA), Inc. Regional BanksFinance Founded in 1969, HSBC Securities (U.S.A.) Inc. is an SEC-registered brokerage firm and registered futures commission merchant located in New York City. The firm is a wholly-owned subsidiary of HSBC North America Holdings, Inc. and their ultimate parent is HSBC Holdings Plc. (NYSE: HBC). HSBC Securities (U.S.A.) is a member of FINRA, the NYSE and the SIPC. Their securities and annuity products are provided by registered representatives and insurance agents of HSBC Securities (U.S.A.). In California, HSBC Securities (U.S.A.) conducts insurance business as HSBC Securities Insurance Services. Insurance products are offered through insurance agents of HSBC Insurance Agency (U.S.A.) Inc., a wholly-owned subsidiary of HSBC Bank U.S.A. NA and an indirectly wholly-owned subsidiary of HSBC Holdings plc. The company also engages in investment banking underwriting, dealing and brokering of debt and equity securities and futures contracts and is a primary dealer in U.S. Government and federal agency securities. | Regional Banks | Corporate Officer/Principal | |
Ameriprise Financial Services LLC
 Ameriprise Financial Services LLC Investment Banks/BrokersFinance Ameriprise Financial Services LLC (AFS) is a registered broker-dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1971 and is a subsidiary of AMPF Holding Corp., which is owned by Ameriprise Financial, Inc. (NYSE: AMP). AFS offers brokerage services that enable clients to invest in many different types of investments including mutual funds, stocks, bonds, exchange traded products, unit investment trusts, annuities and alternative investments. | Investment Banks/Brokers | Corporate Officer/Principal | |
| ENERGY RECOVERY, INC. | Industrial Machinery | Chief Operating Officer | |
| Michigan State University | College/University | Undergraduate Degree Undergraduate Degree | |
| ECOFIRST CONSOLIDATED | Real Estate Development | Chairman | |
| AVILLION | Other Consumer Services | Director/Board Member | |
| PERTAMA DIGITAL | Packaged Software | Director/Board Member | |
| CENTRAL GLOBAL | Homebuilding | Chairman | |
| VIZIONE HOLDINGS | Engineering & Construction | Director/Board Member | |
| SCOMI GROUP | Financial Conglomerates | Director/Board Member | |
| CREST BUILDER HOLDINGS | Engineering & Construction | Chief Operating Officer | |
| CELEBRATE INTERNATIONAL HOLDINGS LIMITED | Investment Banks/Brokers | Director/Board Member | |
| Central Michigan University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Central State University | College/University | Doctorate Degree | |
| University of Michigan | College/University | Undergraduate Degree Graduate Degree Graduate Degree | |
| University of Strathclyde | College/University | Doctorate Degree | |
| Heriot-Watt University | College/University | Graduate Degree | |
| Tsinghua University | College/University | Masters Business Admin | |
| Universiti Putra Malaysia | College/University | Masters Business Admin Graduate Degree | |
| PT NUSA KONSTRUKSI ENJINIRING TBK | Engineering & Construction | Director/Board Member | |
R.C. Tway LLC
 R.C. Tway LLC Trucks/Construction/Farm MachineryProducer Manufacturing R.C. Tway LLC manufactures vans and truck trailers. It designs, builds, and services solutions for specialty trailer, custom transport, and mobilized business markets. The firm provides commercial trailers, such as mobile data center, mobile kitchen, food, mobile laboratory and testing, mobile workshop, mobile training and classroom, and specialty product delivery trailers. The company was founded in 1879 and is headquartered in Louisville, KY. | Trucks/Construction/Farm Machinery | Corporate Officer/Principal | |
| PT ERAJAYA SWASEMBADA TBK | Electronics Distributors | Director/Board Member | |
| Semerak Services Sdn. Bhd. | Chief Executive Officer | ||
Fifth Third Bank, NA (Investment Management)
 Fifth Third Bank, NA (Investment Management) Investment ManagersFinance Fifth Third Bank, NA (Investment Management) (Fifth Third Private Bank) is the private banking division of Fifth Third Bank, NA, ultimately owned by Fifth Third Bancorp (NASDAQ: FITB). The firm is headquartered in Cincinnati, Ohio. Fifth Third Private Bank offers banking, investment and insurance products and services to private clients. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
Ibu Kota Developments Sdn. Bhd.
 Ibu Kota Developments Sdn. Bhd. Real Estate DevelopmentFinance Ibu Kota Developments Sdn. Bhd. is a Malaysian company that engages in property development. | Real Estate Development | Director/Board Member | |
| Fomema Sdn. Bhd. | Corporate Officer/Principal | ||
AgNovos Healthcare LLC
 AgNovos Healthcare LLC Medical SpecialtiesHealth Technology AgNovos Healthcare LLC is a medical technology company that develops new products using regenerative medicine to address bone disease. The company is based in Rockville, MD, where they have their corporate headquarters, manufacturing, research & development, and corporate support services. The company's first product, the Ossure® Local Osteo-Enhancement Procedure Kit, is CE-marked to form new bone in the pelvis and extremities. AgNovos Healthcare was founded in 2012 by James Howe and Tanner Howe, with Tanner Howe serving as the CEO since then. | Medical Specialties | Compliance Officer | |
| Malaysian Hospitality College | College/University | Founder | |
| Twintech International University College of Technology | College/University | Masters Business Admin | |
| FELLAZO CORP. | Packaged Software | Chief Executive Officer | |
| Rmt Metals Sdn. Bhd. | Corporate Officer/Principal | ||
| Ciscorp Asia Sdn. Bhd. | Chief Executive Officer | ||
| TIL ENVIRO LIMITED | Environmental Services | Director/Board Member | |
| E-PLUS LIMITED | Miscellaneous Commercial Services | Director/Board Member | |
| AgroFresh Holdings Bhd. | Chief Executive Officer | ||
Asia Loyalty Corp. Pte Ltd.
 Asia Loyalty Corp. Pte Ltd. Information Technology ServicesTechnology Services Asia Loyalty Corporation Pte. Limited principally engages in the industries of mobile application, packaging and signage, bird nest, education, construction, real estate, and hotel. The company was founded on September 30, 2015 and is headquartered in Hong Kong. | Information Technology Services | Director/Board Member | |
| EUDA HEALTH HOLDINGS LIMITED | Medical/Nursing Services | Director/Board Member |
Statistics
International
| Malaysia | 21 |
| United States | 16 |
| Hong Kong | 3 |
| United Kingdom | 3 |
| China | 3 |
Sectoral
| Consumer Services | 12 |
| Finance | 9 |
| Industrial Services | 5 |
| Health Technology | 4 |
| Producer Manufacturing | 4 |
Operational
| Corporate Officer/Principal | 54 |
| Undergraduate Degree | 50 |
| Director/Board Member | 41 |
| Masters Business Admin | 25 |
| Chief Executive Officer | 22 |
Most connected contacts
- Stock Market
- Insiders
- Jodi Trabbic Vleck
- Company connections
