Robert K. Ward
Chief Executive Officer at QUODD Financial Information Services, Inc.
Robert K. Ward active positions
| Companies | Position | Start | End |
|---|---|---|---|
Finaconnect, Inc.
 Finaconnect, Inc. Internet Software/ServicesTechnology Services Finaconnect, Inc. engages in the operation of a software as a services (SaaS) platform that provides reporting and practice management. The company was founded by Scott Lee and is headquartered in Seattle, WA. | Director/Board Member | - | - |
Envestnet Retirement Solutions LLC
 Envestnet Retirement Solutions LLC Packaged SoftwareTechnology Services Envestnet Retirement Solutions LLC, a subsidiary of Envestnet, Inc. provides retirement advisors with an integrated platform that combines one of the industry’s leading practice management technology, research and due diligence, data aggregation, compliance tools and intelligent managed account solutions. ERS leverages Envestnet’s advanced capabilities and resources, along with its experience in investment research, portfolio construction and investment management, to meet the specialized needs of each retirement plan stakeholder, from plan participants to sponsors, advisors to home offices and record keepers to DCIOs. | Director/Board Member | - | - |
QUODD Financial Information Services, Inc.
 QUODD Financial Information Services, Inc. Packaged SoftwareTechnology Services QUODD Financial Information Services, Inc. provides real time data management solutions. Its technology allows an enterprise in content selection. The company was founded in 1999 by Keith Savitz and Angie Abernathy and is headquartered in Jersey City, NJ. | Chief Executive Officer | 2020-09-30 | - |
Financeware Holdings LLC
 Financeware Holdings LLC Investment ManagersFinance Financeware Holdings LLC provides financial services. The company is headquartered in Radnor, PA. | Chief Executive Officer | - | - |
Career history of Robert K. Ward
Former positions of Robert K. Ward
| Companies | Position | Start | End |
|---|---|---|---|
| MERRIMAN HOLDINGS, INC. | Director/Board Member | 2013-12-03 | 2016-03-15 |
| Independent Dir/Board Member | 2013-12-03 | 2016-03-15 |
Training of Robert K. Ward
| Bentley University | Masters Business Admin |
| Colby College | Undergraduate Degree |
Statistics
International
| United States | 8 |
Operational
| Director/Board Member | 3 |
| Chief Executive Officer | 2 |
| Independent Dir/Board Member | 1 |
Sectoral
| Technology Services | 4 |
| Finance | 3 |
| Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Listed companies | 1 |
|---|---|
| MERRIMAN HOLDINGS, INC. | Finance |
| Private companies | 4 |
|---|---|
QUODD Financial Information Services, Inc.
QUODD Financial Information Services, Inc. Packaged SoftwareTechnology Services QUODD Financial Information Services, Inc. provides real time data management solutions. Its technology allows an enterprise in content selection. The company was founded in 1999 by Keith Savitz and Angie Abernathy and is headquartered in Jersey City, NJ. | Technology Services |
Financeware Holdings LLC
Financeware Holdings LLC Investment ManagersFinance Financeware Holdings LLC provides financial services. The company is headquartered in Radnor, PA. | Finance |
Finaconnect, Inc.
Finaconnect, Inc. Internet Software/ServicesTechnology Services Finaconnect, Inc. engages in the operation of a software as a services (SaaS) platform that provides reporting and practice management. The company was founded by Scott Lee and is headquartered in Seattle, WA. | Technology Services |
Envestnet Retirement Solutions LLC
Envestnet Retirement Solutions LLC Packaged SoftwareTechnology Services Envestnet Retirement Solutions LLC, a subsidiary of Envestnet, Inc. provides retirement advisors with an integrated platform that combines one of the industry’s leading practice management technology, research and due diligence, data aggregation, compliance tools and intelligent managed account solutions. ERS leverages Envestnet’s advanced capabilities and resources, along with its experience in investment research, portfolio construction and investment management, to meet the specialized needs of each retirement plan stakeholder, from plan participants to sponsors, advisors to home offices and record keepers to DCIOs. | Technology Services |
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