Wedbush Morgan

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Wedbush Morgan Employees

Employee
Years
Job
Industry
Brandon Ghiossi Brandon Ghiossi Orange County, California Area Details
Brandon Ghiossi's Wedbush Morgan Experience January 2005 - May 2005
Job Strategic Asset Director
Industry Commercial Real Estate
Experience
Phoenix Investment Funds   July 2015 - Present
Lewis Retail Centers   October 2012 - June 2015
Nexus Development  February 2007 - October 2012
Wells Fargo  September 2005 - February 2007
Wedbush Morgan   January 2005 - May 2005
SmithBarney  September 2003 - May 2004

Skills
Due Diligence, Real Estate Economics, Valuation, Real Estate, Asset Managment, Financial Modeling, Portfolio Management, Financial Analysis, Brokerage, Real Estate Development, Asset Management, Construction Management, Leases, Finance, Corporate Real Estate, Property Management, Tenant, Negotiation

Education
University of Southern California   2002 — 2005
BA, English, Business

Patrick Hayden Patrick Hayden Wellesley, Massachusetts Details
Patrick Hayden's Wedbush Morgan Experience 2005 - 2007
Job CEE SuccessFactors/SAP
Industry Computer Software
Experience
SuccessFactors/SAP   October 2014 - Present
State Street Global Services  November 2012 - February 2014
State Street Global Markets  2007 - 2012
Wedbush Morgan   2005 - 2007
Piper Jaffray  1997 - 2005

Skills
Bloomberg, Trading, Equity Research, Fixed Income, Series 7, Trading Systems, Mutual Funds, Electronic Trading, Equities, Alternative Investments, Risk Management, FX Options, Hedge Funds, Strategy, Asset Allocation, Sales, Capital Markets, Financial Markets, Portfolio Management, Series 63, Investment Management, Investments, Securities, Derivatives, Financial Modeling, Investment Strategies, Investment Banking, Relationship Management, FINRA, Financial Services, Valuation, Bonds

Education
Salisbury School

University of Colorado at Boulder
Business/French

Michael Wentz Michael Wentz Boulder, Colorado Details
Michael Wentz's Wedbush Morgan Experience August 2007 - January 2011
Job CFO at Wentz, LLC
Industry Health, Wellness and Fitness
Experience
Wentz, LLC   April 2015 - Present
Morningstar Holland B.V.   January 2014 - April 2015
Morningstar  January 2011 - January 2014
Wedbush Morgan   August 2007 - January 2011
Smith Barney  March 2004 - June 2006
Tom James  May 2003 - March 2004

Skills
Equity Research, Equities, Equity Valuation, Investments, Series 7, Financial Modeling, Valuation, Bloomberg, Portfolio Management, Alternative Investments, Capital Markets, Series 63, Asset Managment, Mutual Funds, Asset Allocation, Investment Management, Investment Strategies, Securities, Financial Analysis, New Business Development, Sales, Project Management, Asset Management, Business Development

Education
Thunderbird School of Global Management   2006 — 2007
MBA in Global Finance, Finance

Texas State University   2000 — 2003
BA, MARKETING

Katy Taylor High School   1998 — 1999

Midland High School

Kevin Trosian Kevin Trosian Greater Los Angeles Area Details
Kevin Trosian's Wedbush Morgan Experience 2003 - 2005
Job Vice President, Corporate Development and Investor Relations at Global Eagle Entertainment
Industry Online Media
Experience
Global Eagle Entertainment (NASDAQ: ENT)   2014 - Present
Mindspeed Technologies (Acquired by M/A-COM Technology)   2012 - 2014
Power-One (Acquired by ABB)   2009 - 2012
Tower 12 Consulting, LLC   2005 - 2009
Wedbush Morgan   2003 - 2005
Bank of America (Montgomery Securities)   1998 - 2002
University of Southern California, Marshall School of Business  1995 - 1997
Loyola Marymount University  1995 - 1996
UCLA Medical Center  September 1993 - June 1995

Skills
Corporate Development, Corporate Finance, Project Finance, Capital Structure, Strategy Development, Business Strategy, Capital Markets, Strategic Planning, Investor Relations, New Business Development, Strategic Communications, Corporate Communications, Business Development, Due Diligence, Semiconductors, Global Cross-Functional..., Strategy, Mergers & Acquisitions, Finance, Entrepreneurship, Venture Capital

Education
University of Southern California - Marshall School of Business   1996 — 1998
MBA, Finance and Investments

University of California, Los Angeles   1989 — 1994
BA, English/ Pre-med emphasis

Blaine Riley, LBO/RTO/M&A Specialist Blaine Riley, LBO/RTO/M&A Specialist Newport Beach, California Details
Blaine Riley, LBO/RTO/M&A Specialist's Wedbush Morgan Experience March 1988 - June 1989
Job Facilitator of Large Liquidity Events for Owners of Large Private Companies
Industry Investment Banking
Experience
International Monetary   1997 - Present
Shearson Lehman Bros  July 1989 - July 1992
Wedbush Morgan   March 1988 - June 1989

Skills
Mergers, Equities, Business Development, Licensing, Private Equity, Private Placements, Investment Banking, Venture Capital, IPO, Corporate Finance, Capital Markets, Investor Relations, Due Diligence, Corporate Development, Valuation, Investments, Emerging Markets, Financial Structuring, Alternative Investments, Hedge Funds, M&A experience, Capital, Equity Capital Markets, Finance, Public Companies, Mergers & Acquisitions, Strategy, Divestitures, Securities, Joint Ventures, Portfolio Management, Funding, LBO, Project Finance, Asset Management, Restructuring, Business Valuation, Leveraged Finance, Deal Sourcing, Growth Capital, Commodity, Financial Markets, Mezzanine, Trading, Banking, Equity Research, Options, Financial Modeling, Investment Management, Capital Raising

Education
Colorado School of Mines   1980 — 1984
Bachelor's Degree

JT Thompson JT Thompson Greater Salt Lake City Area Details
JT Thompson's Wedbush Morgan Experience 1985 - 1991
Job Portfolio Manager at Aquila Group of Funds
Industry Investment Management
Experience
Aquila Group of Funds  October 2009 - Present
Wells Fargo Brokerage Services   January 2000 - August 2009
First Security Van Kasper   1998 - 2000
First Security Bank  1991 - 1998
Wedbush Morgan   1985 - 1991

Skills
Portfolio Management, Series 7, Series 63, Financial Analysis, Series 24

Education
California State University-Fullerton   1981 — 1984
Accounting

Thea Geller, CIMA® Thea Geller, CIMA® Greater Los Angeles Area Details
Thea Geller, CIMA®'s Wedbush Morgan Experience 1993 - 2006
Job Financial Products Marketing Professional
Industry Financial Services
Experience
Morgan Stanley  2007 - 2009
Wedbush Morgan   1993 - 2006
Bear Stearns  1985 - 1991

Education
Santa Monica College   2010 — 2011
Certificate, HIT Project Management

Columbia University in the City of New York
BA, English

Matthew Westcot Matthew Westcot Greater Atlanta Area Details
Matthew Westcot's Wedbush Morgan Experience 2006 - 2009
Job Experienced Corporate Strategy and M&A Professional
Industry Management Consulting
Experience
Deloitte Consulting LLP  2015 - Present
Deloitte Consulting LLP  2013 - 2015
Deloitte Consulting LLP  2012 - 2012
Headwaters MB  2011 - 2011
Frederic W. Cook & Co.   2010 - 2010
Delafeld BioVentures (nka: BrookDell Partners)   2009 - 2009
Wedbush Morgan   2006 - 2009
Lowe Institue of Political Economy Claremont McKenna College   2004 - 2006

Skills
Mergers & Acquisitions, Valuation, Financial Modeling, Business Strategy, Corporate Finance, Marketing Strategy, Market Research, Due Diligence, Mergers, Private Placements, Entrepreneurship, Competitive Analysis, Private Equity, Product Management, Corporate Strategy &..., Financial Analysis, Restructuring, Acqusition Targeting &..., Corporate Development, Investment Banking, M&A Execution, M&A Integration, Divestitures, Project Management, LBO

Education
Emory University - Goizueta Business School   2011 — 2013
MBA, Corporate Finance & Strategy

Claremont McKenna College
B.A., Financial Economics & Government

Cheverus High School
High School Diploma

Kenyon College
Economics & Political Science

Roham Medifar, CFA Roham Medifar, CFA Greater Los Angeles Area Details
Roham Medifar, CFA's Wedbush Morgan Experience October 2010 - September 2011
Job Vice President, Credit Research Analyst at Western Alliance Bancorporation
Industry Financial Services
Experience
Western Alliance Bancorporation  August 2012 - Present
Armory Funds   September 2011 - March 2012
Wedbush Morgan   October 2010 - September 2011
Monroe Capital  April 2010 - June 2010
MetLife  June 2009 - August 2009
PIMCO  May 2005 - June 2008
PIMCO  June 2003 - May 2005

Skills
Financial Modeling, Credit Analysis, Equity Research, Structured Finance, CDO, CMBS

Education
The University of Chicago Booth School of Business   2008 — 2010
MBA, Concentrations in Accounting and Finance

California Polytechnic State University-San Luis Obispo   1999 — 2003
Bachelor of Science in Business Administration, Minors in Economics and Psychology

Keith Manley Keith Manley Greater Los Angeles Area Details
Keith Manley's Wedbush Morgan Experience September 2006 - Present
Job Senior Vice President Institutional Equity Sales/Capital Markets at Wedbush Morgan
Industry Investment Banking
Experience
Wedbush Morgan   September 2006 - Present

Education
Brigham Young University   1991 — 1995

John Midiri John Midiri Phoenix, Arizona Area Details
John Midiri's Wedbush Morgan Experience 2005 - 2005
Job Data Center Operations
Industry Information Technology and Services
Experience
CGI  July 2013 - Present
Abrazo Health Care  November 2012 - June 2013
PetSmart  May 2011 - December 2011
GPS Intelligence   August 2010 - May 2011
Netflix  February 2007 - November 2007
Dimensional Fund Advisors  2006 - 2006
Wedbush Morgan   2005 - 2005
Cowan Financial   October 2002 - October 2004
Dataflex  2000 - 2000

Skills
Active Directory, Troubleshooting, Technical Support, Network Administration, Microsoft Exchange, Windows, VoIP, Networking, Help Desk Support, Software Installation, Hardware, Databases, Managerial, Healthcare Industry, Financial Companies, Windows XP

Education
Marist College   1989 — 2013
Bachelor's Degree, Mathematics

Brett Michael Ross Brett Michael Ross Greater Los Angeles Area Details
Brett Michael Ross's Wedbush Morgan Experience 2008 - October 2008
Job Insurance Sales Representative
Industry Insurance
Experience
Aflac  June 2009 - Present
Wedbush Morgan   2008 - October 2008
BMR Artists, Inc.   October 2005 - May 2008
Merrill Lynch  July 2004 - July 2005

Education
Carnegie Mellon University   2001 — 2004
MSPPM, Public Policy and Management

San Francisco Conservatory of Music   1996 — 1999
Bachler of Music, Piano Performance

Oberlin College   1993 — 1995
Piano Performance

Watts Ha Watts Ha Campbell, California Details
Watts Ha's Wedbush Morgan Experience 1998 - 2000
Job Committed to helping investors and associates achieve their goals
Industry Financial Services
Experience
TD Ameritrade  September 2014 - Present
TD Ameritrade  October 2013 - September 2014
TD Ameritrade  2000 - October 2013
Wedbush Morgan   1998 - 2000

Skills
Series 24, Series 63, Series 7, Securities, Mutual Funds, Uniform Combined State..., Retirement Planning, Investments, Asset Allocation, FINRA, Wealth Management, Retirement, Risk Management, Investment Advisory, Equities, Hedge Funds, Options, Financial Services, Series 65, Insurance, Financial Advisory, Investment Strategies, Wealth Management..., Portfolio Management, Strategic Financial..., 401k, Alternative Investments, Asset Management, IRAs, Bonds, Investment Management, Fixed Income, Series 6, Relationship Management, Wealth, Financial Planning

Education
CSUN   1992 — 1996

Cheryl Shapiro Cheryl Shapiro Greater Los Angeles Area Details
Cheryl Shapiro's Wedbush Morgan Experience February 1989 - June 1990
Job Analyst at Barclays Wealth & Investment Management, Americas
Industry Financial Services
Experience
Barclays  December 2010 - Present
Northern Trust  February 2010 - October 2010
Lehman Brothers  May 2000 - September 2008
Gruntal & Company  June 1990 - May 2000
Wedbush Morgan   February 1989 - June 1990

Skills
Investments, Trading, Management, Economics, Equities, Hedge Funds

Education
California State University-Northridge   1996 — 2000
BA, English Literature

EunJin Um EunJin Um New York, New York Details
EunJin Um's Wedbush Morgan Experience 1989 - 1994
Job AER, LLC
Industry Investment Management
Experience
AER, LLC   February 2003 - Present
Kingsbridge Capital   1999 - 2015
Milberg Weiss Bershad Schulman LLP   1996 - 1998
Thomas James   1994 - 1996
Wedbush Morgan   1989 - 1994

Skills
Entrepreneurship, Start-ups, Business Strategy, Small Business, Venture Capital, Marketing Strategy, New Business Development, Strategic Planning, Management Consulting, Asset Management, Private Equity, Marketing, Business Planning, Mergers & Acquisitions

Education
State University of New York at Buffalo - School of Management
Bachelor’s Degree, Corporate Finance and Managment Information System

Jay Spitzer Jay Spitzer Los Angeles, California Details
Jay Spitzer's Wedbush Morgan Experience November 2013 - Present
Job Manager
Industry Financial Services
Experience
Wedbush Morgan   November 2013 - Present
Wedbush Securities  2013 - 2015
Wedbush Securities  2013 - 2015
Wedbush Securities  2013 - 2015
STP Advisory Services, LLC   January 2012 - October 2013
Newedge USA Equity Clearing   March 2001 - December 2011
Depository Trust Company  January 1996 - March 2001
Depository Trust Company  January 1992 - January 1996
Depository Trust Company  January 1985 - January 1989

Skills
Corporate Actions, Settlements, DTC, Prime Brokerage, Collateral Management, Securities, Back Office, Bloomberg, Equities, Reconciliations, Transaction Processing, Trading Systems, Reconciliation, Brokerage, Asset Management, Dividends, Confirmations, Client Service, ETFs, Confirmation, Account Reconciliation, Settlement, Investments, Fixed Income, Financial Services, Trading, Mutual Funds, Asset Managment, Currency, FX Options, Electronic Trading, Middle Office, Market Data, Financial Markets, Equity Trading, Options, Relationship Management, Bonds, Global Custody, Operational Risk, Structured Products

Education
Brooklyn College   1971 — 1976
BA, Economics

City University of New York-Brooklyn College   1971 — 1976
BA, Economics