Back to Network
5
Shared Docs
5
Same-Page
5 / 5
Mentions
Document Mentions (5 shared documents)
2 mentions1 same-page
Page ?Same page
ty Brokerage Services LLC and National Financial Services LLC (collectively, referred to as "Fidelity") pursuant to which the iCapital compensates Fidelity for providing certain administrative services in respect of investors who custody their investment in one or more iCapital Funds with Fidelity. T
Ms. Blalock was with Donaldson, Lufkin & Jenrette where she was responsible for global marketing in the private client group. She is a graduate of University of Delaware and holds FINRA Series 7 and 24 licenses. Disciplinary Information Ms. Blalock has not been the subject of any material legal or disciplinary eve
2 mentions1 same-page
Page ?Same page
ty Brokerage Services LLC and National Financial Services LLC (collectively, referred to as "Fidelity") pursuant to which the iCapital compensates Fidelity for providing certain administrative services in respect of investors who custody their investment in one or more iCapital Funds with Fidelity. T
Ms. Blalock was with Donaldson, Lufkin & Jenrette where she was responsible for global marketing in the private client group. She is a graduate of University of Delaware and holds FINRA Series 7 and 24 licenses. Disciplinary Information Ms. Blalock has not been the subject of any material legal or disciplinary eve
2 mentions1 same-page
Page ?Same page
ty Brokerage Services LLC and National Financial Services LLC (collectively, referred to as "Fidelity") pursuant to which the iCapital compensates Fidelity for providing certain administrative services in respect of investors who custody their investment in one or more iCapital Funds with Fidelity. T
Ms. Blalock was with Donaldson, Lufkin & Jenrette where she was responsible for global marketing in the private client group. She is a graduate of University of Delaware and holds FINRA Series 7 and 24 licenses. Disciplinary Information Ms. Blalock has not been the subject of any material legal or disciplinary eve
Sponsored
2 mentions1 same-page
Page ?Same page
ty Brokerage Services LLC and National Financial Services LLC (collectively, referred to as "Fidelity") pursuant to which the iCapital compensates Fidelity for providing certain administrative services in respect of investors who custody their investment in one or more iCapital Funds with Fidelity. T
Ms. Blalock was with Donaldson, Lufkin & Jenrette where she was responsible for global marketing in the private client group. She is a graduate of University of Delaware and holds FINRA Series 7 and 24 licenses. Disciplinary Information Ms. Blalock has not been the subject of any material legal or disciplinary eve
2 mentions1 same-page
Page ?Same page
ty Brokerage Services LLC and National Financial Services LLC (collectively, referred to as "Fidelity") pursuant to which the iCapital compensates Fidelity for providing certain administrative services in respect of investors who custody their investment in one or more iCapital Funds with Fidelity. T
Ms. Blalock was with Donaldson, Lufkin & Jenrette where she was responsible for global marketing in the private client group. She is a graduate of University of Delaware and holds FINRA Series 7 and 24 licenses. Disciplinary Information Ms. Blalock has not been the subject of any material legal or disciplinary eve
Sponsored
Mutual Connections (67)
Entities connected to both Fidelity and University of Delaware
Credit Suisse
ORGANIZATION108 w/ Fidelity·18 w/ University
iCapital
ORGANIZATION47 w/ Fidelity·18 w/ University
National Financial Services
ORGANIZATION50 w/ Fidelity·5 w/ University
North America
LOCATION9 w/ Fidelity·18 w/ University
EB
Eileen Duff Blalock
PERSON5 w/ Fidelity·18 w/ University
EA
Eileen Alexanderson
PERSON5 w/ Fidelity·18 w/ University
Michael Shannon
PERSON5 w/ Fidelity·18 w/ University
iCapital Network
ORGANIZATION5 w/ Fidelity·18 w/ University
Stanton
PERSON5 w/ Fidelity·18 w/ University
Distribution for iCapital Network
ORGANIZATION5 w/ Fidelity·18 w/ University
the Securities and Exchange Commission
ORGANIZATION15 w/ Fidelity·5 w/ University
Virginia Giuffre
PERSON10 w/ Fidelity·5 w/ University
New York
LOCATION9 w/ Fidelity·5 w/ University
BlackRock
ORGANIZATION7 w/ Fidelity·5 w/ University
the Investment Committee
ORGANIZATION7 w/ Fidelity·5 w/ University
Invesco
ORGANIZATION6 w/ Fidelity·5 w/ University
Fir Tree Partners
ORGANIZATION5 w/ Fidelity·5 w/ University
PREA and NCREIF
ORGANIZATION5 w/ Fidelity·5 w/ University
DV
Daniel Vene
PERSON5 w/ Fidelity·5 w/ University
This Brochure Supplement
ORGANIZATION5 w/ Fidelity·5 w/ University