Officers & Directors Search
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Officers & Directors Search

Use the Officers & Directors Search to locate companies based on management information. Locate principal officers and directors and obtain the company name and address information.

 

Access the Officers & Directors Search from the Search menu.

 

    1. From the Search section, select search criteria using any combination of the following options:

      • General Search Options: Select Officers Only, Directors Only, or Officers and Directors.

        • Search within Custom Company List or Shared Company List. If the search does not include a Name or Title/Department search, the search results will contain the officers and/or directors for each company in the list. If the search includes a Name or Title/Department search, the search results display any matches within the Company List selected. See Create Company Lists for additional information.

        • Search by Company Name using Starts With, Contains, or Equal to options. This  feature provides access to companies starting with the selected letter or number. Results shown are based on AMB Company Name, AMB Company Name (Full), and AMB Trade Name.

        • Searching by Company Number/ID provides access to locate a company by AMB Number, NAIC Number, or ID.

      • Select Population (by Product): Select the population for the search. Availability is determined by subscription.

      • Search by Name: Search for a specific officer or director using the First Name and/or Last Name search options. If the search does not include a Name or Title/Department search, the search results will contain the officers and/or directors for each company in the list.

      • Search by Title/Department: Search for all officers or directors with a specific Title and/or Department. If the search includes a Name or Title/Department search, the search results display any matches within the Company List selected. Use the following options:

        • Select a Title/Department from the predefined list. See Selecting List Items for additional information.

        • To search for a specific Title/Department use the Title search box and/or Department search box to enter the desired specific criteria.

    2. Click the Search button to locate the companies based on the criteria entered as well as the officers and/or directors associated with the selections.

The Search Results section displays the number of companies matching the criteria entered as well as the number of contacts found. The report will include all available contact information. Use the following options to assist in selection.

    • After performing an Officers & Directors search, click the Save button to save the Search Results list. The Custom List Manager - Companies page opens.

      1. Type a name in the Enter a new name for this list text box.

      2. Optional: Select the Share List checkbox to share this company list with your coworkers.

      3. Click the Save button to apply to complete the process.

    • Select View Results option to display the companies in the Results page.

    • Create an Officers and Directors report in excel for the companies returned. The report displays AMB Number, Company Name, First Name, Last Name, Title, and Department for the officers and/or directors. Select Include Contact Information checkbox to include address information.

      1. Optional: Click Include Contact Information check box to include address information, if desired. The report will include all available contact information.

      2. Click the Create Report button.