Wedbush Morgan Securities
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Wedbush Morgan Securities Employees
Employee
Years
Job
Industry
Cindy Monzon Cindy Monzon's Wedbush Morgan Securities Experience January 1998 - January 2001
Job Human Resources Director Southwest Behavioral Health Services
Industry Mental Health Care
Experience
Southwest Behavioral Health Services April 2008 - Present
Bridgit Inc. January 2007 - June 2009
Workway January 2005 - January 2007
University of Phoenix January 2001 - January 2005
Wedbush Morgan Securities January 1998 - January 2001
Skills
Training, Resume Writing, Recruiting, Conflict Resolution, Coaching, Interviews, Human Resources, Payroll, Management, Data Entry, Analysis, Process Improvement, Networking, Customer Service, Budgets, Community Outreach, Public Speaking
Education
Capella University 2009 — 2012
PhD, Psychology
Southwest Behavioral Health Services April 2008 - Present
Bridgit Inc. January 2007 - June 2009
Workway January 2005 - January 2007
University of Phoenix January 2001 - January 2005
Wedbush Morgan Securities January 1998 - January 2001
Skills
Training, Resume Writing, Recruiting, Conflict Resolution, Coaching, Interviews, Human Resources, Payroll, Management, Data Entry, Analysis, Process Improvement, Networking, Customer Service, Budgets, Community Outreach, Public Speaking
Education
Capella University 2009 — 2012
PhD, Psychology
Max Gokhman Max Gokhman's Wedbush Morgan Securities Experience June 2006 - September 2006
Job Director of Asset Allocation at Pacific Life
Industry Investment Management
Experience
PLFA April 2014 - Present
Mellon Capital Management March 2011 - April 2014
Coefficient Global October 2006 - March 2011
Wedbush Morgan Securities June 2006 - September 2006
oDesk December 2005 - April 2006
Banc of America Securities May 2005 - July 2005
Skills
Hedge Funds, Portfolio Management, Derivatives, Trading, Fixed Income, Investments, Asset Allocation, Global Macro, Investment Banking, Mutual Funds, Bloomberg, Securities, Financial Modeling, Alternative Investments, Investment Management, Quantitative Finance, Trading Strategies, Equity Trading, Asset Management, Investor Relations, Global Asset Allocation, Matlab, Behavioral Finance, Institutional..., Portfolio Optimization, ETFs, Equity Research, Investment Strategies, Due Diligence, Currency, Hedging, Emerging Markets, FX, Forwards, Futures, Bonds, CDS, Credit Derivatives, VBA, SQL, Datastream, Access, Modeling, Equity Derivatives, Quantitative Analytics, Financial Markets
Education
Claremont McKenna College 2002 — 2006
BA
PLFA April 2014 - Present
Mellon Capital Management March 2011 - April 2014
Coefficient Global October 2006 - March 2011
Wedbush Morgan Securities June 2006 - September 2006
oDesk December 2005 - April 2006
Banc of America Securities May 2005 - July 2005
Skills
Hedge Funds, Portfolio Management, Derivatives, Trading, Fixed Income, Investments, Asset Allocation, Global Macro, Investment Banking, Mutual Funds, Bloomberg, Securities, Financial Modeling, Alternative Investments, Investment Management, Quantitative Finance, Trading Strategies, Equity Trading, Asset Management, Investor Relations, Global Asset Allocation, Matlab, Behavioral Finance, Institutional..., Portfolio Optimization, ETFs, Equity Research, Investment Strategies, Due Diligence, Currency, Hedging, Emerging Markets, FX, Forwards, Futures, Bonds, CDS, Credit Derivatives, VBA, SQL, Datastream, Access, Modeling, Equity Derivatives, Quantitative Analytics, Financial Markets
Education
Claremont McKenna College 2002 — 2006
BA
Vinny Jindal Vinny Jindal's Wedbush Morgan Securities Experience January 2005 - January 2006
Job President and CEO at Quikflo Health
Industry Medical Devices
Experience
Caliber Corporate Advisers September 2015 - Present
Quikflo Health September 2015 - Present
NIRI Los Angeles April 2014 - September 2015
Stockr February 2010 - September 2014
Boston Millennia Partners August 2007 - February 2008
ThinkEquity Partners January 2006 - July 2007
Wedbush Morgan Securities January 2005 - January 2006
Lehman Brothers February 2001 - June 2002
Skills
Venture Capital, Entrepreneurship, Valuation, Due Diligence, Management, Start-ups, Biotechnology, Financial Modeling, Business Strategy, Equity Research, Mergers & Acquisitions, Investor Relations, Private Equity, Licensing, Strategy, Corporate Finance, Lifesciences, Investments, Market Research, M&A experience, Business Development, Mergers, Leadership, Strategic Planning, Pharmaceutical Industry, Emerging Markets
Education
Cornell University 2003 — 2005
M.S., Pharmacology
University of California, Berkeley 1999 — 2001
M.A., Endocrinology
University of California, Berkeley 1994 — 1999
B.A., Integrative Biology
Caliber Corporate Advisers September 2015 - Present
Quikflo Health September 2015 - Present
NIRI Los Angeles April 2014 - September 2015
Stockr February 2010 - September 2014
Boston Millennia Partners August 2007 - February 2008
ThinkEquity Partners January 2006 - July 2007
Wedbush Morgan Securities January 2005 - January 2006
Lehman Brothers February 2001 - June 2002
Skills
Venture Capital, Entrepreneurship, Valuation, Due Diligence, Management, Start-ups, Biotechnology, Financial Modeling, Business Strategy, Equity Research, Mergers & Acquisitions, Investor Relations, Private Equity, Licensing, Strategy, Corporate Finance, Lifesciences, Investments, Market Research, M&A experience, Business Development, Mergers, Leadership, Strategic Planning, Pharmaceutical Industry, Emerging Markets
Education
Cornell University 2003 — 2005
M.S., Pharmacology
University of California, Berkeley 1999 — 2001
M.A., Endocrinology
University of California, Berkeley 1994 — 1999
B.A., Integrative Biology
Leo Choi Leo Choi's Wedbush Morgan Securities Experience March 2009 - April 2011
Job Strategy and Operations at ToutApp, Inc.
Industry Financial Services
Experience
ToutApp, Inc. July 2015 - Present
Pantheon October 2014 - July 2015
GoodData December 2012 - October 2014
Visa May 2011 - December 2012
Wedbush Morgan Securities March 2009 - April 2011
Pacific Growth Equities June 2008 - February 2009
RBC Capital Markets June 2007 - June 2008
Skills
Financial Modeling, Strategy, Valuation, Business Strategy, Analytics, Forecasting, Venture Capital, Equity Research, Start-ups, Financial Analysis, Data Analysis, Mergers & Acquisitions, Business Intelligence, Corporate Development, Competitive Analysis, SaaS, Management, Pricing, Business Operations, Strategic Partnerships
Education
University of California, Berkeley 2002 — 2006
Bachelor of Science (BS), Electrical Engineering and Computer Science
ToutApp, Inc. July 2015 - Present
Pantheon October 2014 - July 2015
GoodData December 2012 - October 2014
Visa May 2011 - December 2012
Wedbush Morgan Securities March 2009 - April 2011
Pacific Growth Equities June 2008 - February 2009
RBC Capital Markets June 2007 - June 2008
Skills
Financial Modeling, Strategy, Valuation, Business Strategy, Analytics, Forecasting, Venture Capital, Equity Research, Start-ups, Financial Analysis, Data Analysis, Mergers & Acquisitions, Business Intelligence, Corporate Development, Competitive Analysis, SaaS, Management, Pricing, Business Operations, Strategic Partnerships
Education
University of California, Berkeley 2002 — 2006
Bachelor of Science (BS), Electrical Engineering and Computer Science
Kathleen Stavis, MBA Kathleen Stavis, MBA's Wedbush Morgan Securities Experience June 2007 - August 2007
Job Communications Manager at Larkin Street Youth Services
Industry Fund-Raising
Experience
Larkin Street Youth Services May 2014 - Present
Experience Unlimited November 2013 - Present
AIDS/LifeCycle November 2012 - Present
San Francisco School Alliance September 2010 - February 2013
US Census Bureau June 2010 - July 2010
San Diego Dyke March April 2008 - August 2009
Epilepsy Foundation of San Diego County October 2007 - July 2009
Epilepsy Foundation of San Diego County October 2007 - July 2009
Ashford University - Admissions Department August 2007 - October 2007
Wedbush Morgan Securities June 2007 - August 2007
Skills
Fundraising, Nonprofits, Event Planning, Non-profits, Marketing, Leadership, Training, Community Development, Analysis, Grants, Management, Social Media, Public Speaking, Community Outreach, Event Management, Volunteer Management
Education
Mills College, Lorry I. Lokey Graduate School of Business 2006 — 2007
MBA, Nonprofit Management
Mills College 2002 — 2007
Master's, Business Administration; Non-Profit
Mills College 2002 — 2006
BA, Women's Studies with a Minor in Economics
Mills College 2002 — 2006
Bachelor of Arts in Women's, Women's Studies & Economics
Larkin Street Youth Services May 2014 - Present
Experience Unlimited November 2013 - Present
AIDS/LifeCycle November 2012 - Present
San Francisco School Alliance September 2010 - February 2013
US Census Bureau June 2010 - July 2010
San Diego Dyke March April 2008 - August 2009
Epilepsy Foundation of San Diego County October 2007 - July 2009
Epilepsy Foundation of San Diego County October 2007 - July 2009
Ashford University - Admissions Department August 2007 - October 2007
Wedbush Morgan Securities June 2007 - August 2007
Skills
Fundraising, Nonprofits, Event Planning, Non-profits, Marketing, Leadership, Training, Community Development, Analysis, Grants, Management, Social Media, Public Speaking, Community Outreach, Event Management, Volunteer Management
Education
Mills College, Lorry I. Lokey Graduate School of Business 2006 — 2007
MBA, Nonprofit Management
Mills College 2002 — 2007
Master's, Business Administration; Non-Profit
Mills College 2002 — 2006
BA, Women's Studies with a Minor in Economics
Mills College 2002 — 2006
Bachelor of Arts in Women's, Women's Studies & Economics
Jeff Hettinger's Wedbush Morgan Securities Experience July 2007 - July 2012
Job Branch Manager at Managed Capital Advisory Group
Industry Financial Services
Experience
Mutual Securities, Inc. Member FINRA, SIPC July 2012 - Present
Managed Capital Advisory 2009 - Present
Wedbush Morgan Securities July 2007 - July 2012
Skills
Series 7, Investments, Equities, Series 63, Securities, Portfolio Management, Fixed Income, Series 24, Series 65, Wealth Management, Asset Management, Mutual Funds, Hedge Funds, Alternative Investments, Risk Management, Asset Allocation, Financial Planning, Bonds, Finance, Investment Advisory
Education
University of Arizona 1987 — 1992
B.A., Economics
Irvine High School
Irvine High School
Mutual Securities, Inc. Member FINRA, SIPC July 2012 - Present
Managed Capital Advisory 2009 - Present
Wedbush Morgan Securities July 2007 - July 2012
Skills
Series 7, Investments, Equities, Series 63, Securities, Portfolio Management, Fixed Income, Series 24, Series 65, Wealth Management, Asset Management, Mutual Funds, Hedge Funds, Alternative Investments, Risk Management, Asset Allocation, Financial Planning, Bonds, Finance, Investment Advisory
Education
University of Arizona 1987 — 1992
B.A., Economics
Irvine High School
Irvine High School
Caroline Gutierrez's Wedbush Morgan Securities Experience October 2009 - July 2011
Job Partner Relations Manager at George P Johnson Experience Marketing
Industry Events Services
Experience
George P Johnson Experience Marketing December 2014 - Present
George P Johnson Experience Marketing May 2013 - December 2014
George P Johnson July 2011 - May 2013
Wedbush Morgan Securities October 2009 - July 2011
Robert Half International November 2007 - October 2009
Skills
Recruiting, Microsoft Office, Event Management, Event Planning, Marketing Strategy, Executive Level..., Expense Reports, Social Media, Management, Social Media Marketing, Administrative..., Social Networking, Time Management, Human Resources, Outlook, Office Management, PowerPoint, Microsoft Excel
Education
California State University-Chico 2002 — 2005
George P Johnson Experience Marketing December 2014 - Present
George P Johnson Experience Marketing May 2013 - December 2014
George P Johnson July 2011 - May 2013
Wedbush Morgan Securities October 2009 - July 2011
Robert Half International November 2007 - October 2009
Skills
Recruiting, Microsoft Office, Event Management, Event Planning, Marketing Strategy, Executive Level..., Expense Reports, Social Media, Management, Social Media Marketing, Administrative..., Social Networking, Time Management, Human Resources, Outlook, Office Management, PowerPoint, Microsoft Excel
Education
California State University-Chico 2002 — 2005
Erin Haver's Wedbush Morgan Securities Experience December 1994 - March 1999
Job Talent Acquisition Manager
Industry Staffing and Recruiting
Experience
Sunrise Senior Living September 2015 - Present
Merin LLC January 2014 - September 2015
zulily April 2013 - December 2013
Lucasfilm July 2008 - April 2012
LucasArts June 2004 - June 2008
Gap Inc. June 2002 - June 2004
Sterling Payot Company April 1999 - May 2001
Wedbush Morgan Securities December 1994 - March 1999
Prudential Securities September 1992 - December 1994
Skills
Recruiting, Sourcing, Applicant Tracking..., Executive Search, Onboarding, Human Resources, Internet Recruiting, Talent Acquisition, Interviews, College Recruiting, Training, Technical Recruiting, Talent Management, Contract Recruitment, Project Management, Process Improvement, Leadership, Employee Relations, Temporary Placement, Management, CRM, Screening, Screening Resumes, Benefits Negotiation
Education
Penn State University 2008 — 2011
Bachelor of Arts (B.A.), Letters, Arts & Sciences
Sunrise Senior Living September 2015 - Present
Merin LLC January 2014 - September 2015
zulily April 2013 - December 2013
Lucasfilm July 2008 - April 2012
LucasArts June 2004 - June 2008
Gap Inc. June 2002 - June 2004
Sterling Payot Company April 1999 - May 2001
Wedbush Morgan Securities December 1994 - March 1999
Prudential Securities September 1992 - December 1994
Skills
Recruiting, Sourcing, Applicant Tracking..., Executive Search, Onboarding, Human Resources, Internet Recruiting, Talent Acquisition, Interviews, College Recruiting, Training, Technical Recruiting, Talent Management, Contract Recruitment, Project Management, Process Improvement, Leadership, Employee Relations, Temporary Placement, Management, CRM, Screening, Screening Resumes, Benefits Negotiation
Education
Penn State University 2008 — 2011
Bachelor of Arts (B.A.), Letters, Arts & Sciences
Kathleen carey Kathleen carey's Wedbush Morgan Securities Experience December 2000 - March 2003
Job Sr. VIce President Institutional Sales BTIG,LLC
Industry Financial Services
Experience
BTIG,LLC January 2005 - Present
The Shemano Group June 2003 - January 2005
Wedbush Morgan Securities December 2000 - March 2003
First Security Van Kasper, Inc August 2000 - September 2000
Robertson Stephens March 1999 - August 2000
Husic Capital Management June 1996 - January 1999
Skills
Alternative Investments, Asset Management, Bloomberg, Capital Markets, Electronic Trading, Options, Portfolio Management
Education
Michigan State University 1992 — 1996
BA Finance, Finance Spanish
Marian High School 1988 — 1992
Academy of Art University
Drawing
BTIG,LLC January 2005 - Present
The Shemano Group June 2003 - January 2005
Wedbush Morgan Securities December 2000 - March 2003
First Security Van Kasper, Inc August 2000 - September 2000
Robertson Stephens March 1999 - August 2000
Husic Capital Management June 1996 - January 1999
Skills
Alternative Investments, Asset Management, Bloomberg, Capital Markets, Electronic Trading, Options, Portfolio Management
Education
Michigan State University 1992 — 1996
BA Finance, Finance Spanish
Marian High School 1988 — 1992
Academy of Art University
Drawing
Yinan Zhao Yinan Zhao's Wedbush Morgan Securities Experience April 2009 - February 2010
Job MBA Candidate at Columbia Business School
Industry Investment Management
Experience
Elm Ridge Management May 2015 - July 2015
Totem Point Management October 2014 - January 2015
Susquehanna International Group February 2010 - April 2014
Wedbush Morgan Securities April 2009 - February 2010
Merrill Lynch May 2007 - March 2009
Skills
Equity Research, Valuation, Financial Modeling, Equity Valuation, Competitive Analysis, Equities, Financial Analysis, Bloomberg
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA), Value Investing Program
Cornell University 2006 — 2007
M. Eng, Electrical Engineering
Stanford University 2002 — 2006
BS, Electrical Engineering
Bishop Guertin 1998 — 2002
Elm Ridge Management May 2015 - July 2015
Totem Point Management October 2014 - January 2015
Susquehanna International Group February 2010 - April 2014
Wedbush Morgan Securities April 2009 - February 2010
Merrill Lynch May 2007 - March 2009
Skills
Equity Research, Valuation, Financial Modeling, Equity Valuation, Competitive Analysis, Equities, Financial Analysis, Bloomberg
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA), Value Investing Program
Cornell University 2006 — 2007
M. Eng, Electrical Engineering
Stanford University 2002 — 2006
BS, Electrical Engineering
Bishop Guertin 1998 — 2002
Andy Jaffe's Wedbush Morgan Securities Experience May 2011 - August 2011
Job Corporate Accounting Intern at CoreMark International
Industry Accounting
Experience
Core-Mark International June 2013 - August 2013
Wedbush Morgan Securities May 2011 - August 2011
Skills
Hyperion HFM, AdHoc, Microsoft Excel, Vlookup, Smartview, Account Reconciliation, Bank Reconciliation, Accounts Payable, Accounts Receivable, Facebook, QuickBooks, Financial Statement..., IFRS, GAAP, DCMS, PowerPoint, Microsoft Office, Microsoft Word, Research, HTML, Financial Analysis
Education
University of California, Santa Barbara 2014 — 2017
Financial Math and Statistics, Accounting and Finance, Junior
College of San Mateo 2011 — 2013
Bachelor of Science, Business Administration with a focus on Finance and Accounting
Burlingame High School 2007 — 2011
High School Diploma, General Education
Core-Mark International June 2013 - August 2013
Wedbush Morgan Securities May 2011 - August 2011
Skills
Hyperion HFM, AdHoc, Microsoft Excel, Vlookup, Smartview, Account Reconciliation, Bank Reconciliation, Accounts Payable, Accounts Receivable, Facebook, QuickBooks, Financial Statement..., IFRS, GAAP, DCMS, PowerPoint, Microsoft Office, Microsoft Word, Research, HTML, Financial Analysis
Education
University of California, Santa Barbara 2014 — 2017
Financial Math and Statistics, Accounting and Finance, Junior
College of San Mateo 2011 — 2013
Bachelor of Science, Business Administration with a focus on Finance and Accounting
Burlingame High School 2007 — 2011
High School Diploma, General Education
Karina Sanchez Karina Sanchez's Wedbush Morgan Securities Experience June 2008 - August 2009
Job Account Development Manager, BlueHornet
Industry Internet
Experience
BlueHornet, a Digital River Company January 2013 - Present
TAAZ.com August 2009 - December 2012
Wedbush Morgan Securities June 2008 - August 2009
The Esperanza Leraning Foundation November 2007 - August 2009
Seniors at Home, Inc April 2008 - August 2008
San Diego State University August 2005 - December 2005
Skills
Email Marketing, Online Advertising, Social Media, Facebook, Social Media Marketing, Web Analytics, SEO, Google Analytics, Strategy, Marketing Strategy, Strategic Communications, Manage Client..., Content Management, Account Management, Marketing, Written & Oral..., CRM, Online Marketing
Education
San Diego State University-California State University 2005 — 2009
BA, Marketing
BlueHornet, a Digital River Company January 2013 - Present
TAAZ.com August 2009 - December 2012
Wedbush Morgan Securities June 2008 - August 2009
The Esperanza Leraning Foundation November 2007 - August 2009
Seniors at Home, Inc April 2008 - August 2008
San Diego State University August 2005 - December 2005
Skills
Email Marketing, Online Advertising, Social Media, Facebook, Social Media Marketing, Web Analytics, SEO, Google Analytics, Strategy, Marketing Strategy, Strategic Communications, Manage Client..., Content Management, Account Management, Marketing, Written & Oral..., CRM, Online Marketing
Education
San Diego State University-California State University 2005 — 2009
BA, Marketing
D. Roy Serventi D. Roy Serventi's Wedbush Morgan Securities Experience 2005 - 2006
Job Managing Director The Miramar Group
Industry Investment Banking
Experience
The Miramar Group September 1996 - Present
Infinity Systems International January 2004 - Present
Windstone Capital Partners January 2008 - December 2011
Wedbush Morgan Securities 2005 - 2006
Skills
Venture Capital, Corporate Development, Start-ups, Private Equity, Mergers & Acquisitions, Investment Banking, Investments, Angel Investing, Capital Raising, Private Placements, IPO, M&A experience, Emerging Markets, Venture Financing, Mergers, Capital, Financial Services, International Business, Due Diligence, Funding, Strategic Planning, Deal Sourcing, Executive Management, Investor Relations, Business Strategy, Corporate Finance, New Business Development, Portfolio Management, Valuation, Financial Analysis, Capital Markets, Business Valuation, Banking, Asset Management, Investment Strategies, RIAs, Managing Start-ups, Technology Start-up, New Venture Development, Early Stage Ventures, Early Stage Investment, Early Stage Companies, Deal Flow, Deal Execution, Transaction Sourcing, Debt & Equity Financing, Entrepreneurship
Education
University of Arizona
The Miramar Group September 1996 - Present
Infinity Systems International January 2004 - Present
Windstone Capital Partners January 2008 - December 2011
Wedbush Morgan Securities 2005 - 2006
Skills
Venture Capital, Corporate Development, Start-ups, Private Equity, Mergers & Acquisitions, Investment Banking, Investments, Angel Investing, Capital Raising, Private Placements, IPO, M&A experience, Emerging Markets, Venture Financing, Mergers, Capital, Financial Services, International Business, Due Diligence, Funding, Strategic Planning, Deal Sourcing, Executive Management, Investor Relations, Business Strategy, Corporate Finance, New Business Development, Portfolio Management, Valuation, Financial Analysis, Capital Markets, Business Valuation, Banking, Asset Management, Investment Strategies, RIAs, Managing Start-ups, Technology Start-up, New Venture Development, Early Stage Ventures, Early Stage Investment, Early Stage Companies, Deal Flow, Deal Execution, Transaction Sourcing, Debt & Equity Financing, Entrepreneurship
Education
University of Arizona
John Olinski, CFA John Olinski, CFA's Wedbush Morgan Securities Experience 1996 - 1999
Job PIMCO, Executive Vice President, Portfolio Manager, Special Situations Group
Industry Investment Management
Experience
PIMCO May 2014 - Present
OneWest Bank March 2009 - May 2014
IndyMac Federal Bank July 2008 - March 2009
IndyMac Bank, FSB April 1999 - July 2008
Wedbush Morgan Securities 1996 - 1999
Sanwa Bank California (now Bank of the West) 1989 - 1996
Security Pacific Merchant Bank 1986 - 1989
Skills
Credit, Loans, Small Business Lending, Banking, Mortgage Lending, Portfolio Management, Financial Modeling, Asset Management, Financial Risk, Finance, Investments, Risk Management, Capital Markets, Commercial Lending, Valuation
Education
University of Southern California 1983 — 1985
Master of Business Administration (MBA), Accounting and Finance
University of California, San Diego 1978 — 1982
Bachelor of Arts (B.A.), Management Science
PIMCO May 2014 - Present
OneWest Bank March 2009 - May 2014
IndyMac Federal Bank July 2008 - March 2009
IndyMac Bank, FSB April 1999 - July 2008
Wedbush Morgan Securities 1996 - 1999
Sanwa Bank California (now Bank of the West) 1989 - 1996
Security Pacific Merchant Bank 1986 - 1989
Skills
Credit, Loans, Small Business Lending, Banking, Mortgage Lending, Portfolio Management, Financial Modeling, Asset Management, Financial Risk, Finance, Investments, Risk Management, Capital Markets, Commercial Lending, Valuation
Education
University of Southern California 1983 — 1985
Master of Business Administration (MBA), Accounting and Finance
University of California, San Diego 1978 — 1982
Bachelor of Arts (B.A.), Management Science
Erica Doktor Cummings Erica Doktor Cummings's Wedbush Morgan Securities Experience 2005 - 2006
Job Investor Relations & Marketing
Industry Financial Services
Experience
None February 2012 - Present
Saybrook Capital, LLC March 2006 - February 2012
Wedbush Morgan Securities 2005 - 2006
Insyght 2004 - 2005
iSuppli 2003 - 2004
Waddell & Reed 2002 - 2003
Morgan Stanley 2001 - 2002
Wyle Electronics 1999 - 2001
Skills
Financial Modeling, Valuation, Financial Analysis, Series 7, Strategy, Marketing Strategy, Marketing, Strategic Planning, Private Equity, Investments, Due Diligence, Alternative Investments, Finance, Corporate Finance, Asset Management
Education
California State University-Fullerton - College of Business and Economics 2000 — 2002
MBA, Business Administration and Management, General
University of Southern California 1995 — 1998
BS, Business, Distribution Management
University of Southern California - Marshall School of Business 1995 — 1998
Bachelor of Science (BS), Sales, Distribution, and Marketing Operations, General
None February 2012 - Present
Saybrook Capital, LLC March 2006 - February 2012
Wedbush Morgan Securities 2005 - 2006
Insyght 2004 - 2005
iSuppli 2003 - 2004
Waddell & Reed 2002 - 2003
Morgan Stanley 2001 - 2002
Wyle Electronics 1999 - 2001
Skills
Financial Modeling, Valuation, Financial Analysis, Series 7, Strategy, Marketing Strategy, Marketing, Strategic Planning, Private Equity, Investments, Due Diligence, Alternative Investments, Finance, Corporate Finance, Asset Management
Education
California State University-Fullerton - College of Business and Economics 2000 — 2002
MBA, Business Administration and Management, General
University of Southern California 1995 — 1998
BS, Business, Distribution Management
University of Southern California - Marshall School of Business 1995 — 1998
Bachelor of Science (BS), Sales, Distribution, and Marketing Operations, General
Vivian Rogers Vivian Rogers's Wedbush Morgan Securities Experience August 1999 - April 2000
Job Technology Coordinator at DreamWorks Animation TV
Industry Information Technology and Services
Experience
DreamWorks Animation TV March 2014 - Present
Sony Pictures Imageworks December 2010 - November 2013
Writers Guild of America West October 2007 - October 2010
Writers Guild of America West October 2006 - October 2007
Writers Guild of America West April 2004 - October 2006
Writers Guild of America West April 2001 - April 2004
TONOS.COM April 2000 - March 2001
WEDBUSH MORGAN SECURITIES August 1999 - April 2000
Campbell-Ewald Advertising July 1998 - August 1999
Skills
TCP/IP, Training, Windows 7, Microsoft Office 2007, Windows 2000, HP, XP, Project Management, Microsoft Office, Outlook, Technical Support, Social Media, System Administration, Software Documentation, Windows, Databases, Windows XP, Help Desk Support, Software Installation, Troubleshooting, Servers, Networking, Management
Education
Loyola Marymount University 1994 — 1996
Bachelor, Business Administration; Marketing
Santa Monica College 1991 — 1994
Associate Arts, Business Administration
DreamWorks Animation TV March 2014 - Present
Sony Pictures Imageworks December 2010 - November 2013
Writers Guild of America West October 2007 - October 2010
Writers Guild of America West October 2006 - October 2007
Writers Guild of America West April 2004 - October 2006
Writers Guild of America West April 2001 - April 2004
TONOS.COM April 2000 - March 2001
WEDBUSH MORGAN SECURITIES August 1999 - April 2000
Campbell-Ewald Advertising July 1998 - August 1999
Skills
TCP/IP, Training, Windows 7, Microsoft Office 2007, Windows 2000, HP, XP, Project Management, Microsoft Office, Outlook, Technical Support, Social Media, System Administration, Software Documentation, Windows, Databases, Windows XP, Help Desk Support, Software Installation, Troubleshooting, Servers, Networking, Management
Education
Loyola Marymount University 1994 — 1996
Bachelor, Business Administration; Marketing
Santa Monica College 1991 — 1994
Associate Arts, Business Administration
William Kidd William Kidd's Wedbush Morgan Securities Experience 2007 - 2008
Job Research Director / Technology Analyst at IHS
Industry Investment Management
Experience
IHS (iSuppli pre-acquisiton) 2010 - Present
Wedbush Morgan Securities 2007 - 2008
Vintage Research 2003 - 2006
Lehman Brothers 2001 - 2003
C.E. Unterberg, Towbin 1998 - 2001
HSBC Securities 1997 - 1998
Skills
Due Diligence, Investment Banking, Equities, Investor Relations, Financial Modeling, Public Speaking, Corporate Strategy..., Mergers & Acquisitions, Analysis, Equity Research, Financial Analysis, Private Equity, Strategy, Valuation, Finance, Hedge Funds, Investments, Market Research, IPO
Education
Loyola Marymount University 1992 — 1993
MBA, Finance
IHS (iSuppli pre-acquisiton) 2010 - Present
Wedbush Morgan Securities 2007 - 2008
Vintage Research 2003 - 2006
Lehman Brothers 2001 - 2003
C.E. Unterberg, Towbin 1998 - 2001
HSBC Securities 1997 - 1998
Skills
Due Diligence, Investment Banking, Equities, Investor Relations, Financial Modeling, Public Speaking, Corporate Strategy..., Mergers & Acquisitions, Analysis, Equity Research, Financial Analysis, Private Equity, Strategy, Valuation, Finance, Hedge Funds, Investments, Market Research, IPO
Education
Loyola Marymount University 1992 — 1993
MBA, Finance
Clay McInturff Clay McInturff's Wedbush Morgan Securities Experience April 2005 - December 2005
Job Senior Business Analyst at Boeing (BDS / GS&S / Rotorcraft Support)
Industry Aviation & Aerospace
Experience
Boeing / BDS / GS&S / Rotorcraft Support July 2014 - Present
Boeing January 2011 - June 2014
Boeing January 2008 - December 2010
Boeing January 2007 - December 2007
Boeing January 2006 - December 2006
Wedbush Morgan Securities April 2005 - December 2005
Skills
Financial Analysis, Earned Value Management, Forecasting, Analysis, Budgets, Microsoft Excel, Process Improvement, Cost Benefit, Budgeting, Cost, Access, Financial Modeling, Business Planning, Financial Reporting, Excel, PowerPoint, Word, Data Analysis, Microsoft Office, Financial Planning, Business Analysis, Problem Solving, MS Project, Visual Basic, SQL, Cost Analysis, Cost Reduction, Cost Policy, Leadership
Education
Arizona State University - W. P. Carey School of Business 2007 — 2009
MBA, General Business
Arizona State University - W. P. Carey School of Business 2003 — 2005
Bachelor's, Finance
Boeing / BDS / GS&S / Rotorcraft Support July 2014 - Present
Boeing January 2011 - June 2014
Boeing January 2008 - December 2010
Boeing January 2007 - December 2007
Boeing January 2006 - December 2006
Wedbush Morgan Securities April 2005 - December 2005
Skills
Financial Analysis, Earned Value Management, Forecasting, Analysis, Budgets, Microsoft Excel, Process Improvement, Cost Benefit, Budgeting, Cost, Access, Financial Modeling, Business Planning, Financial Reporting, Excel, PowerPoint, Word, Data Analysis, Microsoft Office, Financial Planning, Business Analysis, Problem Solving, MS Project, Visual Basic, SQL, Cost Analysis, Cost Reduction, Cost Policy, Leadership
Education
Arizona State University - W. P. Carey School of Business 2007 — 2009
MBA, General Business
Arizona State University - W. P. Carey School of Business 2003 — 2005
Bachelor's, Finance
David Hewlett David Hewlett's Wedbush Morgan Securities Experience 2000 - 2003
Job Strategic Planning and Finance Professional
Industry Hospital & Health Care
Experience
The Gooden Center 2013 - Present
Elements Behavioral Health 2013 - 2014
Casting Networks, Inc. 2011 - 2012
Spark Industries 2007 - 2011
Piloti Driving Shoes 2003 - 2006
Wedbush Morgan Securities 2000 - 2003
KPMG 1997 - 2000
Hay Group 1995 - 1997
Skills
Financial Modeling, Corporate Finance, Finance, Mergers & Acquisitions, Strategy, Financial Analysis, Management, Strategic Planning, Due Diligence, Asset Management, Valuation, Investments, Private Equity, Financial Reporting, Cost Accounting, Contract Negotiation, Investment Banking, Contract Negotiations, Managerial Finance, Healthcare, Consumer Products, Management Consulting, Crisis Management, Team Building, Project Planning
Education
The George Washington University 1993 — 1995
Master of Business Administration (MBA), International Business
The George Washington University 1993 — 1995
Master of Arts (M.A.), International Affairs (Economics and Finance)
University of California, Los Angeles 1989 — 1993
BA, Political Science
Richmond, The American International University in London 1991 — 1991
International Business/Trade/Commerce
Redlands High School
The Gooden Center 2013 - Present
Elements Behavioral Health 2013 - 2014
Casting Networks, Inc. 2011 - 2012
Spark Industries 2007 - 2011
Piloti Driving Shoes 2003 - 2006
Wedbush Morgan Securities 2000 - 2003
KPMG 1997 - 2000
Hay Group 1995 - 1997
Skills
Financial Modeling, Corporate Finance, Finance, Mergers & Acquisitions, Strategy, Financial Analysis, Management, Strategic Planning, Due Diligence, Asset Management, Valuation, Investments, Private Equity, Financial Reporting, Cost Accounting, Contract Negotiation, Investment Banking, Contract Negotiations, Managerial Finance, Healthcare, Consumer Products, Management Consulting, Crisis Management, Team Building, Project Planning
Education
The George Washington University 1993 — 1995
Master of Business Administration (MBA), International Business
The George Washington University 1993 — 1995
Master of Arts (M.A.), International Affairs (Economics and Finance)
University of California, Los Angeles 1989 — 1993
BA, Political Science
Richmond, The American International University in London 1991 — 1991
International Business/Trade/Commerce
Redlands High School
Jonathan Carr, MA Jonathan Carr, MA's Wedbush Morgan Securities Experience March 2006 - March 2008
Job Director at Progress Coalition
Industry Political Organization
Experience
Progress Coalition April 2015 - Present
City of Santa Monica February 2010 - Present
Multiple Financial Companies March 2008 - September 2009
Wedbush Morgan Securities March 2006 - March 2008
Skills
Strategic Planning, Public Speaking, Customer Service, Social Networking, Fundraising, Social Media, Social Media Marketing, Government, Politics, Research, Retirement Planning, Entrepreneurship, Strategy
Education
University of Maryland College Park 1996 — 2001
Master’s Degree, Economic Sociology
State University of New York College at Buffalo 1994 — 1996
Bachelor’s Degree, Political Science and Sociology
Progress Coalition April 2015 - Present
City of Santa Monica February 2010 - Present
Multiple Financial Companies March 2008 - September 2009
Wedbush Morgan Securities March 2006 - March 2008
Skills
Strategic Planning, Public Speaking, Customer Service, Social Networking, Fundraising, Social Media, Social Media Marketing, Government, Politics, Research, Retirement Planning, Entrepreneurship, Strategy
Education
University of Maryland College Park 1996 — 2001
Master’s Degree, Economic Sociology
State University of New York College at Buffalo 1994 — 1996
Bachelor’s Degree, Political Science and Sociology
Kerry Rice Kerry Rice's Wedbush Morgan Securities Experience January 2006 - June 2011
Job Managing Director, Senior Equity Analyst Internet and Digital Media at Needham and Company
Industry Financial Services
Experience
Needham & Company June 2011 - Present
Wedbush Morgan Securities January 2006 - June 2011
Pacific Growth Equities 2004 - 2006
Braven Capital 2003 - 2004
JP Morgan Chase 2000 - 2002
Hambrecht & Quist 1999 - 2000
Skills
Financial Modeling, Investments, Valuation, Digital Media, Equities, Analysis, Equity Research, Corporate Finance, Hedge Funds, Entrepreneurship, Private Equity, Accounting, Financial Accounting
Education
Southern Methodist University 1996 — 1998
MBA, Finance
Southern Methodist University 1987 — 1991
BBA, Accounting
Southern Methodist University 1987 — 1991
BA, Economics
Needham & Company June 2011 - Present
Wedbush Morgan Securities January 2006 - June 2011
Pacific Growth Equities 2004 - 2006
Braven Capital 2003 - 2004
JP Morgan Chase 2000 - 2002
Hambrecht & Quist 1999 - 2000
Skills
Financial Modeling, Investments, Valuation, Digital Media, Equities, Analysis, Equity Research, Corporate Finance, Hedge Funds, Entrepreneurship, Private Equity, Accounting, Financial Accounting
Education
Southern Methodist University 1996 — 1998
MBA, Finance
Southern Methodist University 1987 — 1991
BBA, Accounting
Southern Methodist University 1987 — 1991
BA, Economics
Sriram Ramanathan Sriram Ramanathan's Wedbush Morgan Securities Experience 1995 - 1997
Job Vice President at Rama Asset Management
Industry Investment Management
Experience
Rama Asset Management 1996 - Present
Wedbush Morgan Securities 1995 - 1997
Salomon Brothers 1991 - 1993
Digital Equipment Corporation 1985 - 1991
Skills
Valuation, Portfolio Management, Quantitative Finance, Private Equity, Investment Banking, Finance, Alternative Investments, Venture Capital, Econometrics, Macroeconomics, Due Diligence, Equity Research, Quantitative Analytics, Asset Management, Value Investing, Big Data Analytics, Credit Analysis, Product Management, Real Estate Private..., Operations Research, Global Macro, Market Research, Monte Carlo Simulation, Sales Management, Special Situations..., New Venture Development, Social Media, Long/Short Equity, Family Office, Risk Arbitrage, Growth Equity, Geopolitics, Technology Strategy, Strategy, Management, Financial Modeling, Financial Analysis, Investments, Business Strategy
Education
Columbia University - Columbia Business School 1993 — 1995
MBA, MPA
Madras University, Vivekananda College
Bachelor of Science (BSc)
New York University
Master's degree
University of Cincinnati
Master of Science (MS)
Rama Asset Management 1996 - Present
Wedbush Morgan Securities 1995 - 1997
Salomon Brothers 1991 - 1993
Digital Equipment Corporation 1985 - 1991
Skills
Valuation, Portfolio Management, Quantitative Finance, Private Equity, Investment Banking, Finance, Alternative Investments, Venture Capital, Econometrics, Macroeconomics, Due Diligence, Equity Research, Quantitative Analytics, Asset Management, Value Investing, Big Data Analytics, Credit Analysis, Product Management, Real Estate Private..., Operations Research, Global Macro, Market Research, Monte Carlo Simulation, Sales Management, Special Situations..., New Venture Development, Social Media, Long/Short Equity, Family Office, Risk Arbitrage, Growth Equity, Geopolitics, Technology Strategy, Strategy, Management, Financial Modeling, Financial Analysis, Investments, Business Strategy
Education
Columbia University - Columbia Business School 1993 — 1995
MBA, MPA
Madras University, Vivekananda College
Bachelor of Science (BSc)
New York University
Master's degree
University of Cincinnati
Master of Science (MS)
Kevin P. Cushing's Wedbush Morgan Securities Experience 2006 - 2008
Job Senior Director Research at Sutherland Global Services
Industry Financial Services
Experience
Sutherland Global Services 2014 - Present
Hedgeye Risk Management, LLC 2012 - 2014
MF Global 2009 - December 2011
RAGE Frameworks Inc. 2008 - 2009
Wedbush Morgan Securities 2006 - 2008
Prudential Financial 2001 - 2006
ING 1999 - 2001
Monness Crespi Hardt & Co, Inc 1996 - 1999
Skills
Equities, Hedge Funds, Management, Investments, Financial Services, Asset Management, Equity Research, Capital Markets, Trading, Customer Service, Mutual Funds, Investment Banking, Fixed Income, Portfolio Management, Securities, Financial Markets, Options, Electronic Trading, Asset Allocation, Investment Strategies, Investment Management, Equity Trading, FINRA, Valuation, Institutional, Customer Relations, Team Building, Asset Managment, Series 65, Business Development, Financial Modeling, Leadership, Analysis, Financial Analysis, Analytics, Finance, Marketing, Private Equity, Strategy, Risk Management
Education
Marist College
BA, Communications
St. Pius X
Sutherland Global Services 2014 - Present
Hedgeye Risk Management, LLC 2012 - 2014
MF Global 2009 - December 2011
RAGE Frameworks Inc. 2008 - 2009
Wedbush Morgan Securities 2006 - 2008
Prudential Financial 2001 - 2006
ING 1999 - 2001
Monness Crespi Hardt & Co, Inc 1996 - 1999
Skills
Equities, Hedge Funds, Management, Investments, Financial Services, Asset Management, Equity Research, Capital Markets, Trading, Customer Service, Mutual Funds, Investment Banking, Fixed Income, Portfolio Management, Securities, Financial Markets, Options, Electronic Trading, Asset Allocation, Investment Strategies, Investment Management, Equity Trading, FINRA, Valuation, Institutional, Customer Relations, Team Building, Asset Managment, Series 65, Business Development, Financial Modeling, Leadership, Analysis, Financial Analysis, Analytics, Finance, Marketing, Private Equity, Strategy, Risk Management
Education
Marist College
BA, Communications
St. Pius X
Sam Storer Sam Storer's Wedbush Morgan Securities Experience January 2009 - July 2009
Job VP of Application Development at Leerink Partners LLC
Industry Investment Banking
Experience
Leerink Partners LLC May 2012 - Present
ActiveHealth Management October 2011 - December 2011
Wedbush Morgan Securities January 2009 - July 2009
Pacific Growth Equities, LLC April 1991 - January 2009
Volpe, Covington and Welty 1989 - 1991
Skills
Project Management, PMP, Business Analysis, Product Management, Business Strategy, Capital Markets, Software Development, Contract Negotiation, Vendor Relationships, Vendor Management, Analysis, Start-ups, Trading, Product Development, Mergers & Acquisitions, Integration, SaaS, Electronic Trading, Portfolio Management, Equities, Consulting, Cross-functional Team..., Competitive Analysis, Venture Capital, Due Diligence, Business Development, Investment Banking, Hedge Funds, IT Management, CRM, Strategy, Market Data, Management, Risk Management
Education
Dartmouth College
BA
Mahwah High 1976 — 1980
Leerink Partners LLC May 2012 - Present
ActiveHealth Management October 2011 - December 2011
Wedbush Morgan Securities January 2009 - July 2009
Pacific Growth Equities, LLC April 1991 - January 2009
Volpe, Covington and Welty 1989 - 1991
Skills
Project Management, PMP, Business Analysis, Product Management, Business Strategy, Capital Markets, Software Development, Contract Negotiation, Vendor Relationships, Vendor Management, Analysis, Start-ups, Trading, Product Development, Mergers & Acquisitions, Integration, SaaS, Electronic Trading, Portfolio Management, Equities, Consulting, Cross-functional Team..., Competitive Analysis, Venture Capital, Due Diligence, Business Development, Investment Banking, Hedge Funds, IT Management, CRM, Strategy, Market Data, Management, Risk Management
Education
Dartmouth College
BA
Mahwah High 1976 — 1980
Ryan Kunzi Ryan Kunzi's Wedbush Morgan Securities Experience December 2003 - May 2004
Job Assistant Vice President Natural Resources
Industry Investment Banking
Experience
Barclays Investment Bank September 2014 - Present
Jefferies LLC June 2013 - September 2014
Tricor Ten Section Hub, LLC March 2008 - December 2012
Shell May 2006 - March 2008
Lehman Brothers May 2005 - July 2006
Banc of America Securities May 2004 - May 2005
Wedbush Morgan Securities December 2003 - May 2004
Citigroup May 2001 - August 2001
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA
Claremont McKenna College 2000 — 2003
Economics
Colgate University 1999 — 2000
Economics
Barclays Investment Bank September 2014 - Present
Jefferies LLC June 2013 - September 2014
Tricor Ten Section Hub, LLC March 2008 - December 2012
Shell May 2006 - March 2008
Lehman Brothers May 2005 - July 2006
Banc of America Securities May 2004 - May 2005
Wedbush Morgan Securities December 2003 - May 2004
Citigroup May 2001 - August 2001
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA
Claremont McKenna College 2000 — 2003
Economics
Colgate University 1999 — 2000
Economics
Jennifer Brice Garcia Jennifer Brice Garcia's Wedbush Morgan Securities Experience January 2005 - September 2006
Job Senior Relationship Specialist Institutional Advisor Services at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 2010 - Present
R Capital Advisors October 2007 - October 2010
Coor Capital, LLC September 2006 - November 2007
Wedbush Morgan Securities January 2005 - September 2006
Smith Barney June 2002 - December 2004
Morgan Stanley March 2000 - June 2002
Merrill Lynch February 1998 - March 2000
Neuberger Berman February 1994 - February 1998
Skills
Strategic Planning, Portfolio Management, Alternative Assets, Venture Capital, Asset Managment, Hedge Funds, Investments, Alternative Investments, Equities, Business Development, Asset Management, Corporate Finance, Mutual Funds, Investment Management, Risk Management
Education
Skyline College 1990 — 1991
College of San Mateo 1988 — 1989
Finance & Marketing
Charles Schwab November 2010 - Present
R Capital Advisors October 2007 - October 2010
Coor Capital, LLC September 2006 - November 2007
Wedbush Morgan Securities January 2005 - September 2006
Smith Barney June 2002 - December 2004
Morgan Stanley March 2000 - June 2002
Merrill Lynch February 1998 - March 2000
Neuberger Berman February 1994 - February 1998
Skills
Strategic Planning, Portfolio Management, Alternative Assets, Venture Capital, Asset Managment, Hedge Funds, Investments, Alternative Investments, Equities, Business Development, Asset Management, Corporate Finance, Mutual Funds, Investment Management, Risk Management
Education
Skyline College 1990 — 1991
College of San Mateo 1988 — 1989
Finance & Marketing
Jaime Truax Jaime Truax's Wedbush Morgan Securities Experience March 2004 - December 2006
Job Regional Human Resources Manager at iMobile US
Industry Wireless
Experience
iMobile US July 2011 - Present
Platinum Wireless, Inc. December 2010 - August 2011
Mercury Media November 2008 - December 2010
Coast Asset Management December 2006 - November 2008
Wedbush Morgan Securities March 2004 - December 2006
GLWG, Inc August 2003 - March 2004
Nicholas & Hicks, Inc. July 2000 - July 2003
Enloe Medical Center April 1996 - June 2002
Skills
Onboarding, Employee Relations, Talent Acquisition, Recruiting, Applicant Tracking..., Human Resources, Employee Benefits, Benefits Administration, College Recruiting, Performance Management, Payroll, New Hire Orientations, HRIS, Talent Management, Hiring, Personnel Management, Management
Education
California State University-Chico 2001 — 2003
Bachelor's Degree, Business Administration, Human Resources
iMobile US July 2011 - Present
Platinum Wireless, Inc. December 2010 - August 2011
Mercury Media November 2008 - December 2010
Coast Asset Management December 2006 - November 2008
Wedbush Morgan Securities March 2004 - December 2006
GLWG, Inc August 2003 - March 2004
Nicholas & Hicks, Inc. July 2000 - July 2003
Enloe Medical Center April 1996 - June 2002
Skills
Onboarding, Employee Relations, Talent Acquisition, Recruiting, Applicant Tracking..., Human Resources, Employee Benefits, Benefits Administration, College Recruiting, Performance Management, Payroll, New Hire Orientations, HRIS, Talent Management, Hiring, Personnel Management, Management
Education
California State University-Chico 2001 — 2003
Bachelor's Degree, Business Administration, Human Resources
M. Craig Schwerdt, CFA M. Craig Schwerdt, CFA's Wedbush Morgan Securities Experience 1984 - 1989
Job Investment Management Professional
Industry Investment Management
Experience
Axle Digital / WeWIN 2012 - Present
Self Employed Financial Consultant 2002 - Present
AdECN 2005 - 2007
City of Downey 2003 - 2007
City of Downey 2003 - 2007
Fidelity National Financial 1999 - 2001
Roth Capital Partners 1997 - 1999
ZAD Asset Management 1993 - 1997
Donner & Schwerdt, Inc 1990 - 1993
Wedbush Morgan Securities 1984 - 1989
Skills
Asset Managment, Due Diligence, Private Equity, Investments, Equities, Analysis, Portfolio Management, Management Consulting, Start-ups, Investment Banking, Financial Advisory, Business Development, Business Planning, Asset Management, Mutual Funds, Finance
Education
Loyola University School of Law 1973 — 1976
J.D, Business Law
UCLA Anderson School of Management 1970 — 1971
M.S, Business Administration (Finance)
University of California, Irvine 1966 — 1970
B.A, Economics and Mathematical & Computer Models
Axle Digital / WeWIN 2012 - Present
Self Employed Financial Consultant 2002 - Present
AdECN 2005 - 2007
City of Downey 2003 - 2007
City of Downey 2003 - 2007
Fidelity National Financial 1999 - 2001
Roth Capital Partners 1997 - 1999
ZAD Asset Management 1993 - 1997
Donner & Schwerdt, Inc 1990 - 1993
Wedbush Morgan Securities 1984 - 1989
Skills
Asset Managment, Due Diligence, Private Equity, Investments, Equities, Analysis, Portfolio Management, Management Consulting, Start-ups, Investment Banking, Financial Advisory, Business Development, Business Planning, Asset Management, Mutual Funds, Finance
Education
Loyola University School of Law 1973 — 1976
J.D, Business Law
UCLA Anderson School of Management 1970 — 1971
M.S, Business Administration (Finance)
University of California, Irvine 1966 — 1970
B.A, Economics and Mathematical & Computer Models
Martha Uhl Martha Uhl's Wedbush Morgan Securities Experience July 2009 - May 2010
Job Marriage and Family Therapy Trainee at Southern California Counseling Center
Industry Financial Services
Experience
Southern California Counseling Center September 2014 - Present
California State University, Northridge September 2013 - Present
Trio Health January 2013 - June 2013
InnerVation Health June 2010 - December 2011
Wedbush Morgan Securities July 2009 - May 2010
Wedbush Morgan Securities January 2008 - June 2009
Leerink Swann/MEDACorp January 2006 - August 2007
MEDACorp/Leerink Swann August 2004 - December 2005
Education
California State University-Northridge 2013 — 2015
Marriage and Family Therapy/Counseling
Middlebury College 2000 — 2004
Environmental Science, Conservation Biology
Southern California Counseling Center September 2014 - Present
California State University, Northridge September 2013 - Present
Trio Health January 2013 - June 2013
InnerVation Health June 2010 - December 2011
Wedbush Morgan Securities July 2009 - May 2010
Wedbush Morgan Securities January 2008 - June 2009
Leerink Swann/MEDACorp January 2006 - August 2007
MEDACorp/Leerink Swann August 2004 - December 2005
Education
California State University-Northridge 2013 — 2015
Marriage and Family Therapy/Counseling
Middlebury College 2000 — 2004
Environmental Science, Conservation Biology
Leland Faegre Leland Faegre's Wedbush Morgan Securities Experience January 1993 - January 1995
Job On Top Of a Cloud, LLC
Industry Entertainment
Experience
On Top Of a Cloud, LLC March 2012 - Present
Milky Way, Incorporated July 2009 - Present
Crowell, Weedon and Company January 1997 - January 2008
Coyote Grill January 1997 - January 2008
CASTLE SECURITIES January 1995 - January 1996
Wedbush Morgan Securities January 1993 - January 1995
E-W INVESTMENTS, Inc January 1992 - January 1993
Primerica Financial Services January 1989 - January 1992
Skills
Entertainment, Music, Television, Broadcast, Radio, Music Industry, Music Production, Sound, Social Networking, Public Relations, Marketing Strategy, Customer Service, Social Media Marketing, Social Media, Recording, Advertising, Video Production, Commercials, Sales, Event Planning, Marketing, Strategic Planning, Radio Programming
Education
Rio Hondo Community College 1974 — 1976
Economics; Political Science and Music
Mt. San Antonio College 1972 — 1974
Economics, Political Science and Music
San Gabriel Valley Training Center
On Top Of a Cloud, LLC March 2012 - Present
Milky Way, Incorporated July 2009 - Present
Crowell, Weedon and Company January 1997 - January 2008
Coyote Grill January 1997 - January 2008
CASTLE SECURITIES January 1995 - January 1996
Wedbush Morgan Securities January 1993 - January 1995
E-W INVESTMENTS, Inc January 1992 - January 1993
Primerica Financial Services January 1989 - January 1992
Skills
Entertainment, Music, Television, Broadcast, Radio, Music Industry, Music Production, Sound, Social Networking, Public Relations, Marketing Strategy, Customer Service, Social Media Marketing, Social Media, Recording, Advertising, Video Production, Commercials, Sales, Event Planning, Marketing, Strategic Planning, Radio Programming
Education
Rio Hondo Community College 1974 — 1976
Economics; Political Science and Music
Mt. San Antonio College 1972 — 1974
Economics, Political Science and Music
San Gabriel Valley Training Center
Frank Fortier Frank Fortier's Wedbush Morgan Securities Experience 1997 - 2005
Job President, Irvine Soccer Academy
Industry Sports
Experience
OC Nomads/Irvine Soccer Academy 2009 - Present
FC Irvine 2002 - 2008
Wedbush Morgan Securities 1997 - 2005
Salomon Smith Barney 1987 - 1996
Computer Specialty Products 1982 - 1987
Skills
Mutual Funds, Soccer, Series 7, Retirement Planning, Retirement, Sports Management, Sports Marketing, Leadership, Football, Sports Coaching, Investments, Athletics, Club, Sports, Sponsorship Sales, Sponsorship, Athletic Training, Event Management, Coaching, Public Speaking, Event Planning, Social Media, Management
Education
Bryant and Stratton College
Business Administration
Castleton University
Marketing
OC Nomads/Irvine Soccer Academy 2009 - Present
FC Irvine 2002 - 2008
Wedbush Morgan Securities 1997 - 2005
Salomon Smith Barney 1987 - 1996
Computer Specialty Products 1982 - 1987
Skills
Mutual Funds, Soccer, Series 7, Retirement Planning, Retirement, Sports Management, Sports Marketing, Leadership, Football, Sports Coaching, Investments, Athletics, Club, Sports, Sponsorship Sales, Sponsorship, Athletic Training, Event Management, Coaching, Public Speaking, Event Planning, Social Media, Management
Education
Bryant and Stratton College
Business Administration
Castleton University
Marketing
Robert (Bob) Fox, CIMA Robert (Bob) Fox, CIMA's Wedbush Morgan Securities Experience October 2008 - March 2012
Job Managing Director, Union Bank Investment Services
Industry Financial Services
Experience
Union Bank March 2012 - Present
Wedbush Morgan Securities October 2008 - March 2012
Wells Fargo Advisors, LLC 2004 - 2008
Morgan Stanley Dean Witter 1992 - 2004
Bank America Investment Services and Drexel Burnham Lambert 1987 - 1992
Skills
Recruiting, Leadership, Management, Wealth Management, Investments, Sales, Coaching, Financial Services, Series 7, Asset Management, Portfolio Management, Risk Management, Mutual Funds, Securities, Teamwork, Credit
Education
California Polytechnic State University-San Luis Obispo
Bachelor's degree, Business Administration
University of Pennsylvania - The Wharton School
CIMA - Certified Investment Management Analyst
University of San Diego
Master of Science (MS), Executive Leadership (MSEL)
Union Bank March 2012 - Present
Wedbush Morgan Securities October 2008 - March 2012
Wells Fargo Advisors, LLC 2004 - 2008
Morgan Stanley Dean Witter 1992 - 2004
Bank America Investment Services and Drexel Burnham Lambert 1987 - 1992
Skills
Recruiting, Leadership, Management, Wealth Management, Investments, Sales, Coaching, Financial Services, Series 7, Asset Management, Portfolio Management, Risk Management, Mutual Funds, Securities, Teamwork, Credit
Education
California Polytechnic State University-San Luis Obispo
Bachelor's degree, Business Administration
University of Pennsylvania - The Wharton School
CIMA - Certified Investment Management Analyst
University of San Diego
Master of Science (MS), Executive Leadership (MSEL)
Darren Cross Darren Cross's Wedbush Morgan Securities Experience April 2004 - October 2005
Job Vice President Corporate Development at Maker Studios
Industry Online Media
Experience
Maker Studios Inc September 2013 - Present
Blip Networks June 2012 - September 2013
Darren Cross & Associates February 2011 - June 2012
Fandango December 2007 - July 2011
ClickStar November 2005 - September 2007
Wedbush Morgan Securities April 2004 - October 2005
ASC Process Systems January 1999 - October 2003
Skills
Digital Media, Start-ups, Business Development, Online Advertising, Strategic Partnerships, New Business Development, Competitive Analysis, Mobile Applications, Negotiation, Business Strategy, Mobile Advertising, Digital Strategy, Entertainment, E-commerce, Digital Marketing, Mobile Marketing, Mobile Internet, Strategic Planning, Monetization, Business Planning, PPC, Online Marketing, Ad Networks, Digital Distribution, Marketing Strategy, Solution Selling, SEM, Social Media Marketing, Licensing, Fundraising, Affiliate Marketing, Account Management, Web Analytics, Contract Negotiation, Customer Acquisition, Product Strategy, digital, Video, YouTube, New Media, Strategy, Mobile Devices, Management, Advertising, Leadership, Product Management, Social Media, Analytics, Integrated Marketing
Education
UCLA Anderson School of Management
MBA
University of California, Hastings College of the Law
JD
CSUN
Bachelor of Arts (B.A.)
Maker Studios Inc September 2013 - Present
Blip Networks June 2012 - September 2013
Darren Cross & Associates February 2011 - June 2012
Fandango December 2007 - July 2011
ClickStar November 2005 - September 2007
Wedbush Morgan Securities April 2004 - October 2005
ASC Process Systems January 1999 - October 2003
Skills
Digital Media, Start-ups, Business Development, Online Advertising, Strategic Partnerships, New Business Development, Competitive Analysis, Mobile Applications, Negotiation, Business Strategy, Mobile Advertising, Digital Strategy, Entertainment, E-commerce, Digital Marketing, Mobile Marketing, Mobile Internet, Strategic Planning, Monetization, Business Planning, PPC, Online Marketing, Ad Networks, Digital Distribution, Marketing Strategy, Solution Selling, SEM, Social Media Marketing, Licensing, Fundraising, Affiliate Marketing, Account Management, Web Analytics, Contract Negotiation, Customer Acquisition, Product Strategy, digital, Video, YouTube, New Media, Strategy, Mobile Devices, Management, Advertising, Leadership, Product Management, Social Media, Analytics, Integrated Marketing
Education
UCLA Anderson School of Management
MBA
University of California, Hastings College of the Law
JD
CSUN
Bachelor of Arts (B.A.)
Nir Isaac Toledano Nir Isaac Toledano's Wedbush Morgan Securities Experience January 2004 - July 2006
Job Fidelis Capital Group (FCM)
Industry Capital Markets
Experience
Fidelis Capital Group September 2012 - Present
BHT Inc. December 2008 - November 2012
Vuecentric - MortgageDashboard.com 2002 - 2011
AQUA Developments January 2005 - April 2008
Wedbush Morgan Securities January 2004 - July 2006
Skills
Entrepreneurship, Venture Capital, Business Development, Private Equity, Negotiation, Investments, Portfolio Management, Start-ups, Strategic Partnerships, Corporate Development, Mergers & Acquisitions, Software Development, Valuation, Business Strategy, Sourcing, Financial Modeling, Investment Banking, Asset Management
Education
Concordia University 1992 — 1993
Masters, Marketing and Finance
Concordia University 1988 — 1992
BCOM, Bachelor Of Commerce - Finance
Greenside High School 1981 — 1985
high school degree
Fidelis Capital Group September 2012 - Present
BHT Inc. December 2008 - November 2012
Vuecentric - MortgageDashboard.com 2002 - 2011
AQUA Developments January 2005 - April 2008
Wedbush Morgan Securities January 2004 - July 2006
Skills
Entrepreneurship, Venture Capital, Business Development, Private Equity, Negotiation, Investments, Portfolio Management, Start-ups, Strategic Partnerships, Corporate Development, Mergers & Acquisitions, Software Development, Valuation, Business Strategy, Sourcing, Financial Modeling, Investment Banking, Asset Management
Education
Concordia University 1992 — 1993
Masters, Marketing and Finance
Concordia University 1988 — 1992
BCOM, Bachelor Of Commerce - Finance
Greenside High School 1981 — 1985
high school degree
Nima Zahedi's Wedbush Morgan Securities Experience May 2009 - August 2009
Job Product Manager at Instacart
Industry Internet
Experience
Instacart August 2015 - Present
Instacart January 2015 - August 2015
Instacart January 2014 - December 2014
TripAdvisor July 2013 - January 2014
TripAdvisor July 2011 - July 2013
FBR May 2010 - May 2011
Wedbush Morgan Securities May 2009 - August 2009
Wedbush Morgan Securities May 2008 - August 2008
Skills
Competitive Analysis, Analysis, Marketing, Analytics, Market Research, Product Management, Marketing Strategy, Business Strategy, Data Analysis, Start-ups, Market Analysis, E-commerce, SQL, SEM, Mobile Devices
Education
Purdue University - Krannert School of Management 2006 — 2010
BS, Economics, History
DIS-Danish Institute for Study Abroad 2009 — 2009
International Business
Instacart August 2015 - Present
Instacart January 2015 - August 2015
Instacart January 2014 - December 2014
TripAdvisor July 2013 - January 2014
TripAdvisor July 2011 - July 2013
FBR May 2010 - May 2011
Wedbush Morgan Securities May 2009 - August 2009
Wedbush Morgan Securities May 2008 - August 2008
Skills
Competitive Analysis, Analysis, Marketing, Analytics, Market Research, Product Management, Marketing Strategy, Business Strategy, Data Analysis, Start-ups, Market Analysis, E-commerce, SQL, SEM, Mobile Devices
Education
Purdue University - Krannert School of Management 2006 — 2010
BS, Economics, History
DIS-Danish Institute for Study Abroad 2009 — 2009
International Business
Nicholas Griffith, MD, MBA Nicholas Griffith, MD, MBA's Wedbush Morgan Securities Experience June 2010 - July 2011
Job Equity Analyst at del Rey Global Investors
Industry Investment Management
Experience
del Rey Global Investors October 2014 - Present
Cayuga Fund, LLC September 2013 - May 2014
Savage Consulting August 2010 - May 2012
Wedbush Morgan Securities June 2010 - July 2011
Profil July 2008 - July 2009
La Jolla Beach and Tennis Club July 2007 - May 2009
Morgan Stanley July 2005 - March 2006
Skills
Due Diligence, Equity Research, Analysis, Finance, Equities, Venture Capital, Valuation, Financial Modeling, Investments, Economics, Research, Financial Analysis, Clinical Research, Data Analysis, Portfolio Management
Education
Cornell University 2013 — 2014
MBA with distinction (GPA 3.93, top 10% of class), Capital Markets and Asset Management immersion (CMAM)
University of Toledo 2009 — 2014
MD, Doctor of Medicine
University of California, San Diego 2000 — 2007
BS, Human Biology, Management Science (Economics)
San Luis High
del Rey Global Investors October 2014 - Present
Cayuga Fund, LLC September 2013 - May 2014
Savage Consulting August 2010 - May 2012
Wedbush Morgan Securities June 2010 - July 2011
Profil July 2008 - July 2009
La Jolla Beach and Tennis Club July 2007 - May 2009
Morgan Stanley July 2005 - March 2006
Skills
Due Diligence, Equity Research, Analysis, Finance, Equities, Venture Capital, Valuation, Financial Modeling, Investments, Economics, Research, Financial Analysis, Clinical Research, Data Analysis, Portfolio Management
Education
Cornell University 2013 — 2014
MBA with distinction (GPA 3.93, top 10% of class), Capital Markets and Asset Management immersion (CMAM)
University of Toledo 2009 — 2014
MD, Doctor of Medicine
University of California, San Diego 2000 — 2007
BS, Human Biology, Management Science (Economics)
San Luis High
Mattias Tornyi Mattias Tornyi's Wedbush Morgan Securities Experience October 2005 - April 2007
Job SVP, Business Process Improvement at Wedbush Securities
Industry Financial Services
Experience
Wedbush Securities February 2015 - Present
Wedbush Securities April 2007 - February 2015
Wedbush Morgan Securities October 2005 - April 2007
Wedbush Morgan Securities October 2003 - October 2005
Cap Gemini Ernst & Young August 1997 - October 2003
ABB Coiltech June 1996 - September 1997
Skills
IT Management, Microsoft SQL Server, Databases, Analysis, IT Strategy, Project Management, Business Analysis, Software Development, Process Improvement, Servers, Requirements Analysis, Product Management, Business Intelligence, Management, Change Management, Cloud Computing, Vendor Management, Database Administration, Visual Basic, Enterprise Software, Architectures, SDLC, SQL Server, Architecture, Enterprise Architecture, Consulting, Consultancy, Application Development, Administration, SQL
Education
University of Skövde 1993 — 1996
Bs, Computer Science
Kungsgard 1990 — 1992
Wedbush Securities February 2015 - Present
Wedbush Securities April 2007 - February 2015
Wedbush Morgan Securities October 2005 - April 2007
Wedbush Morgan Securities October 2003 - October 2005
Cap Gemini Ernst & Young August 1997 - October 2003
ABB Coiltech June 1996 - September 1997
Skills
IT Management, Microsoft SQL Server, Databases, Analysis, IT Strategy, Project Management, Business Analysis, Software Development, Process Improvement, Servers, Requirements Analysis, Product Management, Business Intelligence, Management, Change Management, Cloud Computing, Vendor Management, Database Administration, Visual Basic, Enterprise Software, Architectures, SDLC, SQL Server, Architecture, Enterprise Architecture, Consulting, Consultancy, Application Development, Administration, SQL
Education
University of Skövde 1993 — 1996
Bs, Computer Science
Kungsgard 1990 — 1992
David Klass David Klass's Wedbush Morgan Securities Experience 1996 - 2005
Job President, Dominus and CEO, LuXe Brands
Industry Real Estate
Experience
LuXe Brands March 2013 - Present
Dominus Development 2004 - Present
Commercial Realty Associates June 2003 - Present
Laughing Squid June 1996 - Present
Home Builders Association December 2013 - January 2014
Wedbush Morgan Securities 1996 - 2005
Skills
Investments, Private Equity, Real Estate, Valuation, Asset Managment, Equities, Portfolio Management, Start-ups, Strategic Planning, New Business Development, Financial Analysis, Investment Banking, Wealth Management, Strategic Financial..., Corporate Finance, Sales, Contract Negotiation, Asset Management, Selling, Small Business, Residential Homes
Education
University of California, Berkeley
Wright State University
LuXe Brands March 2013 - Present
Dominus Development 2004 - Present
Commercial Realty Associates June 2003 - Present
Laughing Squid June 1996 - Present
Home Builders Association December 2013 - January 2014
Wedbush Morgan Securities 1996 - 2005
Skills
Investments, Private Equity, Real Estate, Valuation, Asset Managment, Equities, Portfolio Management, Start-ups, Strategic Planning, New Business Development, Financial Analysis, Investment Banking, Wealth Management, Strategic Financial..., Corporate Finance, Sales, Contract Negotiation, Asset Management, Selling, Small Business, Residential Homes
Education
University of California, Berkeley
Wright State University
Adam McArthur, CFA, ASA Adam McArthur, CFA, ASA's Wedbush Morgan Securities Experience 1997 - 1998
Job Managing Director at CBIZ Valuation Group, LLC
Industry Financial Services
Experience
CBIZ October 2013 - Present
Strategic Valuation Group, LLC January 2009 - October 2013
BEACo March 2004 - January 2009
Desmond, Marcello & Amster 2001 - 2004
Wedbush Morgan Securities 1997 - 1998
Skills
Valuation, Mergers, Financial Modeling, Business Valuation, Strategy, Private Equity, Estate Planning, Financial Reporting, Portfolio Management, Finance, Real Estate, Due Diligence, Mergers & Acquisitions, Strategic Financial..., Litigation, Real Estate Economics, Financial Analysis, Intangible Assets, Venture Capital, Corporate Finance, Alternative Investments, Restructuring, Financial Advisory, Hedge Funds, Corporate Development, Financial Structuring, Securities, Private Placements, Start-ups, Leadership
Education
California State University-Northridge
B.S., Finance
CBIZ October 2013 - Present
Strategic Valuation Group, LLC January 2009 - October 2013
BEACo March 2004 - January 2009
Desmond, Marcello & Amster 2001 - 2004
Wedbush Morgan Securities 1997 - 1998
Skills
Valuation, Mergers, Financial Modeling, Business Valuation, Strategy, Private Equity, Estate Planning, Financial Reporting, Portfolio Management, Finance, Real Estate, Due Diligence, Mergers & Acquisitions, Strategic Financial..., Litigation, Real Estate Economics, Financial Analysis, Intangible Assets, Venture Capital, Corporate Finance, Alternative Investments, Restructuring, Financial Advisory, Hedge Funds, Corporate Development, Financial Structuring, Securities, Private Placements, Start-ups, Leadership
Education
California State University-Northridge
B.S., Finance
Dimitri Sandeman Dimitri Sandeman's Wedbush Morgan Securities Experience October 2006 - Present
Job Investment Executive at Wedbush Morgan Securities
Industry Investment Management
Experience
Wedbush Morgan Securities October 2006 - Present
CBS Radio October 2005 - September 2006
KRKO Fox sports radio September 2002 - September 2005
Education
Washington State University 2006 — 2006
CE, Wealth Managment
Central Washington University 1999 — 2002
BA, Sociology
Wedbush Morgan Securities October 2006 - Present
CBS Radio October 2005 - September 2006
KRKO Fox sports radio September 2002 - September 2005
Education
Washington State University 2006 — 2006
CE, Wealth Managment
Central Washington University 1999 — 2002
BA, Sociology
Brett Scharg Brett Scharg's Wedbush Morgan Securities Experience 2005 - 2005
Job Tax Senior at Martini, Iosue & Akpovi, CPAs
Industry Accounting
Experience
Martini, Iosue & Akpovi, CPAs July 2015 - Present
Sotomayor & Associates, LLP July 2013 - July 2015
US Tax Shield May 2012 - July 2013
GSC CPAs February 2012 - April 2012
Willing & Moser, An Accountancy Corp. July 2011 - February 2012
Kirshner, Hutton, Perlin January 2011 - February 2011
Sav On Drugs October 2006 - August 2010
Wedbush Morgan Securities 2005 - 2005
Skills
Accounting, Financial Reporting, Tax, Financial Analysis, Inventory Management, Customer Relations, Quickbooks, Audit, Prosystems fx, Long Term Relationship..., Business Development, Tax Research, Cash flow management, Retirement Planning, QuickBooks, Customer Service, Auditing, Due Diligence, Bookkeeping
Education
Walsh College of Accountancy and Business Administration 2008 — 2010
M.S. Accounting
Michigan State University 2002 — 2006
B.S., Finance
Martini, Iosue & Akpovi, CPAs July 2015 - Present
Sotomayor & Associates, LLP July 2013 - July 2015
US Tax Shield May 2012 - July 2013
GSC CPAs February 2012 - April 2012
Willing & Moser, An Accountancy Corp. July 2011 - February 2012
Kirshner, Hutton, Perlin January 2011 - February 2011
Sav On Drugs October 2006 - August 2010
Wedbush Morgan Securities 2005 - 2005
Skills
Accounting, Financial Reporting, Tax, Financial Analysis, Inventory Management, Customer Relations, Quickbooks, Audit, Prosystems fx, Long Term Relationship..., Business Development, Tax Research, Cash flow management, Retirement Planning, QuickBooks, Customer Service, Auditing, Due Diligence, Bookkeeping
Education
Walsh College of Accountancy and Business Administration 2008 — 2010
M.S. Accounting
Michigan State University 2002 — 2006
B.S., Finance
Tina Quarles Tina Quarles's Wedbush Morgan Securities Experience February 2002 - September 2003
Job Fitness and Nutrition Expert
Industry Health, Wellness and Fitness
Experience
Personal Trainer December 2012 - Present
Little Drops of Heaven Bakery February 2009 - December 2012
Blue Endo February 2010 - August 2010
Self Employed Fitness Model/Actor February 2006 - January 2010
Morgan Stanley Smith Barney September 2003 - June 2005
Wedbush Morgan Securities February 2002 - September 2003
First Union Securities August 2001 - February 2002
Skills
Bakery Owner, Pastry Chef, Financial Analysis, Insurance, Finance, Customer Service, Securities, Bonds, Networking, Training, Cold Calling, Profit, Contract Management, Advertising, Proposal Writing, Funding, Balance, Cpr Certified, Catalogs, Strategic Financial..., Portfolio Management, Sales, Makeup Artistry, Modeling, Fitness Modeling, Social Media Marketing, Analysis, Budgets, Business Development, Business Planning, CPR Certified, Coaching, Customer Satisfaction, Entrepreneurship, Friendly Personality, Investments, Leadership, Management, Marketing, Marketing Strategy, New Business Development, Nutrition, Public Speaking, Social Networking, Start-ups, Strategic Planning, Team Building, Time Management, Wellness
Education
Pacific University 1995 — 1999
Business Marketing, Marketing
Pacific University
BS Business, Marketing
Personal Trainer December 2012 - Present
Little Drops of Heaven Bakery February 2009 - December 2012
Blue Endo February 2010 - August 2010
Self Employed Fitness Model/Actor February 2006 - January 2010
Morgan Stanley Smith Barney September 2003 - June 2005
Wedbush Morgan Securities February 2002 - September 2003
First Union Securities August 2001 - February 2002
Skills
Bakery Owner, Pastry Chef, Financial Analysis, Insurance, Finance, Customer Service, Securities, Bonds, Networking, Training, Cold Calling, Profit, Contract Management, Advertising, Proposal Writing, Funding, Balance, Cpr Certified, Catalogs, Strategic Financial..., Portfolio Management, Sales, Makeup Artistry, Modeling, Fitness Modeling, Social Media Marketing, Analysis, Budgets, Business Development, Business Planning, CPR Certified, Coaching, Customer Satisfaction, Entrepreneurship, Friendly Personality, Investments, Leadership, Management, Marketing, Marketing Strategy, New Business Development, Nutrition, Public Speaking, Social Networking, Start-ups, Strategic Planning, Team Building, Time Management, Wellness
Education
Pacific University 1995 — 1999
Business Marketing, Marketing
Pacific University
BS Business, Marketing
Justin Schmick, LEED-AP Justin Schmick, LEED-AP's Wedbush Morgan Securities Experience January 1999 - December 1999
Job Commercial Broker and Project Manager
Industry Commercial Real Estate
Experience
Downwind Development 2012 - Present
Windermere Commercial Real Estate 2000 - Present
Wedbush Morgan Securities January 1999 - December 1999
Skills
Commercial Real Estate, Construction Management, Real Estate Development, Brokerage, Contract Management, Sustainability, Leases, Contract Negotiation, Investors, Real Estate Transactions, Negotiation, Location Intelligence, Real Estate, Start-ups, Entrepreneurship, Investment Properties, Due Diligence, Asset Management, Team Building, Property Management, Investments, Strategic Planning, Retail, Sales, Renewable Energy, Customer Service, Financial Analysis, Time Management, Mergers & Acquisitions, Valuation, Land Acquisition, Construction, Real Estate Economics, Business Strategy, Business Development, Sales Management, New Business Development, Management, Marketing Strategy, Selling, Marketing, Public Speaking, Project Management
Education
Marylhurst University 2002 — 2004
B.S., Business Management with an emphasis on Real Estate
University of Denver - Daniels College of Business
M.S., Real Estate and Construction Managment
Downwind Development 2012 - Present
Windermere Commercial Real Estate 2000 - Present
Wedbush Morgan Securities January 1999 - December 1999
Skills
Commercial Real Estate, Construction Management, Real Estate Development, Brokerage, Contract Management, Sustainability, Leases, Contract Negotiation, Investors, Real Estate Transactions, Negotiation, Location Intelligence, Real Estate, Start-ups, Entrepreneurship, Investment Properties, Due Diligence, Asset Management, Team Building, Property Management, Investments, Strategic Planning, Retail, Sales, Renewable Energy, Customer Service, Financial Analysis, Time Management, Mergers & Acquisitions, Valuation, Land Acquisition, Construction, Real Estate Economics, Business Strategy, Business Development, Sales Management, New Business Development, Management, Marketing Strategy, Selling, Marketing, Public Speaking, Project Management
Education
Marylhurst University 2002 — 2004
B.S., Business Management with an emphasis on Real Estate
University of Denver - Daniels College of Business
M.S., Real Estate and Construction Managment
Mark Lamb Mark Lamb's Wedbush Morgan Securities Experience 1993 - 1994
Job Owner, Forks Broadcasting
Industry Public Relations and Communications
Experience
Forks Broadcasting Inc April 2012 - Present
PondelWilkinson August 2013 - September 2014
Market Leader, Inc. July 2005 - August 2013
HouseValues 2005 - November 2008
Onyx Software Corporation April 2000 - July 2005
AlphaNet Solutions 1999 - 2000
G A Kraut Company 1994 - 1998
Wedbush Morgan Securities 1993 - 1994
13D Research 1990 - 1993
The Bank Mart 1989 - 1990
Skills
Investor Relations, Financial Reporting, Corporate Communications, Treasury Management, Government Liason, Mergers, Investments, Analysis, Marketing Communications, Social Media, Social Media Marketing, Risk Management, Team Building, Public Relations, Radio Broadcasting, Marketing Strategy, Mergers & Acquisitions, Strategic Partnerships, Strategic Planning, Sales, SaaS, Financial Modeling, E-commerce, Start-ups, Business Development, Strategy, Strategic Communications, Marketing, Management, Competitive Analysis, Venture Capital, Finance, Enterprise Software, Entrepreneurship, Lead Generation, Leadership, Equities, Portfolio Management, Sales Process, Online Advertising, CRM, Online Marketing, Analytics, Business Strategy, Product Marketing, Market Research, Executive Management
Education
Fairfield University 1986 — 1988
Certificate
The University of Connecticut School of Business 1982 — 1986
MBA
Ithaca College 1977 — 1981
BS
Programming & Systems Institute 1976 — 1977
Certificate
Forks Broadcasting Inc April 2012 - Present
PondelWilkinson August 2013 - September 2014
Market Leader, Inc. July 2005 - August 2013
HouseValues 2005 - November 2008
Onyx Software Corporation April 2000 - July 2005
AlphaNet Solutions 1999 - 2000
G A Kraut Company 1994 - 1998
Wedbush Morgan Securities 1993 - 1994
13D Research 1990 - 1993
The Bank Mart 1989 - 1990
Skills
Investor Relations, Financial Reporting, Corporate Communications, Treasury Management, Government Liason, Mergers, Investments, Analysis, Marketing Communications, Social Media, Social Media Marketing, Risk Management, Team Building, Public Relations, Radio Broadcasting, Marketing Strategy, Mergers & Acquisitions, Strategic Partnerships, Strategic Planning, Sales, SaaS, Financial Modeling, E-commerce, Start-ups, Business Development, Strategy, Strategic Communications, Marketing, Management, Competitive Analysis, Venture Capital, Finance, Enterprise Software, Entrepreneurship, Lead Generation, Leadership, Equities, Portfolio Management, Sales Process, Online Advertising, CRM, Online Marketing, Analytics, Business Strategy, Product Marketing, Market Research, Executive Management
Education
Fairfield University 1986 — 1988
Certificate
The University of Connecticut School of Business 1982 — 1986
MBA
Ithaca College 1977 — 1981
BS
Programming & Systems Institute 1976 — 1977
Certificate
Christopher Rolland Christopher Rolland's Wedbush Morgan Securities Experience June 2005 - June 2007
Job Senior Semiconductor Equity Analyst at FBR & Co.
Industry Financial Services
Experience
FBR & Co. November 2010 - Present
Opus Capital LLC November 2008 - November 2010
Lazard Capital Markets June 2007 - November 2008
Wedbush Morgan Securities June 2005 - June 2007
Skills
Equity Research, Financial Modeling, Valuation, Bloomberg, Equities, Financial Analysis, Data Analysis, Capital Markets, Corporate Finance, Derivatives
Education
Columbia University - Columbia Business School 2005 — 2006
Master of Business Administration (MBA), Finance, Value Investing
Denison University 1992 — 1996
Bachelor of Arts (BA), Economics
The London School of Economics and Political Science (LSE) 1995 — 1995
Corporate Finance
Mbs
FBR & Co. November 2010 - Present
Opus Capital LLC November 2008 - November 2010
Lazard Capital Markets June 2007 - November 2008
Wedbush Morgan Securities June 2005 - June 2007
Skills
Equity Research, Financial Modeling, Valuation, Bloomberg, Equities, Financial Analysis, Data Analysis, Capital Markets, Corporate Finance, Derivatives
Education
Columbia University - Columbia Business School 2005 — 2006
Master of Business Administration (MBA), Finance, Value Investing
Denison University 1992 — 1996
Bachelor of Arts (BA), Economics
The London School of Economics and Political Science (LSE) 1995 — 1995
Corporate Finance
Mbs
Charlie Neiman Charlie Neiman's Wedbush Morgan Securities Experience February 2008 - May 2008
Job Sports Content Partnerships & Business Development at YouTube
Industry Internet
Experience
YouTube August 2012 - Present
Google August 2010 - August 2012
Bryant Christie Inc. June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Wedbush Morgan Securities February 2008 - May 2008
Skills
Business Strategy, Start-ups, Market Research, Marketing Strategy, Innovation, Business Analysis, New Business Development, Financial Analysis, Financial Modeling, Social Media, Strategic Partnerships, Strategy, Product Development, Business Process..., Entrepreneurship, Analytics, Competitive Analysis, Sales Operations, Consulting, Marketing
Education
Duke University
BA, Political Science
YouTube August 2012 - Present
Google August 2010 - August 2012
Bryant Christie Inc. June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Wedbush Morgan Securities February 2008 - May 2008
Skills
Business Strategy, Start-ups, Market Research, Marketing Strategy, Innovation, Business Analysis, New Business Development, Financial Analysis, Financial Modeling, Social Media, Strategic Partnerships, Strategy, Product Development, Business Process..., Entrepreneurship, Analytics, Competitive Analysis, Sales Operations, Consulting, Marketing
Education
Duke University
BA, Political Science
Philip Saunders Philip Saunders's Wedbush Morgan Securities Experience September 2000 - July 2002
Job Financial Marketing Strategist / Social Media Marketer / Options Trading Strategist at IsoVentures
Industry Financial Services
Experience
IsoVentures January 2009 - Present
STARS (Sports Teaching and Reaching Students) October 2008 - Present
Topeka Capital Markets, Inc March 2012 - March 2013
JNK Securities April 2009 - March 2010
Susquehanna International Group March 2006 - December 2008
Banc of America Securities July 2004 - March 2006
Wedbush Morgan Securities September 2000 - July 2002
US Bancorp Piper Jaffray June 1999 - June 2000
Nuveen Investments June 1997 - June 1999
Skills
Options, Options Strategies, Equity Derivatives, Online Marketing, Affiliate Marketing, Online Lead Generation, Social Media, Digital Marketing, Social Media Marketing, Financial Modeling, Equity Research, Overwriting, Volatility, Volatility Arbitrage, Derivatives, Trading, Portfolio Management, Bloomberg, Securities, Strategy, Trading Strategies, Electronic Trading, Lead Generation, Commodity, Financial Markets, Hedge Funds, Equity Trading, Investments, Hedging, Bonds, Investment Banking, Valuation, Foreign Exchange, Financial Services, Email Marketing
Education
University of Pennsylvania - The Wharton School 2002 — 2004
MBA, Finance
Princeton University 1993 — 1997
BSE, Civil Engineering and Operations Research
IsoVentures January 2009 - Present
STARS (Sports Teaching and Reaching Students) October 2008 - Present
Topeka Capital Markets, Inc March 2012 - March 2013
JNK Securities April 2009 - March 2010
Susquehanna International Group March 2006 - December 2008
Banc of America Securities July 2004 - March 2006
Wedbush Morgan Securities September 2000 - July 2002
US Bancorp Piper Jaffray June 1999 - June 2000
Nuveen Investments June 1997 - June 1999
Skills
Options, Options Strategies, Equity Derivatives, Online Marketing, Affiliate Marketing, Online Lead Generation, Social Media, Digital Marketing, Social Media Marketing, Financial Modeling, Equity Research, Overwriting, Volatility, Volatility Arbitrage, Derivatives, Trading, Portfolio Management, Bloomberg, Securities, Strategy, Trading Strategies, Electronic Trading, Lead Generation, Commodity, Financial Markets, Hedge Funds, Equity Trading, Investments, Hedging, Bonds, Investment Banking, Valuation, Foreign Exchange, Financial Services, Email Marketing
Education
University of Pennsylvania - The Wharton School 2002 — 2004
MBA, Finance
Princeton University 1993 — 1997
BSE, Civil Engineering and Operations Research
Michele E.F. Hamlett's Wedbush Morgan Securities Experience September 2007 - May 2009
Job Managing Director
Industry Financial Services
Experience
Retirement Choices of California June 2010 - Present
JPMorgan Chase May 2009 - September 2010
Wedbush Morgan Securities September 2007 - May 2009
UBS Wealth Management August 2005 - September 2007
Goldman Sachs August 2001 - August 2005
Skills
Leadership, Public Speaking, Recruiting, Insurance, Retirement, Wealth Management, Investments, Asset Management, Asset Managment, Portfolio Management, Fixed Annuities, Securities, Executive Management, Management, Small Business, Banking
Education
Purdue University - Krannert School of Management 1999 — 2001
MBA, Finance and Strategy
UC Davis
Bachelor of Arts, African-American Studies
Retirement Choices of California June 2010 - Present
JPMorgan Chase May 2009 - September 2010
Wedbush Morgan Securities September 2007 - May 2009
UBS Wealth Management August 2005 - September 2007
Goldman Sachs August 2001 - August 2005
Skills
Leadership, Public Speaking, Recruiting, Insurance, Retirement, Wealth Management, Investments, Asset Management, Asset Managment, Portfolio Management, Fixed Annuities, Securities, Executive Management, Management, Small Business, Banking
Education
Purdue University - Krannert School of Management 1999 — 2001
MBA, Finance and Strategy
UC Davis
Bachelor of Arts, African-American Studies
Dan Massiello's Wedbush Morgan Securities Experience January 2001 - November 2004
Job Sr. Vice President at Kosmont Companies
Industry Investment Banking
Experience
Kosmont Companies February 2013 - Present
KND Investment Banking November 2004 - February 2013
Wedbush Morgan Securities January 2001 - November 2004
Miller & Schroeder Financial January 2000 - December 2000
New York Municipal Advisors Corp (NYMAC) 1994 - June 1999
Fiscal Advisors and Marketing, Inc. July 1990 - July 1994
Skills
Public Finance, Investment Banking, Securities, Bonds, Investments, Financial Modeling, Structured Finance, Finance, Capital Markets, Real Estate, Banking, Credit, Real Estate Development, Fixed Income, Securitization, Project Management, Economics, Strategic Planning, Underwriting, Loans, Analysis, Bloomberg, Compliance, Consultants, Governance, Managerial Finance, New Business Development, Networking, Strategic Partnerships, Valuation, Zoning, Real Estate Economics
Education
Binghamton University - School of Management 1989 — 1993
BS, Management
Kosmont Companies February 2013 - Present
KND Investment Banking November 2004 - February 2013
Wedbush Morgan Securities January 2001 - November 2004
Miller & Schroeder Financial January 2000 - December 2000
New York Municipal Advisors Corp (NYMAC) 1994 - June 1999
Fiscal Advisors and Marketing, Inc. July 1990 - July 1994
Skills
Public Finance, Investment Banking, Securities, Bonds, Investments, Financial Modeling, Structured Finance, Finance, Capital Markets, Real Estate, Banking, Credit, Real Estate Development, Fixed Income, Securitization, Project Management, Economics, Strategic Planning, Underwriting, Loans, Analysis, Bloomberg, Compliance, Consultants, Governance, Managerial Finance, New Business Development, Networking, Strategic Partnerships, Valuation, Zoning, Real Estate Economics
Education
Binghamton University - School of Management 1989 — 1993
BS, Management
Yosef Itkin Yosef Itkin's Wedbush Morgan Securities Experience October 2008 - July 2009
Job Associate Attorney at Vanderford & Ruiz LLP
Industry Legal Services
Experience
Vanderford & Ruiz, LLP June 2015 - Present
Kaufman Borgeest & Ryan LLP August 2014 - June 2015
United States Attorney's Office May 2013 - August 2014
Miller Barondess, LLP February 2013 - March 2013
USC Law School August 2010 - May 2012
United States Bankruptcy Court May 2011 - August 2011
Southwestern Law School, Children's Rights Clinic May 2010 - August 2010
Law Office of Baruch C. Cohen, Esq. January 2010 - August 2010
Wedbush Morgan Securities October 2008 - July 2009
Morgan Stanley-Beverly Hills October 2007 - July 2008
Skills
Legal Research, Litigation, Trials, Lexis, Corporate Law, Bankruptcy, Research, Community Outreach, Legal Writing, Westlaw, Hearings, Mergers, Negotiation, Mergers & Acquisitions, Arbitration, Courts, Due Diligence, Dispute Resolution, Public Speaking, Legal Issues, Licensing, Civil Litigation, Commercial Litigation, Mediation, Legal Advice, Intellectual Property, Employment Law, Appeals, Depositions, Personal Injury, Immigration Law, Copyright Law, Trademarks, Legal Assistance, Motions, Criminal Law, Litigation Support, Corporate Governance, Entertainment Law, Legal Compliance, Torts, Legal Documents, Public Policy, Document Review, Family Law, Analysis, International Law, Estate Planning, Securities Regulation, Finance
Education
University of Southern California Law School 2010 — 2012
J.D., Law
Southwestern Law School 2009 — 2010
J.D., Law
California State University-Northridge 2002 — 2006
B.S., Business Law
Vanderford & Ruiz, LLP June 2015 - Present
Kaufman Borgeest & Ryan LLP August 2014 - June 2015
United States Attorney's Office May 2013 - August 2014
Miller Barondess, LLP February 2013 - March 2013
USC Law School August 2010 - May 2012
United States Bankruptcy Court May 2011 - August 2011
Southwestern Law School, Children's Rights Clinic May 2010 - August 2010
Law Office of Baruch C. Cohen, Esq. January 2010 - August 2010
Wedbush Morgan Securities October 2008 - July 2009
Morgan Stanley-Beverly Hills October 2007 - July 2008
Skills
Legal Research, Litigation, Trials, Lexis, Corporate Law, Bankruptcy, Research, Community Outreach, Legal Writing, Westlaw, Hearings, Mergers, Negotiation, Mergers & Acquisitions, Arbitration, Courts, Due Diligence, Dispute Resolution, Public Speaking, Legal Issues, Licensing, Civil Litigation, Commercial Litigation, Mediation, Legal Advice, Intellectual Property, Employment Law, Appeals, Depositions, Personal Injury, Immigration Law, Copyright Law, Trademarks, Legal Assistance, Motions, Criminal Law, Litigation Support, Corporate Governance, Entertainment Law, Legal Compliance, Torts, Legal Documents, Public Policy, Document Review, Family Law, Analysis, International Law, Estate Planning, Securities Regulation, Finance
Education
University of Southern California Law School 2010 — 2012
J.D., Law
Southwestern Law School 2009 — 2010
J.D., Law
California State University-Northridge 2002 — 2006
B.S., Business Law
Elena Zaretsky Elena Zaretsky's Wedbush Morgan Securities Experience May 2005 - June 2013
Job Sr. Vice President at First Southwest Company
Industry Financial Services
Experience
First Southwest Company June 2013 - Present
Wedbush Morgan Securities May 2005 - June 2013
Public Financial Management 2002 - 2005
Education
Albany Law School of Union University 1997 — 2000
University of California, Los Angeles 1991 — 1995
BA, History, World Politics
University of California, Los Angeles
First Southwest Company June 2013 - Present
Wedbush Morgan Securities May 2005 - June 2013
Public Financial Management 2002 - 2005
Education
Albany Law School of Union University 1997 — 2000
University of California, Los Angeles 1991 — 1995
BA, History, World Politics
University of California, Los Angeles
Adelle Demko Adelle Demko's Wedbush Morgan Securities Experience 1986 - 1989
Job Managing Director at DelMorgan & Co.
Industry Management Consulting
Experience
Union Bank March 2013 - June 2014
Demko Resource Group 1994 - 2012
Balance Bar Company 1996 - 2000
Maps.com 1996 - 1999
Excelta Corporation 1995 - 1999
Earthshell Container Corporation 1991 - 1993
Wedbush Morgan Securities 1986 - 1989
Xerox Corporation 1979 - 1981
Skills
Business Strategy, Marketing, Strategy, Financial Modeling, Valuation, Business Planning, Investment Banking, Start-ups, Structured Finance, Mergers & Acquisitions, Marketing Strategy, Mergers, Management, Finance, Venture Capital, LBO, IPO, Executive Management, Strategic Planning, Management Consulting, Corporate Development, Private Equity, Nonprofits, New Business Development, Business Development, Entrepreneurship, Due Diligence, Corporate Finance, Strategic Partnerships, Capital, Public Speaking
Education
Yale University - Yale School of Management 1977 — 1979
Master of Business Administration (M.B.A.)
Duke University School of Law
JD, Law
Western University
BA, Science & Psychology
Union Bank March 2013 - June 2014
Demko Resource Group 1994 - 2012
Balance Bar Company 1996 - 2000
Maps.com 1996 - 1999
Excelta Corporation 1995 - 1999
Earthshell Container Corporation 1991 - 1993
Wedbush Morgan Securities 1986 - 1989
Xerox Corporation 1979 - 1981
Skills
Business Strategy, Marketing, Strategy, Financial Modeling, Valuation, Business Planning, Investment Banking, Start-ups, Structured Finance, Mergers & Acquisitions, Marketing Strategy, Mergers, Management, Finance, Venture Capital, LBO, IPO, Executive Management, Strategic Planning, Management Consulting, Corporate Development, Private Equity, Nonprofits, New Business Development, Business Development, Entrepreneurship, Due Diligence, Corporate Finance, Strategic Partnerships, Capital, Public Speaking
Education
Yale University - Yale School of Management 1977 — 1979
Master of Business Administration (M.B.A.)
Duke University School of Law
JD, Law
Western University
BA, Science & Psychology
Trevor Hayes's Wedbush Morgan Securities Experience November 2009 - July 2011
Job Financial Analyst at Northrop Grumman
Industry Financial Services
Experience
Northrop Grumman May 2011 - Present
Wedbush Morgan Securities November 2009 - July 2011
Wedbush Morgan Securities May 2008 - November 2009
Boeing June 2007 - August 2007
Ernst & Young June 2006 - August 2006
Holiday Quality Foods December 2002 - July 2004
Skills
Financial Analysis, Forecasting, Accounting, Access, Analysis, Finance, Leadership, Management, Microsoft Office, Financial Modeling, Process Improvement, Project Management, Strategic Financial..., Auditing
Education
The Master's College 2004 — 2008
Business, Accounting, Finance, and Management
Northrop Grumman May 2011 - Present
Wedbush Morgan Securities November 2009 - July 2011
Wedbush Morgan Securities May 2008 - November 2009
Boeing June 2007 - August 2007
Ernst & Young June 2006 - August 2006
Holiday Quality Foods December 2002 - July 2004
Skills
Financial Analysis, Forecasting, Accounting, Access, Analysis, Finance, Leadership, Management, Microsoft Office, Financial Modeling, Process Improvement, Project Management, Strategic Financial..., Auditing
Education
The Master's College 2004 — 2008
Business, Accounting, Finance, and Management
Stacy Lynn Snyder Stacy Lynn Snyder's Wedbush Morgan Securities Experience June 1993 - May 2000
Job Financial Planning Associate
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2006 - Present
Legg Mason Wood Walker Inc May 2000 - June 2006
Wedbush Morgan Securities June 1993 - May 2000
Teletech/Unsolved Mysteries 1992 - 1997
Education
College of Financial Planning 2002 — 2002
Accredited Asset Management Specialist, Finance, General
California State University-Northridge 1988 — 1993
Bachelor of Arts, History
Novato High School 1984 — 1988
Diploma, High School
Morgan Stanley Wealth Management June 2006 - Present
Legg Mason Wood Walker Inc May 2000 - June 2006
Wedbush Morgan Securities June 1993 - May 2000
Teletech/Unsolved Mysteries 1992 - 1997
Education
College of Financial Planning 2002 — 2002
Accredited Asset Management Specialist, Finance, General
California State University-Northridge 1988 — 1993
Bachelor of Arts, History
Novato High School 1984 — 1988
Diploma, High School
Jennifer Walden Jennifer Walden's Wedbush Morgan Securities Experience January 2008 - December 2008
Job Social Media Strategist at IDP Foundation, Inc.
Industry Entertainment
Experience
IDP Foundation, Inc. November 2012 - May 2015
Brightspark Travel Inc September 2010 - June 2012
Furnetic, Chicago Center for Veterinary Medicine July 2009 - September 2010
Gavan Group February 2009 - June 2009
Wedbush Morgan Securities January 2008 - December 2008
Midway Amusement Games, LLC 2006 - January 2008
"The Social Network" August 2005 - March 2006
Chicago Bears 2001 - 2005
Hughes Entertainment April 2000 - July 2001
Skills
Event Planning, Microsoft Office, Increased Office..., Highly detail oriented, Social Media, Travel Planning, Travel Management, Event Management, Marketing, Customer Service, Social Networking, Time Management, Leadership, Budgets, Research, Social Media Marketing, Data Entry, Human Resources, Public Relations, Fundraising, Team Building, Nonprofits, PowerPoint, Facebook, Management, Editing, Community Outreach, Teamwork, Negotiation, Social Impact
Education
University of Phoenix 2009 — 2011
Communication and Media Studies
College of Lake County 1998 — 2001
Theatre/Theater
IDP Foundation, Inc. November 2012 - May 2015
Brightspark Travel Inc September 2010 - June 2012
Furnetic, Chicago Center for Veterinary Medicine July 2009 - September 2010
Gavan Group February 2009 - June 2009
Wedbush Morgan Securities January 2008 - December 2008
Midway Amusement Games, LLC 2006 - January 2008
"The Social Network" August 2005 - March 2006
Chicago Bears 2001 - 2005
Hughes Entertainment April 2000 - July 2001
Skills
Event Planning, Microsoft Office, Increased Office..., Highly detail oriented, Social Media, Travel Planning, Travel Management, Event Management, Marketing, Customer Service, Social Networking, Time Management, Leadership, Budgets, Research, Social Media Marketing, Data Entry, Human Resources, Public Relations, Fundraising, Team Building, Nonprofits, PowerPoint, Facebook, Management, Editing, Community Outreach, Teamwork, Negotiation, Social Impact
Education
University of Phoenix 2009 — 2011
Communication and Media Studies
College of Lake County 1998 — 2001
Theatre/Theater
George Santana, CFA's Wedbush Morgan Securities Experience November 1999 - January 2002
Job Managing Director, Investment Banking at Chardan Capital Markets
Industry Financial Services
Experience
Chardan Capital Markets, LLC January 2015 - Present
Ascendiant Capital Markets LLC February 2014 - January 2015
Ascendiant Capital Markets LLC November 2013 - February 2014
Ascendiant Capital Markets LLC April 2011 - November 2013
Greener Dawn March 2009 - August 2010
Global Hunter Securities November 2007 - June 2008
B. Riley & Co. April 2007 - November 2007
Wedbush Morgan Securities November 1999 - January 2002
Merrill Lynch September 1993 - September 1998
D.A. Campbell Company September 1991 - September 1993
Skills
Enterprise Software, Cement, Renewable Energy, Solar Energy, Valuation, Financial Modeling, Due Diligence, Investment Banking, Private Equity, Investments, Financial Analysis, Corporate Finance, Private Placements, Mergers, Venture Capital, Cleantech, Equity Research, Mergers & Acquisitions, Hedge Funds, Strategy, Corporate Development, Finance, Series 7, Alternative Investments, Trading, Equities, Capital Markets, Securities, Equity Valuation, Series 24, Sell Side, Series 63, Emerging Markets, Business Valuation, Economics, Institutional..., Financial Markets, DCF
Education
Stanford University 1985 — 1989
BA, Quantitative Economics
Chardan Capital Markets, LLC January 2015 - Present
Ascendiant Capital Markets LLC February 2014 - January 2015
Ascendiant Capital Markets LLC November 2013 - February 2014
Ascendiant Capital Markets LLC April 2011 - November 2013
Greener Dawn March 2009 - August 2010
Global Hunter Securities November 2007 - June 2008
B. Riley & Co. April 2007 - November 2007
Wedbush Morgan Securities November 1999 - January 2002
Merrill Lynch September 1993 - September 1998
D.A. Campbell Company September 1991 - September 1993
Skills
Enterprise Software, Cement, Renewable Energy, Solar Energy, Valuation, Financial Modeling, Due Diligence, Investment Banking, Private Equity, Investments, Financial Analysis, Corporate Finance, Private Placements, Mergers, Venture Capital, Cleantech, Equity Research, Mergers & Acquisitions, Hedge Funds, Strategy, Corporate Development, Finance, Series 7, Alternative Investments, Trading, Equities, Capital Markets, Securities, Equity Valuation, Series 24, Sell Side, Series 63, Emerging Markets, Business Valuation, Economics, Institutional..., Financial Markets, DCF
Education
Stanford University 1985 — 1989
BA, Quantitative Economics
Alina Avery's Wedbush Morgan Securities Experience June 2010 - August 2010
Job Senior Software Engineer at BeautyTouch
Industry Computer Software
Experience
BeautyTouch May 2015 - Present
averyalina.com March 2015 - Present
Birchbox November 2012 - May 2015
Bloomberg July 2011 - November 2012
Teach for America August 2010 - April 2011
Wedbush Morgan Securities June 2010 - August 2010
Emory University August 2009 - April 2010
Skills
C++, Java, JavaScript, SQLite, Bloomberg Terminal, Bloomberg Software, Microsoft Excel, Scuba Diving, Jazz Dance, PHP, Magento, C, Unix, Ruby, MySQL, Python, Ruby on Rails, Blogging, Cosmetics, Networking
Education
Emory University 2007 — 2011
Bachelor of Science, Mathematics, Computer Science
West Windsor-Plainsboro High School South 2003 — 2007
High School Diploma
BeautyTouch May 2015 - Present
averyalina.com March 2015 - Present
Birchbox November 2012 - May 2015
Bloomberg July 2011 - November 2012
Teach for America August 2010 - April 2011
Wedbush Morgan Securities June 2010 - August 2010
Emory University August 2009 - April 2010
Skills
C++, Java, JavaScript, SQLite, Bloomberg Terminal, Bloomberg Software, Microsoft Excel, Scuba Diving, Jazz Dance, PHP, Magento, C, Unix, Ruby, MySQL, Python, Ruby on Rails, Blogging, Cosmetics, Networking
Education
Emory University 2007 — 2011
Bachelor of Science, Mathematics, Computer Science
West Windsor-Plainsboro High School South 2003 — 2007
High School Diploma
Jeremy Reymer's Wedbush Morgan Securities Experience January 1999 - May 2001
Job President & CEO of Driving Ambition, Inc.
Industry Staffing and Recruiting
Experience
Driving Ambition, Inc. January 2008 - Present
Driving Ambition, Inc. 2003 - Present
Indiana Motor Truck Association January 2006 - Present
Indianapolis Traffic Club January 2011 - December 2012
Wedbush Morgan Securities January 1999 - May 2001
Skills
LTL, Trucking, Transportation..., Transportation, Business Networking, Truckload, Fleet Management, Shipping, Freight, Logistics, Dispatching, Logistics Management, Supply Chain Management, Operations Management, 3PL, Customer Satisfaction, Supply Chain..., Ocean, Warehouse Management, Freight Forwarding, Air Freight, Team Building, Warehousing, Leadership, International Logistics, Transportation Planning, Flatbed, Supply Chain, Contract Negotiation, New Business Development, Cold Calling, Container, CSA 2010, Account Management, Business Process..., Customer Retention, Customs Regulations, DOT regulations, Distribution Center..., Driver Retention, Export, Hazardous Materials, Hiring, Import, Income Statement, International Shipping, Inventory Management, Key Account..., Marketing, Negotiation
Education
The University of Georgia 1995 — 1997
Driving Ambition, Inc. January 2008 - Present
Driving Ambition, Inc. 2003 - Present
Indiana Motor Truck Association January 2006 - Present
Indianapolis Traffic Club January 2011 - December 2012
Wedbush Morgan Securities January 1999 - May 2001
Skills
LTL, Trucking, Transportation..., Transportation, Business Networking, Truckload, Fleet Management, Shipping, Freight, Logistics, Dispatching, Logistics Management, Supply Chain Management, Operations Management, 3PL, Customer Satisfaction, Supply Chain..., Ocean, Warehouse Management, Freight Forwarding, Air Freight, Team Building, Warehousing, Leadership, International Logistics, Transportation Planning, Flatbed, Supply Chain, Contract Negotiation, New Business Development, Cold Calling, Container, CSA 2010, Account Management, Business Process..., Customer Retention, Customs Regulations, DOT regulations, Distribution Center..., Driver Retention, Export, Hazardous Materials, Hiring, Import, Income Statement, International Shipping, Inventory Management, Key Account..., Marketing, Negotiation
Education
The University of Georgia 1995 — 1997
Belle Conant's Wedbush Morgan Securities Experience January 2002 - December 2002
Job Service Delivery Manager at Agile360
Industry Information Technology and Services
Experience
Agile360, a Division of Entisys Solutions, Inc. January 2010 - Present
Allyance Communications January 2003 - April 2009
Wedbush Morgan Securities January 2002 - December 2002
NET-tel Communications October 1999 - October 2000
Skills
Telecommunications, Salesforce.com, Solution Selling, Disaster Recovery, Management, Cloud Computing, Managed Services, Professional Services, Enterprise Software, Virtualization, MPLS, Cross-functional Team..., SaaS, CRM, Co-location, Mac OS X, Contract Negotiation, Direct Sales, Channel Partners, Call Centers, Client Services, Project Coordination, Project Management, Relationship Building, Organization Skills, Budget Management
Education
Saddleback College
Weber State University
Agile360, a Division of Entisys Solutions, Inc. January 2010 - Present
Allyance Communications January 2003 - April 2009
Wedbush Morgan Securities January 2002 - December 2002
NET-tel Communications October 1999 - October 2000
Skills
Telecommunications, Salesforce.com, Solution Selling, Disaster Recovery, Management, Cloud Computing, Managed Services, Professional Services, Enterprise Software, Virtualization, MPLS, Cross-functional Team..., SaaS, CRM, Co-location, Mac OS X, Contract Negotiation, Direct Sales, Channel Partners, Call Centers, Client Services, Project Coordination, Project Management, Relationship Building, Organization Skills, Budget Management
Education
Saddleback College
Weber State University
Eric Hahn Eric Hahn's Wedbush Morgan Securities Experience 2009 - 2009
Job Investment Advisor
Industry Financial Services
Experience
NS Capital January 2010 - Present
Wedbush Morgan Securities 2009 - 2009
Skills
Investment Advisory, Financial Analysis, Portfolio Management, Investments, Mutual Funds, Asset Allocation, Strategy, Analysis, Financial Risk, Financial Advisory, Economics, Analytics, ETFs, Equities, Asset Management, Hedge Funds
Education
Bucknell University 2004 — 2008
Legal Studies, Sociology
NS Capital January 2010 - Present
Wedbush Morgan Securities 2009 - 2009
Skills
Investment Advisory, Financial Analysis, Portfolio Management, Investments, Mutual Funds, Asset Allocation, Strategy, Analysis, Financial Risk, Financial Advisory, Economics, Analytics, ETFs, Equities, Asset Management, Hedge Funds
Education
Bucknell University 2004 — 2008
Legal Studies, Sociology
Ladi Adebonojo's Wedbush Morgan Securities Experience July 2007 - July 2009
Job Director at Divine Capital Markets
Industry Financial Services
Experience
Divine Capital Markets June 2014 - Present
Kota Global Securities 2012 - November 2013
CapStone Investments August 2009 - August 2011
Wedbush Morgan Securities July 2007 - July 2009
Skills
Series 7, 24, 53, 55, 63
Education
St. John's University, The Peter J. Tobin College of Business 1982 — 1986
B.S., Business Administration & Marketing
Divine Capital Markets June 2014 - Present
Kota Global Securities 2012 - November 2013
CapStone Investments August 2009 - August 2011
Wedbush Morgan Securities July 2007 - July 2009
Skills
Series 7, 24, 53, 55, 63
Education
St. John's University, The Peter J. Tobin College of Business 1982 — 1986
B.S., Business Administration & Marketing
Benjamin Levy's Wedbush Morgan Securities Experience December 2009 - December 2010
Job CoFounder at BootstrapLabs
Industry Venture Capital & Private Equity
Experience
BootstrapLabs May 2012 - Present
QuantumWave Capital January 2011 - April 2012
Wedbush Morgan Securities December 2009 - December 2010
InsideVenture, Inc. July 2008 - July 2009
Houlihan Lokey Howard & Zukin April 2005 - December 2007
Praedea Solutions, Inc. September 2001 - December 2004
Lazard Freres April 2000 - August 2001
SG Cowen November 1998 - January 2000
Societe Generale May 1997 - October 1998
Skills
Private Equity, Financial Analysis, Fundraising, Innovation Development, PIPEs, Mergers, M&A experience, Enterprise Valuation, Mobile Technology, Venture Capital, Technology Evaluation, Product Development, Enterprise Software, SaaS, Start-ups, Corporate Development, Business Strategy, Business Development, Mergers & Acquisitions, Private Placements, Management, Due Diligence, Finance, Strategy, Strategic Partnerships, Investment Banking, Entrepreneurship, Telecommunications, Valuation, Angel Investing, Corporate Finance, Executive Management, Investor Relations, Portfolio Management, Go-to-market Strategy, Business Modeling, Financial Modeling, IPO, Emerging Markets, Acquisition Integration, Capital, Capital Raising, Funding, Venture Financing, Business Valuation, Cleantech, LBO, Divestitures, Leveraged Finance, Restructuring
Education
University of Nanterre - Paris X 1997 — 1998
Masters, Corporate Finance
Université Paris Dauphine 1996 — 1997
BS, Finance
BootstrapLabs May 2012 - Present
QuantumWave Capital January 2011 - April 2012
Wedbush Morgan Securities December 2009 - December 2010
InsideVenture, Inc. July 2008 - July 2009
Houlihan Lokey Howard & Zukin April 2005 - December 2007
Praedea Solutions, Inc. September 2001 - December 2004
Lazard Freres April 2000 - August 2001
SG Cowen November 1998 - January 2000
Societe Generale May 1997 - October 1998
Skills
Private Equity, Financial Analysis, Fundraising, Innovation Development, PIPEs, Mergers, M&A experience, Enterprise Valuation, Mobile Technology, Venture Capital, Technology Evaluation, Product Development, Enterprise Software, SaaS, Start-ups, Corporate Development, Business Strategy, Business Development, Mergers & Acquisitions, Private Placements, Management, Due Diligence, Finance, Strategy, Strategic Partnerships, Investment Banking, Entrepreneurship, Telecommunications, Valuation, Angel Investing, Corporate Finance, Executive Management, Investor Relations, Portfolio Management, Go-to-market Strategy, Business Modeling, Financial Modeling, IPO, Emerging Markets, Acquisition Integration, Capital, Capital Raising, Funding, Venture Financing, Business Valuation, Cleantech, LBO, Divestitures, Leveraged Finance, Restructuring
Education
University of Nanterre - Paris X 1997 — 1998
Masters, Corporate Finance
Université Paris Dauphine 1996 — 1997
BS, Finance
Benjamin Lewis Benjamin Lewis's Wedbush Morgan Securities Experience 2006 - 2007
Job Founder at The One Health Company
Industry Veterinary
Experience
The One Health Company January 2015 - Present
4Vets May 2012 - Present
TotalVet.net September 2009 - May 2011
Wedbush Morgan Securities 2006 - 2007
US Olympic Team August 2004 - August 2004
Skills
Business Strategy, Corporate Finance, Dogs, Entrepreneurship, Financial Modeling, Marketing Strategy, Mergers & Acquisitions, Pets, Start-ups, Strategic Planning, Venture Capital, Veterinary, Veterinary Medicine, Small Business, Animal Welfare
Education
The Wharton School, University of Pennsylvania 2011 — 2015
MBA, Health Care Management
University of Pennsylvania School of Veterinary Medicine 2008 — 2013
VMD, Veterinary Medicine
Dartmouth College 2001 — 2006
A.B., Bioengineering
The One Health Company January 2015 - Present
4Vets May 2012 - Present
TotalVet.net September 2009 - May 2011
Wedbush Morgan Securities 2006 - 2007
US Olympic Team August 2004 - August 2004
Skills
Business Strategy, Corporate Finance, Dogs, Entrepreneurship, Financial Modeling, Marketing Strategy, Mergers & Acquisitions, Pets, Start-ups, Strategic Planning, Venture Capital, Veterinary, Veterinary Medicine, Small Business, Animal Welfare
Education
The Wharton School, University of Pennsylvania 2011 — 2015
MBA, Health Care Management
University of Pennsylvania School of Veterinary Medicine 2008 — 2013
VMD, Veterinary Medicine
Dartmouth College 2001 — 2006
A.B., Bioengineering
Brian Cabezud Brian Cabezud's Wedbush Morgan Securities Experience 2002 - 2004
Job Managing Partner at Sunlight Capital Group
Industry Venture Capital & Private Equity
Experience
Sunlight Capital Group August 2015 - Present
Syntek Capital October 2006 - 2015
Kidrobot 2011 - 2014
eCommLink 2010 - 2011
MetiLinx 2010 - 2010
Wild Brain 2006 - 2010
Salesforce.com 2005 - 2005
Safeguard Scientifics 2005 - 2005
Wedbush Morgan Securities 2002 - 2004
Merrill Lynch 2000 - 2001
Skills
Business Development, Business Strategy, Corporate Development, Corporate Finance, Due Diligence, Investments, Venture Capital, Private Equity, Start-ups, Mergers & Acquisitions, Valuation, Entrepreneurship, Strategy, Mergers, Financial Analysis, Executive Management, Finance, Investment Banking, Negotiation, Portfolio Management, Financial Modeling, JavaScript, Ruby on Rails, LESS, CSS, HTML5, PostgreSQL, Github, Tennis, Martial Arts, Educational Toys, Securities, Equity Research, Search Funds, Family Office
Education
The Wharton School, University of Pennsylvania 2004 — 2006
MBA
University of California, Berkeley 1995 — 1998
Bachelor of Science
Sunlight Capital Group August 2015 - Present
Syntek Capital October 2006 - 2015
Kidrobot 2011 - 2014
eCommLink 2010 - 2011
MetiLinx 2010 - 2010
Wild Brain 2006 - 2010
Salesforce.com 2005 - 2005
Safeguard Scientifics 2005 - 2005
Wedbush Morgan Securities 2002 - 2004
Merrill Lynch 2000 - 2001
Skills
Business Development, Business Strategy, Corporate Development, Corporate Finance, Due Diligence, Investments, Venture Capital, Private Equity, Start-ups, Mergers & Acquisitions, Valuation, Entrepreneurship, Strategy, Mergers, Financial Analysis, Executive Management, Finance, Investment Banking, Negotiation, Portfolio Management, Financial Modeling, JavaScript, Ruby on Rails, LESS, CSS, HTML5, PostgreSQL, Github, Tennis, Martial Arts, Educational Toys, Securities, Equity Research, Search Funds, Family Office
Education
The Wharton School, University of Pennsylvania 2004 — 2006
MBA
University of California, Berkeley 1995 — 1998
Bachelor of Science
David Kulwin David Kulwin's Wedbush Morgan Securities Experience June 2009 - March 2011
Job Director @ Quid
Industry Banking
Experience
Quid March 2015 - September 2015
Bloomberg LP January 2014 - March 2015
Bloomberg LP April 2012 - January 2014
Lazard 2011 - February 2012
Credit Suisse February 2011 - August 2011
Wedbush Morgan Securities June 2009 - March 2011
Skills
Valuation, Due Diligence, Derivatives, Investments, Capital Markets, Corporate Finance, Equity Research, Bloomberg, Investor Relations, Equities, Fixed Income, Hedge Funds, Risk Management, Investment Banking, Mutual Funds
Education
California State University-Chico 2002 — 2006
Finance, Finance
San Ramon Valley High 1998 — 2002
High School Diploma
Quid March 2015 - September 2015
Bloomberg LP January 2014 - March 2015
Bloomberg LP April 2012 - January 2014
Lazard 2011 - February 2012
Credit Suisse February 2011 - August 2011
Wedbush Morgan Securities June 2009 - March 2011
Skills
Valuation, Due Diligence, Derivatives, Investments, Capital Markets, Corporate Finance, Equity Research, Bloomberg, Investor Relations, Equities, Fixed Income, Hedge Funds, Risk Management, Investment Banking, Mutual Funds
Education
California State University-Chico 2002 — 2006
Finance, Finance
San Ramon Valley High 1998 — 2002
High School Diploma
Rich DeProspo Rich DeProspo's Wedbush Morgan Securities Experience April 2008 - June 2013
Job Managing Director and Manager Western Region at Stern Brothers, Investment Bankers
Industry Investment Banking
Experience
Stern Brothers, Investment Bankers June 2013 - Present
Wedbush Morgan Securities April 2008 - June 2013
De La Rosa & Co. February 2001 - April 2008
Prager, Sealy & Co., LLC 1990 - 2001
Lehman Brothers 1982 - 1990
BNY Mellon 1980 - 1982
Skills
Capital Markets, Fixed Income, Investment Banking, Securities, Asset Management, Structured Finance, Financial Modeling, Series 7, Public Finance, Bloomberg, Mergers & Acquisitions, Valuation, Hedge Funds, Investments, Bonds, Due Diligence, Equities, Alternative Investments
Education
University at Albany, SUNY 1978 — 1980
MBA, Finance
State University of New York at New Paltz 1973 — 1977
B.A.
Stern Brothers, Investment Bankers June 2013 - Present
Wedbush Morgan Securities April 2008 - June 2013
De La Rosa & Co. February 2001 - April 2008
Prager, Sealy & Co., LLC 1990 - 2001
Lehman Brothers 1982 - 1990
BNY Mellon 1980 - 1982
Skills
Capital Markets, Fixed Income, Investment Banking, Securities, Asset Management, Structured Finance, Financial Modeling, Series 7, Public Finance, Bloomberg, Mergers & Acquisitions, Valuation, Hedge Funds, Investments, Bonds, Due Diligence, Equities, Alternative Investments
Education
University at Albany, SUNY 1978 — 1980
MBA, Finance
State University of New York at New Paltz 1973 — 1977
B.A.
Ekaterina Walter Ekaterina Walter's Wedbush Morgan Securities Experience August 2001 - February 2002
Job Marketing Innovator; Bestselling Author; Sprinklr Evangelist [MBA, PMP]
Industry Computer Software
Experience
Sprinklr September 2014 - Present
Thunderbird Global Council June 2012 - Present
Word of Mouth Marketing Association November 2011 - October 2014
BRANDERATI (acquired by Sprinklr) May 2013 - August 2014
Intel October 2008 - April 2013
Intel August 2007 - October 2008
Intel February 2005 - August 2007
Accenture March 2002 - June 2004
Alaska InvestNet January 2001 - January 2004
Wedbush Morgan Securities August 2001 - February 2002
Skills
Social Media, Social Media Marketing, Social Networking, Digital Media, Digital Marketing, Community Management, integrated marketing, product marketing, events marketing, Marketing, Integrated Marketing, Marketing Strategy, Word Of Mouth Marketing, Public Speaking, Communications, Project Management, Leadership, Writing, Online Advertising, Facebook Marketing, Social Business, Marketing Measurement, Social Media Measurement, Content Marketing, Blogging, Twitter, YouTube, Business Coaching, Social Networking Sites, Mentoring, Content Strategy, Personal Branding, Product Marketing, Communication, Corporate Branding, Women Leaders, Brand Developement, Published Author, Brand Development, General Awesomeness, Online Marketing, Facebook, Go-to-market Strategy, Content Development, Program Management, SEO, Email Marketing, Strategy, Content Management, New Media
Education
Thunderbird School of Global Management 2007 — 2008
MBA, International Management
University of Alaska Anchorage 1998 — 2002
BA, Marketing, Finance
State Technological University, Russia 1994 — 1998
BA, Management
Sprinklr September 2014 - Present
Thunderbird Global Council June 2012 - Present
Word of Mouth Marketing Association November 2011 - October 2014
BRANDERATI (acquired by Sprinklr) May 2013 - August 2014
Intel October 2008 - April 2013
Intel August 2007 - October 2008
Intel February 2005 - August 2007
Accenture March 2002 - June 2004
Alaska InvestNet January 2001 - January 2004
Wedbush Morgan Securities August 2001 - February 2002
Skills
Social Media, Social Media Marketing, Social Networking, Digital Media, Digital Marketing, Community Management, integrated marketing, product marketing, events marketing, Marketing, Integrated Marketing, Marketing Strategy, Word Of Mouth Marketing, Public Speaking, Communications, Project Management, Leadership, Writing, Online Advertising, Facebook Marketing, Social Business, Marketing Measurement, Social Media Measurement, Content Marketing, Blogging, Twitter, YouTube, Business Coaching, Social Networking Sites, Mentoring, Content Strategy, Personal Branding, Product Marketing, Communication, Corporate Branding, Women Leaders, Brand Developement, Published Author, Brand Development, General Awesomeness, Online Marketing, Facebook, Go-to-market Strategy, Content Development, Program Management, SEO, Email Marketing, Strategy, Content Management, New Media
Education
Thunderbird School of Global Management 2007 — 2008
MBA, International Management
University of Alaska Anchorage 1998 — 2002
BA, Marketing, Finance
State Technological University, Russia 1994 — 1998
BA, Management
Farbod Shoraka's Wedbush Morgan Securities Experience February 2007 - February 2011
Job CoFounder // CEO at BloomNation
Industry Consumer Services
Experience
BloomNation May 2011 - Present
Wedbush Morgan Securities February 2007 - February 2011
Wells Fargo Investments 2004 - 2006
Skills
Valuation, Financial Modeling, Investment Banking, Private Placements, Investments, Mergers, Venture Capital, Corporate Development, Mergers & Acquisitions, Private Equity, Entrepreneurship, Start-ups, Due Diligence, Business Development, Executive Management, Strategy, Marketing Strategy, Social Media Marketing, Social Media, Strategic Partnerships, E-commerce, Start-up
Education
University of California, Berkeley 2000 — 2004
Bachelor of Arts (B.A.), Economics
BloomNation May 2011 - Present
Wedbush Morgan Securities February 2007 - February 2011
Wells Fargo Investments 2004 - 2006
Skills
Valuation, Financial Modeling, Investment Banking, Private Placements, Investments, Mergers, Venture Capital, Corporate Development, Mergers & Acquisitions, Private Equity, Entrepreneurship, Start-ups, Due Diligence, Business Development, Executive Management, Strategy, Marketing Strategy, Social Media Marketing, Social Media, Strategic Partnerships, E-commerce, Start-up
Education
University of California, Berkeley 2000 — 2004
Bachelor of Arts (B.A.), Economics
Horacio Zambrano's Wedbush Morgan Securities Experience May 2004 - August 2006
Job VP of Marketing at Virsec Systems, Inc.
Industry Computer Software
Experience
Various: Mocana, Opswat, Flying Cloud Tech May 2015 - July 2015
Juniper Networks March 2013 - October 2014
Mocana Corporation June 2012 - March 2013
Cisco Systems November 2009 - June 2012
Jefferies and Co, LLC November 2006 - November 2009
Wedbush Morgan Securities May 2004 - August 2006
Websense June 2003 - March 2004
United Devices December 2000 - March 2003
Various Enterprise Software companies June 1992 - September 1997
Skills
Mergers, Finance, Client/server, SaaS, Pre-sales, Leadership, Enterprise Software, Product Management, Cloud Computing, Analytics, Strategic Alliances, Strategy, Start-ups, Product Marketing, Strategic Partnerships, Security, Mobile Devices, Sales, Mergers & Acquisitions, Cisco Technologies, Go-to-market Strategy, Business Strategy, Business Development, Enterprise Architecture, Sales Operations, Business Alliances, Agile Methodologies, Team Management, Data Center, Competitive Analysis, Equity Research
Education
Stanford University Graduate School of Business 1997 — 1999
MBA, Business Administration and Management, General
Stanford University 1988 — 1992
BS, Computer Engineering
Various: Mocana, Opswat, Flying Cloud Tech May 2015 - July 2015
Juniper Networks March 2013 - October 2014
Mocana Corporation June 2012 - March 2013
Cisco Systems November 2009 - June 2012
Jefferies and Co, LLC November 2006 - November 2009
Wedbush Morgan Securities May 2004 - August 2006
Websense June 2003 - March 2004
United Devices December 2000 - March 2003
Various Enterprise Software companies June 1992 - September 1997
Skills
Mergers, Finance, Client/server, SaaS, Pre-sales, Leadership, Enterprise Software, Product Management, Cloud Computing, Analytics, Strategic Alliances, Strategy, Start-ups, Product Marketing, Strategic Partnerships, Security, Mobile Devices, Sales, Mergers & Acquisitions, Cisco Technologies, Go-to-market Strategy, Business Strategy, Business Development, Enterprise Architecture, Sales Operations, Business Alliances, Agile Methodologies, Team Management, Data Center, Competitive Analysis, Equity Research
Education
Stanford University Graduate School of Business 1997 — 1999
MBA, Business Administration and Management, General
Stanford University 1988 — 1992
BS, Computer Engineering
Joshua Bay Joshua Bay's Wedbush Morgan Securities Experience June 2005 - September 2005
Job Sr. Analyst II at American Airlines
Industry Airlines/Aviation
Experience
American Airlines June 2014 - Present
American Airlines August 2011 - July 2014
Signature Technology Group July 2011 - August 2011
Insight June 2006 - May 2011
Fiesta Bowl 2004 - 2007
R & R Partners January 2006 - June 2006
Wedbush Morgan Securities June 2005 - September 2005
Alpha Graphics, Inc. January 2005 - June 2005
National Football Foundation January 2004 - January 2005
Skills
VBA, tableau, Microsoft SQL Server, Analytics, Access, CRM, Project Management, SAP BI, Process Improvement, Leadership, Microsoft Excel, SAS, Supply Chain Management, Operations Management, Marketing, Shipping, Program Management, Data Analysis, Visual Studio, Teradata, SAP R/3, SAP BW, Business Objects, Crystal Reports, hub logistics, warehouse analytics, Warehouse Management, Pricing Analysis, Cost Management, profitability, Contract Management, Sales Commissions, revenue management, CRM Development, EDI, Microsoft Dynamics, SharePoint, Analysis, Cross-functional Team..., Management, Project Planning, Business Intelligence, Forecasting, Business Analysis, SQL, SAP, Marketing Strategy, Business Process..., Pricing, Competitive Analysis
Education
Arizona State University 2003 — 2006
BA, Integrated Studies: Business & Psychology
American Airlines June 2014 - Present
American Airlines August 2011 - July 2014
Signature Technology Group July 2011 - August 2011
Insight June 2006 - May 2011
Fiesta Bowl 2004 - 2007
R & R Partners January 2006 - June 2006
Wedbush Morgan Securities June 2005 - September 2005
Alpha Graphics, Inc. January 2005 - June 2005
National Football Foundation January 2004 - January 2005
Skills
VBA, tableau, Microsoft SQL Server, Analytics, Access, CRM, Project Management, SAP BI, Process Improvement, Leadership, Microsoft Excel, SAS, Supply Chain Management, Operations Management, Marketing, Shipping, Program Management, Data Analysis, Visual Studio, Teradata, SAP R/3, SAP BW, Business Objects, Crystal Reports, hub logistics, warehouse analytics, Warehouse Management, Pricing Analysis, Cost Management, profitability, Contract Management, Sales Commissions, revenue management, CRM Development, EDI, Microsoft Dynamics, SharePoint, Analysis, Cross-functional Team..., Management, Project Planning, Business Intelligence, Forecasting, Business Analysis, SQL, SAP, Marketing Strategy, Business Process..., Pricing, Competitive Analysis
Education
Arizona State University 2003 — 2006
BA, Integrated Studies: Business & Psychology
Sam Pyo's Wedbush Morgan Securities Experience 2002 - 2003
Job Real Estate & M&A Finance (President, UCLA Anderson OC)
Industry Banking
Experience
Bank of the West / BNP Paribas 2014 - Present
UCLA Anderson School of Management 2014 - Present
Global Aperture LLC 2012 - 2014
Madison Capital Partners 2010 - 2012
MX Viking Group / IK Investment Partners / Gryphon Investors 2005 - 2010
Citigroup 2004 - 2005
Wedbush Morgan Securities 2002 - 2003
Bear Stearns 2002 - 2002
Skills
Management, Management Consulting, Project Management, Business Planning, Nonprofits, Sales, Executive Management, Organizational..., Entrepreneurship, Strategy
Education
University of California, Los Angeles - The Anderson School of Management 2001 — 2003
Master of Business Administration (MBA), Finance
University of California, Irvine 1993 — 1997
Bachelor of Arts (B.A.), English Literature
Lancaster University 1995 — 1996
Study Abroad (United Kingdom)
Lakewood High School 1989 — 1993
Bank of the West / BNP Paribas 2014 - Present
UCLA Anderson School of Management 2014 - Present
Global Aperture LLC 2012 - 2014
Madison Capital Partners 2010 - 2012
MX Viking Group / IK Investment Partners / Gryphon Investors 2005 - 2010
Citigroup 2004 - 2005
Wedbush Morgan Securities 2002 - 2003
Bear Stearns 2002 - 2002
Skills
Management, Management Consulting, Project Management, Business Planning, Nonprofits, Sales, Executive Management, Organizational..., Entrepreneurship, Strategy
Education
University of California, Los Angeles - The Anderson School of Management 2001 — 2003
Master of Business Administration (MBA), Finance
University of California, Irvine 1993 — 1997
Bachelor of Arts (B.A.), English Literature
Lancaster University 1995 — 1996
Study Abroad (United Kingdom)
Lakewood High School 1989 — 1993
Syd Walker's Wedbush Morgan Securities Experience July 2009 - Present
Job Financial Advisor
Industry Financial Services
Experience
Wedbush Morgan Securities July 2009 - Present
A.G. Edwards & Sons, Inc. August 2001 - July 2009
Lincoln Financial Distributors 1999 - 2000
Charles Schwab 1998 - 1999
Skills
Series 7, Wealth Management, Series 63, Estate Planning, Securities, Investments, Portfolio Management, Asset Management, Equities, Financial Planning
Education
University of San Diego 1992 — 1994
MBA
Occidental College 1986 — 1990
Bachelor of Arts (BA), Political Science and Government
Wedbush Morgan Securities July 2009 - Present
A.G. Edwards & Sons, Inc. August 2001 - July 2009
Lincoln Financial Distributors 1999 - 2000
Charles Schwab 1998 - 1999
Skills
Series 7, Wealth Management, Series 63, Estate Planning, Securities, Investments, Portfolio Management, Asset Management, Equities, Financial Planning
Education
University of San Diego 1992 — 1994
MBA
Occidental College 1986 — 1990
Bachelor of Arts (BA), Political Science and Government
Walter Peczon Walter Peczon's Wedbush Morgan Securities Experience 1989 - 1995
Job
Industry Financial Services
Experience
Electronic Transaction Clearing, Inc. July 2011 - Present
Self Employed January 2010 - July 2011
Financial Advisers of America, LLC January 2009 - January 2010
United Capital Financial Partners, Inc. July 2004 - July 2006
National Planning Holdings, Inc. August 1998 - July 2004
Bear Stearns January 1995 - August 1998
Wedbush Morgan Securities 1989 - 1995
Merrill Lynch 1986 - 1989
Skills
Customer Service, Series 7, Customer Relations, Asset Allocation, Investment Advisory, Business Development, Sales, Hedge Funds, Equities, Portfolio Management, Securities, Mutual Funds, Alternative Investments, Trading, Clearing, Fixed Income, ETFs, Financial Advisory, Relationship Management, Series 63, Equity Trading, Financial Markets, Financial Services, Electronic Trading, Investments, Trading Systems, Equity Derivatives
Education
California State Polytechnic University-Pomona 1990 — 1992
MBA
Colby College 1982 — 1986
Bachelor of Arts (B.A.)
Deerfield Academy 1978 — 1982
HS Diploma
Electronic Transaction Clearing, Inc. July 2011 - Present
Self Employed January 2010 - July 2011
Financial Advisers of America, LLC January 2009 - January 2010
United Capital Financial Partners, Inc. July 2004 - July 2006
National Planning Holdings, Inc. August 1998 - July 2004
Bear Stearns January 1995 - August 1998
Wedbush Morgan Securities 1989 - 1995
Merrill Lynch 1986 - 1989
Skills
Customer Service, Series 7, Customer Relations, Asset Allocation, Investment Advisory, Business Development, Sales, Hedge Funds, Equities, Portfolio Management, Securities, Mutual Funds, Alternative Investments, Trading, Clearing, Fixed Income, ETFs, Financial Advisory, Relationship Management, Series 63, Equity Trading, Financial Markets, Financial Services, Electronic Trading, Investments, Trading Systems, Equity Derivatives
Education
California State Polytechnic University-Pomona 1990 — 1992
MBA
Colby College 1982 — 1986
Bachelor of Arts (B.A.)
Deerfield Academy 1978 — 1982
HS Diploma
Robert Klein Robert Klein's Wedbush Morgan Securities Experience March 1996 - April 1997
Job Vice President at Pershing Prime
Industry Financial Services
Experience
Pershing May 2010 - Present
JPMorgan Chase July 2008 - January 2010
Bear Stearns April 1997 - June 2008
Wedbush Morgan Securities March 1996 - April 1997
Lazard Frederick & Company October 1994 - December 1995
Malaga Bank July 1992 - September 1994
Security Pacific National Bank August 1989 - July 1991
Skills
Prime Brokerage, Hedge Funds, Alternative Investments, Securities Lending, Financial Services, Series 24, Investor Relations, Connecting People, Corporate Actions, Operational Risk, Credit, Client Services, People Skills, Relationship Management, Investment Advisory, Back Office, Networking
Education
University of Southern California
Bachelor of Arts, Communication Arts and Sciences
Miraleste High School 1986 — 1986
Punahou School 1981 — 1986
Pershing May 2010 - Present
JPMorgan Chase July 2008 - January 2010
Bear Stearns April 1997 - June 2008
Wedbush Morgan Securities March 1996 - April 1997
Lazard Frederick & Company October 1994 - December 1995
Malaga Bank July 1992 - September 1994
Security Pacific National Bank August 1989 - July 1991
Skills
Prime Brokerage, Hedge Funds, Alternative Investments, Securities Lending, Financial Services, Series 24, Investor Relations, Connecting People, Corporate Actions, Operational Risk, Credit, Client Services, People Skills, Relationship Management, Investment Advisory, Back Office, Networking
Education
University of Southern California
Bachelor of Arts, Communication Arts and Sciences
Miraleste High School 1986 — 1986
Punahou School 1981 — 1986
Flora Wynn (formerly Nguyen) Flora Wynn (formerly Nguyen)'s Wedbush Morgan Securities Experience January 2000 - February 2003
Job Finance Executive Specializing in Complex Business Valuations
Industry Financial Services
Experience
NOI Capital Partners February 2010 - Present
ClearWorth Financial August 2005 - Present
Xnergy Financial Corporation May 2008 - February 2009
EquityNet Research July 2004 - July 2006
Xnergy, LLC January 2004 - August 2005
Ascendant Marketing & Media January 2003 - June 2004
Progressive Beverages LLC June 2000 - November 2003
Wedbush Morgan Securities January 2000 - February 2003
Skills
Valuation, Business Valuation, Equity Valuation, Equity Research Analysis, Fairness Opinions, 123R, FAS 133, FAS123R, SEC Financial Reporting, Financial Modeling, Financial Statement..., FAS 157, Mergers, Reverse Mergers, Business Acquisition, Acquisitions, Business Acquisition..., Business Analysis, Business Strategy, Due Diligence, Fair Value, Investment Banking, Capital Formation, Capital Forecasting, Valuation Modeling, Intellectual Property..., Company Valuation, DCF Valuation, Investment Valuation, Equity Derivatives, Exotic Derivatives, Employee Stock Options, Intangible Assets, Enterprise Valuation, FAS 141, FASB, Estate Tax Planning, Gift Tax, Purchase Price..., Fair Market Value
Education
University of California, Los Angeles 1994 — 1998
B.A., English
NOI Capital Partners February 2010 - Present
ClearWorth Financial August 2005 - Present
Xnergy Financial Corporation May 2008 - February 2009
EquityNet Research July 2004 - July 2006
Xnergy, LLC January 2004 - August 2005
Ascendant Marketing & Media January 2003 - June 2004
Progressive Beverages LLC June 2000 - November 2003
Wedbush Morgan Securities January 2000 - February 2003
Skills
Valuation, Business Valuation, Equity Valuation, Equity Research Analysis, Fairness Opinions, 123R, FAS 133, FAS123R, SEC Financial Reporting, Financial Modeling, Financial Statement..., FAS 157, Mergers, Reverse Mergers, Business Acquisition, Acquisitions, Business Acquisition..., Business Analysis, Business Strategy, Due Diligence, Fair Value, Investment Banking, Capital Formation, Capital Forecasting, Valuation Modeling, Intellectual Property..., Company Valuation, DCF Valuation, Investment Valuation, Equity Derivatives, Exotic Derivatives, Employee Stock Options, Intangible Assets, Enterprise Valuation, FAS 141, FASB, Estate Tax Planning, Gift Tax, Purchase Price..., Fair Market Value
Education
University of California, Los Angeles 1994 — 1998
B.A., English
Peter Foo Peter Foo's Wedbush Morgan Securities Experience June 1997 - April 2006
Job Country Director/ Asia Program Manager at Relief International
Industry Program Development
Experience
Relief International January 2014 - Present
Independent Consultant August 2012 - December 2013
DAI November 2010 - March 2012
USAID/Afghanistan Small and Medium Enterprise Development October 2009 - December 2010
Chemonics International August 2007 - October 2009
School of International Relations & Pacific Studies-University of California, San Diego 2005 - 2007
Wedbush Morgan Securities June 1997 - April 2006
Thomson Financial July 1994 - July 1997
BETA Systems (Now Thomson Transaction Services 1994 - 1997
Skills
International..., Grants, Non-profits, Capacity Building, Program Evaluation, Proposal Writing, Economic Development, Microfinance, Government, Program Management, Economics, Intercultural..., NGOs, Program Development, Monitoring and..., Field Survey Methods, Business Systems..., Database Design, Business Development, Leadership, Organizational..., Analysis, Nonprofits, Qualitative Research
Education
University of California, San Diego 2005 — 2007
MPIA, International development
University of California, San Diego - School of International Relations and Pacific Studies (IR/PS) 2005 — 2007
MPIA, International Development and Nonprofit Management
Beloit College 1990 — 1994
BA, Economics and Management
St. Mary's international School
Relief International January 2014 - Present
Independent Consultant August 2012 - December 2013
DAI November 2010 - March 2012
USAID/Afghanistan Small and Medium Enterprise Development October 2009 - December 2010
Chemonics International August 2007 - October 2009
School of International Relations & Pacific Studies-University of California, San Diego 2005 - 2007
Wedbush Morgan Securities June 1997 - April 2006
Thomson Financial July 1994 - July 1997
BETA Systems (Now Thomson Transaction Services 1994 - 1997
Skills
International..., Grants, Non-profits, Capacity Building, Program Evaluation, Proposal Writing, Economic Development, Microfinance, Government, Program Management, Economics, Intercultural..., NGOs, Program Development, Monitoring and..., Field Survey Methods, Business Systems..., Database Design, Business Development, Leadership, Organizational..., Analysis, Nonprofits, Qualitative Research
Education
University of California, San Diego 2005 — 2007
MPIA, International development
University of California, San Diego - School of International Relations and Pacific Studies (IR/PS) 2005 — 2007
MPIA, International Development and Nonprofit Management
Beloit College 1990 — 1994
BA, Economics and Management
St. Mary's international School
Sandra Bella Sandra Bella's Wedbush Morgan Securities Experience August 2001 - April 2011
Job Financial Advisor at Mutual Securities, Inc. Member FINRA, SIPC
Industry Financial Services
Experience
Mutual Securities, Inc. Member FINRA, SIPC April 2011 - Present
Wedbush Morgan Securities August 2001 - April 2011
Social Media Magic 2009 - 2009
Triquest Finanacial May 1993 - August 2001
AG Edwards and Co. May 1991 - May 1993
Merrill Lynch March 1985 - May 1991
Skills
Investments, Financial Planning, Wealth Management, Portfolio Management, Strategic Financial..., Securities, Equities, Investment Advisory, Retirement Planning, Venture Capital, Hedge Funds, Funding, Series 63, FINRA, Retirement, Asset Allocation, Finance, Fixed Income
Education
California State University-Bakersfield 1983 — 1984
B.S., Business Administration
Loma Linda University 1979 — 1983
Business Administration & Biology
Mutual Securities, Inc. Member FINRA, SIPC April 2011 - Present
Wedbush Morgan Securities August 2001 - April 2011
Social Media Magic 2009 - 2009
Triquest Finanacial May 1993 - August 2001
AG Edwards and Co. May 1991 - May 1993
Merrill Lynch March 1985 - May 1991
Skills
Investments, Financial Planning, Wealth Management, Portfolio Management, Strategic Financial..., Securities, Equities, Investment Advisory, Retirement Planning, Venture Capital, Hedge Funds, Funding, Series 63, FINRA, Retirement, Asset Allocation, Finance, Fixed Income
Education
California State University-Bakersfield 1983 — 1984
B.S., Business Administration
Loma Linda University 1979 — 1983
Business Administration & Biology
Eric Kuchherzki Eric Kuchherzki's Wedbush Morgan Securities Experience January 1995 - January 1996
Job Registered Representitive
Industry Financial Services
Experience
Taylor Capital Management May 2014 - Present
Questar Capital March 2006 - Present
Foresters January 2003 - June 2005
ALTON / DISCOVER January 1996 - January 2003
WEDBUSH MORGAN SECURITIES January 1995 - January 1996
Skills
Investments, Retirement Planning
Education
San Francisco State University 2003 — 2006
BS, Corporate Finance
Skyline College
ASSOCIATE
Taylor Capital Management May 2014 - Present
Questar Capital March 2006 - Present
Foresters January 2003 - June 2005
ALTON / DISCOVER January 1996 - January 2003
WEDBUSH MORGAN SECURITIES January 1995 - January 1996
Skills
Investments, Retirement Planning
Education
San Francisco State University 2003 — 2006
BS, Corporate Finance
Skyline College
ASSOCIATE
Nicholas Yanagimachi Nicholas Yanagimachi's Wedbush Morgan Securities Experience October 2006 - June 2007
Job Risk Analyst at BlackRock
Industry Investment Management
Experience
BlackRock August 2015 - Present
Glacier City LLC January 2012 - October 2013
Bear Cavalry Interactive January 2008 - November 2008
Torch Media LLC June 2007 - January 2008
Wedbush Morgan Securities October 2006 - June 2007
UBS Wealth Management August 2006 - October 2006
Piper Jaffray June 2006 - August 2006
Education
International University of Monaco 2009 — 2010
Masters in Finance, Financial Engineering
Seattle University 2003 — 2007
B.A. in Business Administration, International Business and Business Economics
BlackRock August 2015 - Present
Glacier City LLC January 2012 - October 2013
Bear Cavalry Interactive January 2008 - November 2008
Torch Media LLC June 2007 - January 2008
Wedbush Morgan Securities October 2006 - June 2007
UBS Wealth Management August 2006 - October 2006
Piper Jaffray June 2006 - August 2006
Education
International University of Monaco 2009 — 2010
Masters in Finance, Financial Engineering
Seattle University 2003 — 2007
B.A. in Business Administration, International Business and Business Economics
Timothy Javidi Timothy Javidi's Wedbush Morgan Securities Experience 2007 - 2009
Job Manager Financial Planning & Analysis at Delta Air Lines
Industry Airlines/Aviation
Experience
Delta Air Lines August 2015 - Present
Delta Air Lines July 2013 - July 2015
Delta Air Lines July 2012 - July 2013
Atlantic Coast Media Group August 2011 - September 2012
Wedbush Morgan Securities 2007 - 2009
Ettore's 2001 - 2005
Skills
Investments, Derivatives, Equities, Fixed Income, Market Research, Financial Modeling, Corporate Finance, Airlines, Financial Accounting, Management Accounting, Restructuring, Data Analysis, Business Strategy, Financial Analysis, Valuation, Cross-functional Team..., Finance, Analysis
Education
Duke University - The Fuqua School of Business
MBA
University of California, Berkeley 2005 — 2007
BA, Economics
The London School of Economics and Political Science (LSE) 2006 — 2006
Economics
Delta Air Lines August 2015 - Present
Delta Air Lines July 2013 - July 2015
Delta Air Lines July 2012 - July 2013
Atlantic Coast Media Group August 2011 - September 2012
Wedbush Morgan Securities 2007 - 2009
Ettore's 2001 - 2005
Skills
Investments, Derivatives, Equities, Fixed Income, Market Research, Financial Modeling, Corporate Finance, Airlines, Financial Accounting, Management Accounting, Restructuring, Data Analysis, Business Strategy, Financial Analysis, Valuation, Cross-functional Team..., Finance, Analysis
Education
Duke University - The Fuqua School of Business
MBA
University of California, Berkeley 2005 — 2007
BA, Economics
The London School of Economics and Political Science (LSE) 2006 — 2006
Economics
Nicholas Min Nicholas Min's Wedbush Morgan Securities Experience November 2005 - November 2006
Job System Engineer at VectorUSA
Industry Entertainment
Experience
VectorUSA March 2015 - Present
The Camden Group June 2013 - March 2015
Pomeroy July 2010 - June 2013
Anschutz Enterainment Group November 2007 - June 2010
Wedbush Morgan Securities November 2005 - November 2006
Nissan North America February 2005 - November 2005
Automobile Club of Southern California December 2004 - February 2005
Skills
Project Management, Active Directory, VPN, Infrastructure, Group Policy, Technical Support, SharePoint, Microsoft Exchange, XP, IT Management, Windows, Help Desk Support, Team Leadership, Disaster Recovery, System Administration, Windows Server, Troubleshooting, Information Technology, Vendor Management, Blackberry Enterprise..., Windows 7, Cisco Technologies, Software Documentation, Switches, Hardware, Access, Networking, Visio, Servers, Security, XenClient, Exchange 2010/2007/2003, Microsoft Server 2012, Citrix, DHCP, DNS, Virtualization, IT Service Management, HP, Windows XP, ITIL, Server Administration, Process Improvement, Remote Desktop
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1993 — 1998
BofA, Business Administration
VectorUSA March 2015 - Present
The Camden Group June 2013 - March 2015
Pomeroy July 2010 - June 2013
Anschutz Enterainment Group November 2007 - June 2010
Wedbush Morgan Securities November 2005 - November 2006
Nissan North America February 2005 - November 2005
Automobile Club of Southern California December 2004 - February 2005
Skills
Project Management, Active Directory, VPN, Infrastructure, Group Policy, Technical Support, SharePoint, Microsoft Exchange, XP, IT Management, Windows, Help Desk Support, Team Leadership, Disaster Recovery, System Administration, Windows Server, Troubleshooting, Information Technology, Vendor Management, Blackberry Enterprise..., Windows 7, Cisco Technologies, Software Documentation, Switches, Hardware, Access, Networking, Visio, Servers, Security, XenClient, Exchange 2010/2007/2003, Microsoft Server 2012, Citrix, DHCP, DNS, Virtualization, IT Service Management, HP, Windows XP, ITIL, Server Administration, Process Improvement, Remote Desktop
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1993 — 1998
BofA, Business Administration
julien blin julien blin's Wedbush Morgan Securities Experience February 2008 - March 2009
Job Strategy & business dev, IOT & wearables
Industry Consumer Electronics
Experience
Gizworld August 2013 - Present
Gizworld Conferences August 2013 - Present
Infonetics Research 2012 - 2013
Samsung May 2010 - October 2012
RCR Wireless News August 2009 - May 2010
JBB Research March 2009 - May 2010
Wedbush Morgan Securities February 2008 - March 2009
IDC January 2006 - February 2008
Maravedis November 2005 - December 2005
Northern Sky Research (www.nsr.com) June 2005 - November 2005
Skills
Market Research, WiMAX, 4G, Business Planning, Writing, WiFi, Forecasting, Market Intelligence, Mergers, Cloud Computing, Demand Planning, 3G, Wireless, French, Financial Modeling, Excel, English, Carriers, Series 7, Telecommunications, LTE, German, Microsoft Office, Strategic Planning, Editing, Financial Analysis, Budgeting, Competitive Analysis, Business Strategy, Analysis, Product Development, Due Diligence, Mobile, wireless, mobile apps, Survey Design, User Experience, Public Speaking, Online Gaming, mobile gaming, Internet, product strategy, M&A experience, UX, Business development, concept testing, PowerPoint, Focus Groups, Online Survey Design, Budgets
Education
Copenhagen Business School 2000 — 2001
BA, Business Administration
IAE FRANCE - Écoles Universitaires de Management 1999 — 2001
Bachelor Degree, Business Administration (Finance, international marketing intelligence, management)
Gizworld August 2013 - Present
Gizworld Conferences August 2013 - Present
Infonetics Research 2012 - 2013
Samsung May 2010 - October 2012
RCR Wireless News August 2009 - May 2010
JBB Research March 2009 - May 2010
Wedbush Morgan Securities February 2008 - March 2009
IDC January 2006 - February 2008
Maravedis November 2005 - December 2005
Northern Sky Research (www.nsr.com) June 2005 - November 2005
Skills
Market Research, WiMAX, 4G, Business Planning, Writing, WiFi, Forecasting, Market Intelligence, Mergers, Cloud Computing, Demand Planning, 3G, Wireless, French, Financial Modeling, Excel, English, Carriers, Series 7, Telecommunications, LTE, German, Microsoft Office, Strategic Planning, Editing, Financial Analysis, Budgeting, Competitive Analysis, Business Strategy, Analysis, Product Development, Due Diligence, Mobile, wireless, mobile apps, Survey Design, User Experience, Public Speaking, Online Gaming, mobile gaming, Internet, product strategy, M&A experience, UX, Business development, concept testing, PowerPoint, Focus Groups, Online Survey Design, Budgets
Education
Copenhagen Business School 2000 — 2001
BA, Business Administration
IAE FRANCE - Écoles Universitaires de Management 1999 — 2001
Bachelor Degree, Business Administration (Finance, international marketing intelligence, management)
Jeff Porter's Wedbush Morgan Securities Experience 2004 - 2005
Job Contemplating Life
Industry Internet
Experience
Self Employed July 2015 - Present
RhythmOne (formerly Blinkx) May 2014 - July 2015
Lyfe Mobile May 2013 - April 2014
Demand Media April 2013 - May 2013
Demand Media April 2011 - March 2013
Demand Media April 2010 - June 2011
Demand Media June 2007 - June 2010
PriceGrabber.com March 2005 - June 2007
PriceGrabber.com February 2005 - March 2005
Wedbush Morgan Securities 2004 - 2005
Skills
Keyword Research, SEM, Competitive Analysis, Online Marketing, Product Management, Analytics, E-commerce, Web Analytics, Start-ups, Product Marketing, Digital Marketing, Mobile Devices, Strategic Partnerships, SEO, Digital Strategy, Digital Media, User Experience, Mobile Marketing, Online Advertising, PPC
Education
University of California, Los Angeles - The Anderson School of Management 2001 — 2003
MBA
Stanford University 1997 — 1997
MS, Mechanical Engineering
University of California, Los Angeles 1992 — 1996
BS, Mechanical Engineering
Self Employed July 2015 - Present
RhythmOne (formerly Blinkx) May 2014 - July 2015
Lyfe Mobile May 2013 - April 2014
Demand Media April 2013 - May 2013
Demand Media April 2011 - March 2013
Demand Media April 2010 - June 2011
Demand Media June 2007 - June 2010
PriceGrabber.com March 2005 - June 2007
PriceGrabber.com February 2005 - March 2005
Wedbush Morgan Securities 2004 - 2005
Skills
Keyword Research, SEM, Competitive Analysis, Online Marketing, Product Management, Analytics, E-commerce, Web Analytics, Start-ups, Product Marketing, Digital Marketing, Mobile Devices, Strategic Partnerships, SEO, Digital Strategy, Digital Media, User Experience, Mobile Marketing, Online Advertising, PPC
Education
University of California, Los Angeles - The Anderson School of Management 2001 — 2003
MBA
Stanford University 1997 — 1997
MS, Mechanical Engineering
University of California, Los Angeles 1992 — 1996
BS, Mechanical Engineering
Ed Arce's Wedbush Morgan Securities Experience June 2010 - April 2011
Job Managing Director, Senior Healthcare Analyst at H.C. Wainwright & Co.
Industry Financial Services
Experience
Roth Capital Partners December 2013 - February 2015
MLV & Co. April 2011 - November 2013
Wedbush Morgan Securities June 2010 - April 2011
UBS Investment Bank April 2007 - May 2008
Banco Itaú 2008 - 2008
First Albany Capital (now Broadpoint Gleacher) July 2005 - April 2007
Partners Healthcare November 2004 - January 2005
State Street June 2004 - September 2004
Skills
Equity Research, Equity Valuation, Bloomberg, Financial Modeling, Series 7, Private Equity, Financial Statement..., Pharmaceutical Industry, Investment Management, Valuation, Equities, Investments, Financial Analysis, Capital Markets, Due Diligence
Education
Boston College - Wallace E. Carroll Graduate School of Management 2003 — 2004
MSF
Florida International University - College of Business 1997 — 1999
MBA
Florida International University 1988 — 1992
BS
St. Brendan High School
Roth Capital Partners December 2013 - February 2015
MLV & Co. April 2011 - November 2013
Wedbush Morgan Securities June 2010 - April 2011
UBS Investment Bank April 2007 - May 2008
Banco Itaú 2008 - 2008
First Albany Capital (now Broadpoint Gleacher) July 2005 - April 2007
Partners Healthcare November 2004 - January 2005
State Street June 2004 - September 2004
Skills
Equity Research, Equity Valuation, Bloomberg, Financial Modeling, Series 7, Private Equity, Financial Statement..., Pharmaceutical Industry, Investment Management, Valuation, Equities, Investments, Financial Analysis, Capital Markets, Due Diligence
Education
Boston College - Wallace E. Carroll Graduate School of Management 2003 — 2004
MSF
Florida International University - College of Business 1997 — 1999
MBA
Florida International University 1988 — 1992
BS
St. Brendan High School
Ron Quezon's Wedbush Morgan Securities Experience April 2003 - June 2003
Job
Industry Electrical/Electronic Manufacturing
Experience
Flextronics April 2009 - Present
Mosaic 2003 - April 2013
Stellar Microelectronics November 2008 - April 2009
Richardson Electronics June 2004 - November 2008
TOKYOPOP April 2002 - September 2004
Wedbush Morgan Securities April 2003 - June 2003
IBM August 1996 - August 2001
Skills
Program Management, Strategy, Product Development, Strategic Planning, Business Strategy, Product Management, Market Research, Management, Marketing, Forecasting, Business Analysis, Leadership, Oracle Applications, Agile Project Management, MS Project, Pivot Tables, MS Onenote, Die Attach, Wire Bonding, AS9100, Encapsulation, Electronics..., NASA, StrengthsFinder, Meyers-Briggs, Business Development, Nonprofits, Public Speaking
Education
University of Southern California - Marshall School of Business 2001 — 2003
MBA, Marketing, Finance
University of California, Berkeley 1991 — 1996
BS, Chemical Engineering
Flextronics April 2009 - Present
Mosaic 2003 - April 2013
Stellar Microelectronics November 2008 - April 2009
Richardson Electronics June 2004 - November 2008
TOKYOPOP April 2002 - September 2004
Wedbush Morgan Securities April 2003 - June 2003
IBM August 1996 - August 2001
Skills
Program Management, Strategy, Product Development, Strategic Planning, Business Strategy, Product Management, Market Research, Management, Marketing, Forecasting, Business Analysis, Leadership, Oracle Applications, Agile Project Management, MS Project, Pivot Tables, MS Onenote, Die Attach, Wire Bonding, AS9100, Encapsulation, Electronics..., NASA, StrengthsFinder, Meyers-Briggs, Business Development, Nonprofits, Public Speaking
Education
University of Southern California - Marshall School of Business 2001 — 2003
MBA, Marketing, Finance
University of California, Berkeley 1991 — 1996
BS, Chemical Engineering
Craig Hancock's Wedbush Morgan Securities Experience December 2002 - October 2006
Job CEO & CoFounder at RealMassive
Industry Information Technology and Services
Experience
RealMassive May 2015 - Present
RealMassive June 2013 - May 2015
BlueFin Research Partners October 2006 - January 2013
Wedbush Morgan Securities December 2002 - October 2006
SAIC August 2001 - November 2003
US Air Force May 1996 - August 2001
Skills
Start-ups, Entrepreneurship, Investments, Marketing, Sales, Commercial Real Estate, Equities, Portfolio Management, Mergers & Acquisitions, Capital Markets, Asset Management, Financial Modeling, Real Estate, Strategic Planning, Private Equity, Team Building, New Business Development, Program Management, Risk Management, Investment Banking, Emerging Markets, Strategy, Customer Service, Business Development, Mergers, Valuation, Asset Managment, Equity Research, Networking, Problem Solving
Education
United States Air Force Academy 1992 — 1996
Bachelor's Degree, Management
RealMassive May 2015 - Present
RealMassive June 2013 - May 2015
BlueFin Research Partners October 2006 - January 2013
Wedbush Morgan Securities December 2002 - October 2006
SAIC August 2001 - November 2003
US Air Force May 1996 - August 2001
Skills
Start-ups, Entrepreneurship, Investments, Marketing, Sales, Commercial Real Estate, Equities, Portfolio Management, Mergers & Acquisitions, Capital Markets, Asset Management, Financial Modeling, Real Estate, Strategic Planning, Private Equity, Team Building, New Business Development, Program Management, Risk Management, Investment Banking, Emerging Markets, Strategy, Customer Service, Business Development, Mergers, Valuation, Asset Managment, Equity Research, Networking, Problem Solving
Education
United States Air Force Academy 1992 — 1996
Bachelor's Degree, Management
Carlos Topete's Wedbush Morgan Securities Experience December 2009 - March 2010
Job Desktop Support Specialist at Rightside.Co
Industry Information Technology and Services
Experience
Walmart.com June 2010 - November 2011
Wedbush Morgan Securities December 2009 - March 2010
FusionTek Inc March 2008 - May 2009
Northstar Neuroscience September 2007 - February 2008
Venoco, Inc November 2006 - March 2007
(Monsanto) Seminis Vegetable Seeds, Inc January 2001 - June 2006
Seminis Vegetable Seeds April 2000 - April 2001
United States Marine Corps Marine Aviation Logistics Squadron November 1996 - April 2000
Skills
Computer Hardware, Desktop Support, System Administration, Unix, Inventory Management, Mac OS, Server Administration, Troubleshooting, Blackberry Enterprise..., Active Directory, Windows Server, Windows, Windows 7, Microsoft Exchange, Software Documentation, Operating Systems, VMware, VMware ESX, TCP/IP, BMC Remedy, Mac OS X, Software Installation, Hyper-V, Citrix, Hardware, Laptops, Linux, Norton Ghost, Customer Service, Printers, Kaseya, Postini, Technical Support, VPN, Help Desk Support, XP, Networking, Data Center, Windows XP, DHCP, Servers, OS X
Education
Ventura College 2001 — 2003
NA, General Electives, A+ Prep
California State University-Northridge 2000 — 2000
NA, Unix System Administration
University of California, San Diego 1998 — 1998
NA, Extension Courses for Unix Network Security
Walmart.com June 2010 - November 2011
Wedbush Morgan Securities December 2009 - March 2010
FusionTek Inc March 2008 - May 2009
Northstar Neuroscience September 2007 - February 2008
Venoco, Inc November 2006 - March 2007
(Monsanto) Seminis Vegetable Seeds, Inc January 2001 - June 2006
Seminis Vegetable Seeds April 2000 - April 2001
United States Marine Corps Marine Aviation Logistics Squadron November 1996 - April 2000
Skills
Computer Hardware, Desktop Support, System Administration, Unix, Inventory Management, Mac OS, Server Administration, Troubleshooting, Blackberry Enterprise..., Active Directory, Windows Server, Windows, Windows 7, Microsoft Exchange, Software Documentation, Operating Systems, VMware, VMware ESX, TCP/IP, BMC Remedy, Mac OS X, Software Installation, Hyper-V, Citrix, Hardware, Laptops, Linux, Norton Ghost, Customer Service, Printers, Kaseya, Postini, Technical Support, VPN, Help Desk Support, XP, Networking, Data Center, Windows XP, DHCP, Servers, OS X
Education
Ventura College 2001 — 2003
NA, General Electives, A+ Prep
California State University-Northridge 2000 — 2000
NA, Unix System Administration
University of California, San Diego 1998 — 1998
NA, Extension Courses for Unix Network Security
Sean McGowan's Wedbush Morgan Securities Experience August 2006 - 2007
Job Managing Director, Equity Research at Oppenheimer & Co. Inc.
Industry Banking
Experience
Oppenheimer & Co. Inc. June 2015 - Present
Needham & Company October 2007 - June 2015
Wedbush Morgan Securities August 2006 - 2007
Harris Nesbitt Corp. May 2003 - August 2006
Gerard Klauer Mattison & Co. February 2002 - May 2003
Gerard Klauer Mattison & Co. November 1998 - November 2002
Gerard Klauer Mattison & Co. May 1989 - November 1998
Balis Zorn Gerard Inc. 1986 - 1989
Skills
Equity Research, Equities, Capital Markets, Valuation, Financial Modeling, Investment Banking, Series 7, Hedge Funds, Investments, Private Equity, Equity Valuation, Private Placements, Series 63, Corporate Finance, Venture Capital, Mergers, Due Diligence, Bloomberg, Portfolio Management, Financial Analysis
Education
Harvard Business School 1984 — 1986
Master of Business Administration (MBA), Finance, General
Hofstra University 1979 — 1983
B.A., English Literature and French
Oppenheimer & Co. Inc. June 2015 - Present
Needham & Company October 2007 - June 2015
Wedbush Morgan Securities August 2006 - 2007
Harris Nesbitt Corp. May 2003 - August 2006
Gerard Klauer Mattison & Co. February 2002 - May 2003
Gerard Klauer Mattison & Co. November 1998 - November 2002
Gerard Klauer Mattison & Co. May 1989 - November 1998
Balis Zorn Gerard Inc. 1986 - 1989
Skills
Equity Research, Equities, Capital Markets, Valuation, Financial Modeling, Investment Banking, Series 7, Hedge Funds, Investments, Private Equity, Equity Valuation, Private Placements, Series 63, Corporate Finance, Venture Capital, Mergers, Due Diligence, Bloomberg, Portfolio Management, Financial Analysis
Education
Harvard Business School 1984 — 1986
Master of Business Administration (MBA), Finance, General
Hofstra University 1979 — 1983
B.A., English Literature and French
Edmund Gee's Wedbush Morgan Securities Experience 2000 - 2003
Job Director at SKTA Innopartners
Industry Telecommunications
Experience
SKTA Innopartners September 2013 - Present
SK planet November 2012 - September 2013
SK Telecom December 2010 - November 2012
SK Telecom September 2008 - December 2010
Pagemill Partners March 2007 - August 2008
CE Unterberg Towbin 2004 - 2007
Inkjet Company February 2003 - July 2004
Wedbush Morgan Securities 2000 - 2003
Countrywide 1999 - 1999
Onsite labs 1995 - 1997
Skills
Mergers, Corporate Development, Investments, Mergers & Acquisitions, Strategic Partnerships, Strategic Planning, Business Development, Product Management, Business Strategy, E-commerce
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1997 — 1999
mba
University of California, Davis 1992 — 1995
BS, Environmental Toxicology
SKTA Innopartners September 2013 - Present
SK planet November 2012 - September 2013
SK Telecom December 2010 - November 2012
SK Telecom September 2008 - December 2010
Pagemill Partners March 2007 - August 2008
CE Unterberg Towbin 2004 - 2007
Inkjet Company February 2003 - July 2004
Wedbush Morgan Securities 2000 - 2003
Countrywide 1999 - 1999
Onsite labs 1995 - 1997
Skills
Mergers, Corporate Development, Investments, Mergers & Acquisitions, Strategic Partnerships, Strategic Planning, Business Development, Product Management, Business Strategy, E-commerce
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1997 — 1999
mba
University of California, Davis 1992 — 1995
BS, Environmental Toxicology
Jung Peel, CFA's Wedbush Morgan Securities Experience 2006 - 2008
Job Director of Investments
Industry Investment Management
Experience
Navian Capital (rebranded from CD Funding) 2012 - Present
HSBC Securities 2010 - 2012
WEDBUSH MORGAN SECURITIES 2006 - 2008
UHY Advisors 2005 - 2006
Education
NYU Stern School of Business 2008 — 2010
Master of Business Administration (MBA), Specializations in Finance and Quantitative Finance
Columbia University in the City of New York 2001 — 2005
Bachelor of Arts (B.A.), Mathematics, Cum Laude
Culver City High School
Navian Capital (rebranded from CD Funding) 2012 - Present
HSBC Securities 2010 - 2012
WEDBUSH MORGAN SECURITIES 2006 - 2008
UHY Advisors 2005 - 2006
Education
NYU Stern School of Business 2008 — 2010
Master of Business Administration (MBA), Specializations in Finance and Quantitative Finance
Columbia University in the City of New York 2001 — 2005
Bachelor of Arts (B.A.), Mathematics, Cum Laude
Culver City High School
Bryant Saydah's Wedbush Morgan Securities Experience October 2002 - February 2004
Job Vice President at The Juda Group
Industry Financial Services
Experience
The Juda Group - A Division of Concept Capital Markets, LLC January 2012 - Present
Edelman Financial Group Inc. February 2004 - December 2011
Wedbush Morgan Securities October 2002 - February 2004
Banc of America Securities 1999 - 2002
Skills
Series 7, Series 55, Series 63, Institutional Trading, Equities, Bloomberg, Capital Markets, Investments, Electronic Trading, Trading, Equity Trading, Financial Markets, Equity Research, ETFs, Proprietary Trading, Market Making, Technical Analysis, Trading Systems, Securities, FINRA
Education
Lehigh University 1986 — 1990
Bachelor of Science (BS), Finance
The Juda Group - A Division of Concept Capital Markets, LLC January 2012 - Present
Edelman Financial Group Inc. February 2004 - December 2011
Wedbush Morgan Securities October 2002 - February 2004
Banc of America Securities 1999 - 2002
Skills
Series 7, Series 55, Series 63, Institutional Trading, Equities, Bloomberg, Capital Markets, Investments, Electronic Trading, Trading, Equity Trading, Financial Markets, Equity Research, ETFs, Proprietary Trading, Market Making, Technical Analysis, Trading Systems, Securities, FINRA
Education
Lehigh University 1986 — 1990
Bachelor of Science (BS), Finance
Arleen C's Wedbush Morgan Securities Experience February 2008 - September 2010
Job eHealth Specialist WellSpot (Jive) at Swedish Medical Group
Industry Information Technology and Services
Experience
Swedish Medical Group March 2014 - Present
Seattle Mortgage September 2012 - March 2014
Columbia Bank October 2010 - October 2012
Wedbush Morgan Securities February 2008 - September 2010
KeyBanc Capital Markets January 2007 - October 2007
Skills
Jive, Program Management, SharePoint, Public Speaking, Strategy, Training, Healthcare, Portfolio Management, Investments, Financial Analysis, Finance, Due Diligence, Credit Analysis, Risk Management, Underwriting, Asset Management, InfoPath
Education
University of Puget Sound 2001 — 2005
Bachelor of Arts (B.A.), Sociology
Seattle Central Community College
SharePoint 2013
Swedish Medical Group March 2014 - Present
Seattle Mortgage September 2012 - March 2014
Columbia Bank October 2010 - October 2012
Wedbush Morgan Securities February 2008 - September 2010
KeyBanc Capital Markets January 2007 - October 2007
Skills
Jive, Program Management, SharePoint, Public Speaking, Strategy, Training, Healthcare, Portfolio Management, Investments, Financial Analysis, Finance, Due Diligence, Credit Analysis, Risk Management, Underwriting, Asset Management, InfoPath
Education
University of Puget Sound 2001 — 2005
Bachelor of Arts (B.A.), Sociology
Seattle Central Community College
SharePoint 2013
Lisa Gallo's Wedbush Morgan Securities Experience November 2006 - October 2012
Job Wealth Management Associate at Summit Wealth
Industry Financial Services
Experience
Summit October 2012 - July 2013
Wedbush Morgan Securities November 2006 - October 2012
Hoefer & Arnett, Inc. June 1995 - November 2006
Skills
Investments, Fixed Income, Trading, Options, Retirement Planning, Wealth Management, Portfolio Management, Series 63, Mutual Funds, Securities, Investment Advisory, Asset Management, Asset Allocation, Alternative Investments, Equities, Strategic Financial..., Investment Strategies, Series 65, Financial Analysis, Series 7
Education
University of California, Berkeley 2012 — 2014
Certified Financial Planner
California State University-Hayward - School of Business and Economics 1992 — 1995
BS, Business Admin/Finance
The American College
Summit October 2012 - July 2013
Wedbush Morgan Securities November 2006 - October 2012
Hoefer & Arnett, Inc. June 1995 - November 2006
Skills
Investments, Fixed Income, Trading, Options, Retirement Planning, Wealth Management, Portfolio Management, Series 63, Mutual Funds, Securities, Investment Advisory, Asset Management, Asset Allocation, Alternative Investments, Equities, Strategic Financial..., Investment Strategies, Series 65, Financial Analysis, Series 7
Education
University of California, Berkeley 2012 — 2014
Certified Financial Planner
California State University-Hayward - School of Business and Economics 1992 — 1995
BS, Business Admin/Finance
The American College
Derrick Wood's Wedbush Morgan Securities Experience March 2009 - August 2010
Job Senior Research Analyst at Susquehanna International Group
Industry Investment Management
Experience
Susquehanna International Group August 2010 - Present
Wedbush Morgan Securities March 2009 - August 2010
Pacific Growth Equities March 2000 - February 2009
Van Kasper 2000 - 2000
Wood, Warren & Co 1999 - 1999
United Nations 1998 - 1998
Skills
Enterprise Software, Equity Research, Cloud Computing, Virtualization, E-commerce, CRM, Competitive Analysis, Venture Capital, Capital Markets, Analytics, Databases, Investments, Strategy, Financial Modeling, Valuation, Hedge Funds, Equities, Business Analysis, Business Intelligence
Education
Chartered Financial Analyst 2004 — 2004
University of California, Davis
Economics
Susquehanna International Group August 2010 - Present
Wedbush Morgan Securities March 2009 - August 2010
Pacific Growth Equities March 2000 - February 2009
Van Kasper 2000 - 2000
Wood, Warren & Co 1999 - 1999
United Nations 1998 - 1998
Skills
Enterprise Software, Equity Research, Cloud Computing, Virtualization, E-commerce, CRM, Competitive Analysis, Venture Capital, Capital Markets, Analytics, Databases, Investments, Strategy, Financial Modeling, Valuation, Hedge Funds, Equities, Business Analysis, Business Intelligence
Education
Chartered Financial Analyst 2004 — 2004
University of California, Davis
Economics
Kunal Murdia's Wedbush Morgan Securities Experience May 2010 - June 2013
Job at Credit Agricole CIB
Industry Financial Services
Experience
Credit Agricole July 2013 - Present
Wedbush Morgan Securities May 2010 - June 2013
Skills
Series 7
Education
University of California, Los Angeles 2003 — 2007
Credit Agricole July 2013 - Present
Wedbush Morgan Securities May 2010 - June 2013
Skills
Series 7
Education
University of California, Los Angeles 2003 — 2007
Doug Bantum's Wedbush Morgan Securities Experience July 2007 - July 2009
Job Senior Managing Director at WallachBeth Capital
Industry Financial Services
Experience
WallachBeth Capital July 2012 - Present
Auriga USA, LLC September 2011 - June 2012
CapStone Investments July 2009 - September 2011
Wedbush Morgan Securities July 2007 - July 2009
Education
Fordham University
BS
WallachBeth Capital July 2012 - Present
Auriga USA, LLC September 2011 - June 2012
CapStone Investments July 2009 - September 2011
Wedbush Morgan Securities July 2007 - July 2009
Education
Fordham University
BS
Jeffrey Ishmael's Wedbush Morgan Securities Experience 2002 - 2003
Job CFO at Cylance, Inc.
Industry Computer & Network Security
Experience
Cylance, Inc. August 2012 - Present
Orange County Marathon November 2010 - February 2013
Quiksilver Foundation February 2011 - July 2012
DC Shoes December 2009 - July 2012
Osiris Shoes September 2008 - December 2009
Oakley August 2008 - September 2008
CorpFin Advisors, LLC August 2008 - September 2008
Zappos.com April 2008 - July 2008
MGE UPS Systems February 2004 - October 2007
Wedbush Morgan Securities 2002 - 2003
Skills
Forecasting, Cross-functional Team..., Strategic Financial..., Team Building, Income Statement, Negotiation, SEC filings, Change Management, Leadership, Start-ups, Process Improvement, SAP, Budgets, Analysis, Strategic Planning, Competitive Analysis, Management, Product Management, Inventory Management, Financial Reporting, Financial Analysis, Mergers, Sales, Internal Controls, Accounting, Business Strategy, Retail, Project Management, Project Planning, Finance, Business Planning, Due Diligence, Corporate Finance, Auditing, Manufacturing, Management Consulting, Merchandising, Human Resources, Business Process, Cost Accounting, Executive Management, Strategy, Recruiting, Pricing, Sales Operations, P&L Management, Business Process..., Operations Management, Business Development, Acquisition Integration
Education
University of Southern California 2000 — 2003
MBA, Finance / Strategy
Pepperdine University 1995 — 1997
B.S., Business
Cylance, Inc. August 2012 - Present
Orange County Marathon November 2010 - February 2013
Quiksilver Foundation February 2011 - July 2012
DC Shoes December 2009 - July 2012
Osiris Shoes September 2008 - December 2009
Oakley August 2008 - September 2008
CorpFin Advisors, LLC August 2008 - September 2008
Zappos.com April 2008 - July 2008
MGE UPS Systems February 2004 - October 2007
Wedbush Morgan Securities 2002 - 2003
Skills
Forecasting, Cross-functional Team..., Strategic Financial..., Team Building, Income Statement, Negotiation, SEC filings, Change Management, Leadership, Start-ups, Process Improvement, SAP, Budgets, Analysis, Strategic Planning, Competitive Analysis, Management, Product Management, Inventory Management, Financial Reporting, Financial Analysis, Mergers, Sales, Internal Controls, Accounting, Business Strategy, Retail, Project Management, Project Planning, Finance, Business Planning, Due Diligence, Corporate Finance, Auditing, Manufacturing, Management Consulting, Merchandising, Human Resources, Business Process, Cost Accounting, Executive Management, Strategy, Recruiting, Pricing, Sales Operations, P&L Management, Business Process..., Operations Management, Business Development, Acquisition Integration
Education
University of Southern California 2000 — 2003
MBA, Finance / Strategy
Pepperdine University 1995 — 1997
B.S., Business
Lisl Stanton's Wedbush Morgan Securities Experience May 1996 - September 1997
Job Community Sponsorships at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase December 2011 - Present
JPMorgan Chase November 2004 - December 2011
JPMorgan Chase February 2000 - November 2004
Cendant October 1997 - February 2000
Wedbush Morgan Securities May 1996 - September 1997
Skills
Marketing, Financial Services, Advertising, Sponsorship, Sales, Philanthropy, Marketing Communications, Event Management, Community Development, Corporate Branding, Employee Engagement, Strategic Partnerships, Social Media
Education
Hollins University 1992 — 1996
BA, Political Science
La Jolla Country Day 1991 — 1992
JPMorgan Chase December 2011 - Present
JPMorgan Chase November 2004 - December 2011
JPMorgan Chase February 2000 - November 2004
Cendant October 1997 - February 2000
Wedbush Morgan Securities May 1996 - September 1997
Skills
Marketing, Financial Services, Advertising, Sponsorship, Sales, Philanthropy, Marketing Communications, Event Management, Community Development, Corporate Branding, Employee Engagement, Strategic Partnerships, Social Media
Education
Hollins University 1992 — 1996
BA, Political Science
La Jolla Country Day 1991 — 1992
April Segars's Wedbush Morgan Securities Experience October 2008 - May 2009
Job Broker/Listing Coordinator at Sally Forster Jones Group @ John Aaroe
Industry Real Estate
Experience
Sally Forster Jones Group @ John Aaroe April 2015 - Present
Berkshire Hathaway HomeServices California Properties January 2014 - April 2015
Palladium Realty September 2009 - July 2013
Wedbush Morgan Securities October 2008 - May 2009
Pacific Growth Equities May 2006 - October 2008
Skills
Investment Properties, Microsoft Excel, Real Estate, Loans, Valuation, Sales, Real Estate Economics, Finance, Time Management, Investments, Equity Research
Education
University of Arizona 2002 — 2006
BS, Finance, General
University of Arizona, Eller College of Management 2002 — 2006
BA, Finance
Sally Forster Jones Group @ John Aaroe April 2015 - Present
Berkshire Hathaway HomeServices California Properties January 2014 - April 2015
Palladium Realty September 2009 - July 2013
Wedbush Morgan Securities October 2008 - May 2009
Pacific Growth Equities May 2006 - October 2008
Skills
Investment Properties, Microsoft Excel, Real Estate, Loans, Valuation, Sales, Real Estate Economics, Finance, Time Management, Investments, Equity Research
Education
University of Arizona 2002 — 2006
BS, Finance, General
University of Arizona, Eller College of Management 2002 — 2006
BA, Finance
Jake Ong's Wedbush Morgan Securities Experience January 2006 - December 2009
Job Financial Consultant
Industry Financial Services
Experience
Montana Holdings Inc., LLC March 2012 - Present
Wedbush Morgan Securities January 2006 - December 2009
First Wall Street Corporation September 1998 - December 2006
Skills
Process Improvement, Deal Sourcing, Access, Data Analysis, LBO, Financial Analysis, Investment Strategies, Finance, Series 7, Financial Modeling
Education
California State University-Los Angeles 1987 — 1991
Montana Holdings Inc., LLC March 2012 - Present
Wedbush Morgan Securities January 2006 - December 2009
First Wall Street Corporation September 1998 - December 2006
Skills
Process Improvement, Deal Sourcing, Access, Data Analysis, LBO, Financial Analysis, Investment Strategies, Finance, Series 7, Financial Modeling
Education
California State University-Los Angeles 1987 — 1991
christina fillhart's Wedbush Morgan Securities Experience December 1996 - Present
Job Vice President at Wedbush Morgan Securities
Industry Financial Services
Experience
Wedbush Morgan Securities December 1996 - Present
Skills
Securities, Equities, Mutual Funds, Hedge Funds, Investment Advisory, Investments, Equity Trading, Wealth Management, Series 65, Equity Research, Portfolio Management, Capital Markets, Fixed Income, Investment Banking, Asset Managment, Retirement Planning, Valuation
Education
California State University-Los Angeles
Bachelor of Applied Science (B.A.Sc., Psychology
Wedbush Morgan Securities December 1996 - Present
Skills
Securities, Equities, Mutual Funds, Hedge Funds, Investment Advisory, Investments, Equity Trading, Wealth Management, Series 65, Equity Research, Portfolio Management, Capital Markets, Fixed Income, Investment Banking, Asset Managment, Retirement Planning, Valuation
Education
California State University-Los Angeles
Bachelor of Applied Science (B.A.Sc., Psychology
Arthur Lopes's Wedbush Morgan Securities Experience September 2007 - April 2008
Job Operations Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2010 - Present
National Planning Corporation June 2009 - March 2010
Harris Financial Advisors May 2008 - May 2009
Wedbush Morgan Securities September 2007 - April 2008
Wachovia Securities February 2007 - September 2007
Envestnet Asset Management February 2005 - February 2007
Charles Schwab 2002 - 2005
Charles Schwab 2000 - 2002
Charles Schwab 1997 - 2000
Education
University of California, Davis 1992 — 1997
Bachelor's degree, Exercise Physiology
Charles Schwab September 2010 - Present
National Planning Corporation June 2009 - March 2010
Harris Financial Advisors May 2008 - May 2009
Wedbush Morgan Securities September 2007 - April 2008
Wachovia Securities February 2007 - September 2007
Envestnet Asset Management February 2005 - February 2007
Charles Schwab 2002 - 2005
Charles Schwab 2000 - 2002
Charles Schwab 1997 - 2000
Education
University of California, Davis 1992 — 1997
Bachelor's degree, Exercise Physiology
Alec Smith's Wedbush Morgan Securities Experience 1999 - 2002
Job Assistant Professor at Virginia Tech
Industry Research
Experience
Virginia Tech 2015 - Present
Compass Lexecon 2013 - Present
University of Arizona August 2014 - December 2014
Caltech 2013 - 2014
California Institute of Technology 2009 - 2013
Wedbush Morgan Securities 1999 - 2002
Charles Schwab 1996 - 1999
Skills
Behavioral Economics, Neuroeconomics, Game Theory, Machine Learning, Statistical Modeling, Microeconomics, Econometrics, Economics, Matlab, Stata, Data Analysis, Behavioral Finance, Science, Equities, Quantitative Analytics, Teaching
Education
University of Arizona, Eller College of Management 2004 — 2009
Ph.D., Economics
Dartmouth College 1989 — 1993
B.A.
Virginia Tech 2015 - Present
Compass Lexecon 2013 - Present
University of Arizona August 2014 - December 2014
Caltech 2013 - 2014
California Institute of Technology 2009 - 2013
Wedbush Morgan Securities 1999 - 2002
Charles Schwab 1996 - 1999
Skills
Behavioral Economics, Neuroeconomics, Game Theory, Machine Learning, Statistical Modeling, Microeconomics, Econometrics, Economics, Matlab, Stata, Data Analysis, Behavioral Finance, Science, Equities, Quantitative Analytics, Teaching
Education
University of Arizona, Eller College of Management 2004 — 2009
Ph.D., Economics
Dartmouth College 1989 — 1993
B.A.
John Shannon, CFA's Wedbush Morgan Securities Experience August 1994 - August 1996
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
BMO Capital Markets August 1998 - May 2015
Wedbush Morgan Securities August 1994 - August 1996
Education
Ivey Business School at Western University 1996 — 1998
MBA, Finance
McGill University 1990 — 1993
BA, Economics
Morgan Stanley July 2015 - Present
BMO Capital Markets August 1998 - May 2015
Wedbush Morgan Securities August 1994 - August 1996
Education
Ivey Business School at Western University 1996 — 1998
MBA, Finance
McGill University 1990 — 1993
BA, Economics
Nicolas Faria's Wedbush Morgan Securities Experience Trade AdministrationWedbush Morgan SecuritiesAugust 2005 - August 2006
Job Syndicate Associate at Wedbush Morgan Securities
Industry Investment Banking
Experience
Wedbush Morgan Securities Trade AdministrationWedbush Morgan SecuritiesAugust 2005 - August 2006
Education
California State University-Los Angeles 2001 — 2005
Wedbush Morgan Securities Trade AdministrationWedbush Morgan SecuritiesAugust 2005 - August 2006
Education
California State University-Los Angeles 2001 — 2005
Chris Mijares's Wedbush Morgan Securities Experience 2006 - 2007
Job Haven Health
Industry Hospital & Health Care
Experience
Haven Health February 2009 - Present
Ernst & Young October 2007 - November 2008
Wedbush Morgan Securities 2006 - 2007
Toyota 2001 - 2007
PricewaterhouseCoopers January 1998 - January 2001
Skills
Financial Modeling, Financial Analysis, Due Diligence, Valuation, Corporate Finance, Financial Reporting, Mergers, Accounting, Internal Controls, Forecasting, Sarbanes-Oxley Act, Finance, Auditing, Investments, Asset Managment, SEC filings, Strategic Financial..., CPA, Strategic Planning, Risk Management, Business Valuation, US GAAP, Managerial Finance, Revenue Recognition, SEC Filings, Mergers & Acquisitions, Management
Education
California State University-Long Beach 2012 — 2014
Master of Science in Health Care Administration (M.H.A.)
University of Southern California - Marshall School of Business 2004 — 2007
Master of Business Administration (M.B.A.), Finance, General
University of Southern California
Bachelor of Science (B.S.), Accounting
Haven Health February 2009 - Present
Ernst & Young October 2007 - November 2008
Wedbush Morgan Securities 2006 - 2007
Toyota 2001 - 2007
PricewaterhouseCoopers January 1998 - January 2001
Skills
Financial Modeling, Financial Analysis, Due Diligence, Valuation, Corporate Finance, Financial Reporting, Mergers, Accounting, Internal Controls, Forecasting, Sarbanes-Oxley Act, Finance, Auditing, Investments, Asset Managment, SEC filings, Strategic Financial..., CPA, Strategic Planning, Risk Management, Business Valuation, US GAAP, Managerial Finance, Revenue Recognition, SEC Filings, Mergers & Acquisitions, Management
Education
California State University-Long Beach 2012 — 2014
Master of Science in Health Care Administration (M.H.A.)
University of Southern California - Marshall School of Business 2004 — 2007
Master of Business Administration (M.B.A.), Finance, General
University of Southern California
Bachelor of Science (B.S.), Accounting
Kristina Sabato Phelan's Wedbush Morgan Securities Experience October 2003 - May 2004
Job Human Resources
Industry Medical Devices
Experience
Philips June 2004 - Present
Wedbush Morgan Securities October 2003 - May 2004
Rudolph and Sletten March 2000 - June 2002
Skills
Interviewing Skills, Risk Management, Conflict Resolution, Human Resources, Employee Relations, Recruiting, Benefits Administration, Process Improvement, HRIS, Employee Benefits, Performance Management, Training, Onboarding, Organizational..., Workforce Planning, Talent Acquisition, Succession Planning
Education
Notre Dame de Namur University 2000 — 2003
Master of Public Administration (M.P.A.), Human Resources
Notre Dame de Namur University 1995 — 1999
BS
Philips June 2004 - Present
Wedbush Morgan Securities October 2003 - May 2004
Rudolph and Sletten March 2000 - June 2002
Skills
Interviewing Skills, Risk Management, Conflict Resolution, Human Resources, Employee Relations, Recruiting, Benefits Administration, Process Improvement, HRIS, Employee Benefits, Performance Management, Training, Onboarding, Organizational..., Workforce Planning, Talent Acquisition, Succession Planning
Education
Notre Dame de Namur University 2000 — 2003
Master of Public Administration (M.P.A.), Human Resources
Notre Dame de Namur University 1995 — 1999
BS
Carrie Vilaplana's Wedbush Morgan Securities Experience September 2004 - January 2006
Job VP, Senior Private Banker with Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Private Bank January 2006 - Present
Wedbush Morgan Securities September 2004 - January 2006
Lehman Brothers 2001 - 2004
Skills
Credit, Wealth Management, Series 7, Loans, Banking, Credit Analysis, Mortgage Lending
Education
Amherst College 1997 — 2001
BA, Law, Jurisprudence and Social Thought
Wells Fargo Private Bank January 2006 - Present
Wedbush Morgan Securities September 2004 - January 2006
Lehman Brothers 2001 - 2004
Skills
Credit, Wealth Management, Series 7, Loans, Banking, Credit Analysis, Mortgage Lending
Education
Amherst College 1997 — 2001
BA, Law, Jurisprudence and Social Thought
Nai Barbero's Wedbush Morgan Securities Experience September 1999 - August 2013
Job Equity Sales Trader
Industry Investment Banking
Experience
CRT Capital Group August 2013 - April 2015
Wedbush Morgan Securities September 1999 - August 2013
Education
Princeton University 1989 — 1992
CRT Capital Group August 2013 - April 2015
Wedbush Morgan Securities September 1999 - August 2013
Education
Princeton University 1989 — 1992
Gary Wei's Wedbush Morgan Securities Experience 1999 - 2000
Job Financial Advisor at Smith Barney
Industry Financial Services
Experience
Smith Barney Financial ConsultantA.G. Edwards & Sons, Inc.2000 - 2003
Wedbush Morgan Securities 1999 - 2000
Education
San Francisco State University 1999 — 2003
BS, Finance
Smith Barney Financial ConsultantA.G. Edwards & Sons, Inc.2000 - 2003
Wedbush Morgan Securities 1999 - 2000
Education
San Francisco State University 1999 — 2003
BS, Finance
Robert Sperling's Wedbush Morgan Securities Experience 1996 - Present
Job Financial Consultant at Wedbush Morgan Securities
Industry Financial Services
Experience
Wedbush Morgan Securities 1996 - Present
Skills
Series 65, Series 63, Series 7, Uniform Combined State..., FINRA, Series 24, Asset Allocation, Retirement Planning, Mutual Funds
Education
Rider University 1973 — 1977
Wedbush Morgan Securities 1996 - Present
Skills
Series 65, Series 63, Series 7, Uniform Combined State..., FINRA, Series 24, Asset Allocation, Retirement Planning, Mutual Funds
Education
Rider University 1973 — 1977
Taya Geiger's Wedbush Morgan Securities Experience November 2004 - April 2005
Job CoFounder/CEO at Scratch & Grain Baking Co.
Industry Food Production
Experience
Scratch & Grain Baking Co. October 2012 - Present
Retirement Consulting Group, Inc. September 2005 - January 2012
Wedbush Morgan Securities November 2004 - April 2005
Wedbush Morgan Securities September 2002 - November 2004
Skills
Securities, Financial Services, Pensions, Equities, Mutual Funds, Series 7, Series 63, Business Development, Strategic Planning, Customer Service, Pension Funds, Account Management, Business Strategy, Microsoft Office, Investments, Portfolio Management, Investment Management, Fixed Income, Corporate Branding, Small Business, Sales Process, Social Media Marketing, Graphic Design, Marketing Communications, Nutrition, B2B, Marketing, Executive Management, New Business Development, Public Relations, Brand Development, Product Development, Business Planning, Entrepreneurship
Education
Mt. Hood Community College 2000 — 2002
AA, Business
Scratch & Grain Baking Co. October 2012 - Present
Retirement Consulting Group, Inc. September 2005 - January 2012
Wedbush Morgan Securities November 2004 - April 2005
Wedbush Morgan Securities September 2002 - November 2004
Skills
Securities, Financial Services, Pensions, Equities, Mutual Funds, Series 7, Series 63, Business Development, Strategic Planning, Customer Service, Pension Funds, Account Management, Business Strategy, Microsoft Office, Investments, Portfolio Management, Investment Management, Fixed Income, Corporate Branding, Small Business, Sales Process, Social Media Marketing, Graphic Design, Marketing Communications, Nutrition, B2B, Marketing, Executive Management, New Business Development, Public Relations, Brand Development, Product Development, Business Planning, Entrepreneurship
Education
Mt. Hood Community College 2000 — 2002
AA, Business
Mark Benson's Wedbush Morgan Securities Experience May 2007 - Present
Job Managing Director, Director of Research at Wedbush Securities
Industry Capital Markets
Experience
Wedbush Morgan Securities May 2007 - Present
Education
UCLA
Master of Business Administration (MBA), Finance, General
Wedbush Morgan Securities May 2007 - Present
Education
UCLA
Master of Business Administration (MBA), Finance, General
Craig Fass's Wedbush Morgan Securities Experience 2006 - 2008
Job Managing Member PM at Rockville Capital Partners LLC
Industry Investment Banking
Experience
Rockville Capital Partners LLC June 2012 - Present
Blueline Capital LLC June 2010 - June 2012
Rochdale Securities April 2008 - June 2010
Wedbush Morgan Securities 2006 - 2008
NYSE Trading Floor 2001 - 2006
Skills
Equity Trading, Proprietary Trading, Hedge Funds, Futures Trading, Trading, Electronic Trading..., Risk Management, Program Trading, Equities, Financial Markets
Education
Rutgers University-New Brunswick
PJP II High School
Rockville Capital Partners LLC June 2012 - Present
Blueline Capital LLC June 2010 - June 2012
Rochdale Securities April 2008 - June 2010
Wedbush Morgan Securities 2006 - 2008
NYSE Trading Floor 2001 - 2006
Skills
Equity Trading, Proprietary Trading, Hedge Funds, Futures Trading, Trading, Electronic Trading..., Risk Management, Program Trading, Equities, Financial Markets
Education
Rutgers University-New Brunswick
PJP II High School
Phillip Ruggeiro's Wedbush Morgan Securities Experience Vice President / Sales ManagerSouthwest Securities
Job Vice President / Trading at Wedbush Morgan Securities
Industry Capital Markets
Experience
Wedbush Morgan Securities Vice President / Sales ManagerSouthwest Securities
Education
California Polytechnic State University-San Luis Obispo 1982 — 1987
Business, Finance
Wedbush Morgan Securities Vice President / Sales ManagerSouthwest Securities
Education
California Polytechnic State University-San Luis Obispo 1982 — 1987
Business, Finance
Alexander Sorensen's Wedbush Morgan Securities Experience July 2005 - June 2006
Job Venture Capital & Private Equity Professional
Industry Venture Capital & Private Equity
Experience
Financial Services Consulting January 2009 - Present
USBX Inc October 2007 - December 2007
Navigant Consulting October 2006 - May 2007
Wedbush Morgan Securities July 2005 - June 2006
Skills
Private Equity, Venture Capital, Business Strategy, Start-ups, Mergers, Due Diligence, Financial Modeling, Entrepreneurship, Investments, Valuation, Strategic Planning, Corporate Finance, Financial Analysis, New Business Development, Business Development
Education
University of California, Berkeley
Bachelor of Arts, Molecular Biology/Biochemistry & Economics
Financial Services Consulting January 2009 - Present
USBX Inc October 2007 - December 2007
Navigant Consulting October 2006 - May 2007
Wedbush Morgan Securities July 2005 - June 2006
Skills
Private Equity, Venture Capital, Business Strategy, Start-ups, Mergers, Due Diligence, Financial Modeling, Entrepreneurship, Investments, Valuation, Strategic Planning, Corporate Finance, Financial Analysis, New Business Development, Business Development
Education
University of California, Berkeley
Bachelor of Arts, Molecular Biology/Biochemistry & Economics
Phillip B. Ruggeiro, Jr.'s Wedbush Morgan Securities Experience January 2001 - Present
Job Vice President at Wedbush Morgan Securities
Industry Capital Markets
Experience
Wedbush Morgan Securities January 2001 - Present
Miller & Schroeder Financial March 1999 - December 2000
O'Connor & Co. (Southwest Securities, Inc.) February 1993 - April 1999
CEG, Inc. January 1990 - February 1993
Morgan Stanley Dean Witter February 1988 - January 1990
Education
California Polytechnic State University-San Luis Obispo
Business Administration, Finance
Loyola High School (Los Angeles, CA)
Wedbush Morgan Securities January 2001 - Present
Miller & Schroeder Financial March 1999 - December 2000
O'Connor & Co. (Southwest Securities, Inc.) February 1993 - April 1999
CEG, Inc. January 1990 - February 1993
Morgan Stanley Dean Witter February 1988 - January 1990
Education
California Polytechnic State University-San Luis Obispo
Business Administration, Finance
Loyola High School (Los Angeles, CA)
Adrienne Yih's Wedbush Morgan Securities Experience April 2000 - May 2006
Job Managing Director, Senior Analyst Retailing/Department Stores & Specialty Softlines at Wolfe Research, LLC
Industry Financial Services
Experience
Wolfe Research, LLC July 2015 - Present
Janney Capital Markets August 2010 - June 2015
FBR Capital Markets June 2006 - May 2010
Wedbush Morgan Securities April 2000 - May 2006
Prudential Securities 1993 - 1997
Skills
Retail, Equity Research, Valuation, Financial Analysis, Mutual Funds, Series 63, M&A experience, Finance, Capital Markets, Venture Capital, Investment Banking, Asset Allocation, Equities, Financial Modeling, Hedge Funds, Stock Picking, Equity Valuation, Series 7, Private Equity, Structured Finance, Competitive Analysis, Sell Side, FINRA, Management, Mergers & Acquisitions, Investments, Alternative Investments, Bloomberg, Securities, Fixed Income, Portfolio Management, Investment Strategies, Asset Management, Investment Management
Education
UCLA Anderson School of Management 1997 — 1999
MBA, Finance
Stanford University 1988 — 1992
BS, Industrial Engineering
Wolfe Research, LLC July 2015 - Present
Janney Capital Markets August 2010 - June 2015
FBR Capital Markets June 2006 - May 2010
Wedbush Morgan Securities April 2000 - May 2006
Prudential Securities 1993 - 1997
Skills
Retail, Equity Research, Valuation, Financial Analysis, Mutual Funds, Series 63, M&A experience, Finance, Capital Markets, Venture Capital, Investment Banking, Asset Allocation, Equities, Financial Modeling, Hedge Funds, Stock Picking, Equity Valuation, Series 7, Private Equity, Structured Finance, Competitive Analysis, Sell Side, FINRA, Management, Mergers & Acquisitions, Investments, Alternative Investments, Bloomberg, Securities, Fixed Income, Portfolio Management, Investment Strategies, Asset Management, Investment Management
Education
UCLA Anderson School of Management 1997 — 1999
MBA, Finance
Stanford University 1988 — 1992
BS, Industrial Engineering
Hope Wu's Wedbush Morgan Securities Experience September 2006 - July 2008
Job Associate, Signal Integrity at DIRECTV
Industry Entertainment
Experience
DIRECTV August 2010 - Present
DIRECTV May 2009 - August 2009
Wedbush Morgan Securities September 2006 - July 2008
California Credits Group, LLC May 2005 - September 2006
Skills
Business Intelligence, Analysis, Leadership, Data Analysis, Strategic Planning, Integration, Cross-functional Team..., Databases, Project Management
Education
Carnegie Mellon University - Tepper School of Business 2008 — 2010
MBA, Marketing and Organizational Behavior
California State Polytechnic University-Pomona 2003 — 2005
BS, General Management & Law
DIRECTV August 2010 - Present
DIRECTV May 2009 - August 2009
Wedbush Morgan Securities September 2006 - July 2008
California Credits Group, LLC May 2005 - September 2006
Skills
Business Intelligence, Analysis, Leadership, Data Analysis, Strategic Planning, Integration, Cross-functional Team..., Databases, Project Management
Education
Carnegie Mellon University - Tepper School of Business 2008 — 2010
MBA, Marketing and Organizational Behavior
California State Polytechnic University-Pomona 2003 — 2005
BS, General Management & Law
Malcolm Burt's Wedbush Morgan Securities Experience 2nd Vice-President, InvestmentsSmith BarneyJuly 1996 - February 2004
Job Investment Advisor at Wedbush Morgan Securities
Industry Financial Services
Experience
Wedbush Morgan Securities 2nd Vice-President, InvestmentsSmith BarneyJuly 1996 - February 2004
Education
Brigham Young University 1986 — 1993
JD, Political Science, Law
Wedbush Morgan Securities 2nd Vice-President, InvestmentsSmith BarneyJuly 1996 - February 2004
Education
Brigham Young University 1986 — 1993
JD, Political Science, Law
Crystal Horan's Wedbush Morgan Securities Experience June 2007 - June 2009
Job New Client Onboarding
Industry Financial Services
Experience
LPL Financial July 2015 - Present
LPL Financial June 2013 - July 2015
Hard Rock International December 2009 - June 2011
Wedbush Morgan Securities June 2007 - June 2009
Alaska USA FCU December 2006 - July 2007
Combs Contracting October 2005 - December 2006
Skills
Strategic Financial..., Microsoft Excel, PowerPoint, Customer Service, Investments, Microsoft Word, Outlook, Securities, Equities, Loans, Financial Services, Finance, Budgets, Sales, Accounts Payable, Payroll, System Administration, Microsoft Office, Analysis, Strategic Planning, Forecasting, Time Management, Software Documentation, Accounting, Leadership, Project Management, Training, Management, Teamwork, Recruiting
Education
North Seattle Community College 2009 — 2010
Project Management
Seattle Central College 2005 — 2006
n/a, Computer science, and apparel design
Auburn Riverside High school
LPL Financial July 2015 - Present
LPL Financial June 2013 - July 2015
Hard Rock International December 2009 - June 2011
Wedbush Morgan Securities June 2007 - June 2009
Alaska USA FCU December 2006 - July 2007
Combs Contracting October 2005 - December 2006
Skills
Strategic Financial..., Microsoft Excel, PowerPoint, Customer Service, Investments, Microsoft Word, Outlook, Securities, Equities, Loans, Financial Services, Finance, Budgets, Sales, Accounts Payable, Payroll, System Administration, Microsoft Office, Analysis, Strategic Planning, Forecasting, Time Management, Software Documentation, Accounting, Leadership, Project Management, Training, Management, Teamwork, Recruiting
Education
North Seattle Community College 2009 — 2010
Project Management
Seattle Central College 2005 — 2006
n/a, Computer science, and apparel design
Auburn Riverside High school
Judy Louie's Wedbush Morgan Securities Experience February 2003 - July 2005
Job Senior Attorney at Wells Fargo
Industry Financial Services
Experience
Wells Fargo May 2009 - Present
Wedbush Morgan Securities February 2003 - July 2005
UBS Financial March 1988 - August 2001
Education
Rutgers University-New Brunswick
BA, English
University of California, Hastings College of the Law
JD
Wells Fargo May 2009 - Present
Wedbush Morgan Securities February 2003 - July 2005
UBS Financial March 1988 - August 2001
Education
Rutgers University-New Brunswick
BA, English
University of California, Hastings College of the Law
JD
Greg Adams's Wedbush Morgan Securities Experience April 2009 - June 2010
Job Vice President at BlackRock
Industry Financial Services
Experience
BlackRock March 2014 - Present
Jefferies June 2010 - May 2013
Wedbush Morgan Securities April 2009 - June 2010
Merrill Lynch 2001 - 2008
Skills
Series 7, Equities, Equity Research, Hedge Funds, Bloomberg, Fixed Income, Capital Markets, Series 63, Securities, Investment Banking, Investments, Valuation, Alternative Investments, Portfolio Management, Financial Modeling, Asset Management, Equity Trading
Education
Bentley College
Old Dominion University
BlackRock March 2014 - Present
Jefferies June 2010 - May 2013
Wedbush Morgan Securities April 2009 - June 2010
Merrill Lynch 2001 - 2008
Skills
Series 7, Equities, Equity Research, Hedge Funds, Bloomberg, Fixed Income, Capital Markets, Series 63, Securities, Investment Banking, Investments, Valuation, Alternative Investments, Portfolio Management, Financial Modeling, Asset Management, Equity Trading
Education
Bentley College
Old Dominion University
Sarah James's Wedbush Morgan Securities Experience October 2009 - Present
Job Equity Research Analyst
Industry Investment Management
Experience
Wedbush Morgan Securities October 2009 - Present
Wedbush Morgan Securities July 2009 - September 2009
Poplar Forest LLC March 2009 - March 2009
Trust Company of the West June 2008 - August 2008
Lehman Brothers May 2005 - June 2007
UBS June 2004 - May 2005
Cowen and Company September 2002 - June 2004
Tucker Anthony Sutro Capital Makes May 2001 - September 2001
Education
UCLA Anderson School of Management 2007 — 2009
MBA, Strategy and Finance
Florida State University 1998 — 2002
BS in Finance
Wedbush Morgan Securities October 2009 - Present
Wedbush Morgan Securities July 2009 - September 2009
Poplar Forest LLC March 2009 - March 2009
Trust Company of the West June 2008 - August 2008
Lehman Brothers May 2005 - June 2007
UBS June 2004 - May 2005
Cowen and Company September 2002 - June 2004
Tucker Anthony Sutro Capital Makes May 2001 - September 2001
Education
UCLA Anderson School of Management 2007 — 2009
MBA, Strategy and Finance
Florida State University 1998 — 2002
BS in Finance
Phil Tullman's Wedbush Morgan Securities Experience January 2008 - Present
Job VP Wedbush Securities
Industry Financial Services
Experience
Wedbush Morgan Securities January 2008 - Present
WR Hambrecth 2005 - 2008
Schwab Soundview Capital Markets 2004 - 2005
Bank of America 1999 - 2003
Skills
Series 7, Series 63, Equities, Hedge Funds, Capital Markets, Mutual Funds, Investment Banking, Electronic Trading, Series 24, Securities, Alternative Investments, Equity Trading, Bloomberg, FINRA, Trading Systems, Trading
Education
Fordham University - Graduate School of Business Administration
MBA, Emphasis in Finance
State University of New York at Binghamton
BA, Sociology
Wedbush Morgan Securities January 2008 - Present
WR Hambrecth 2005 - 2008
Schwab Soundview Capital Markets 2004 - 2005
Bank of America 1999 - 2003
Skills
Series 7, Series 63, Equities, Hedge Funds, Capital Markets, Mutual Funds, Investment Banking, Electronic Trading, Series 24, Securities, Alternative Investments, Equity Trading, Bloomberg, FINRA, Trading Systems, Trading
Education
Fordham University - Graduate School of Business Administration
MBA, Emphasis in Finance
State University of New York at Binghamton
BA, Sociology
Eileen Jimenez's Wedbush Morgan Securities Experience January 2007 - February 2008
Job Executive Assistant at GEO Capital Holdings
Industry Financial Services
Experience
GEO Capital Holdings April 2010 - Present
GEO Capital Holdings LLC April 2010 - Present
TMS Mortgage Bank March 2009 - April 2010
Amber Capital February 2008 - September 2008
Amber Capital February 2008 - September 2008
Wedbush Morgan Securities January 2007 - February 2008
Hedge Fund October 2004 - October 2006
Skills
Investment Banking, Bloomberg, Capital Markets, Hedge Funds, Private Equity
Education
Baruch College, City University of New York (CUNY) 2000 — 2004
Bachelor of Arts, Corporate Communications
Baruch College, City University of New York (CUNY)
BA, Corporate Communications
GEO Capital Holdings April 2010 - Present
GEO Capital Holdings LLC April 2010 - Present
TMS Mortgage Bank March 2009 - April 2010
Amber Capital February 2008 - September 2008
Amber Capital February 2008 - September 2008
Wedbush Morgan Securities January 2007 - February 2008
Hedge Fund October 2004 - October 2006
Skills
Investment Banking, Bloomberg, Capital Markets, Hedge Funds, Private Equity
Education
Baruch College, City University of New York (CUNY) 2000 — 2004
Bachelor of Arts, Corporate Communications
Baruch College, City University of New York (CUNY)
BA, Corporate Communications
Dan Forman's Wedbush Morgan Securities Experience March 2000 - March 2005
Job Portfolio Manager at Wedbush Securities
Industry Investment Management
Experience
Wedbush Securities July 2012 - Present
SaddlePoint Investment Advisors September 2008 - June 2012
Morgan Stanley April 2006 - May 2008
Morgan Stanley April 2005 - April 2006
Wedbush Morgan Securities March 2000 - March 2005
Skills
Portfolio Management, Investments, Hedge Funds, Alternative Investments, Equities, Equity Research, Technical Analysis, Bloomberg, Financial Modeling, Buy-side, Asset Management, Private Equity, Fixed Income, Capital Markets, Investment Management
Education
Fordham University School of Law 1993 — 1996
JD, Law
Colby College 1986 — 1990
BA, Political Science
The Wheeler School 1986 — 1990
Wedbush Securities July 2012 - Present
SaddlePoint Investment Advisors September 2008 - June 2012
Morgan Stanley April 2006 - May 2008
Morgan Stanley April 2005 - April 2006
Wedbush Morgan Securities March 2000 - March 2005
Skills
Portfolio Management, Investments, Hedge Funds, Alternative Investments, Equities, Equity Research, Technical Analysis, Bloomberg, Financial Modeling, Buy-side, Asset Management, Private Equity, Fixed Income, Capital Markets, Investment Management
Education
Fordham University School of Law 1993 — 1996
JD, Law
Colby College 1986 — 1990
BA, Political Science
The Wheeler School 1986 — 1990
Lorene Fleming's Wedbush Morgan Securities Experience August 2006 - Present
Job Regulatory Rep at Wedbush Morgan Securities
Industry Financial Services
Experience
Wedbush Morgan Securities August 2006 - Present
Wells Fargo Bank April 2005 - July 2006
H&R Block Financial Advisors January 1999 - January 2004
Skills
Series 7, Series 24, Investments, Securities, Finance, Loans, Credit, Series 63, Portfolio Management, Retirement Planning, Fundraising, Leadership Development, Training, Leadership
Education
California State Polytechnic University-Pomona 2006 — 2010
MBA, Business
Wedbush Morgan Securities August 2006 - Present
Wells Fargo Bank April 2005 - July 2006
H&R Block Financial Advisors January 1999 - January 2004
Skills
Series 7, Series 24, Investments, Securities, Finance, Loans, Credit, Series 63, Portfolio Management, Retirement Planning, Fundraising, Leadership Development, Training, Leadership
Education
California State Polytechnic University-Pomona 2006 — 2010
MBA, Business
Elionait Perez's Wedbush Morgan Securities Experience August 2007 - August 2012
Job QRP/IRA Coordinator at Wedbush Securities
Industry Financial Services
Experience
Wedbush Morgan Securities August 2007 - August 2012
Wescom Credit Union 2006 - 2007
Skills
Customer Service, Credit, Banking, Loans, Microsoft Excel, Microsoft Office, Outlook, Sales, Team Building, Training, Recruiting, Retirement Planning, Employee Relations, Data Entry
Education
Brigham Young University
Wedbush Morgan Securities August 2007 - August 2012
Wescom Credit Union 2006 - 2007
Skills
Customer Service, Credit, Banking, Loans, Microsoft Excel, Microsoft Office, Outlook, Sales, Team Building, Training, Recruiting, Retirement Planning, Employee Relations, Data Entry
Education
Brigham Young University
Anne Rakunas's Wedbush Morgan Securities Experience November 1999 - April 2001
Job Sr. Vice President at ICR, Inc
Industry Financial Services
Experience
ICR, Inc June 2006 - Present
Thompson-Baker Business Development April 2001 - May 2006
Wedbush Morgan Securities November 1999 - April 2001
Jardine Fleming Securities Asia January 1995 - December 1998
Mees Pierson Securities Asia May 1992 - December 1994
Skills
Equity Research, Equities, Finance, Investor Relations, IPO, Financial Modeling, Start-ups, Competitive Analysis, Press Releases, Financial Analysis, Private Equity, Valuation, Hedge Funds
Education
Middlebury Institute of International Studies at Monterey 1988 — 1990
MBA, Finance, Statistics
University of California, Santa Barbara 1982 — 1986
BA, Political Science, International Relations
American School of Aberdeen, Aberdeen Scotland
ICR, Inc June 2006 - Present
Thompson-Baker Business Development April 2001 - May 2006
Wedbush Morgan Securities November 1999 - April 2001
Jardine Fleming Securities Asia January 1995 - December 1998
Mees Pierson Securities Asia May 1992 - December 1994
Skills
Equity Research, Equities, Finance, Investor Relations, IPO, Financial Modeling, Start-ups, Competitive Analysis, Press Releases, Financial Analysis, Private Equity, Valuation, Hedge Funds
Education
Middlebury Institute of International Studies at Monterey 1988 — 1990
MBA, Finance, Statistics
University of California, Santa Barbara 1982 — 1986
BA, Political Science, International Relations
American School of Aberdeen, Aberdeen Scotland
Dave Louthan's Wedbush Morgan Securities Experience April 2002 - October 2011
Job Financial Advisor at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. October 2011 - Present
Wedbush Morgan Securities April 2002 - October 2011
Sutro & Co. Inc January 1996 - March 2002
Charter Investment Group, Inc. April 1995 - February 1999
U.S. Bancorp Securities February 1989 - March 1995
U. S. Bank March 1987 - February 1989
Dean Witter Reynolds, Inc. October 1983 - March 1987
Education
Western Oregon University 1972 — 1975
Bachelor of Science (BS), Education, General Sciences
Oregon Institute of Technology 1970 — 1972
Associate of Science (A.S.), Enviromental Health Technology
Robert W. Baird & Co. October 2011 - Present
Wedbush Morgan Securities April 2002 - October 2011
Sutro & Co. Inc January 1996 - March 2002
Charter Investment Group, Inc. April 1995 - February 1999
U.S. Bancorp Securities February 1989 - March 1995
U. S. Bank March 1987 - February 1989
Dean Witter Reynolds, Inc. October 1983 - March 1987
Education
Western Oregon University 1972 — 1975
Bachelor of Science (BS), Education, General Sciences
Oregon Institute of Technology 1970 — 1972
Associate of Science (A.S.), Enviromental Health Technology
Sahak Manuelian, CMT's Wedbush Morgan Securities Experience October 2002 - Present
Job Managing Director, Equity Trading at Wedbush Securities
Industry Investment Banking
Experience
Wedbush Morgan Securities October 2002 - Present
Wedbush Securities October 2002 - Present
Education
University of California, Riverside
Wedbush Morgan Securities October 2002 - Present
Wedbush Securities October 2002 - Present
Education
University of California, Riverside
Michael Bang's Wedbush Morgan Securities Experience March 2007 - May 2013
Job Customer Acquisition at BlueVine Capital
Industry Marketing and Advertising
Experience
BlueVine May 2015 - Present
Ancestry.com January 2015 - May 2015
Ancestry.com May 2013 - December 2014
Wedbush Morgan Securities March 2007 - May 2013
Skills
Valuation, Financial Modeling, Financial Analysis, Investment Banking, Capital Markets, Equities, Digital Marketing, Google Adwords, Online Marketing, PPC, Private Equity, SEM, Competitive Analysis
Education
University of California, Berkeley
BlueVine May 2015 - Present
Ancestry.com January 2015 - May 2015
Ancestry.com May 2013 - December 2014
Wedbush Morgan Securities March 2007 - May 2013
Skills
Valuation, Financial Modeling, Financial Analysis, Investment Banking, Capital Markets, Equities, Digital Marketing, Google Adwords, Online Marketing, PPC, Private Equity, SEM, Competitive Analysis
Education
University of California, Berkeley
Scott Given's Wedbush Morgan Securities Experience May 2008 - August 2008
Job V.P. Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab December 2014 - Present
Stifel Financial Corp. July 2012 - December 2014
Charles Schwab January 2011 - July 2012
Charles Schwab January 2010 - December 2010
Wedbush Morgan Securities May 2008 - August 2008
Skills
Series 7, Series 66, Financial Analysis, Fixed Income, Asset Allocation, Retirement, Excel, PowerPoint, Word, Investment Advisory, Retirement Planning, Financial Modeling, Finance, Bloomberg, Equities, Microsoft Excel
Education
University of Arizona, Eller College of Management 2005 — 2009
Bachelor of Science in Business Administration, Finance
Charles Schwab December 2014 - Present
Stifel Financial Corp. July 2012 - December 2014
Charles Schwab January 2011 - July 2012
Charles Schwab January 2010 - December 2010
Wedbush Morgan Securities May 2008 - August 2008
Skills
Series 7, Series 66, Financial Analysis, Fixed Income, Asset Allocation, Retirement, Excel, PowerPoint, Word, Investment Advisory, Retirement Planning, Financial Modeling, Finance, Bloomberg, Equities, Microsoft Excel
Education
University of Arizona, Eller College of Management 2005 — 2009
Bachelor of Science in Business Administration, Finance
Eric De Garceau's Wedbush Morgan Securities Experience 1997 - 2000
Job Vice President of Finance, Treasurer and Head of Corporate Development at Apria Healthcare
Industry Hospital & Health Care
Experience
Apria Healthcare, a Blackstone Group Portfolio Company 2007 - Present
UnitedHealth Group / PacifiCare Health Systems 2005 - 2007
Lindsay Lumber 2004 - 2005
The Start Group 2000 - 2001
Wedbush Morgan Securities 1997 - 2000
Skills
Corporate Development, Mergers, Financial Modeling, Financial Analysis, Due Diligence, Corporate Finance, Healthcare, Strategic Planning, Forecasting, Healthcare Industry, Cross-functional Team..., Mergers & Acquisitions, Strategy, Business Development, Divestitures, Executive Management, Start-ups, Finance, Competitive Analysis, Investment Banking
Education
University of Southern California - Marshall School of Business
MBA, Finance, Dean's LIst
University of California, Santa Barbara
BA, Business Economics & Cultural Anthropology
Apria Healthcare, a Blackstone Group Portfolio Company 2007 - Present
UnitedHealth Group / PacifiCare Health Systems 2005 - 2007
Lindsay Lumber 2004 - 2005
The Start Group 2000 - 2001
Wedbush Morgan Securities 1997 - 2000
Skills
Corporate Development, Mergers, Financial Modeling, Financial Analysis, Due Diligence, Corporate Finance, Healthcare, Strategic Planning, Forecasting, Healthcare Industry, Cross-functional Team..., Mergers & Acquisitions, Strategy, Business Development, Divestitures, Executive Management, Start-ups, Finance, Competitive Analysis, Investment Banking
Education
University of Southern California - Marshall School of Business
MBA, Finance, Dean's LIst
University of California, Santa Barbara
BA, Business Economics & Cultural Anthropology
Katie Schwab's Wedbush Morgan Securities Experience Vice PresidentSeattle-Northwest Securities Corporation1992 - 2009
Job Vice President at Wedbush Morgan Securities
Industry Investment Banking
Experience
Wedbush Morgan Securities Vice PresidentSeattle-Northwest Securities Corporation1992 - 2009
Education
Willamette University MBA 1977 — 1979
MAd, Finance
Lewis and Clark College 1973 — 1976
BA
Wedbush Morgan Securities Vice PresidentSeattle-Northwest Securities Corporation1992 - 2009
Education
Willamette University MBA 1977 — 1979
MAd, Finance
Lewis and Clark College 1973 — 1976
BA
Adrian Paz's Wedbush Morgan Securities Experience July 2007 - September 2007
Job Research Associate at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray April 2014 - Present
Bruin Value Investing January 2012 - Present
Breakwater Investment Management August 2010 - April 2014
Paramita Investments November 2007 - August 2010
Smith Barney January 2008 - June 2008
Wedbush Morgan Securities July 2007 - September 2007
Skills
Financial Modeling, Valuation, Financial Analysis, Investments, Business Valuation, Mergers, Equity Research, Mergers & Acquisitions, Capital IQ, Credit, Portfolio Management, Financial Structuring, Economics, Banking, Financial Advisory, Due Diligence
Education
University of California, Los Angeles 2005 — 2008
BA
San Dimas High School
Piper Jaffray April 2014 - Present
Bruin Value Investing January 2012 - Present
Breakwater Investment Management August 2010 - April 2014
Paramita Investments November 2007 - August 2010
Smith Barney January 2008 - June 2008
Wedbush Morgan Securities July 2007 - September 2007
Skills
Financial Modeling, Valuation, Financial Analysis, Investments, Business Valuation, Mergers, Equity Research, Mergers & Acquisitions, Capital IQ, Credit, Portfolio Management, Financial Structuring, Economics, Banking, Financial Advisory, Due Diligence
Education
University of California, Los Angeles 2005 — 2008
BA
San Dimas High School
Teri J Bradshaw's Wedbush Morgan Securities Experience May 1986 - February 1996
Job Vice President of Commissions at Independent Investment Firm
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. April 1996 - October 2009
Wedbush Morgan Securities May 1986 - February 1996
Skills
Customer Service, FINRA, Financial Advisory, Fixed Annuities, Investments, Management, Mutual Funds, Project Management, Retirement Planning, Securities, Series 24, Series 63, Series 7, Software Documentation, Staff Development, Time Management, Training, Wealth Management
Education
University of California, Irvine
BA, Social Sciences
Transamerica Financial Advisors, Inc. April 1996 - October 2009
Wedbush Morgan Securities May 1986 - February 1996
Skills
Customer Service, FINRA, Financial Advisory, Fixed Annuities, Investments, Management, Mutual Funds, Project Management, Retirement Planning, Securities, Series 24, Series 63, Series 7, Software Documentation, Staff Development, Time Management, Training, Wealth Management
Education
University of California, Irvine
BA, Social Sciences
Crystal Kallik's Wedbush Morgan Securities Experience June 2001 - January 2003
Job Valuation Analysis and Strategy Consultant
Industry Investment Management
Experience
DA Davidson November 2004 - January 2009
Sanders Morris Harris February 2003 - October 2004
Wedbush Morgan Securities June 2001 - January 2003
Education
University of Southern California - Marshall School of Business 2000 — 2003
MBA, Finance concentration
University of California, Irvine
DA Davidson November 2004 - January 2009
Sanders Morris Harris February 2003 - October 2004
Wedbush Morgan Securities June 2001 - January 2003
Education
University of Southern California - Marshall School of Business 2000 — 2003
MBA, Finance concentration
University of California, Irvine
Caroline Laiacona's Wedbush Morgan Securities Experience October 2006 - June 2009
Job Director of Operations
Industry Commercial Real Estate
Experience
Commerce Real Estate Solutions September 2015 - Present
Commerce Real Estate Solutions Cushman & Wakefield Alliance Member July 2013 - Present
CB Richard Ellis - Global Corporate Services June 2009 - June 2013
Wedbush Morgan Securities October 2006 - June 2009
Nevada State Bank May 2006 - October 2006
Wachovia Securities Financial Network October 2004 - May 2006
MERRILL LYNCH PIERCE FENNER & SMITH April 2002 - October 2004
Wells Fargo Advisors July 1999 - April 2002
Skills
Budgeting, Forecasting, P&L, Administration, Securities, Customer Service, Word, Microsoft Office, Investments, Budgets, Real Estate, Recruiting, Finance, Team Building, Income Statement, Banking, Financial Services, System Administration, Analysis, Management, Training, Marketing, Human Resources, Contract Negotiation, Microsoft Word, Strategic Planning, Financial Analysis, Risk Management, Leadership, Negotiation, Business Development, Sales, Operations Management, Business Planning, Policy, Process Improvement, Facilities Management, Insurance, Project Management, Asset Management, Office Administration, Contract Management, Property Management, Leases, Commercial Real Estate, Due Diligence, Process Scheduler, Real Estate Economics, Real Estate Development, Investment Properties
Education
College of Staten Island 1984 — 1986
Business, Psychology
City University of New York-College of Staten Island
Business / Psychology
Commerce Real Estate Solutions September 2015 - Present
Commerce Real Estate Solutions Cushman & Wakefield Alliance Member July 2013 - Present
CB Richard Ellis - Global Corporate Services June 2009 - June 2013
Wedbush Morgan Securities October 2006 - June 2009
Nevada State Bank May 2006 - October 2006
Wachovia Securities Financial Network October 2004 - May 2006
MERRILL LYNCH PIERCE FENNER & SMITH April 2002 - October 2004
Wells Fargo Advisors July 1999 - April 2002
Skills
Budgeting, Forecasting, P&L, Administration, Securities, Customer Service, Word, Microsoft Office, Investments, Budgets, Real Estate, Recruiting, Finance, Team Building, Income Statement, Banking, Financial Services, System Administration, Analysis, Management, Training, Marketing, Human Resources, Contract Negotiation, Microsoft Word, Strategic Planning, Financial Analysis, Risk Management, Leadership, Negotiation, Business Development, Sales, Operations Management, Business Planning, Policy, Process Improvement, Facilities Management, Insurance, Project Management, Asset Management, Office Administration, Contract Management, Property Management, Leases, Commercial Real Estate, Due Diligence, Process Scheduler, Real Estate Economics, Real Estate Development, Investment Properties
Education
College of Staten Island 1984 — 1986
Business, Psychology
City University of New York-College of Staten Island
Business / Psychology
Forbes Burtt's Wedbush Morgan Securities Experience October 2001 - August 2004
Job Formerly with Hercules Technology Growth Capital
Industry Investment Management
Experience
Hercules Technology Growth Capital March 2013 - February 2015
Bryant Park Capital July 2009 - March 2013
Laurus Capital Management December 2004 - July 2009
Wedbush Morgan Securities October 2001 - August 2004
Drexel Burnham Lambert 1986 - 1990
Skills
Investment Banking, Structured Finance, Hedge Funds, Private Equity, Venture Capital, Capital Markets, Mergers & Acquisitions, Corporate Finance, Private Placements, Due Diligence, Investments, Alternative Investments, Portfolio Management, Finance, Financial Structuring, Leveraged Finance, Restructuring, Capital, Equity Research
Education
Columbia University - Columbia Business School 1985 — 1987
MBA, Finance
Stanford University 1979 — 1983
BA, Political Science
Hercules Technology Growth Capital March 2013 - February 2015
Bryant Park Capital July 2009 - March 2013
Laurus Capital Management December 2004 - July 2009
Wedbush Morgan Securities October 2001 - August 2004
Drexel Burnham Lambert 1986 - 1990
Skills
Investment Banking, Structured Finance, Hedge Funds, Private Equity, Venture Capital, Capital Markets, Mergers & Acquisitions, Corporate Finance, Private Placements, Due Diligence, Investments, Alternative Investments, Portfolio Management, Finance, Financial Structuring, Leveraged Finance, Restructuring, Capital, Equity Research
Education
Columbia University - Columbia Business School 1985 — 1987
MBA, Finance
Stanford University 1979 — 1983
BA, Political Science
Kimberly Koop's Wedbush Morgan Securities Experience September 2007 - March 2010
Job Supervisory Analyst at KeyBank
Industry Financial Services
Experience
KeyBank July 2014 - Present
IRC Securities January 2013 - July 2014
Maxim Group January 2011 - September 2012
Wedbush Morgan Securities September 2007 - March 2010
Merrill Lynch September 2004 - March 2007
Susquehanna International Group July 2003 - September 2004
Veritable, LP July 2002 - July 2003
Skills
Series 7, Series 16, Series 63, Series 86, Series 87, Series 24
Education
Drexel University 1997 — 2002
Bachelor of Science, Accounting and Finance
KeyBank July 2014 - Present
IRC Securities January 2013 - July 2014
Maxim Group January 2011 - September 2012
Wedbush Morgan Securities September 2007 - March 2010
Merrill Lynch September 2004 - March 2007
Susquehanna International Group July 2003 - September 2004
Veritable, LP July 2002 - July 2003
Skills
Series 7, Series 16, Series 63, Series 86, Series 87, Series 24
Education
Drexel University 1997 — 2002
Bachelor of Science, Accounting and Finance
Tim McMennamy's Wedbush Morgan Securities Experience 1995 - 1996
Job President, COO at Innerplan Office Interiors
Industry Furniture
Experience
Innerplan Office Interiors February 2015 - Present
Innerplan Office Interiors 2009 - Present
CFO Network 2008 - 2009
Technisource 2007 - 2007
Herrington, Inc. 2004 - 2007
ALLTEL Information Systems 1997 - 2003
Stephens Inc. 1996 - 1997
Wedbush Morgan Securities 1995 - 1996
Morgan Keegan 1993 - 1995
Skills
New Business Development, Strategic Planning, Marketing Strategy, Team Building, Sales Management, Contract Negotiation, Acquisition Integration, B2B, Business Development, Business Strategy, Account Management, Budgets, Strategy, Executive Management, Selling, Start-ups, Investment Banking, Financial Analysis, Finance, Competitive Analysis, Entrepreneurship, Mergers & Acquisitions, Sales
Education
Vanderbilt University - Owen Graduate School of Management 1991 — 1993
MBA, Finance
Southern Methodist University 1987 — 1991
BA, Economics
Southern Methodist University - Cox School of Business 1987 — 1991
BBA, Finance
Innerplan Office Interiors February 2015 - Present
Innerplan Office Interiors 2009 - Present
CFO Network 2008 - 2009
Technisource 2007 - 2007
Herrington, Inc. 2004 - 2007
ALLTEL Information Systems 1997 - 2003
Stephens Inc. 1996 - 1997
Wedbush Morgan Securities 1995 - 1996
Morgan Keegan 1993 - 1995
Skills
New Business Development, Strategic Planning, Marketing Strategy, Team Building, Sales Management, Contract Negotiation, Acquisition Integration, B2B, Business Development, Business Strategy, Account Management, Budgets, Strategy, Executive Management, Selling, Start-ups, Investment Banking, Financial Analysis, Finance, Competitive Analysis, Entrepreneurship, Mergers & Acquisitions, Sales
Education
Vanderbilt University - Owen Graduate School of Management 1991 — 1993
MBA, Finance
Southern Methodist University 1987 — 1991
BA, Economics
Southern Methodist University - Cox School of Business 1987 — 1991
BBA, Finance
Don Bartelt's Wedbush Morgan Securities Experience 1989 - 1998
Job Senior Energy Management Advisor Energy Efficiency Pros
Industry Facilities Services
Experience
Newport Coast Securities 2010 - Present
Multi-Financial Securties 2006 - 2010
Emmett A. Larkin 2001 - 2006
United Planners Financial Services 1998 - 2001
Wedbush Morgan Securities 1989 - 1998
Wall Street West 1987 - 1989
Principal Investors 1985 - 1987
Skills
Client Aquisition, Sales Prospecting, Prospecting Skills, Strategic Prospecting, Sales, Sales Management, Market Analysis, Stock Market Analysis, Capital Markets Analysis, Telemarketing, Recruiting, Training, Product Analysis, Financial Analysis, Financial Services, Strategic Financial..., Financial Markets, Economic Data Analysis, Public Speaking
Education
Arizona State University 1983 — 1985
Bachelor of Business Administration (BBA), Finance, General
University of Wisconsin-Madison 1981 — 1983
Newport Coast Securities 2010 - Present
Multi-Financial Securties 2006 - 2010
Emmett A. Larkin 2001 - 2006
United Planners Financial Services 1998 - 2001
Wedbush Morgan Securities 1989 - 1998
Wall Street West 1987 - 1989
Principal Investors 1985 - 1987
Skills
Client Aquisition, Sales Prospecting, Prospecting Skills, Strategic Prospecting, Sales, Sales Management, Market Analysis, Stock Market Analysis, Capital Markets Analysis, Telemarketing, Recruiting, Training, Product Analysis, Financial Analysis, Financial Services, Strategic Financial..., Financial Markets, Economic Data Analysis, Public Speaking
Education
Arizona State University 1983 — 1985
Bachelor of Business Administration (BBA), Finance, General
University of Wisconsin-Madison 1981 — 1983