Wedbush Morgan
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16 Wedbush Morgan employees in database. Find out everything there's to know about Wedbush Morgan employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wedbush Morgan Employees
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
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
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
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
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
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
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
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
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
Wedbush Morgan September 2006 - Present
Education
Brigham Young University 1991 — 1995
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
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
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
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
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
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