Wedbush Securities
Industry: Financial services company
DescriptionWedbush Securities Inc. is a privately held financial services and investment firm. based in Los Angeles. Rich Jablonski and Gary Wedbush were appointed as Co-Presidents in May 2018. The founder, Edward Wedbush, served as President for 63 years. Headquarters: Los Angeles, California, United States Founder: Edward W. Wedbush Founded: 1955 Subsidiaries: Crossland LLC, Wedbush Asset Management, LLC, Parent organization: WEDBUSH, Inc.
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Wedbush Securities Employees
Employee
Years
Job
Industry
Shant Fakhoorian Shant Fakhoorian's Wedbush Securities Experience May 2013 - August 2013
Job Incoming Assurance Staff at EY
Industry Accounting
Experience
EY August 2014 - Present
EY June 2014 - August 2014
Wedbush Securities May 2013 - August 2013
DormStormer January 2013 - July 2013
Queeny Jewelry July 2010 - August 2012
Jeff Speakman’s Kenpo 5.0 October 2008 - June 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Public Speaking, Teamwork, Java, Windows, English, Management
Education
USC 2012 — 2015
Double Bachelor of Science (B.S.), Accounting and Business Administration, 3.6
Pasadena City College 2010 — 2012
3.9
Hoover High School 2006 — 2010
EY August 2014 - Present
EY June 2014 - August 2014
Wedbush Securities May 2013 - August 2013
DormStormer January 2013 - July 2013
Queeny Jewelry July 2010 - August 2012
Jeff Speakman’s Kenpo 5.0 October 2008 - June 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Public Speaking, Teamwork, Java, Windows, English, Management
Education
USC 2012 — 2015
Double Bachelor of Science (B.S.), Accounting and Business Administration, 3.6
Pasadena City College 2010 — 2012
3.9
Hoover High School 2006 — 2010
Diane Parrish Diane Parrish's Wedbush Securities Experience May 2011 - March 2014
Job French Toast Lovers Cannot Be Stopped So Watch Out For Me And My Maple Syrup Trail To The Stars
Industry Events Services
Experience
Versatop Support Systems, LLC May 2014 - Present
Seamless Event Solutions 2014 - Present
Wedbush Securities May 2011 - March 2014
Skills
Microsoft Office, Microsoft Excel, Management, PowerPoint, Leadership, Sales, Research, Customer Service, Training
Education
Sam Houston State University 2007 — 2010
Bachelor's Degree, Business Administration and Entrepreneurship
Sam Houston State University 2007 — 2010
BA in General Business Administration, Entrepreneurial and Small Business Operations
Versatop Support Systems, LLC May 2014 - Present
Seamless Event Solutions 2014 - Present
Wedbush Securities May 2011 - March 2014
Skills
Microsoft Office, Microsoft Excel, Management, PowerPoint, Leadership, Sales, Research, Customer Service, Training
Education
Sam Houston State University 2007 — 2010
Bachelor's Degree, Business Administration and Entrepreneurship
Sam Houston State University 2007 — 2010
BA in General Business Administration, Entrepreneurial and Small Business Operations
Philip Hasbrouck Philip Hasbrouck's Wedbush Securities Experience May 2010 - August 2011
Job Vice President at CAIS Group
Industry Investment Management
Experience
CAIS Group June 2014 - Present
Trust Company of the West May 2012 - June 2014
J.P. Morgan August 2011 - May 2012
Wedbush Securities May 2010 - August 2011
Skills
Financial Modeling, Equities, Financial Analysis, Portfolio Management, Hedge Funds, Valuation, Philanthropy, Fixed Income, Alternative Investments, Contemporary Art, Bloomberg, Investments
Education
Santa Clara University 2005 — 2009
Bachelor of Science in Commerce, Finance
CAIS Group June 2014 - Present
Trust Company of the West May 2012 - June 2014
J.P. Morgan August 2011 - May 2012
Wedbush Securities May 2010 - August 2011
Skills
Financial Modeling, Equities, Financial Analysis, Portfolio Management, Hedge Funds, Valuation, Philanthropy, Fixed Income, Alternative Investments, Contemporary Art, Bloomberg, Investments
Education
Santa Clara University 2005 — 2009
Bachelor of Science in Commerce, Finance
Alex Neenan Alex Neenan's Wedbush Securities Experience January 2012 - April 2012
Job Cost/Strategic Pricing Analyst at Parker Hannifin Corp.
Industry Aviation & Aerospace
Experience
Parker Hannifin June 2013 - Present
IEL Company LLC May 2008 - Present
Bomel Construction Company Inc. November 2012 - May 2013
Wedbush Securities January 2012 - April 2012
UBS Financial Services Inc September 2011 - December 2011
Point Loma Nazarene University May 2010 - August 2010
Hilltop Alarms May 2008 - August 2008
Skills
Financial Planning, Investments, Accounting, Marketing Strategy, Microsoft Office, Quickbooks, Social Media, Website Building, Business Plan..., Entrepreneurship, Sage Timberline Office, MS Excel Pivot Tables, Outlook Express, Vlookup, Oracle E-Business Suite, Hyperion Financial..., Marketing, Strategic Financial..., Microsoft Excel, Cost Planning, Mainframe, Finance, Analysis, Data Entry, Sales
Education
Point Loma Nazarene University 2008 — 2012
Bachelor of Arts (BA), Accounting and Finance
Parker Hannifin June 2013 - Present
IEL Company LLC May 2008 - Present
Bomel Construction Company Inc. November 2012 - May 2013
Wedbush Securities January 2012 - April 2012
UBS Financial Services Inc September 2011 - December 2011
Point Loma Nazarene University May 2010 - August 2010
Hilltop Alarms May 2008 - August 2008
Skills
Financial Planning, Investments, Accounting, Marketing Strategy, Microsoft Office, Quickbooks, Social Media, Website Building, Business Plan..., Entrepreneurship, Sage Timberline Office, MS Excel Pivot Tables, Outlook Express, Vlookup, Oracle E-Business Suite, Hyperion Financial..., Marketing, Strategic Financial..., Microsoft Excel, Cost Planning, Mainframe, Finance, Analysis, Data Entry, Sales
Education
Point Loma Nazarene University 2008 — 2012
Bachelor of Arts (BA), Accounting and Finance
Will Anlyan's Wedbush Securities Experience November 2009 - April 2011
Job CoFounder at Dectiva
Industry Market Research
Experience
Dectiva March 2011 - Present
Wedbush Securities November 2009 - April 2011
Greenfield Online January 2005 - May 2009
Rapidata January 2004 - January 2005
Skills
Venture Capital, Market Research, Hedge Funds, Management Consulting, Global Business..., Private Equity, Investments, Account Management, Entrepreneurship, New Business Development, Marketing Research, Start-ups, Analysis, Advertising Research, Corporate Development, Market Analysis, Business Development, Analytics, Competitive Intelligence, Strategy, Strategic Partnerships, Mergers & Acquisitions, Valuation
Education
New York University
Rollins College
Dectiva March 2011 - Present
Wedbush Securities November 2009 - April 2011
Greenfield Online January 2005 - May 2009
Rapidata January 2004 - January 2005
Skills
Venture Capital, Market Research, Hedge Funds, Management Consulting, Global Business..., Private Equity, Investments, Account Management, Entrepreneurship, New Business Development, Marketing Research, Start-ups, Analysis, Advertising Research, Corporate Development, Market Analysis, Business Development, Analytics, Competitive Intelligence, Strategy, Strategic Partnerships, Mergers & Acquisitions, Valuation
Education
New York University
Rollins College
Sean Scanlon Sean Scanlon's Wedbush Securities Experience August 2013 - Present
Job Senior Vice President, Wedbush Securities
Industry Financial Services
Experience
Wedbush Securities August 2013 - Present
Credit Agricole February 2007 - June 2013
Tradition September 2005 - November 2006
TD August 2004 - August 2005
Crown November 2003 - July 2004
Knight Capital Group April 1999 - September 2003
Knight Capital Group March 1997 - March 1999
SunGard Capital Markets September 1995 - March 1997
Skills
Customer Service, Microsoft Office, Financial Analysis, Risk Management, Microsoft Excel, Business Analysis, Project Management, Change Management, Strategic Planning, Microsoft Word, Sales Management, Trading Systems, Equity Trading, Trading, Equities, Derivatives, Banking, Bloomberg, Portfolio Management, Hedge Funds, Analysis, Back Office, Financial Markets, Investment Banking, Middle Office
Education
Saint Peter's University 1990 — 1996
BS, Economics; Finance
Wedbush Securities August 2013 - Present
Credit Agricole February 2007 - June 2013
Tradition September 2005 - November 2006
TD August 2004 - August 2005
Crown November 2003 - July 2004
Knight Capital Group April 1999 - September 2003
Knight Capital Group March 1997 - March 1999
SunGard Capital Markets September 1995 - March 1997
Skills
Customer Service, Microsoft Office, Financial Analysis, Risk Management, Microsoft Excel, Business Analysis, Project Management, Change Management, Strategic Planning, Microsoft Word, Sales Management, Trading Systems, Equity Trading, Trading, Equities, Derivatives, Banking, Bloomberg, Portfolio Management, Hedge Funds, Analysis, Back Office, Financial Markets, Investment Banking, Middle Office
Education
Saint Peter's University 1990 — 1996
BS, Economics; Finance
Dilip Joseph Dilip Joseph's Wedbush Securities Experience June 2013 - Present
Job
Industry Financial Services
Experience
Wedbush Securities June 2013 - Present
Newland Capital Management 2012 - 2013
BioCentury 2007 - 2009
Skills
Valuation, Data Analysis, Economics, Bloomberg, Cross-functional Team..., Analysis, Market Analysis, Analytics, Statistical Modeling, Equities, Financial Modeling, Market Research, Competitive Analysis, Project Management, SAS, Quantitative Analytics, Financial Analysis, Corporate Finance, Data Mining, Business Strategy, Business Analysis, SPSS, SDLC, Statistics
Education
University of Maryland - Robert H. Smith School of Business
Master of Business Administration (MBA), Accounting and Finance
Oregon State University
Bachelor of Science (BS), Bioengineering
Wedbush Securities June 2013 - Present
Newland Capital Management 2012 - 2013
BioCentury 2007 - 2009
Skills
Valuation, Data Analysis, Economics, Bloomberg, Cross-functional Team..., Analysis, Market Analysis, Analytics, Statistical Modeling, Equities, Financial Modeling, Market Research, Competitive Analysis, Project Management, SAS, Quantitative Analytics, Financial Analysis, Corporate Finance, Data Mining, Business Strategy, Business Analysis, SPSS, SDLC, Statistics
Education
University of Maryland - Robert H. Smith School of Business
Master of Business Administration (MBA), Accounting and Finance
Oregon State University
Bachelor of Science (BS), Bioengineering
Sherwin Dowlat Sherwin Dowlat's Wedbush Securities Experience October 2014 - May 2015
Job Equity Research Associate at Susquehanna International Group, LLP (SIG)
Industry Financial Services
Experience
Susquehanna International Group, LLP (SIG) June 2015 - Present
Wedbush Securities October 2014 - May 2015
Education
San Diego State University-California State University 2012 — 2015
Bachelor's Degree, Finance, Quantitative Economics
Susquehanna International Group, LLP (SIG) June 2015 - Present
Wedbush Securities October 2014 - May 2015
Education
San Diego State University-California State University 2012 — 2015
Bachelor's Degree, Finance, Quantitative Economics
Steve Koenig Steve Koenig's Wedbush Securities Experience 2012 - Present
Job Equity Analyst at Wedbush Securities
Industry Investment Management
Experience
Wedbush Securities 2012 - Present
Longbow Research 2009 - 2012
KeyBanc Capital Markets May 2007 - June 2009
Jefferies & Co. July 2004 - May 2007
Independent Consultant 2001 - 2004
Viant 1998 - 2001
Strategic Decisions Group 1994 - 1998
Oracle 1989 - 1994
Strategic Decisions Group (SDG) 1984 - 1987
IBM 1981 - 1983
Education
Harvard Business School 1987 — 1989
MBA
Stanford University 1983 — 1984
M.S.
Stanford University 1979 — 1983
B.S.
Wedbush Securities 2012 - Present
Longbow Research 2009 - 2012
KeyBanc Capital Markets May 2007 - June 2009
Jefferies & Co. July 2004 - May 2007
Independent Consultant 2001 - 2004
Viant 1998 - 2001
Strategic Decisions Group 1994 - 1998
Oracle 1989 - 1994
Strategic Decisions Group (SDG) 1984 - 1987
IBM 1981 - 1983
Education
Harvard Business School 1987 — 1989
MBA
Stanford University 1983 — 1984
M.S.
Stanford University 1979 — 1983
B.S.
Rebecca Amaya Rebecca Amaya's Wedbush Securities Experience 2006 - 2013
Job Financial Services Professional
Industry Financial Services
Experience
Wedbush Securities 2006 - 2013
Stone and Youngberg, LLC November 2004 - August 2006
RBC Capital Markets August 1991 - June 2004
RBC Capital Markets 1991 - 2004
Skills
Bloomberg, Investments, Bond Markets, High Yield Bonds, FINRA, Credit Risk, Trading Strategies, Fixed Income, Trading, Private Equity, Hedge Funds, Mutual Funds, Bonds, Settlement, Credit, Investment Management, Equities, Portfolio Management, Series 7
Education
Marquette University 1988 — 1991
Bachelor of Science (BS), Finance, Marketing
Wedbush Securities 2006 - 2013
Stone and Youngberg, LLC November 2004 - August 2006
RBC Capital Markets August 1991 - June 2004
RBC Capital Markets 1991 - 2004
Skills
Bloomberg, Investments, Bond Markets, High Yield Bonds, FINRA, Credit Risk, Trading Strategies, Fixed Income, Trading, Private Equity, Hedge Funds, Mutual Funds, Bonds, Settlement, Credit, Investment Management, Equities, Portfolio Management, Series 7
Education
Marquette University 1988 — 1991
Bachelor of Science (BS), Finance, Marketing
Natasha Kumarage Natasha Kumarage's Wedbush Securities Experience May 2012 - August 2012
Job J.D. Candidate at Pepperdine University School of Law
Industry Law Practice
Experience
Franchise Tax Board May 2015 - Present
Wells Fargo Capital Finance May 2014 - August 2014
Hilltop Christian Preschool & Day Camp January 2010 - January 2014
Wedbush Securities May 2012 - August 2012
Napoli Bern Ripka Shkolnik LLP August 2011 - December 2011
Abercrombie & Fitch September 2009 - December 2009
Education
Pepperdine University School of Law 2013 — 2016
Loyola Marymount University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General, Cum Laude
Franchise Tax Board May 2015 - Present
Wells Fargo Capital Finance May 2014 - August 2014
Hilltop Christian Preschool & Day Camp January 2010 - January 2014
Wedbush Securities May 2012 - August 2012
Napoli Bern Ripka Shkolnik LLP August 2011 - December 2011
Abercrombie & Fitch September 2009 - December 2009
Education
Pepperdine University School of Law 2013 — 2016
Loyola Marymount University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General, Cum Laude
Andrew DePrimio's Wedbush Securities Experience June 2007 - Present
Job Fixed income trader at Wedbush Securities
Industry Financial Services
Experience
Wedbush Securities June 2007 - Present
Skills
Securities, Capital Markets, Financial Modeling, Financial Markets, Asset Management, Valuation, Investment Banking, Asset Allocation, Wealth Management, Series 24, Series 65, Fixed Income, Series 7, Equities, Investments, Bloomberg, Trading, Series 63, Alternative Investments, Bonds
Education
Fordham University 1981 — 1985
Bachelor of Science (BS), Business/Managerial Economics
Wedbush Securities June 2007 - Present
Skills
Securities, Capital Markets, Financial Modeling, Financial Markets, Asset Management, Valuation, Investment Banking, Asset Allocation, Wealth Management, Series 24, Series 65, Fixed Income, Series 7, Equities, Investments, Bloomberg, Trading, Series 63, Alternative Investments, Bonds
Education
Fordham University 1981 — 1985
Bachelor of Science (BS), Business/Managerial Economics
Ara Berkwits Ara Berkwits's Wedbush Securities Experience August 2014 - Present
Job Vice President, Corporate Access
Industry Financial Services
Experience
Wedbush Securities August 2014 - Present
Deutsche Bank Securities August 2013 - July 2014
Avondale Partners 2011 - July 2013
Rodman & Renshaw 2010 - 2011
Robert W. Baird & Co. 1997 - 2010
Skills
Outgoing, Self-motivated, Creative, Excellent attitude, Extreme attention to..., Superior Communications..., Skilled at working with..., Experienced at working..., Deadline driven, Highly organized, Personable, Integrity, Hospitality, Human Resources, Deadline Driven, Sales, Advertising, Marketing, Management, Corporate Events, Contract Negotiation, Market Research, Parties, Team Management, Hotels, Negotiation, Project Planning, Capital Markets, Equities, Financial Analysis, Marketing Strategy, Valuation, Financial Modeling, Investments, Portfolio Management
Education
Rochester Institute of Technology 1992 — 1995
Bachelor's degree, Photography/English
The University of Akron 1990 — 1991
Wedbush Securities August 2014 - Present
Deutsche Bank Securities August 2013 - July 2014
Avondale Partners 2011 - July 2013
Rodman & Renshaw 2010 - 2011
Robert W. Baird & Co. 1997 - 2010
Skills
Outgoing, Self-motivated, Creative, Excellent attitude, Extreme attention to..., Superior Communications..., Skilled at working with..., Experienced at working..., Deadline driven, Highly organized, Personable, Integrity, Hospitality, Human Resources, Deadline Driven, Sales, Advertising, Marketing, Management, Corporate Events, Contract Negotiation, Market Research, Parties, Team Management, Hotels, Negotiation, Project Planning, Capital Markets, Equities, Financial Analysis, Marketing Strategy, Valuation, Financial Modeling, Investments, Portfolio Management
Education
Rochester Institute of Technology 1992 — 1995
Bachelor's degree, Photography/English
The University of Akron 1990 — 1991
Patrick Traughber's Wedbush Securities Experience 2010 - 2011
Job Product and Analytics
Industry Internet
Experience
N/A November 2014 - July 2015
GREE International, Inc July 2013 - October 2014
GREE International, Inc May 2012 - July 2013
Funzio November 2011 - May 2012
Wedbush Securities 2010 - 2011
Mayor's Office of San Francisco 2009 - 2010
Skills
Analytics, Mobile Devices, Tableau, Data Analysis, Financial Modeling, Product Management, Mobile Games, SQL, Curing, Economics, A/B testing, Coffee Roasting, Investment Banking, Data Mining, Valuation, Jeans, Statistics, Long Distance Running, Crime Scene Photography, Financial Technology, Design, Medical Devices, Wearables, Start-ups, Mobile Applications
Education
University of California, Berkeley
BA, Economics
University of California, Berkeley - Walter A. Haas School of Business
National University of Singapore
Emerging Technology
Universidad Pablo de Olavide
Economics, Finance, International Business
N/A November 2014 - July 2015
GREE International, Inc July 2013 - October 2014
GREE International, Inc May 2012 - July 2013
Funzio November 2011 - May 2012
Wedbush Securities 2010 - 2011
Mayor's Office of San Francisco 2009 - 2010
Skills
Analytics, Mobile Devices, Tableau, Data Analysis, Financial Modeling, Product Management, Mobile Games, SQL, Curing, Economics, A/B testing, Coffee Roasting, Investment Banking, Data Mining, Valuation, Jeans, Statistics, Long Distance Running, Crime Scene Photography, Financial Technology, Design, Medical Devices, Wearables, Start-ups, Mobile Applications
Education
University of California, Berkeley
BA, Economics
University of California, Berkeley - Walter A. Haas School of Business
National University of Singapore
Emerging Technology
Universidad Pablo de Olavide
Economics, Finance, International Business
Rob Tartre's Wedbush Securities Experience June 2013 - August 2013
Job Insurance Broker at Ives Insurance Services, Inc.
Industry Insurance
Experience
Ives Insurance Services, Inc. June 2014 - Present
Wedbush Securities June 2013 - August 2013
Colliers-International June 2010 - August 2010
Ives Insurance Services, Inc. June 2009 - September 2009
Skills
Microsoft Office, Microsoft Word, Team Leadership, Bloomberg Terminal, Corporate Finance, Financial Analysis, Teamwork, Customer Service, Social Networking, Social Media, Leadership, Facebook, Marketing, Public Speaking
Education
University of Arizona, Eller College of Management 2010 — 2013
Bachelor's degree, Finance, General
Linfield College 2009 — 2009
Point Loma High School 2005 — 2009
High School Diploma, GPA- 4.2
Ives Insurance Services, Inc. June 2014 - Present
Wedbush Securities June 2013 - August 2013
Colliers-International June 2010 - August 2010
Ives Insurance Services, Inc. June 2009 - September 2009
Skills
Microsoft Office, Microsoft Word, Team Leadership, Bloomberg Terminal, Corporate Finance, Financial Analysis, Teamwork, Customer Service, Social Networking, Social Media, Leadership, Facebook, Marketing, Public Speaking
Education
University of Arizona, Eller College of Management 2010 — 2013
Bachelor's degree, Finance, General
Linfield College 2009 — 2009
Point Loma High School 2005 — 2009
High School Diploma, GPA- 4.2
Ivan Aguilera Ivan Aguilera's Wedbush Securities Experience June 2012 - November 2012
Job Associate, Leasing at The CIM Group
Industry Financial Services
Experience
The CIM Group January 2013 - Present
Wedbush Securities June 2012 - November 2012
Colliers International July 2011 - May 2012
Skills
Market Research, Financial Analysis, Financial Modeling, Data Analysis, Microsoft Excel, Commercial Real Estate, Market Analysis, Budgets
Education
Pepperdine University
B.S, Business Adminstration
The CIM Group January 2013 - Present
Wedbush Securities June 2012 - November 2012
Colliers International July 2011 - May 2012
Skills
Market Research, Financial Analysis, Financial Modeling, Data Analysis, Microsoft Excel, Commercial Real Estate, Market Analysis, Budgets
Education
Pepperdine University
B.S, Business Adminstration
Jie Alice Hu Jie Alice Hu's Wedbush Securities Experience July 2014 - September 2014
Job UCLA MFE Class of 2014
Industry Financial Services
Experience
Wedbush Securities July 2014 - September 2014
EY January 2012 - September 2013
E. J. McKay & Co. July 2010 - February 2011
EY September 2006 - June 2010
Skills
Financial Modeling, Private Equity, M&A experience, Financial Analysis, US GAAP, IFRS, External Audit, Corporate Finance, Valuation, R, C++
Education
University of California, Los Angeles 2013 — 2014
Master's degree, Finanical Engineering
Fudan University 2002 — 2006
Bachelor of Engineering (BEng), Communications Engineering
NFLS
Wedbush Securities July 2014 - September 2014
EY January 2012 - September 2013
E. J. McKay & Co. July 2010 - February 2011
EY September 2006 - June 2010
Skills
Financial Modeling, Private Equity, M&A experience, Financial Analysis, US GAAP, IFRS, External Audit, Corporate Finance, Valuation, R, C++
Education
University of California, Los Angeles 2013 — 2014
Master's degree, Finanical Engineering
Fudan University 2002 — 2006
Bachelor of Engineering (BEng), Communications Engineering
NFLS
Peter Berta Peter Berta's Wedbush Securities Experience 2009 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
Self employed 2013 - Present
Wedbush Securities 2009 - 2012
Partner- Pacific Growth Equities 1989 - 2009
Shearson Lehman Brothers 1982 - 1989
Skills
Financial Analysis, Risk Management, Hedge Funds, Business Development, Capital Markets, Banking, Securities, Business Strategy, Start-ups, Competitive Analysis, Investment Banking, Equities, Finance
Education
San Diego State University-California State University 1977 — 1981
Bachelor of Science (BS), Marketing
Self employed 2013 - Present
Wedbush Securities 2009 - 2012
Partner- Pacific Growth Equities 1989 - 2009
Shearson Lehman Brothers 1982 - 1989
Skills
Financial Analysis, Risk Management, Hedge Funds, Business Development, Capital Markets, Banking, Securities, Business Strategy, Start-ups, Competitive Analysis, Investment Banking, Equities, Finance
Education
San Diego State University-California State University 1977 — 1981
Bachelor of Science (BS), Marketing
Eric Schlaefer's Wedbush Securities Experience June 2013 - Present
Job Managing Director Head of N.Y. Equity Sales Trading at Wedbush Securities
Industry Investment Management
Experience
Wedbush Securities June 2013 - Present
Nomura Securities 2010 - 2012
Merrill Lynch 2003 - 2010
Citi 1990 - 2003
Skills
Equity Sales Trading, Client Relationship..., Client Development, Trading Analytics, Institutional Account..., Equities, Trading, CRM, Electronic Trading
Education
Gettysburg College
Bachelor of Arts (BA), Economics
Wedbush Securities June 2013 - Present
Nomura Securities 2010 - 2012
Merrill Lynch 2003 - 2010
Citi 1990 - 2003
Skills
Equity Sales Trading, Client Relationship..., Client Development, Trading Analytics, Institutional Account..., Equities, Trading, CRM, Electronic Trading
Education
Gettysburg College
Bachelor of Arts (BA), Economics
Doreen Runyon Doreen Runyon's Wedbush Securities Experience September 2007 - December 2007
Job at
Industry Research
Experience
Albourne Partners September 2014 - Present
Albourne Partners March 2012 - September 2014
OneVision Advisors April 2011 - March 2012
Glass, Lewis & Co. February 2011 - April 2011
Wedbush Securities September 2007 - December 2007
Education
The Ohio State University 2007 — 2008
Bachelor of Arts (BA), Economics
Sonoma State University 2007 — 2007
Albourne Partners September 2014 - Present
Albourne Partners March 2012 - September 2014
OneVision Advisors April 2011 - March 2012
Glass, Lewis & Co. February 2011 - April 2011
Wedbush Securities September 2007 - December 2007
Education
The Ohio State University 2007 — 2008
Bachelor of Arts (BA), Economics
Sonoma State University 2007 — 2007
Breanne Coschigano Breanne Coschigano's Wedbush Securities Experience December 2011 - June 2013
Job Associate at Gurtin Fixed Income Management, LLC
Industry Financial Services
Experience
Gurtin Fixed Income Management, LLC July 2013 - Present
Wedbush Securities December 2011 - June 2013
Chase Home Finance July 2011 - December 2011
Networth Services January 2010 - July 2011
Vanguard October 2009 - January 2010
Skills
Accounting, Financial Analysis, Valuation, Equities, Risk Management, Data Analysis, New Business Development, Microsoft Excel, Series 7, PowerPoint, Microsoft Office, Outlook, Time Management, Series 63, Excel, Customer Service, Operations Research, Word, Operations, Consumer Bankruptcy, Social Media Marketing, Customer Relations, Corporate Actions, Organizing, Data Entry, Database Analysis
Education
Pennsylvania State University-Erie Campus 2005 — 2009
B.S., Finance and International Business
Gurtin Fixed Income Management, LLC July 2013 - Present
Wedbush Securities December 2011 - June 2013
Chase Home Finance July 2011 - December 2011
Networth Services January 2010 - July 2011
Vanguard October 2009 - January 2010
Skills
Accounting, Financial Analysis, Valuation, Equities, Risk Management, Data Analysis, New Business Development, Microsoft Excel, Series 7, PowerPoint, Microsoft Office, Outlook, Time Management, Series 63, Excel, Customer Service, Operations Research, Word, Operations, Consumer Bankruptcy, Social Media Marketing, Customer Relations, Corporate Actions, Organizing, Data Entry, Database Analysis
Education
Pennsylvania State University-Erie Campus 2005 — 2009
B.S., Finance and International Business
Elizabeth Calvillo Elizabeth Calvillo's Wedbush Securities Experience September 2015 - Present
Job Equity Research at Wedbush Securities
Industry Financial Services
Experience
Wedbush Securities September 2015 - Present
Facebook November 2014 - January 2015
McKesson September 2014 - October 2014
McKesson June 2014 - August 2014
Joe's Crab Shack April 2013 - October 2013
The Coffee Bean & Tea Leaf® May 2011 - March 2013
CENTURY 21® November 2010 - December 2012
Skills
Microsoft Office, Leadership, PowerPoint, Research, Microsoft Excel, Competitive Analysis, Sales, Corporate Finance, Teamwork, Event Management, Microsoft Word, Customer Service, Event Planning, Social Networking, Financial Analysis, Financial Accounting, Social Media, Public Speaking, Philanthropy, Trend Forecasting, Financial Forecasting, Facebook, Data Analysis, Finance, Analysis
Education
University of San Francisco 2013 — 2015
Bachelor of Science (BS), Finance, General
Long Beach City College 2010 — 2013
Associate of Science (AS), Business/Managerial Economics
Downey High School 2006 — 2010
Wedbush Securities September 2015 - Present
Facebook November 2014 - January 2015
McKesson September 2014 - October 2014
McKesson June 2014 - August 2014
Joe's Crab Shack April 2013 - October 2013
The Coffee Bean & Tea Leaf® May 2011 - March 2013
CENTURY 21® November 2010 - December 2012
Skills
Microsoft Office, Leadership, PowerPoint, Research, Microsoft Excel, Competitive Analysis, Sales, Corporate Finance, Teamwork, Event Management, Microsoft Word, Customer Service, Event Planning, Social Networking, Financial Analysis, Financial Accounting, Social Media, Public Speaking, Philanthropy, Trend Forecasting, Financial Forecasting, Facebook, Data Analysis, Finance, Analysis
Education
University of San Francisco 2013 — 2015
Bachelor of Science (BS), Finance, General
Long Beach City College 2010 — 2013
Associate of Science (AS), Business/Managerial Economics
Downey High School 2006 — 2010
Roxanne Basso Roxanne Basso's Wedbush Securities Experience January 2010 - April 2013
Job Senior Client Associate at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors January 2015 - Present
JET Wealth Advisors/Wells Fargo Advisors August 2013 - October 2014
Wedbush Securities January 2010 - April 2013
UBS September 2007 - March 2009
Smith Barney (now Morgan Stanley) July 2006 - September 2007
Smith Barney (now Morgan Stanley) August 1998 - July 2006
Skills
Financial Services, Relationship Management, Time Management, Estate Planning, Investments, Wealth Management, Portfolio Management, Asset Allocation, Alternative Investments, Financial Markets, Securities, Retirement Planning
Education
Diablo Valley College
Wells Fargo Advisors January 2015 - Present
JET Wealth Advisors/Wells Fargo Advisors August 2013 - October 2014
Wedbush Securities January 2010 - April 2013
UBS September 2007 - March 2009
Smith Barney (now Morgan Stanley) July 2006 - September 2007
Smith Barney (now Morgan Stanley) August 1998 - July 2006
Skills
Financial Services, Relationship Management, Time Management, Estate Planning, Investments, Wealth Management, Portfolio Management, Asset Allocation, Alternative Investments, Financial Markets, Securities, Retirement Planning
Education
Diablo Valley College
Robert Blakely, CFA, CAIA Robert Blakely, CFA, CAIA's Wedbush Securities Experience January 2012 - March 2012
Job Investment Banking Associate at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey June 2012 - August 2012
Wedbush Securities January 2012 - March 2012
Pacific Gas and Electric Company October 2008 - July 2011
Pacific Gas and Electric Company October 2007 - September 2008
Pacific Gas and Electric Company July 2006 - October 2007
Kaiser Foundation Health Plan January 2006 - May 2006
Merrill Lynch September 2004 - December 2004
Skills
Finance, Corporate Finance, Financial Modeling, Financial Analysis, Investments, Due Diligence, Valuation, Portfolio Management, Analysis, Data Analysis, Equity Research, Competitive Analysis, Mergers & Acquisitions, Equities, Internal Controls, Financial Reporting, DCF, Asset Management, Strategy, Accounting, Strategic Financial..., Corporate Development, Bloomberg, Securities, Equity Valuation, Forecasting, Investment Banking, Business Strategy, Capital Markets
Education
UCLA Anderson School of Management
Master of Business Administration (MBA), Finance, 3.83/4.00
San Francisco State University
Bachelors of Science in Business Administration, Corporate Finance and Financial Services, 3.93/4.00
Houlihan Lokey June 2012 - August 2012
Wedbush Securities January 2012 - March 2012
Pacific Gas and Electric Company October 2008 - July 2011
Pacific Gas and Electric Company October 2007 - September 2008
Pacific Gas and Electric Company July 2006 - October 2007
Kaiser Foundation Health Plan January 2006 - May 2006
Merrill Lynch September 2004 - December 2004
Skills
Finance, Corporate Finance, Financial Modeling, Financial Analysis, Investments, Due Diligence, Valuation, Portfolio Management, Analysis, Data Analysis, Equity Research, Competitive Analysis, Mergers & Acquisitions, Equities, Internal Controls, Financial Reporting, DCF, Asset Management, Strategy, Accounting, Strategic Financial..., Corporate Development, Bloomberg, Securities, Equity Valuation, Forecasting, Investment Banking, Business Strategy, Capital Markets
Education
UCLA Anderson School of Management
Master of Business Administration (MBA), Finance, 3.83/4.00
San Francisco State University
Bachelors of Science in Business Administration, Corporate Finance and Financial Services, 3.93/4.00
Henry Wangidjaja Henry Wangidjaja's Wedbush Securities Experience April 2008 - September 2013
Job Accounting Manager / Consultant
Industry Financial Services
Experience
Independent November 2013 - August 2015
Wedbush Securities April 2008 - September 2013
Wedbush Securities June 2003 - March 2008
Wedbush Securities November 2001 - June 2003
Skills
Accounting, Financial Statements, Financial Accounting, Account Reconciliation, IBM Cognos TM1, Microsoft Word,..., Great Plains, FRx Management Reporter, QuickBooks, Thomson BETA System, Bilingual (English and..., Management, Financial Analysis, Performance Reviews, Balance Sheet Review, Supervisory Skills, Financial Planning, Organizational..., Consulting, Small Business..., Organizational Behavior
Education
University of Southern California 1999 — 2001
BS, Accounting
Pasadena City College 1997 — 1999
Independent November 2013 - August 2015
Wedbush Securities April 2008 - September 2013
Wedbush Securities June 2003 - March 2008
Wedbush Securities November 2001 - June 2003
Skills
Accounting, Financial Statements, Financial Accounting, Account Reconciliation, IBM Cognos TM1, Microsoft Word,..., Great Plains, FRx Management Reporter, QuickBooks, Thomson BETA System, Bilingual (English and..., Management, Financial Analysis, Performance Reviews, Balance Sheet Review, Supervisory Skills, Financial Planning, Organizational..., Consulting, Small Business..., Organizational Behavior
Education
University of Southern California 1999 — 2001
BS, Accounting
Pasadena City College 1997 — 1999
Steven Tripp Steven Tripp's Wedbush Securities Experience June 1995 - June 1996
Job Institutional Equity Trading
Industry Investment Management
Experience
Russell Investments November 2013 - Present
ThinkEquity LLC April 2005 - January 2013
Bank of America April 2004 - April 2005
SoundView Technology Group January 2003 - February 2004
Robertson Stephens June 1996 - July 2002
Wedbush Securities June 1995 - June 1996
Skills
Capital Markets, Equity Trading, Hedge Funds, Electronic Trading, Trading, Series 24, Trading Systems, Alternative Investments, Options, Equity Research, Series 63, Investments, FINRA, Investment Banking, ETFs, Bloomberg, Series 7, Equities, Securities
Education
San Diego State University-California State University
Bachelor of Science (BS), Finance and Financial Management Services
Russell Investments November 2013 - Present
ThinkEquity LLC April 2005 - January 2013
Bank of America April 2004 - April 2005
SoundView Technology Group January 2003 - February 2004
Robertson Stephens June 1996 - July 2002
Wedbush Securities June 1995 - June 1996
Skills
Capital Markets, Equity Trading, Hedge Funds, Electronic Trading, Trading, Series 24, Trading Systems, Alternative Investments, Options, Equity Research, Series 63, Investments, FINRA, Investment Banking, ETFs, Bloomberg, Series 7, Equities, Securities
Education
San Diego State University-California State University
Bachelor of Science (BS), Finance and Financial Management Services
Allegra Wilde Allegra Wilde's Wedbush Securities Experience August 2015 - Present
Job Investment Banking Analyst at Wedbush Securities
Industry Investment Banking
Experience
Wedbush Securities August 2015 - Present
Deloitte September 2013 - August 2015
Deloitte June 2012 - August 2012
Energy Solutions June 2011 - September 2011
Skills
Manage Client..., Data Analysis, Financial Analysis, Finance, Economics, Strategic Consulting, Written & Oral..., Business Process, Risk Management, Accounting, Communication, Microsoft Excel, Microsoft Office, PowerPoint, Spreadsheets, Financial Accounting, Analysis, Leadership
Education
Seattle University 2009 — 2013
Bachelor of Arts (BA), Finance and Acccounting double major, Business Economics minor, Magna Cum Laude
Seattle University 2009 — 2013
Bachelor of Arts (B.A.), Accounting and Finance, 3.8 / 4.0
Wedbush Securities August 2015 - Present
Deloitte September 2013 - August 2015
Deloitte June 2012 - August 2012
Energy Solutions June 2011 - September 2011
Skills
Manage Client..., Data Analysis, Financial Analysis, Finance, Economics, Strategic Consulting, Written & Oral..., Business Process, Risk Management, Accounting, Communication, Microsoft Excel, Microsoft Office, PowerPoint, Spreadsheets, Financial Accounting, Analysis, Leadership
Education
Seattle University 2009 — 2013
Bachelor of Arts (BA), Finance and Acccounting double major, Business Economics minor, Magna Cum Laude
Seattle University 2009 — 2013
Bachelor of Arts (B.A.), Accounting and Finance, 3.8 / 4.0
Ben Dwyer's Wedbush Securities Experience August 2011 - January 2012
Job Director of Business Development at Maven Research
Industry Market Research
Experience
Maven Research November 2014 - Present
Maven February 2012 - November 2014
Wedbush Securities August 2011 - January 2012
Full Time Student August 2009 - June 2011
Deutsche Bank August 2009 - August 2010
Morgan Stanley January 2007 - August 2009
Athletes First 2005 - 2005
Skills
Series 7, Series 31, Series 66, Financial Modeling, Investor Relations, Financial Analysis, Alternative Investments, Finance, Marketing, Sales, Emerging Technologies, Global Marketing, Financial Accounting, Spanish, Sustainable Development, Capital Markets, Valuation, Investment Banking, Due Diligence, Private Equity, Equities, Hedge Funds, Corporate Finance, Uniform Combined State..., Start-ups, Venture Capital
Education
St. Mary’s University, Twickenham 2009 — 2011
Master of Business Administration (MBA), Business Administration; International Business
University of Southern California 2002 — 2006
Bachelor of Arts (BA), Psychology
Maven Research November 2014 - Present
Maven February 2012 - November 2014
Wedbush Securities August 2011 - January 2012
Full Time Student August 2009 - June 2011
Deutsche Bank August 2009 - August 2010
Morgan Stanley January 2007 - August 2009
Athletes First 2005 - 2005
Skills
Series 7, Series 31, Series 66, Financial Modeling, Investor Relations, Financial Analysis, Alternative Investments, Finance, Marketing, Sales, Emerging Technologies, Global Marketing, Financial Accounting, Spanish, Sustainable Development, Capital Markets, Valuation, Investment Banking, Due Diligence, Private Equity, Equities, Hedge Funds, Corporate Finance, Uniform Combined State..., Start-ups, Venture Capital
Education
St. Mary’s University, Twickenham 2009 — 2011
Master of Business Administration (MBA), Business Administration; International Business
University of Southern California 2002 — 2006
Bachelor of Arts (BA), Psychology
Joseph Andrade Jr Joseph Andrade Jr's Wedbush Securities Experience November 2009 - June 2011
Job Manager/Pharmacist Technician/ Western Union Financial Officer at Novacare pharmacy
Industry Investment Banking
Experience
Novacare pharmacy February 2012 - Present
Dimension Trading Group LLC July 2011 - Present
Nest Seekers International 2011 - Present
Wedbush Securities November 2009 - June 2011
Manor Medical Office June 2009 - December 2009
Morgan Stanley December 2007 - October 2008
Sharp Electronics October 2007 - January 2008
Skills
Portfolio Management, Excel, Access, Trading, Customer Relations, Equities, PowerPoint, Investments, Word, Microsoft Office, Analysis, Financial Analysis, Customer Service, Compliance, Corporate Finance, Accounting, Banking, Research, Risk Management, Problem Solving, Spanish, English, Microsoft Excel, Private Equity, Real Estate
Education
SUNY Cortland 2003 — 2007
Bachelor of Science (BS), Economics
State University of New York College at Cortland 2003 — 2007
Economics, Finance, Accounting
shs
Novacare pharmacy February 2012 - Present
Dimension Trading Group LLC July 2011 - Present
Nest Seekers International 2011 - Present
Wedbush Securities November 2009 - June 2011
Manor Medical Office June 2009 - December 2009
Morgan Stanley December 2007 - October 2008
Sharp Electronics October 2007 - January 2008
Skills
Portfolio Management, Excel, Access, Trading, Customer Relations, Equities, PowerPoint, Investments, Word, Microsoft Office, Analysis, Financial Analysis, Customer Service, Compliance, Corporate Finance, Accounting, Banking, Research, Risk Management, Problem Solving, Spanish, English, Microsoft Excel, Private Equity, Real Estate
Education
SUNY Cortland 2003 — 2007
Bachelor of Science (BS), Economics
State University of New York College at Cortland 2003 — 2007
Economics, Finance, Accounting
shs
Victoria Orellana Victoria Orellana's Wedbush Securities Experience 1999 - 2000
Job Poet/Entrepreneur
Industry Writing and Editing
Experience
City of Los Angeles January 2002 - June 2015
Wedbush Securities 1999 - 2000
Education
Los Angeles City College
Paralegal
Los Angeles Trade Technical
Paralegal
Moraine Valley Community College
Spanish/Journalism
Pierce College
Agriculture Business
Taylor Business Institute
Secretarial Science
City of Los Angeles January 2002 - June 2015
Wedbush Securities 1999 - 2000
Education
Los Angeles City College
Paralegal
Los Angeles Trade Technical
Paralegal
Moraine Valley Community College
Spanish/Journalism
Pierce College
Agriculture Business
Taylor Business Institute
Secretarial Science
Nick Sharrett Nick Sharrett's Wedbush Securities Experience April 2013 - Present
Job Desktop Support Analyst at Crossland LLC
Industry Information Technology and Services
Experience
Wedbush Securities April 2013 - Present
PRO Computers January 2012 - January 2013
The Law Offices of Michael Bartolic March 2011 - November 2011
Progressive Learning September 2010 - February 2011
U.S. Census Bureau -- Census Coverage Management March 2010 - June 2010
Skills
Windows 7, Technical Support, XP, Troubleshooting, Software Installation, OS X, Hardware, Operating Systems, Networking, Laptops, Windows, Help Desk Support, Windows XP, Outlook
Education
Francis Marion University
Bachelor's of Science
Wedbush Securities April 2013 - Present
PRO Computers January 2012 - January 2013
The Law Offices of Michael Bartolic March 2011 - November 2011
Progressive Learning September 2010 - February 2011
U.S. Census Bureau -- Census Coverage Management March 2010 - June 2010
Skills
Windows 7, Technical Support, XP, Troubleshooting, Software Installation, OS X, Hardware, Operating Systems, Networking, Laptops, Windows, Help Desk Support, Windows XP, Outlook
Education
Francis Marion University
Bachelor's of Science
Yuhan(Selina) Zhou Yuhan(Selina) Zhou's Wedbush Securities Experience March 2012 - August 2012
Job Student at Pepperdine University, The George L. Graziadio School of Business and Management
Industry Financial Services
Experience
Financial Systems Corporation December 2012 - Present
Wedbush Securities March 2012 - August 2012
China Merchant Bank June 2011 - August 2011
Bacchus Import and Export Corporation April 2011 - June 2011
ZHUWEI Manufacturing Corporation April 2011 - June 2011
China Merchant Bank June 2010 - September 2010
Skills
Financial Modeling, Financial Analysis, Mandarin, Corporate Finance, Valuation, Microsoft Excel, SPSS, Chinese, PowerPoint, Business Valuation, Finance, VBA, Data Analysis, Economics, Strategic Financial..., Portfolio Management, Private Equity, Accounting, Entrepreneurship, Financial Reporting, Management Consulting, Analysis, Research, Mutual Funds, Quantitative Analytics, Access, Forecasting, Fixed Income, Market Research, Training, Bloomberg, Budgets, Financial Services
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2011 — 2012
Mast of Science in Applied Finance, Banking, Corporate, Finance, and Securities Law
East China University of Political Science and Law 2008 — 2011
Bachelor of Science, Finance
Financial Systems Corporation December 2012 - Present
Wedbush Securities March 2012 - August 2012
China Merchant Bank June 2011 - August 2011
Bacchus Import and Export Corporation April 2011 - June 2011
ZHUWEI Manufacturing Corporation April 2011 - June 2011
China Merchant Bank June 2010 - September 2010
Skills
Financial Modeling, Financial Analysis, Mandarin, Corporate Finance, Valuation, Microsoft Excel, SPSS, Chinese, PowerPoint, Business Valuation, Finance, VBA, Data Analysis, Economics, Strategic Financial..., Portfolio Management, Private Equity, Accounting, Entrepreneurship, Financial Reporting, Management Consulting, Analysis, Research, Mutual Funds, Quantitative Analytics, Access, Forecasting, Fixed Income, Market Research, Training, Bloomberg, Budgets, Financial Services
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2011 — 2012
Mast of Science in Applied Finance, Banking, Corporate, Finance, and Securities Law
East China University of Political Science and Law 2008 — 2011
Bachelor of Science, Finance
Tabatha Demmel's Wedbush Securities Experience June 2015 - Present
Job Institutional Equity Sales at Wedbush Securities
Industry Financial Services
Experience
Wedbush Securities June 2015 - Present
WallachBeth Capital September 2014 - May 2015
MKM Partners July 2012 - March 2014
MKM Partners September 2010 - July 2012
Skills
Trading, Hedge Funds, Equities, Bloomberg, Securities, Series 7, Options, Fixed Income, FINRA, Series 63, Electronic Trading, Alternative Investments, Commodity
Education
SUNY Purchase 2006 — 2010
BA, Economics
Wedbush Securities June 2015 - Present
WallachBeth Capital September 2014 - May 2015
MKM Partners July 2012 - March 2014
MKM Partners September 2010 - July 2012
Skills
Trading, Hedge Funds, Equities, Bloomberg, Securities, Series 7, Options, Fixed Income, FINRA, Series 63, Electronic Trading, Alternative Investments, Commodity
Education
SUNY Purchase 2006 — 2010
BA, Economics
Christopher Saggese Christopher Saggese's Wedbush Securities Experience September 2009 - Present
Job Operations Specialist, Securities Lending
Industry Financial Services
Experience
Wedbush Securities September 2009 - Present
Continental Stock Transfer & Trust Company June 2007 - August 2007
Skills
Securities, PowerPoint, Series 7, Series 63, Excel, Word, DTC
Education
Mount Saint Mary College 2005 — 2009
Bachelor of Science Degree, Business Administration/Management; Marketing; Business Administration/Management
Wedbush Securities September 2009 - Present
Continental Stock Transfer & Trust Company June 2007 - August 2007
Skills
Securities, PowerPoint, Series 7, Series 63, Excel, Word, DTC
Education
Mount Saint Mary College 2005 — 2009
Bachelor of Science Degree, Business Administration/Management; Marketing; Business Administration/Management
Brook Phinney Brook Phinney's Wedbush Securities Experience July 2014 - August 2014
Job Retired
Industry Computer Software
Experience
Retired January 2015 - Present
Wedbush Securities July 2014 - August 2014
The University of Arizona, Student Affairs Marketing June 2010 - March 2014
Residential Credit Solutions July 2007 - March 2009
The Walt Disney Company August 1997 - June 2007
Nestle January 1997 - August 1997
The Arden Group, Inc. January 1996 - January 1997
The Vons Companies, Inc. November 1990 - January 1996
21st Century Insurance February 1988 - January 1990
Transcon Lines, Inc. January 1985 - February 1988
Skills
HTML, PHP, MySQL, JavaScript, CSS, jQuery, Programming, Unix, XML, SQL, Web Development, Databases, Software Development, Web Applications, Database Design, Mass Email Marketing, OS X, Subversion, HTML 5, AJAX, Drupal, XHTML, Web Services, Linux, CMS, SDLC, Git, Microsoft SQL Server, IIS, Visual Studio
Education
Fuller Theological Seminary 1979 — 1985
MDiv, Theology
Computer Learning Center, Los Angeles 1984 — 1984
Certificate, Computer Programming
Fresno Pacific University 1971 — 1975
BA, Liberal Arts/Biblical Studies
Kingsburg High School 1964 — 1968
Diploma
Retired January 2015 - Present
Wedbush Securities July 2014 - August 2014
The University of Arizona, Student Affairs Marketing June 2010 - March 2014
Residential Credit Solutions July 2007 - March 2009
The Walt Disney Company August 1997 - June 2007
Nestle January 1997 - August 1997
The Arden Group, Inc. January 1996 - January 1997
The Vons Companies, Inc. November 1990 - January 1996
21st Century Insurance February 1988 - January 1990
Transcon Lines, Inc. January 1985 - February 1988
Skills
HTML, PHP, MySQL, JavaScript, CSS, jQuery, Programming, Unix, XML, SQL, Web Development, Databases, Software Development, Web Applications, Database Design, Mass Email Marketing, OS X, Subversion, HTML 5, AJAX, Drupal, XHTML, Web Services, Linux, CMS, SDLC, Git, Microsoft SQL Server, IIS, Visual Studio
Education
Fuller Theological Seminary 1979 — 1985
MDiv, Theology
Computer Learning Center, Los Angeles 1984 — 1984
Certificate, Computer Programming
Fresno Pacific University 1971 — 1975
BA, Liberal Arts/Biblical Studies
Kingsburg High School 1964 — 1968
Diploma
Peter Mayo Peter Mayo's Wedbush Securities Experience 2010 - June 2011
Job Sales Representative
Industry Oil & Energy
Experience
Red Ventures June 2015 - Present
Park Sterling Bank April 2014 - May 2015
Fifth Third Securities August 2011 - April 2014
Wedbush Securities 2010 - June 2011
Duncan-Williams, Inc. May 2009 - October 2010
DEPFA-First Albany Securities March 1997 - March 2009
Skills
Investment Strategies, Wealth Management, Portfolio Management, Asset Allocation, Fixed Income, Mutual Funds, Life Insurance, Annuity Sales, Series 7, Series 63, Sales, Capital Markets, Consultative Sales..., Investments, Bonds, Securities, Bloomberg
Education
Hofstra University 1982 — 1986
BA, Psychology
Red Ventures June 2015 - Present
Park Sterling Bank April 2014 - May 2015
Fifth Third Securities August 2011 - April 2014
Wedbush Securities 2010 - June 2011
Duncan-Williams, Inc. May 2009 - October 2010
DEPFA-First Albany Securities March 1997 - March 2009
Skills
Investment Strategies, Wealth Management, Portfolio Management, Asset Allocation, Fixed Income, Mutual Funds, Life Insurance, Annuity Sales, Series 7, Series 63, Sales, Capital Markets, Consultative Sales..., Investments, Bonds, Securities, Bloomberg
Education
Hofstra University 1982 — 1986
BA, Psychology
Guy Corcoran, Jr. Guy Corcoran, Jr.'s Wedbush Securities Experience July 2015 - Present
Job Wedbush Securities
Industry Financial Services
Experience
Wedbush Securities July 2015 - Present
Sterne Agee December 2012 - April 2015
Imperial Capital October 2011 - December 2012
Citadel Investment Group June 2010 - August 2011
ICAP April 2009 - May 2010
Citi Global Markets 1993 - 2009
Corcoran & Corcoran Inc March 1991 - August 1993
Education
Iona College
Mercy College
Wedbush Securities July 2015 - Present
Sterne Agee December 2012 - April 2015
Imperial Capital October 2011 - December 2012
Citadel Investment Group June 2010 - August 2011
ICAP April 2009 - May 2010
Citi Global Markets 1993 - 2009
Corcoran & Corcoran Inc March 1991 - August 1993
Education
Iona College
Mercy College
Sierra Leske Sierra Leske's Wedbush Securities Experience January 2015 - June 2015
Job Real Estate Broker at Keller Williams
Industry Leisure, Travel & Tourism
Experience
Keller Williams September 2015 - Present
Stifel Financial Corp. July 2015 - Present
Wedbush Securities January 2015 - June 2015
Universal Orlando Resort October 2014 - December 2014
Universal Orlando Resort December 2013 - November 2014
Amway Global August 2009 - August 2014
Kay Jewelers October 2012 - October 2013
Arsenal Colorado July 2012 - May 2013
Appomattox High School June 2011 - May 2012
City of Fort Collins June 2006 - July 2011
Skills
English, Soccer, Automotive, Creative Writing, Microsoft Word, Microsoft Publisher, Microsoft Excel, Networking, Social Networking, Leadership, Customer Service, Teamwork, Sales, Program Management, Entrepreneurship, Event Management, Public Speaking, Event Planning
Education
Sweet Briar College 2008 — 2012
Bachelor of Arts (B.A.), English and Creative Writing
Poudre High School 2004 — 2008
High School Diploma
Keller Williams September 2015 - Present
Stifel Financial Corp. July 2015 - Present
Wedbush Securities January 2015 - June 2015
Universal Orlando Resort October 2014 - December 2014
Universal Orlando Resort December 2013 - November 2014
Amway Global August 2009 - August 2014
Kay Jewelers October 2012 - October 2013
Arsenal Colorado July 2012 - May 2013
Appomattox High School June 2011 - May 2012
City of Fort Collins June 2006 - July 2011
Skills
English, Soccer, Automotive, Creative Writing, Microsoft Word, Microsoft Publisher, Microsoft Excel, Networking, Social Networking, Leadership, Customer Service, Teamwork, Sales, Program Management, Entrepreneurship, Event Management, Public Speaking, Event Planning
Education
Sweet Briar College 2008 — 2012
Bachelor of Arts (B.A.), English and Creative Writing
Poudre High School 2004 — 2008
High School Diploma
Gee Kim Gee Kim's Wedbush Securities Experience April 2008 - January 2012
Job Supervisor Global Procurement, Sourcing, & Development at Forever 21
Industry Design
Experience
Forever 21 July 2014 - Present
LM Design Group, Inc. February 2013 - February 2014
Wedbush Securities April 2008 - January 2012
Law Offices of Richard C. Martin July 2007 - December 2007
WATG February 2007 - July 2007
Skills
Procurement, Strategic Sourcing, Supplier Sourcing, Product Sourcing, International Logistics, FF&E, Marketing, Event Planning, AutoCAD, Photoshop, Rendering, PowerPoint, Microsoft Office, Conference Coordination, Business Travel, Invoice Processing, Retail, Social Networking, Customer Service, Leadership, Organization, Schedule Control, Multi Tasking
Education
Seattle Pacific University 2002 — 2006
Bachelor of Arts (BA), Interior Design
Forever 21 July 2014 - Present
LM Design Group, Inc. February 2013 - February 2014
Wedbush Securities April 2008 - January 2012
Law Offices of Richard C. Martin July 2007 - December 2007
WATG February 2007 - July 2007
Skills
Procurement, Strategic Sourcing, Supplier Sourcing, Product Sourcing, International Logistics, FF&E, Marketing, Event Planning, AutoCAD, Photoshop, Rendering, PowerPoint, Microsoft Office, Conference Coordination, Business Travel, Invoice Processing, Retail, Social Networking, Customer Service, Leadership, Organization, Schedule Control, Multi Tasking
Education
Seattle Pacific University 2002 — 2006
Bachelor of Arts (BA), Interior Design
Jim G. Smith Jim G. Smith's Wedbush Securities Experience October 2004 - August 2005
Job Director of Annual Giving at University of Alaska Anchorage
Industry Nonprofit Organization Management
Experience
University of Alaska Anchorage August 2013 - February 2015
University of Alaska Anchorage November 2011 - July 2013
Tuality Healthcare June 2011 - October 2011
Peace Corps January 2010 - August 2010
Alaska Geographic April 2006 - December 2009
Calendar Club October 2005 - January 2006
Wedbush Securities October 2004 - August 2005
The Foothill Theatre Company May 2002 - October 2004
Skills
Editing, Public Speaking, Acting, Non-profits
Education
Pennsylvania State University 1996 — 1999
Masters, Theater
Southern Oregon University 1991 — 1996
Bachelors, Theater
Kenai Central High School 1986 — 1990
University of Alaska Anchorage August 2013 - February 2015
University of Alaska Anchorage November 2011 - July 2013
Tuality Healthcare June 2011 - October 2011
Peace Corps January 2010 - August 2010
Alaska Geographic April 2006 - December 2009
Calendar Club October 2005 - January 2006
Wedbush Securities October 2004 - August 2005
The Foothill Theatre Company May 2002 - October 2004
Skills
Editing, Public Speaking, Acting, Non-profits
Education
Pennsylvania State University 1996 — 1999
Masters, Theater
Southern Oregon University 1991 — 1996
Bachelors, Theater
Kenai Central High School 1986 — 1990
Scott Alling's Wedbush Securities Experience January 2009 - Present
Job Managing Director, Investments Wedbush Securities
Industry Financial Services
Experience
Wedbush Securities January 2009 - Present
First Wall Street Corporation June 1985 - December 2008
Education
Indiana University Bloomington 1980 — 1981
Business, Finance
Indiana University-Purdue University at Indianapolis 1978 — 1980
Business Finance
Sheridan College 1977 — 1978
Pre Dental
Wedbush Securities January 2009 - Present
First Wall Street Corporation June 1985 - December 2008
Education
Indiana University Bloomington 1980 — 1981
Business, Finance
Indiana University-Purdue University at Indianapolis 1978 — 1980
Business Finance
Sheridan College 1977 — 1978
Pre Dental
Alex Koeberle Alex Koeberle's Wedbush Securities Experience June 2012 - August 2012
Job Research/Program Associate at Migrant Legal Action Program, Inc.
Industry Nonprofit Organization Management
Experience
Migrant Legal Action Program, Inc. July 2014 - Present
Alvarez & Marsal June 2013 - August 2013
Georgetown University Student Investment Fund January 2012 - January 2013
Wedbush Securities June 2012 - August 2012
Skills
Research, Data Analysis, Microsoft Excel, International..., Economics, Valuation, Financial Analysis, PowerPoint, Microsoft Office, French, Public Speaking, Social Media, Financial Modeling, Microsoft Word, Event Planning, Editing, Stata, Fundraising, Legal Research
Education
Georgetown University 2011 — 2014
Bachelor of Arts (BA), Economics, Environmental Science, History
Migrant Legal Action Program, Inc. July 2014 - Present
Alvarez & Marsal June 2013 - August 2013
Georgetown University Student Investment Fund January 2012 - January 2013
Wedbush Securities June 2012 - August 2012
Skills
Research, Data Analysis, Microsoft Excel, International..., Economics, Valuation, Financial Analysis, PowerPoint, Microsoft Office, French, Public Speaking, Social Media, Financial Modeling, Microsoft Word, Event Planning, Editing, Stata, Fundraising, Legal Research
Education
Georgetown University 2011 — 2014
Bachelor of Arts (BA), Economics, Environmental Science, History
Dave Soltau , CFA Dave Soltau , CFA's Wedbush Securities Experience 2009 - 2012
Job Institutional Fixed Income, Portfolio and Risk Management Professional
Industry Financial Services
Experience
Windsor Financial Group, LLC February 2012 - June 2015
Wedbush Securities 2009 - 2012
U.S. Bank / Salo, LLC January 2008 - December 2008
Merrill Lynch 2003 - 2007
Wells Fargo Securities 2001 - 2003
GMAC RFC 1991 - 2000
Skills
Portfolio Management, Asset Management, Risk Management, Investments, Trading, Banking, Fixed Income, Credit, Capital Markets, Financial Services, Valuation, Bloomberg, Intex, BondEdge, Options, Mortgage Industry, Asset Allocation, Commercial Mortgages
Education
University of Minnesota - Carlson School of Management
Master of Business Administration (MBA)
Gustavus Adolphus College
Bachelor of Arts (B.A.)
Windsor Financial Group, LLC February 2012 - June 2015
Wedbush Securities 2009 - 2012
U.S. Bank / Salo, LLC January 2008 - December 2008
Merrill Lynch 2003 - 2007
Wells Fargo Securities 2001 - 2003
GMAC RFC 1991 - 2000
Skills
Portfolio Management, Asset Management, Risk Management, Investments, Trading, Banking, Fixed Income, Credit, Capital Markets, Financial Services, Valuation, Bloomberg, Intex, BondEdge, Options, Mortgage Industry, Asset Allocation, Commercial Mortgages
Education
University of Minnesota - Carlson School of Management
Master of Business Administration (MBA)
Gustavus Adolphus College
Bachelor of Arts (B.A.)
Ed Doerffel Ed Doerffel's Wedbush Securities Experience November 2009 - Present
Job Investment Executive at Wedbush Securities
Industry Financial Services
Experience
Wedbush Securities November 2009 - Present
Skills
Investments, Retirement Planning, Wealth Management, Bonds, Alternative Investments, Strategic Financial..., Asset Management, Annuities, Insurance, Stocks
Education
New Mexico State University 1970 — 1974
Bachelor of Business Administration (BBA), Finance, General
Wedbush Securities November 2009 - Present
Skills
Investments, Retirement Planning, Wealth Management, Bonds, Alternative Investments, Strategic Financial..., Asset Management, Annuities, Insurance, Stocks
Education
New Mexico State University 1970 — 1974
Bachelor of Business Administration (BBA), Finance, General
Kristina Stanford's Wedbush Securities Experience January 2012 - May 2012
Job Senior Consultant Energy Practice at Navigant
Industry Management Consulting
Experience
Navigant June 2015 - Present
Micronomics, Inc. April 2014 - June 2015
Micronomics, Inc. June 2012 - April 2014
Wedbush Securities January 2012 - May 2012
Scripps College August 2011 - May 2012
Scripps Information Technology August 2010 - December 2011
Southern California Edison June 2011 - August 2011
Skills
Research, Data Analysis, Market Research, Stata, Statistics, SAS, Analysis, Microsoft Excel, Forecasting, Program Management, PowerPoint, Financial Modeling, Econometrics
Education
Scripps College 2008 — 2012
Bachelor of Arts, Mathematical Economics
Lake Forest Academy 2004 — 2008
Navigant June 2015 - Present
Micronomics, Inc. April 2014 - June 2015
Micronomics, Inc. June 2012 - April 2014
Wedbush Securities January 2012 - May 2012
Scripps College August 2011 - May 2012
Scripps Information Technology August 2010 - December 2011
Southern California Edison June 2011 - August 2011
Skills
Research, Data Analysis, Market Research, Stata, Statistics, SAS, Analysis, Microsoft Excel, Forecasting, Program Management, PowerPoint, Financial Modeling, Econometrics
Education
Scripps College 2008 — 2012
Bachelor of Arts, Mathematical Economics
Lake Forest Academy 2004 — 2008
Crystal Mello Crystal Mello's Wedbush Securities Experience June 2012 - Present
Job Operations Manager
Industry Financial Services
Experience
Wedbush Securities June 2012 - Present
Wedbush Securities January 2010 - June 2012
Wedbush Securities December 2006 - January 2010
Wedbush Securities June 2004 - November 2006
The Omega Group 2001 - 2003
WebSideStory August 2001 - December 2001
Skills
Management, Social Media, Investments, Risk Management, Budgets, Social Networking, Strategic Planning, Leadership, Strategy, Series 7, Policy, Training, Customer Service, Finance, Project Management, Vendor Management
Education
San Diego Mesa College 2008 — 2011
Political Science
Wedbush Securities June 2012 - Present
Wedbush Securities January 2010 - June 2012
Wedbush Securities December 2006 - January 2010
Wedbush Securities June 2004 - November 2006
The Omega Group 2001 - 2003
WebSideStory August 2001 - December 2001
Skills
Management, Social Media, Investments, Risk Management, Budgets, Social Networking, Strategic Planning, Leadership, Strategy, Series 7, Policy, Training, Customer Service, Finance, Project Management, Vendor Management
Education
San Diego Mesa College 2008 — 2011
Political Science
Mary Foster Mary Foster's Wedbush Securities Experience June 2010 - August 2012
Job Financial Services
Industry Financial Services
Experience
Next Gen Capital Markets, Inc. January 2014 - April 2014
Next Gen Capital Markets, Inc. January 2014 - April 2014
Retail Manager 101 2013 - 2013
Retail Manager 101 2013 - 2013
Wedbush Securities June 2010 - August 2012
Citigroup January 2001 - October 2010
Sterne Agee November 2009 - May 2010
Donaldson, Lufkin & Jenrette October 1999 - December 2000
merck pharmceuticals 1992 - 1993
Skills
Equities, Series 7, Fixed Income, Securities, Bloomberg, Series 63, Trading, Options, FINRA, CRM, Management, Marketing, Back Office, Real Estate, Institutional..., Settlement, Series 65, Sales, Hedge Funds, Equity Research, Investments, Equity Trading, Capital Markets, Portfolio Management
Education
Houston Baptist University 1993 — 1993
Bachelor of Science (BS)
Texas A&M University 1988 — 1992
BS, Psychology, Accounting
Next Gen Capital Markets, Inc. January 2014 - April 2014
Next Gen Capital Markets, Inc. January 2014 - April 2014
Retail Manager 101 2013 - 2013
Retail Manager 101 2013 - 2013
Wedbush Securities June 2010 - August 2012
Citigroup January 2001 - October 2010
Sterne Agee November 2009 - May 2010
Donaldson, Lufkin & Jenrette October 1999 - December 2000
merck pharmceuticals 1992 - 1993
Skills
Equities, Series 7, Fixed Income, Securities, Bloomberg, Series 63, Trading, Options, FINRA, CRM, Management, Marketing, Back Office, Real Estate, Institutional..., Settlement, Series 65, Sales, Hedge Funds, Equity Research, Investments, Equity Trading, Capital Markets, Portfolio Management
Education
Houston Baptist University 1993 — 1993
Bachelor of Science (BS)
Texas A&M University 1988 — 1992
BS, Psychology, Accounting
Edward Lane Edward Lane's Wedbush Securities Experience March 2011 - October 2011
Job VP Securities Lending at Industrial and Commercial Bank of China
Industry Financial Services
Experience
Industrial and Commercial Bank of China October 2011 - Present
Wedbush Securities March 2011 - October 2011
Quantex Clearing LLC November 2010 - March 2011
Kellner Dileo & Co August 2010 - December 2010
AXA Advisors January 2010 - August 2010
Barclays Capitial Inc July 1998 - February 2010
Barclays Capital Inc March 2003 - February 2009
Daiwa Securities America Inc May 1995 - July 1998
Daiwa Securities America March 1990 - May 1995
Daiwa Securities America January 1987 - January 1989
Education
bishop ford 1974 — 1978
St. Francis College
Finance Major
Industrial and Commercial Bank of China October 2011 - Present
Wedbush Securities March 2011 - October 2011
Quantex Clearing LLC November 2010 - March 2011
Kellner Dileo & Co August 2010 - December 2010
AXA Advisors January 2010 - August 2010
Barclays Capitial Inc July 1998 - February 2010
Barclays Capital Inc March 2003 - February 2009
Daiwa Securities America Inc May 1995 - July 1998
Daiwa Securities America March 1990 - May 1995
Daiwa Securities America January 1987 - January 1989
Education
bishop ford 1974 — 1978
St. Francis College
Finance Major
Marvin Zuniga Marvin Zuniga's Wedbush Securities Experience January 2014 - Present
Job Reorg Specialist at Wedbush Securities, Inc
Industry Financial Services
Experience
Wedbush Securities January 2014 - Present
Wedbush Securities November 2013 - January 2014
RadioShack July 2011 - July 2012
US Census Bureau March 2010 - May 2010
Quick Test/Heakin July 2009 - January 2010
Skills
Computer: Microsoft...
Education
University of California, Riverside 2011 — 2013
Bachelor of Arts (B.A.), Business Economics
Riverside Community College 2009 — 2011
Transfer Studies, Transfer Studies
La Puente High School 2005 — 2009
Wedbush Securities January 2014 - Present
Wedbush Securities November 2013 - January 2014
RadioShack July 2011 - July 2012
US Census Bureau March 2010 - May 2010
Quick Test/Heakin July 2009 - January 2010
Skills
Computer: Microsoft...
Education
University of California, Riverside 2011 — 2013
Bachelor of Arts (B.A.), Business Economics
Riverside Community College 2009 — 2011
Transfer Studies, Transfer Studies
La Puente High School 2005 — 2009
Angela Mechaley Angela Mechaley's Wedbush Securities Experience December 2007 - October 2009
Job Interior Designer/Surface Specifier at M.O.Daby Design
Industry Design
Experience
M.O.Daby Design August 2014 - Present
Mediterranean Exploration Company June 2014 - December 2014
Fuller's Restaurant & Coffee Shop November 2009 - December 2014
Wedbush Securities December 2007 - October 2009
U.S. Bank October 2006 - December 2007
Kern Schools Federal Credit Union October 2003 - September 2006
Skills
Customer Service, Hospitality, Environmental Awareness, Interior Design, Illustrator, Project Coordination, Project Management, Research, Microsoft Office, Microsoft Word, Strategic Planning, Sustainable Design, Social Media, Social Sciences, Environmental Issues, Earth Science, Architectural Design, Receptionist Duties, Food Service Operations, Tenacious Work Ethic
Education
Portland State University 2011 — 2014
Bachelor of Science (B.S.), Geography and GIS
Portland State University 2011 — 2014
Bachelor of Science (B.S.), Environmental Studies
Portland Community College 2007 — 2010
Associate’s Degree, Interior Design
M.O.Daby Design August 2014 - Present
Mediterranean Exploration Company June 2014 - December 2014
Fuller's Restaurant & Coffee Shop November 2009 - December 2014
Wedbush Securities December 2007 - October 2009
U.S. Bank October 2006 - December 2007
Kern Schools Federal Credit Union October 2003 - September 2006
Skills
Customer Service, Hospitality, Environmental Awareness, Interior Design, Illustrator, Project Coordination, Project Management, Research, Microsoft Office, Microsoft Word, Strategic Planning, Sustainable Design, Social Media, Social Sciences, Environmental Issues, Earth Science, Architectural Design, Receptionist Duties, Food Service Operations, Tenacious Work Ethic
Education
Portland State University 2011 — 2014
Bachelor of Science (B.S.), Geography and GIS
Portland State University 2011 — 2014
Bachelor of Science (B.S.), Environmental Studies
Portland Community College 2007 — 2010
Associate’s Degree, Interior Design
Andrew Kennedy's Wedbush Securities Experience September 2015 - Present
Job Senior VP, Wedbush Securities
Industry Financial Services
Experience
Wedbush Securities September 2015 - Present
Sterne Agee October 2011 - July 2015
Madison Williams and Company February 2010 - October 2011
Oppenheimer & Co. 2005 - 2010
IRG Research October 2002 - June 2005
Skills
Capital Markets, Equities, Trading, Financial Markets, Series 7, Equity Research, Investments, Series 63, Valuation, Hedge Funds, Bloomberg, Portfolio Management, Fixed Income, Financial Services, Risk Management, Corporate Finance, Investment Management, Trading Systems, Financial Modeling, Equity Trading, Financial Analysis, Bonds, Investment Banking, Options, FX Options, Derivatives, Asset Management, ETFs, Securities
Education
Fordham University - Graduate School of Business Administration 2000 — 2002
MBA, Finance & International Business
Lafayette College 1993 — 1997
BA, International Affairs
Wedbush Securities September 2015 - Present
Sterne Agee October 2011 - July 2015
Madison Williams and Company February 2010 - October 2011
Oppenheimer & Co. 2005 - 2010
IRG Research October 2002 - June 2005
Skills
Capital Markets, Equities, Trading, Financial Markets, Series 7, Equity Research, Investments, Series 63, Valuation, Hedge Funds, Bloomberg, Portfolio Management, Fixed Income, Financial Services, Risk Management, Corporate Finance, Investment Management, Trading Systems, Financial Modeling, Equity Trading, Financial Analysis, Bonds, Investment Banking, Options, FX Options, Derivatives, Asset Management, ETFs, Securities
Education
Fordham University - Graduate School of Business Administration 2000 — 2002
MBA, Finance & International Business
Lafayette College 1993 — 1997
BA, International Affairs
Nadia S. Ward's Wedbush Securities Experience July 2013 - April 2014
Job BioPharma Investment Banking at Piper Jaffray & Co.
Industry Investment Banking
Experience
Piper Jaffray & Co. May 2014 - Present
Wedbush Securities July 2013 - April 2014
E.S. Originals Inc. December 2012 - March 2013
Allen Freeman & Associates July 2011 - November 2012
Skills
Leadership, Customer Service, Microsoft Office, Sales, PowerPoint, Marketing, Project Management, Market Research, Microsoft Excel, Finance, Strategic Planning, Data Analysis, Investment Banking, Risk Management, Event Management, Entrepreneurship, Presentation Design
Education
Rutgers, The State University of New Jersey-New Brunswick
B.A, Sociology, Psychology
Piper Jaffray & Co. May 2014 - Present
Wedbush Securities July 2013 - April 2014
E.S. Originals Inc. December 2012 - March 2013
Allen Freeman & Associates July 2011 - November 2012
Skills
Leadership, Customer Service, Microsoft Office, Sales, PowerPoint, Marketing, Project Management, Market Research, Microsoft Excel, Finance, Strategic Planning, Data Analysis, Investment Banking, Risk Management, Event Management, Entrepreneurship, Presentation Design
Education
Rutgers, The State University of New Jersey-New Brunswick
B.A, Sociology, Psychology
Sarah Dauterman's Wedbush Securities Experience June 2012 - August 2012
Job Consultant at FTI Consulting
Industry Financial Services
Experience
FTI Consulting September 2014 - Present
the dFm January 2014 - May 2014
Central Department Store June 2013 - August 2013
Wedbush Securities June 2012 - August 2012
Reel Look March 2012 - May 2012
KPMG June 2011 - August 2011
Dauterman Portrait & Design June 2009 - August 2010
Skills
Microsoft Office, Adobe Photoshop, Adobe Indesign, HTML, Minitab, Payroll Processing, Tax Preparation, Photoshop, PowerPoint, Research, Microsoft Excel, Social Media Marketing, Microsoft Word, Data Analysis, Finance, Marketing, Analysis, Payroll, Social Networking, Social Media, Event Planning, Accounting, Public Speaking, Facebook, Financial Analysis
Education
University of Southern California 2010 — 2014
B.S., Business Administration, 3.8/4.0
ESCP-EAP 2013 — 2013
Finance, General
Episcopal School of Dallas 2006 — 2010
FTI Consulting September 2014 - Present
the dFm January 2014 - May 2014
Central Department Store June 2013 - August 2013
Wedbush Securities June 2012 - August 2012
Reel Look March 2012 - May 2012
KPMG June 2011 - August 2011
Dauterman Portrait & Design June 2009 - August 2010
Skills
Microsoft Office, Adobe Photoshop, Adobe Indesign, HTML, Minitab, Payroll Processing, Tax Preparation, Photoshop, PowerPoint, Research, Microsoft Excel, Social Media Marketing, Microsoft Word, Data Analysis, Finance, Marketing, Analysis, Payroll, Social Networking, Social Media, Event Planning, Accounting, Public Speaking, Facebook, Financial Analysis
Education
University of Southern California 2010 — 2014
B.S., Business Administration, 3.8/4.0
ESCP-EAP 2013 — 2013
Finance, General
Episcopal School of Dallas 2006 — 2010
Joel Henricks, CCNA's Wedbush Securities Experience August 2015 - Present
Job IT Infrastructure Manager at Wedbush Securities
Industry Financial Services
Experience
Wedbush Securities August 2015 - Present
Wedbush Securities March 2015 - Present
Wedbush Securities September 2013 - March 2015
Hilton Worldwide April 2010 - September 2013
Hilton Worldwide January 2006 - April 2010
Hilton Worldwide September 2003 - January 2006
Stillwater Designs, Inc. 1996 - 2000
Skills
Network Administration, CCNA, Linux, RAID, Windows Server, Virtualization, Security, Network Design, Active Directory, Windows 7, Routing, Switches, Micros, Wireless Networking, Information Technology, Cisco Technologies, VPN, Hospitality Industry, Hospitality Management, Network Security, Firewalls, Microsoft Exchange, Disaster Recovery, Networking, IT Operations
Education
Oklahoma State University 1997 — 2001
Bachelor of Science, Management Information Systems
Wedbush Securities August 2015 - Present
Wedbush Securities March 2015 - Present
Wedbush Securities September 2013 - March 2015
Hilton Worldwide April 2010 - September 2013
Hilton Worldwide January 2006 - April 2010
Hilton Worldwide September 2003 - January 2006
Stillwater Designs, Inc. 1996 - 2000
Skills
Network Administration, CCNA, Linux, RAID, Windows Server, Virtualization, Security, Network Design, Active Directory, Windows 7, Routing, Switches, Micros, Wireless Networking, Information Technology, Cisco Technologies, VPN, Hospitality Industry, Hospitality Management, Network Security, Firewalls, Microsoft Exchange, Disaster Recovery, Networking, IT Operations
Education
Oklahoma State University 1997 — 2001
Bachelor of Science, Management Information Systems
Henry Adzhemyan's Wedbush Securities Experience February 2013 - March 2013
Job Accounting Supervisor
Industry Financial Services
Experience
Metropolitan Theatres February 2015 - Present
First Entertainment Credit Union March 2014 - August 2014
Partners Federal Credit Union February 2014 - February 2014
Wedbush Securities February 2013 - March 2013
California Insurance Guarantee Association July 2005 - October 2011
Wescom Credit Union December 2004 - May 2005
JVK Manufacturers March 2003 - November 2004
Countrywide Home Loans December 2002 - February 2003
Skills
Account Reconciliation, General Ledger, Accounts Payable, Accounting, Accounts Receivable, Financial Analysis, Microsoft Excel, Payroll, Insurance, Internal Controls, Journal Entries, Bank Reconciliation, Financial Accounting, Management, Fixed Assets, Accruals, Analysis, Invoicing, Expenses, Spreadsheets, Microsoft Office, Inventory Control, Balance, Microsoft Dynamics GP
Education
Glendale Community College 2000 — 2002
Associate's Degree, Business Administration
Metropolitan Theatres February 2015 - Present
First Entertainment Credit Union March 2014 - August 2014
Partners Federal Credit Union February 2014 - February 2014
Wedbush Securities February 2013 - March 2013
California Insurance Guarantee Association July 2005 - October 2011
Wescom Credit Union December 2004 - May 2005
JVK Manufacturers March 2003 - November 2004
Countrywide Home Loans December 2002 - February 2003
Skills
Account Reconciliation, General Ledger, Accounts Payable, Accounting, Accounts Receivable, Financial Analysis, Microsoft Excel, Payroll, Insurance, Internal Controls, Journal Entries, Bank Reconciliation, Financial Accounting, Management, Fixed Assets, Accruals, Analysis, Invoicing, Expenses, Spreadsheets, Microsoft Office, Inventory Control, Balance, Microsoft Dynamics GP
Education
Glendale Community College 2000 — 2002
Associate's Degree, Business Administration
Shannon Arnold's Wedbush Securities Experience October 2008 - February 2013
Job Marketing Manager
Industry Marketing and Advertising
Experience
Capital Group Private Client Services July 2015 - Present
Liaison Marketing Solutions June 2012 - Present
Inhance Digital February 2013 - July 2015
Wedbush Securities October 2008 - February 2013
AppleOne Employment Services November 2006 - October 2008
Skills
Facebook, Press Releases, Marketing, Social Media, Public Relations, Email Marketing, Management, Blogging, Marketing Strategy, Advertising, Social Media Marketing, Editing, Marketing Communications, SEO, CRM, Digital Media, Digital Strategy, Marketing Management, Instagram, Web Analytics, Direct Marketing, Strategic Public..., Content Writing, Writing, Multi Tasking, Pitching Ideas, Event Management, Sales, Efficiency, Pitching Stories, Twitter, Pinterest, Interviews, Market Research, Online Advertising, Online Marketing, Google Analytics, Leadership, Mobile Marketing, SEM, Budgets, Salesforce.com, Integrated Marketing, Photoshop, Marketo, Newsletters, Pardot, HubSpot, Inbound Marketing, Inbound Lead Generation
Education
Niagara College 2003 — 2004
Associate of Arts (A.A.), Journalism
Greenville College 2001 — 2003
Bachelor of Arts Degree, Journalism & Communications
Capital Group Private Client Services July 2015 - Present
Liaison Marketing Solutions June 2012 - Present
Inhance Digital February 2013 - July 2015
Wedbush Securities October 2008 - February 2013
AppleOne Employment Services November 2006 - October 2008
Skills
Facebook, Press Releases, Marketing, Social Media, Public Relations, Email Marketing, Management, Blogging, Marketing Strategy, Advertising, Social Media Marketing, Editing, Marketing Communications, SEO, CRM, Digital Media, Digital Strategy, Marketing Management, Instagram, Web Analytics, Direct Marketing, Strategic Public..., Content Writing, Writing, Multi Tasking, Pitching Ideas, Event Management, Sales, Efficiency, Pitching Stories, Twitter, Pinterest, Interviews, Market Research, Online Advertising, Online Marketing, Google Analytics, Leadership, Mobile Marketing, SEM, Budgets, Salesforce.com, Integrated Marketing, Photoshop, Marketo, Newsletters, Pardot, HubSpot, Inbound Marketing, Inbound Lead Generation
Education
Niagara College 2003 — 2004
Associate of Arts (A.A.), Journalism
Greenville College 2001 — 2003
Bachelor of Arts Degree, Journalism & Communications
Christina Mojica's Wedbush Securities Experience November 2014 - January 2015
Job Account Specialist at Transcend Information, Inc.
Industry
Experience
Transcend Information, Inc. May 2015 - Present
Wedbush Securities November 2014 - January 2015
Middle School and High School Diversity Project (MS/HSDP) August 2014 - October 2014
Z Real Estate May 2012 - January 2014
The Behavioral and Physiological Correlates of Conversation August 2013 - December 2013
College Fashion June 2012 - January 2013
Law Offices of Donald A. Hunsberger September 2012 - November 2012
St. Norbert Catholic Church July 2011 - November 2011
Skills
PowerPoint, Social Media, Microsoft Office, Graphic Design, Photoshop, Event Planning, Digital Photography, Research, Microsoft Word, Editing, Customer Service, Teamwork, Program Management, Facebook, Communication, Microsoft Excel, Adobe Creative Suite, Team Leadership, Data Analysis, Public Speaking, Program Development, Google Docs, Curriculum Design, Recruiting, Constant Contact, Social Networking, Community Outreach, Fundraising, Customer Support, Account Management, Project Management, Socio-economic Research, Blogging, Newsletters, WordPress, Marketing, Event Management, Time Management
Education
University of California, Los Angeles 2012 — 2014
Bachelor's Degree, Sociology
Irvine Valley College 2010 — 2012
Associate of Arts (A.A.), Behavioral and Social Science
Rosary High School
High School Diploma
Transcend Information, Inc. May 2015 - Present
Wedbush Securities November 2014 - January 2015
Middle School and High School Diversity Project (MS/HSDP) August 2014 - October 2014
Z Real Estate May 2012 - January 2014
The Behavioral and Physiological Correlates of Conversation August 2013 - December 2013
College Fashion June 2012 - January 2013
Law Offices of Donald A. Hunsberger September 2012 - November 2012
St. Norbert Catholic Church July 2011 - November 2011
Skills
PowerPoint, Social Media, Microsoft Office, Graphic Design, Photoshop, Event Planning, Digital Photography, Research, Microsoft Word, Editing, Customer Service, Teamwork, Program Management, Facebook, Communication, Microsoft Excel, Adobe Creative Suite, Team Leadership, Data Analysis, Public Speaking, Program Development, Google Docs, Curriculum Design, Recruiting, Constant Contact, Social Networking, Community Outreach, Fundraising, Customer Support, Account Management, Project Management, Socio-economic Research, Blogging, Newsletters, WordPress, Marketing, Event Management, Time Management
Education
University of California, Los Angeles 2012 — 2014
Bachelor's Degree, Sociology
Irvine Valley College 2010 — 2012
Associate of Arts (A.A.), Behavioral and Social Science
Rosary High School
High School Diploma
Jon Tringale's Wedbush Securities Experience June 2009 - June 2011
Job Portfolio Specialist at WCM Investment Management
Industry Investment Management
Experience
WCM Investment Management June 2015 - Present
Gerson Lehrman Group June 2011 - June 2015
Wedbush Securities June 2009 - June 2011
Raymond James June 2008 - June 2009
Education
San Jose State University 2004 — 2008
B.S., Finance
Mission Viejo H.S.
WCM Investment Management June 2015 - Present
Gerson Lehrman Group June 2011 - June 2015
Wedbush Securities June 2009 - June 2011
Raymond James June 2008 - June 2009
Education
San Jose State University 2004 — 2008
B.S., Finance
Mission Viejo H.S.
John Shih-Hsien Chien's Wedbush Securities Experience May 2015 - June 2015
Job Internal Audit Manager at Pall Corporation
Industry Media Production
Experience
Pall Corporation July 2015 - Present
Wedbush Securities May 2015 - June 2015
G&Z Consulting February 2015 - April 2015
United Business Media June 2004 - January 2015
Interpublic Group June 2001 - June 2004
Phoenix Solution Inc. part of Gomembers Inc. December 2000 - June 2001
gomembers, Inc. April 2000 - November 2000
Ernst & Young January 1997 - April 2000
Salibello & Broder LLP August 1993 - December 1996
Skills
Financial Reporting, Auditing, Financial Analysis, Finance, Management, Internal Audit, Mergers & Acquisitions, Internal Controls, Managerial Finance, Forecasting, Budgets, Accounting, Financial Accounting, Sarbanes-Oxley Act, Project Management, Financial Audits, Variance Analysis
Education
New York Institute of Technology 1986 — 1992
Bachelor's Degree, Accounting
Cardozo High School
High School
Pall Corporation July 2015 - Present
Wedbush Securities May 2015 - June 2015
G&Z Consulting February 2015 - April 2015
United Business Media June 2004 - January 2015
Interpublic Group June 2001 - June 2004
Phoenix Solution Inc. part of Gomembers Inc. December 2000 - June 2001
gomembers, Inc. April 2000 - November 2000
Ernst & Young January 1997 - April 2000
Salibello & Broder LLP August 1993 - December 1996
Skills
Financial Reporting, Auditing, Financial Analysis, Finance, Management, Internal Audit, Mergers & Acquisitions, Internal Controls, Managerial Finance, Forecasting, Budgets, Accounting, Financial Accounting, Sarbanes-Oxley Act, Project Management, Financial Audits, Variance Analysis
Education
New York Institute of Technology 1986 — 1992
Bachelor's Degree, Accounting
Cardozo High School
High School
Dru Gilbert Dru Gilbert's Wedbush Securities Experience March 2008 - Present
Job Vice President/Manager at Wedbush Securities
Industry Financial Services
Experience
Wedbush Securities March 2008 - Present
ML Stern & Co. April 1985 - March 2008
Skills
Finance, Investments, Financial Analysis, Series 7, Series 63, Securities, Portfolio Management, Wealth Management, Equities, Mutual Funds, Management, Asset Management, Financial Services, Series 24, Series 53
Education
Oregon State University 1978 — 1982
Bachelor of Science (BS), Marketing/Marketing Management, General
University of Nevada-Las Vegas 1976 — 1978
Hotel, Motel, and Restaurant Management
Wedbush Securities March 2008 - Present
ML Stern & Co. April 1985 - March 2008
Skills
Finance, Investments, Financial Analysis, Series 7, Series 63, Securities, Portfolio Management, Wealth Management, Equities, Mutual Funds, Management, Asset Management, Financial Services, Series 24, Series 53
Education
Oregon State University 1978 — 1982
Bachelor of Science (BS), Marketing/Marketing Management, General
University of Nevada-Las Vegas 1976 — 1978
Hotel, Motel, and Restaurant Management
Max Del Real Max Del Real's Wedbush Securities Experience June 2010 - September 2010
Job Client Partner, Mobile at Facebook
Industry Marketing and Advertising
Experience
Facebook September 2014 - Present
AdColony May 2013 - September 2014
Applico July 2012 - April 2013
Morgan Keegan December 2011 - May 2012
Grove House, Stanford University September 2010 - June 2011
Wedbush Securities June 2010 - September 2010
Atlantic City Federal Credit Union June 2009 - September 2009
Skills
Financial Modeling, Business Strategy, Microsoft Excel, Research, Analytics, PowerPoint, Business Development, Mobile Advertising, Project Management, Data Analysis, Facebook, New Business Development, Strategy, Ad Networks, Entrepreneurship
Education
Stanford University 2011 — 2012
Master of Science (MS), Management Science and Engineering
Stanford University 2007 — 2011
Bachelor of Science (BS), Management Science and Engineering
Facebook September 2014 - Present
AdColony May 2013 - September 2014
Applico July 2012 - April 2013
Morgan Keegan December 2011 - May 2012
Grove House, Stanford University September 2010 - June 2011
Wedbush Securities June 2010 - September 2010
Atlantic City Federal Credit Union June 2009 - September 2009
Skills
Financial Modeling, Business Strategy, Microsoft Excel, Research, Analytics, PowerPoint, Business Development, Mobile Advertising, Project Management, Data Analysis, Facebook, New Business Development, Strategy, Ad Networks, Entrepreneurship
Education
Stanford University 2011 — 2012
Master of Science (MS), Management Science and Engineering
Stanford University 2007 — 2011
Bachelor of Science (BS), Management Science and Engineering
Thomas J. Durkin, Sr.'s Wedbush Securities Experience March 2009 - August 2014
Job President and Founder at Cohasset Concierge Services
Industry Consumer Services
Experience
Cohasset Concierge Services September 2014 - Present
Wedbush Securities March 2009 - August 2014
Pacific Growth Equities October 2004 - March 2009
BB&T Capital Markets April 2002 - October 2004
Weeden & Co. July 1996 - April 2002
State Street Bank February 1990 - July 1996
Skills
Series 7, Equity Trading, Investment Banking, Series 63, Bloomberg, Equities, Securities, Equity Research, Investments, Capital Markets, Options, Trading, Excel, Trading Systems, Word, PowerPoint, Microsoft Office, Series 55, Financial Services, Mutual Funds, Hedge Funds, Asset Management, Alternative Investments, Fixed Income, Management, Banking, Derivatives, IPO, Financial Analysis, Private Placements, Private Equity, Electronic Trading, Finance, Financial Markets, Due Diligence, Corporate Finance, Foreign Exchange, Investment Management, Risk Management, FINRA, Sales
Education
Suffolk University - Sawyer School of Management 1994 — 1996
Master of Science, Finance
University of Massachusetts, Amherst 1986 — 1990
Bachelor of Arts, Economics
Cohasset Concierge Services September 2014 - Present
Wedbush Securities March 2009 - August 2014
Pacific Growth Equities October 2004 - March 2009
BB&T Capital Markets April 2002 - October 2004
Weeden & Co. July 1996 - April 2002
State Street Bank February 1990 - July 1996
Skills
Series 7, Equity Trading, Investment Banking, Series 63, Bloomberg, Equities, Securities, Equity Research, Investments, Capital Markets, Options, Trading, Excel, Trading Systems, Word, PowerPoint, Microsoft Office, Series 55, Financial Services, Mutual Funds, Hedge Funds, Asset Management, Alternative Investments, Fixed Income, Management, Banking, Derivatives, IPO, Financial Analysis, Private Placements, Private Equity, Electronic Trading, Finance, Financial Markets, Due Diligence, Corporate Finance, Foreign Exchange, Investment Management, Risk Management, FINRA, Sales
Education
Suffolk University - Sawyer School of Management 1994 — 1996
Master of Science, Finance
University of Massachusetts, Amherst 1986 — 1990
Bachelor of Arts, Economics
Thomas Flies Thomas Flies's Wedbush Securities Experience February 2015 - Present
Job PCS Investment Banking Analyst at Wedbush Securities
Industry Investment Banking
Experience
Wedbush Securities February 2015 - Present
Parametric June 2014 - February 2015
Parametric May 2013 - August 2013
SGL Investment Advisors May 2012 - May 2013
Bradford & Marzec May 2011 - August 2011
Bradford & Marzec June 2010 - August 2010
Skills
Word, Excel, Finance, Asset Managment, Bloomberg, Strategic Financial..., Investments, Microsoft Excel, Public Speaking, High Yield, Wealth Management, Investment Advisory, Financial Modeling, Fixed Income, Asset Management, Financial Analysis, Equities, Portfolio Management, Financial Planning, Social Networking, PowerPoint, Leadership, Customer Service
Education
The University of Montana - School of Business Administration 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Economics
Hamline University 2009 — 2010
Bishop Blanchet High School 2006 — 2009
Wedbush Securities February 2015 - Present
Parametric June 2014 - February 2015
Parametric May 2013 - August 2013
SGL Investment Advisors May 2012 - May 2013
Bradford & Marzec May 2011 - August 2011
Bradford & Marzec June 2010 - August 2010
Skills
Word, Excel, Finance, Asset Managment, Bloomberg, Strategic Financial..., Investments, Microsoft Excel, Public Speaking, High Yield, Wealth Management, Investment Advisory, Financial Modeling, Fixed Income, Asset Management, Financial Analysis, Equities, Portfolio Management, Financial Planning, Social Networking, PowerPoint, Leadership, Customer Service
Education
The University of Montana - School of Business Administration 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Economics
Hamline University 2009 — 2010
Bishop Blanchet High School 2006 — 2009
Alison Macleod Alison Macleod's Wedbush Securities Experience September 2014 - August 2015
Job Research Analyst at BioMedical Insights
Industry Biotechnology
Experience
BioMedical Insights, Inc. August 2015 - Present
Wedbush Securities September 2014 - August 2015
SageMedic Inc February 2014 - June 2014
OHSU September 2008 - January 2014
Skills
Biotechnology, Assay Development, Cancer, Start-ups, Commercialization, Research
Education
Oregon Health and Science University 2008 — 2013
Doctor of Philosophy (Ph.D.), Oncology and Cancer Biology
OHSU and University of Portland 2010 — 2012
Technology Entrepreneurship Certificate, Commercialization of medical tecchnologies
Washington State University 2004 — 2008
Bachelor of Science (BS), Bioengineering and Biomedical Engineering
BioMedical Insights, Inc. August 2015 - Present
Wedbush Securities September 2014 - August 2015
SageMedic Inc February 2014 - June 2014
OHSU September 2008 - January 2014
Skills
Biotechnology, Assay Development, Cancer, Start-ups, Commercialization, Research
Education
Oregon Health and Science University 2008 — 2013
Doctor of Philosophy (Ph.D.), Oncology and Cancer Biology
OHSU and University of Portland 2010 — 2012
Technology Entrepreneurship Certificate, Commercialization of medical tecchnologies
Washington State University 2004 — 2008
Bachelor of Science (BS), Bioengineering and Biomedical Engineering
Nghi Nguyen's Wedbush Securities Experience December 2011 - December 2012
Job Corporate Strategy at Aptose Biosciences
Industry Biotechnology
Experience
Aptose Biosciences, Inc. September 2014 - Present
L'Oréal December 2012 - September 2014
Wedbush Securities December 2011 - December 2012
CardioDx June 2011 - December 2011
Deloitte Recap LLC June 2010 - September 2010
Stanford University Medical Center January 2007 - June 2010
Howard Hughes Medical Institute June 2007 - September 2007
Children's Hospital Oakland Research Institute August 2003 - January 2005
Harvard Medical School June 2004 - August 2004
Skills
Due Diligence, Valuation, Financial Modeling, Licensing, Competitive Analysis, Market Research, Product Development, Analysis, Lifesciences, Biotechnology, Start-ups, Strategy, Entrepreneurship, Business Strategy, Analytics, Genetics, Strategic Partnerships, Life Sciences, Commercialization, Research, Due diligence
Education
Stanford University
M.S, Management Science & Engineering
Stanford University
B.S, Biological Sciences (Honors)
Aptose Biosciences, Inc. September 2014 - Present
L'Oréal December 2012 - September 2014
Wedbush Securities December 2011 - December 2012
CardioDx June 2011 - December 2011
Deloitte Recap LLC June 2010 - September 2010
Stanford University Medical Center January 2007 - June 2010
Howard Hughes Medical Institute June 2007 - September 2007
Children's Hospital Oakland Research Institute August 2003 - January 2005
Harvard Medical School June 2004 - August 2004
Skills
Due Diligence, Valuation, Financial Modeling, Licensing, Competitive Analysis, Market Research, Product Development, Analysis, Lifesciences, Biotechnology, Start-ups, Strategy, Entrepreneurship, Business Strategy, Analytics, Genetics, Strategic Partnerships, Life Sciences, Commercialization, Research, Due diligence
Education
Stanford University
M.S, Management Science & Engineering
Stanford University
B.S, Biological Sciences (Honors)
Scott E.D. Skyrm Scott E.D. Skyrm's Wedbush Securities Experience October 2014 - Present
Job Managing Director at Wedbush Securities
Industry Financial Services
Experience
Wedbush Securities October 2014 - Present
Skills
Securities, Fixed Income, Equities, Derivatives, Prime Brokerage, Trading, Bonds, Options, Investments, Money Market, FX Options, Hedge Funds, Capital Markets, Treasury, Structured Products, Securities Lending, Market Risk, Investment Banking, Financial Markets, Cash Management, Collateral Management, FX trading, Finance, Swaps, Bloomberg, Electronic Trading, Trading Systems, Hedging, Equity Trading, Commodity, Equity Derivatives
Education
Lehigh University 1984 — 1989
M.S
Lehigh University 1984 — 1988
B.A.
Teaneck High School
Wedbush Securities October 2014 - Present
Skills
Securities, Fixed Income, Equities, Derivatives, Prime Brokerage, Trading, Bonds, Options, Investments, Money Market, FX Options, Hedge Funds, Capital Markets, Treasury, Structured Products, Securities Lending, Market Risk, Investment Banking, Financial Markets, Cash Management, Collateral Management, FX trading, Finance, Swaps, Bloomberg, Electronic Trading, Trading Systems, Hedging, Equity Trading, Commodity, Equity Derivatives
Education
Lehigh University 1984 — 1989
M.S
Lehigh University 1984 — 1988
B.A.
Teaneck High School
Kirsten Fraunces Kirsten Fraunces's Wedbush Securities Experience September 2002 - Present
Job Director of Institutional Equity Sales at Wedbush Securities
Industry Financial Services
Experience
Wedbush Securities September 2002 - Present
Below the Beltway March 2009 - June 2009
The Consultants September 2008 - January 2009
Beach Cops August 2008 - August 2008
Smith College Alumnae Class of 1995 May 2000 - May 2005
Synapse Productions October 1999 - February 2002
Merrill Lynch June 1997 - April 2001
Schroeder Wertheim January 1997 - June 1997
J.P. Morgan Asset Management June 1995 - January 1997
Merrill Lynch January 1994 - June 1994
Education
University of Southern California - Marshall School of Business 2007 — 2009
MBA
Smith College 1991 — 1995
BA, Mathematics and Music
Georgetown University 1993 — 1993
Math & Business, Summer 1993
Wedbush Securities September 2002 - Present
Below the Beltway March 2009 - June 2009
The Consultants September 2008 - January 2009
Beach Cops August 2008 - August 2008
Smith College Alumnae Class of 1995 May 2000 - May 2005
Synapse Productions October 1999 - February 2002
Merrill Lynch June 1997 - April 2001
Schroeder Wertheim January 1997 - June 1997
J.P. Morgan Asset Management June 1995 - January 1997
Merrill Lynch January 1994 - June 1994
Education
University of Southern California - Marshall School of Business 2007 — 2009
MBA
Smith College 1991 — 1995
BA, Mathematics and Music
Georgetown University 1993 — 1993
Math & Business, Summer 1993
Traci Mathiews's Wedbush Securities Experience July 2015 - Present
Job Sr. Marketing Specialist at Wedbush Securities
Industry Marketing and Advertising
Experience
Wedbush Securities July 2015 - Present
Stan Johnson Company October 2011 - June 2015
YEMAYA SWIMWEAR October 2012 - 2014
Native Boutique May 2012 - December 2012
Pinto Horse Association of America, Inc. May 2010 - May 2011
Tulsa Regional Chamber January 2010 - May 2010
Skills
Adobe Creative Suite, Microsoft Office, Photography, Marketing, Social Media, Social Media Marketing, Press Releases, Event Planning, Advertising, Public Relations, Social Networking, Media Relations, Market Research, Leases, Marketing Communications, Email Marketing, Brokerage, Commercial Real Estate, Facebook, Real Estate Transactions, Investment Properties, InDesign, Marketing Strategy, Copywriting, Online Advertising, SEO, Web Analytics, Market Analysis, Strategic Communications, Real Estate, Strategic Planning, Real Estate Development, Public Speaking, Digital Media
Education
Oklahoma State University 2007 — 2010
B.S., Marketing
Wedbush Securities July 2015 - Present
Stan Johnson Company October 2011 - June 2015
YEMAYA SWIMWEAR October 2012 - 2014
Native Boutique May 2012 - December 2012
Pinto Horse Association of America, Inc. May 2010 - May 2011
Tulsa Regional Chamber January 2010 - May 2010
Skills
Adobe Creative Suite, Microsoft Office, Photography, Marketing, Social Media, Social Media Marketing, Press Releases, Event Planning, Advertising, Public Relations, Social Networking, Media Relations, Market Research, Leases, Marketing Communications, Email Marketing, Brokerage, Commercial Real Estate, Facebook, Real Estate Transactions, Investment Properties, InDesign, Marketing Strategy, Copywriting, Online Advertising, SEO, Web Analytics, Market Analysis, Strategic Communications, Real Estate, Strategic Planning, Real Estate Development, Public Speaking, Digital Media
Education
Oklahoma State University 2007 — 2010
B.S., Marketing
Carmen Davis Dye Carmen Davis Dye's Wedbush Securities Experience September 1985 - Present
Job
Industry Financial Services
Experience
Wedbush Securities September 1985 - Present
Education
Howard University 1970 — 1974
Bachelor of Science (BS), Fashion Merchandising
Wedbush Securities September 1985 - Present
Education
Howard University 1970 — 1974
Bachelor of Science (BS), Fashion Merchandising
Alexander Posthauer's Wedbush Securities Experience May 2012 - August 2012
Job Bank of America
Industry Financial Services
Experience
Bank of America July 2014 - Present
Gold & Black Illustrated August 2010 - August 2013
Wedbush Securities May 2012 - August 2012
Keane Capital Management, Inc May 2010 - August 2010
Charlotte Lighting & Interiors June 2008 - August 2009
Skills
Analysis, Equities, Finance, Management, Leadership, Financial Analysis, Microsoft Excel, Microsoft Office, Microsoft Word, Valuation
Education
Purdue University 2009 — 2013
Bachelor of Science, Business Management, Finance Concentration / Accounting
Bank of America July 2014 - Present
Gold & Black Illustrated August 2010 - August 2013
Wedbush Securities May 2012 - August 2012
Keane Capital Management, Inc May 2010 - August 2010
Charlotte Lighting & Interiors June 2008 - August 2009
Skills
Analysis, Equities, Finance, Management, Leadership, Financial Analysis, Microsoft Excel, Microsoft Office, Microsoft Word, Valuation
Education
Purdue University 2009 — 2013
Bachelor of Science, Business Management, Finance Concentration / Accounting
Andrew Tsai Andrew Tsai's Wedbush Securities Experience November 2014 - May 2015
Job Equity Research Associate at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets June 2015 - Present
Wedbush Securities November 2014 - May 2015
Wedbush Securities December 2013 - November 2014
Self-Employed October 2006 - December 2013
Department of Civil and Environmental Engineering July 2009 - August 2011
Speculative Trading & Arbitrage Team (STAT) September 2010 - June 2011
Millennium Corporate Solutions June 2008 - September 2008
Kingston June 2005 - September 2007
Skills
Financial Modeling, Technical Analysis, Stock Market, Equity Trading, Simulations, C++, DCF Valuation, PowerPoint, Finance, Renewable Energy, Water Treatment, Microsoft Excel, Matlab, Microsoft Word, AutoCAD, Labview
Education
Stanford University 2012 — 2013
Master of Science (MS), Environmental/Environmental Health Engineering
University of California, Irvine 2007 — 2011
Bachelor of Science (BS), Environmental/Environmental Health Engineering, cum laude
RBC Capital Markets June 2015 - Present
Wedbush Securities November 2014 - May 2015
Wedbush Securities December 2013 - November 2014
Self-Employed October 2006 - December 2013
Department of Civil and Environmental Engineering July 2009 - August 2011
Speculative Trading & Arbitrage Team (STAT) September 2010 - June 2011
Millennium Corporate Solutions June 2008 - September 2008
Kingston June 2005 - September 2007
Skills
Financial Modeling, Technical Analysis, Stock Market, Equity Trading, Simulations, C++, DCF Valuation, PowerPoint, Finance, Renewable Energy, Water Treatment, Microsoft Excel, Matlab, Microsoft Word, AutoCAD, Labview
Education
Stanford University 2012 — 2013
Master of Science (MS), Environmental/Environmental Health Engineering
University of California, Irvine 2007 — 2011
Bachelor of Science (BS), Environmental/Environmental Health Engineering, cum laude
Alex Matthiessen Alex Matthiessen's Wedbush Securities Experience October 2014 - Present
Job Student at Occidental College
Industry
Experience
Wedbush Securities October 2014 - Present
Parker & Morgan May 2013 - July 2013
CyberCity3D June 2012 - August 2012
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Public Speaking, Social Media, Research, Spanish, Leadership, Data Analysis, Nonprofits
Education
Occidental College 2010 — 2014
Bachelor's Degree, Economics, 3.4
Wedbush Securities October 2014 - Present
Parker & Morgan May 2013 - July 2013
CyberCity3D June 2012 - August 2012
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Public Speaking, Social Media, Research, Spanish, Leadership, Data Analysis, Nonprofits
Education
Occidental College 2010 — 2014
Bachelor's Degree, Economics, 3.4
Alex Osborne Alex Osborne's Wedbush Securities Experience April 2015 - July 2015
Job Accounts Payable at Live Nation
Industry Financial Services
Experience
Live Nation July 2015 - Present
Wedbush Securities April 2015 - July 2015
Bundesliga Germany November 2014 - April 2015
Grease Kings Biofuel May 2013 - July 2013
W Hotels May 2012 - August 2012
WadidoLA.com March 2011 - May 2012
bigMETHOD May 2011 - August 2011
Loyola Marymount University May 2010 - August 2010
Skills
Data Analysis, Financial Analysis, Databases, Microsoft Excel, Photography, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Research, Social Media, English, Windows, Photoshop, Team Leadership
Education
Loyola Marymount University 2009 — 2013
Economics
Live Nation July 2015 - Present
Wedbush Securities April 2015 - July 2015
Bundesliga Germany November 2014 - April 2015
Grease Kings Biofuel May 2013 - July 2013
W Hotels May 2012 - August 2012
WadidoLA.com March 2011 - May 2012
bigMETHOD May 2011 - August 2011
Loyola Marymount University May 2010 - August 2010
Skills
Data Analysis, Financial Analysis, Databases, Microsoft Excel, Photography, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Research, Social Media, English, Windows, Photoshop, Team Leadership
Education
Loyola Marymount University 2009 — 2013
Economics
Svetlana Mikheyenok's Wedbush Securities Experience June 2011 - December 2011
Job Loan Analyst at LendingHome
Industry Insurance
Experience
LendingHome June 2015 - Present
The Navigators Group, Inc. May 2014 - June 2015
The Navigators Group, Inc. November 2012 - April 2014
Yates & Associates July 2012 - November 2012
Bon Appetit Management Company September 2010 - August 2012
Wedbush Securities June 2011 - December 2011
PJCC June 2010 - August 2010
Pacific Sunwear September 2007 - January 2008
Remend 2007 - 2007
Skills
Ability to lead and..., Excellent communication..., Strong commitment to..., Confidence, drive and..., Ability to work under..., Capability to work..., California Food Handler..., Mac/PC proficient, Microsoft Office, Russian, ImageRight, Gmail
Education
University of California, Santa Barbara 2010 — 2012
Bachelor of Arts (B.A.), Business Economics
CV High
Las Positas College
LendingHome June 2015 - Present
The Navigators Group, Inc. May 2014 - June 2015
The Navigators Group, Inc. November 2012 - April 2014
Yates & Associates July 2012 - November 2012
Bon Appetit Management Company September 2010 - August 2012
Wedbush Securities June 2011 - December 2011
PJCC June 2010 - August 2010
Pacific Sunwear September 2007 - January 2008
Remend 2007 - 2007
Skills
Ability to lead and..., Excellent communication..., Strong commitment to..., Confidence, drive and..., Ability to work under..., Capability to work..., California Food Handler..., Mac/PC proficient, Microsoft Office, Russian, ImageRight, Gmail
Education
University of California, Santa Barbara 2010 — 2012
Bachelor of Arts (B.A.), Business Economics
CV High
Las Positas College
Arthur Martirosyan Arthur Martirosyan's Wedbush Securities Experience March 2008 - February 2009
Job AVP at Tradewinds Global Investors; Professor at Woodbury University and National University
Industry Financial Services
Experience
Tradewinds Global Investors / Nuveen Investments February 2009 - Present
Woodbury University August 2014 - Present
National University April 2013 - Present
Wedbush Securities March 2008 - February 2009
Merrill Lynch December 2005 - February 2008
Paychex September 2004 - December 2005
Bank of New York December 2003 - September 2004
Skills
Microsoft Excel, Languages, Investments, Training Skills, Training, Financial Analysis, Marketing, Asset Management, Financial Modeling, Portfolio Management, Mutual Funds, Contract Negotiation, Leadership, Securities, Equities, Alternative Investments, Series 7, Investment Management, Bloomberg, Investment Strategies, Fixed Income, Wealth Management, Investment Advisory, Hedge Funds, Equity Research, Options, Series 63, Financial Services, Bonds, Management, Derivatives, Banking, Trading, Financial Markets, Capital Markets, Asset Allocation, Risk Management, Bloomberg Terminal, Strategic Financial..., Emerging Markets, Finance
Education
Woodbury University 2010 — 2012
Master of Business Administration (MBA)
New Jersey City University 2004 — 2007
Bachelor of Science (B.S.), Business Administration and Management
Tradewinds Global Investors / Nuveen Investments February 2009 - Present
Woodbury University August 2014 - Present
National University April 2013 - Present
Wedbush Securities March 2008 - February 2009
Merrill Lynch December 2005 - February 2008
Paychex September 2004 - December 2005
Bank of New York December 2003 - September 2004
Skills
Microsoft Excel, Languages, Investments, Training Skills, Training, Financial Analysis, Marketing, Asset Management, Financial Modeling, Portfolio Management, Mutual Funds, Contract Negotiation, Leadership, Securities, Equities, Alternative Investments, Series 7, Investment Management, Bloomberg, Investment Strategies, Fixed Income, Wealth Management, Investment Advisory, Hedge Funds, Equity Research, Options, Series 63, Financial Services, Bonds, Management, Derivatives, Banking, Trading, Financial Markets, Capital Markets, Asset Allocation, Risk Management, Bloomberg Terminal, Strategic Financial..., Emerging Markets, Finance
Education
Woodbury University 2010 — 2012
Master of Business Administration (MBA)
New Jersey City University 2004 — 2007
Bachelor of Science (B.S.), Business Administration and Management
Chuck Bohm Chuck Bohm's Wedbush Securities Experience December 2014 - Present
Job Vice President at Wedbush Securities
Industry Investment Management
Experience
Wedbush Securities December 2014 - Present
Knight Capital LLC May 2013 - Present
Pioneer Futures December 2011 - May 2013
Rosenthal Collins Group December 2011 - December 2011
MF Global November 2000 - November 2011
First American Discount Corporation June 1987 - November 2000
Skills
Commodity, Trading, Options, Electronic Trading, Trading Systems, Trading Strategies, Proprietary Trading, Equities, FX Options, Financial Markets, Hedge Funds, Derivatives, Technical Analysis, Futures, Stocks, Portfolio Management, Back Office, Asset Managment, Series 63, Asset Management, Fixed Income, FINRA, ETFs, Alternative Investments, Risk Management, Bloomberg, Commodity Markets, Capital Markets, Hedging, Equity Trading, Investments, FX trading, Securities, Currency, Investment Management, Financial Risk, Bonds, Equity Research, Investment Advisory, Series 7, Market Data, Asset Allocation, Wealth Management, Equity Derivatives, Investment Strategies, Traders, Brokerage
Education
Northern Illinois University 1978 — 1982
BS, Communication Studies
Northern Illinois University 1978 — 1982
BS, Communication Studies
Evanston Township High School
Wedbush Securities December 2014 - Present
Knight Capital LLC May 2013 - Present
Pioneer Futures December 2011 - May 2013
Rosenthal Collins Group December 2011 - December 2011
MF Global November 2000 - November 2011
First American Discount Corporation June 1987 - November 2000
Skills
Commodity, Trading, Options, Electronic Trading, Trading Systems, Trading Strategies, Proprietary Trading, Equities, FX Options, Financial Markets, Hedge Funds, Derivatives, Technical Analysis, Futures, Stocks, Portfolio Management, Back Office, Asset Managment, Series 63, Asset Management, Fixed Income, FINRA, ETFs, Alternative Investments, Risk Management, Bloomberg, Commodity Markets, Capital Markets, Hedging, Equity Trading, Investments, FX trading, Securities, Currency, Investment Management, Financial Risk, Bonds, Equity Research, Investment Advisory, Series 7, Market Data, Asset Allocation, Wealth Management, Equity Derivatives, Investment Strategies, Traders, Brokerage
Education
Northern Illinois University 1978 — 1982
BS, Communication Studies
Northern Illinois University 1978 — 1982
BS, Communication Studies
Evanston Township High School
Kamila Malinowski Kamila Malinowski's Wedbush Securities Experience 2001 - 2003
Job Technology / Internet & Media / Corporate & Business Development / Strategy / Partnerships / Investments / M&A
Industry Telecommunications
Experience
Tango February 2014 - Present
SingTel January 2012 - January 2014
Cisco Systems January 2008 - January 2012
TPG Capital 2007 - 2007
Cisco Systems 2005 - 2007
Oppenheimer & Co. 2003 - 2005
Wedbush Securities 2001 - 2003
Skills
Strategy, Mergers & Acquisitions, Corporate Development, Business Development, SaaS, Start-ups, Strategic Partnerships, Investments, Venture Capital, Investment Banking, Mobile Devices, Business Strategy, Financial Modeling, Entrepreneurship, Emerging Markets, Management, Mergers, Competitive Analysis, Valuation, Financial Analysis, Strategic Planning, Executive Management, M&A experience, Digital Media, Private Equity, Due Diligence, Telecommunications, Corporate Finance, Portfolio Management, Finance, Strategic Financial..., Global Business..., Strategic Alliances, New Business Development, Business Analysis, Leveraged Finance, Market Entry, Business Valuation, Business Planning, Thought Leadership, Product Management, Enterprise Software, Cloud Computing, Product Marketing, Cross-functional Team..., Digital Strategy, Social Media, Content Strategy, Video
Education
Stanford University Graduate School of Business 2007 — 2009
Master of Business Administration (MBA)
University of Southern California 1997 — 2001
Bachelor of Science (B.S.), Finance, General
Tango February 2014 - Present
SingTel January 2012 - January 2014
Cisco Systems January 2008 - January 2012
TPG Capital 2007 - 2007
Cisco Systems 2005 - 2007
Oppenheimer & Co. 2003 - 2005
Wedbush Securities 2001 - 2003
Skills
Strategy, Mergers & Acquisitions, Corporate Development, Business Development, SaaS, Start-ups, Strategic Partnerships, Investments, Venture Capital, Investment Banking, Mobile Devices, Business Strategy, Financial Modeling, Entrepreneurship, Emerging Markets, Management, Mergers, Competitive Analysis, Valuation, Financial Analysis, Strategic Planning, Executive Management, M&A experience, Digital Media, Private Equity, Due Diligence, Telecommunications, Corporate Finance, Portfolio Management, Finance, Strategic Financial..., Global Business..., Strategic Alliances, New Business Development, Business Analysis, Leveraged Finance, Market Entry, Business Valuation, Business Planning, Thought Leadership, Product Management, Enterprise Software, Cloud Computing, Product Marketing, Cross-functional Team..., Digital Strategy, Social Media, Content Strategy, Video
Education
Stanford University Graduate School of Business 2007 — 2009
Master of Business Administration (MBA)
University of Southern California 1997 — 2001
Bachelor of Science (B.S.), Finance, General
Mia Mitchell Grandpre Mia Mitchell Grandpre's Wedbush Securities Experience May 2015 - Present
Job Corporate Counsel at Wedbush Securities
Industry Legal Services
Experience
Wedbush Securities May 2015 - Present
Jones Walker LLP September 2010 - April 2015
Future of Music Coalition September 2008 - December 2008
Sony Pictures Entertainment May 2007 - July 2007
BUA, Inc. January 2005 - November 2005
Skills
Commercial Litigation, Litigation, Legal Writing, Trademarks, Intellectual Property, Copyright Law, Legal Research, Business Litigation, Pleadings, White Collar Criminal..., Westlaw, Motions, Class Actions, Civil Litigation, Motivated self-starter, Breach Of Contract, Focused Execution, Innovator, Employment Law, Alternative Dispute..., Document Review, Legal Issues, Patents, Trade Secrets
Education
Stanford University 1995 — 2007
Bachelor of Arts, Linguistics
Howard University School of Law 2007 — 2010
Juris Doctorate, Intellectual Property Law
The Cate School 1992 — 1995
High School Diploma
Montera Junior High School 1989 — 1992
Wedbush Securities May 2015 - Present
Jones Walker LLP September 2010 - April 2015
Future of Music Coalition September 2008 - December 2008
Sony Pictures Entertainment May 2007 - July 2007
BUA, Inc. January 2005 - November 2005
Skills
Commercial Litigation, Litigation, Legal Writing, Trademarks, Intellectual Property, Copyright Law, Legal Research, Business Litigation, Pleadings, White Collar Criminal..., Westlaw, Motions, Class Actions, Civil Litigation, Motivated self-starter, Breach Of Contract, Focused Execution, Innovator, Employment Law, Alternative Dispute..., Document Review, Legal Issues, Patents, Trade Secrets
Education
Stanford University 1995 — 2007
Bachelor of Arts, Linguistics
Howard University School of Law 2007 — 2010
Juris Doctorate, Intellectual Property Law
The Cate School 1992 — 1995
High School Diploma
Montera Junior High School 1989 — 1992
Greg Zini's Wedbush Securities Experience September 2014 - Present
Job Financial Advisor at Wedbush Securities
Industry Financial Services
Experience
Wedbush Securities September 2014 - Present
Norwell High School September 2009 - August 2014
Norwell High School September 2008 - August 2014
Essex County Club 2007 - 2008
Skills
Wealth Management, Financial Services, Retirement Planning, Portfolio Management, Investments, Securities, Mathematics Education, Educational Technology, Teaching, Secondary Education, Tutoring, Classroom Management, Lesson Planning, Higher Education, Curriculum Development, Social Studies, Curriculum Design, Public Speaking, Classroom, Teacher Training, Instructional Technology, Differentiated..., Special Education, Social Networking, Educational Leadership, Algebra, Middle School, K-12, Geometry
Education
Gordon College 2004 — 2008
Bachelor of Science (B.S.), Mathematics and Secondary Education
Tantasqua Regional High School 2000 — 2004
Wedbush Securities September 2014 - Present
Norwell High School September 2009 - August 2014
Norwell High School September 2008 - August 2014
Essex County Club 2007 - 2008
Skills
Wealth Management, Financial Services, Retirement Planning, Portfolio Management, Investments, Securities, Mathematics Education, Educational Technology, Teaching, Secondary Education, Tutoring, Classroom Management, Lesson Planning, Higher Education, Curriculum Development, Social Studies, Curriculum Design, Public Speaking, Classroom, Teacher Training, Instructional Technology, Differentiated..., Special Education, Social Networking, Educational Leadership, Algebra, Middle School, K-12, Geometry
Education
Gordon College 2004 — 2008
Bachelor of Science (B.S.), Mathematics and Secondary Education
Tantasqua Regional High School 2000 — 2004
Kurt Frederick's Wedbush Securities Experience November 2010 - November 2014
Job
Industry Investment Management
Experience
Union Bank December 2014 - Present
Wedbush Securities November 2010 - November 2014
Wedbush Securities June 2006 - December 2013
Wells Fargo March 2000 - July 2004
RSM McGladrey June 1999 - January 2000
Skills
Equity Research, Financial Modeling, Equities, Equity Valuation, Financial Analysis
Education
University of Southern California - Marshall School of Business 2004 — 2006
MBA, Finance
St. Cloud State University 1994 — 1999
Bachelor of Science, Accounting
Union Bank December 2014 - Present
Wedbush Securities November 2010 - November 2014
Wedbush Securities June 2006 - December 2013
Wells Fargo March 2000 - July 2004
RSM McGladrey June 1999 - January 2000
Skills
Equity Research, Financial Modeling, Equities, Equity Valuation, Financial Analysis
Education
University of Southern California - Marshall School of Business 2004 — 2006
MBA, Finance
St. Cloud State University 1994 — 1999
Bachelor of Science, Accounting
Heather Behanna's Wedbush Securities Experience August 2014 - Present
Job
Industry Biotechnology
Experience
Wedbush Securities August 2014 - Present
Skills
Biotechnology, Drug Discovery, Research, Chemistry, Organic Chemistry, Medicinal Chemistry, Cell Culture, Molecular Biology, Immunology, Lifesciences, Science, Pharmaceutical Industry, Biochemistry, Drug Development
Education
Univesity of Chicago Graham School 2010 — 2010
Financial Decision Making
Northwestern University 1999 — 2004
PhD
Weizmann Institute of Science 1997 — 1999
MSc
Tufts University 1992 — 1996
BSc
Wedbush Securities August 2014 - Present
Skills
Biotechnology, Drug Discovery, Research, Chemistry, Organic Chemistry, Medicinal Chemistry, Cell Culture, Molecular Biology, Immunology, Lifesciences, Science, Pharmaceutical Industry, Biochemistry, Drug Development
Education
Univesity of Chicago Graham School 2010 — 2010
Financial Decision Making
Northwestern University 1999 — 2004
PhD
Weizmann Institute of Science 1997 — 1999
MSc
Tufts University 1992 — 1996
BSc
Charles LaChaussee's Wedbush Securities Experience October 2008 - Present
Job Legal Services Professional
Industry Legal Services
Experience
Wedbush Securities October 2008 - Present
WaMu Investments 2006 - 2008
Prudential Equity Group, LLC f/k/a Prudential Securities Incorporated December 1992 - June 2006
Prudential Securities Incorporated September 1988 - November 1992
Donaldson Lufkin & Jenrette July 1986 - September 1988
Skills
Securities, Litigation, Arbitration, Corporate Law, Securities Regulation, Mediation, Securities Litigation, Privacy Law, Legal Issues, FINRA, Legal Advice, Insurance, Due Diligence, Commercial Litigation, Civil Litigation, Corporate Governance, Mutual Funds, Risk Management, Internal Investigations, Series 7, Private Placements, OFAC, Equities, Financial Regulation, Hedge Funds, Licensing, Series 63, Investments, Series 24, AML, FCPA, Fraud, Uniform Combined State..., SEC, Document Drafting, Executive Management, Trials, Corporations, Policy
Education
New York Law School 1988 — 1992
JD, Law
The College of New Jersey 1981 — 1985
Wedbush Securities October 2008 - Present
WaMu Investments 2006 - 2008
Prudential Equity Group, LLC f/k/a Prudential Securities Incorporated December 1992 - June 2006
Prudential Securities Incorporated September 1988 - November 1992
Donaldson Lufkin & Jenrette July 1986 - September 1988
Skills
Securities, Litigation, Arbitration, Corporate Law, Securities Regulation, Mediation, Securities Litigation, Privacy Law, Legal Issues, FINRA, Legal Advice, Insurance, Due Diligence, Commercial Litigation, Civil Litigation, Corporate Governance, Mutual Funds, Risk Management, Internal Investigations, Series 7, Private Placements, OFAC, Equities, Financial Regulation, Hedge Funds, Licensing, Series 63, Investments, Series 24, AML, FCPA, Fraud, Uniform Combined State..., SEC, Document Drafting, Executive Management, Trials, Corporations, Policy
Education
New York Law School 1988 — 1992
JD, Law
The College of New Jersey 1981 — 1985
Josie Castilho's Wedbush Securities Experience October 2014 - Present
Job Business Analyst at Wedbush Securities
Industry Apparel & Fashion
Experience
Wedbush Securities October 2014 - Present
Oaktree Capital Management September 2012 - July 2014
Bullseye Brands September 2010 - February 2012
Saks Fifth Avenue October 2008 - August 2010
TOMS Shoes May 2007 - January 2008
Skills
Microsoft Excel, Marketing, Microsoft Office, Event Planning, Social Media, Microsoft Word, Social Media Marketing, PowerPoint
Education
Loyola Marymount University 2004 — 2008
Business (Marketing, Finance, Entrepreneurship) & Interdisciplinary Arts concentration
Loyola Marymount University, College of Business Administration 2000 — 2004
Marketing, Entrepreneurship, Finance, and Interdisciplinary Arts
Santa Monica High School
Wedbush Securities October 2014 - Present
Oaktree Capital Management September 2012 - July 2014
Bullseye Brands September 2010 - February 2012
Saks Fifth Avenue October 2008 - August 2010
TOMS Shoes May 2007 - January 2008
Skills
Microsoft Excel, Marketing, Microsoft Office, Event Planning, Social Media, Microsoft Word, Social Media Marketing, PowerPoint
Education
Loyola Marymount University 2004 — 2008
Business (Marketing, Finance, Entrepreneurship) & Interdisciplinary Arts concentration
Loyola Marymount University, College of Business Administration 2000 — 2004
Marketing, Entrepreneurship, Finance, and Interdisciplinary Arts
Santa Monica High School
Paul Michael Reyes's Wedbush Securities Experience June 2005 - April 2007
Job Assistant Operations Manager at UBS
Industry Financial Services
Experience
UBS October 2013 - Present
Wells Fargo Advisors March 2013 - October 2013
Travelzoo August 2012 - February 2013
Newedge May 2007 - August 2012
Wedbush Securities June 2005 - April 2007
Education
Dominican University 2008 — 2010
Master of Business Administration (M.B.A.), General Management
University of Notre Dame 2001 — 2005
Bachelor's Degree, Finance
UBS October 2013 - Present
Wells Fargo Advisors March 2013 - October 2013
Travelzoo August 2012 - February 2013
Newedge May 2007 - August 2012
Wedbush Securities June 2005 - April 2007
Education
Dominican University 2008 — 2010
Master of Business Administration (M.B.A.), General Management
University of Notre Dame 2001 — 2005
Bachelor's Degree, Finance
Danielle Eppinga's Wedbush Securities Experience January 2009 - August 2011
Job Account Manager at Key Events
Industry Events Services
Experience
Key Events September 2015 - Present
J.P. Morgan August 2011 - September 2015
Wedbush Securities January 2009 - August 2011
Pacific Growth Equities *acquired by Wedbush Securities August 2006 - May 2009
JMP Securities May 2005 - April 2006
California Host November 2004 - May 2005
Skills
Event Planning, Event Management, Marketing, Budgets, Management, Sales, Customer Service, Strategy, Meeting Planning, Social Media, Corporate Events, Marketing Communications, Strategic Planning, Microsoft Office, PowerPoint, Social Media Marketing, Microsoft Excel, Marketing Strategy, Microsoft Word, Project Management, Program Management, Analysis, Social Networking, Email Marketing, Time Management, Business Development, Account Management, Market Research, Public Relations
Education
San Francisco State University 2002 — 2005
Bachelor of Arts, Recreation and Leisure Studies; Commercial Recreation/Tourism and Events
Key Events September 2015 - Present
J.P. Morgan August 2011 - September 2015
Wedbush Securities January 2009 - August 2011
Pacific Growth Equities *acquired by Wedbush Securities August 2006 - May 2009
JMP Securities May 2005 - April 2006
California Host November 2004 - May 2005
Skills
Event Planning, Event Management, Marketing, Budgets, Management, Sales, Customer Service, Strategy, Meeting Planning, Social Media, Corporate Events, Marketing Communications, Strategic Planning, Microsoft Office, PowerPoint, Social Media Marketing, Microsoft Excel, Marketing Strategy, Microsoft Word, Project Management, Program Management, Analysis, Social Networking, Email Marketing, Time Management, Business Development, Account Management, Market Research, Public Relations
Education
San Francisco State University 2002 — 2005
Bachelor of Arts, Recreation and Leisure Studies; Commercial Recreation/Tourism and Events
Rich Lin's Wedbush Securities Experience May 2011 - May 2012
Job CFO at Yellowhammer Media
Industry Financial Services
Experience
Yellowhammer Media May 2013 - Present
Wedbush Securities May 2011 - May 2012
Coral Reef Capital June 2010 - May 2011
Venture Capital Consulting June 2008 - December 2009
Banc of America Securities May 2005 - January 2008
Deutsche Bank Securities April 2001 - April 2005
Red Cube Inc. February 2000 - February 2001
Lazard Freres & Co. August 1999 - February 2000
Salomon Brothers 1994 - 1997
Skills
Investment Banking, Valuation, Venture Capital, Investments, Private Equity, Mergers & Acquisitions, Analysis, Telecommunications, Due Diligence, Corporate Development
Education
Stanford University Graduate School of Business 1997 — 1999
MBA
Duke University 1990 — 1994
AB, History and Economics
The Lawrenceville School 1986 — 1990
Yellowhammer Media May 2013 - Present
Wedbush Securities May 2011 - May 2012
Coral Reef Capital June 2010 - May 2011
Venture Capital Consulting June 2008 - December 2009
Banc of America Securities May 2005 - January 2008
Deutsche Bank Securities April 2001 - April 2005
Red Cube Inc. February 2000 - February 2001
Lazard Freres & Co. August 1999 - February 2000
Salomon Brothers 1994 - 1997
Skills
Investment Banking, Valuation, Venture Capital, Investments, Private Equity, Mergers & Acquisitions, Analysis, Telecommunications, Due Diligence, Corporate Development
Education
Stanford University Graduate School of Business 1997 — 1999
MBA
Duke University 1990 — 1994
AB, History and Economics
The Lawrenceville School 1986 — 1990
Richard Weiss's Wedbush Securities Experience 1997 - 1999
Job Director, Branch Supervision & AVP, Compliance at Investors Capital
Industry Financial Services
Experience
Investors Capital May 2014 - Present
Investors Capital June 2010 - May 2014
Investors Capital March 2006 - June 2010
Investors Capital July 2004 - March 2006
OLDE / H&R Block Financial Advisors June 1999 - September 2002
Wedbush Securities 1997 - 1999
First Albany Corporation 1996 - 1997
Tucker Anthony 1993 - 1996
Skills
FINRA, Risk Management, Series 7, Series 24, Arbitration, Litigation
Education
Wharton School, University of Pennsylvania 2010 — 2010
FINRA Institute @ Wharton CRCP
Southern New Hampshire University 1996 — 1996
Business Administration and Management, General
Northeastern University 1988 — 1993
Investors Capital May 2014 - Present
Investors Capital June 2010 - May 2014
Investors Capital March 2006 - June 2010
Investors Capital July 2004 - March 2006
OLDE / H&R Block Financial Advisors June 1999 - September 2002
Wedbush Securities 1997 - 1999
First Albany Corporation 1996 - 1997
Tucker Anthony 1993 - 1996
Skills
FINRA, Risk Management, Series 7, Series 24, Arbitration, Litigation
Education
Wharton School, University of Pennsylvania 2010 — 2010
FINRA Institute @ Wharton CRCP
Southern New Hampshire University 1996 — 1996
Business Administration and Management, General
Northeastern University 1988 — 1993
Tom Chlada's Wedbush Securities Experience August 2015 - Present
Job Senior VP at Wedbush Securities
Industry Financial Services
Experience
Wedbush Securities August 2015 - Present
St. Joseph High School 2013 - Present
ABN AMRO Clearing Chicago LLC July 2003 - August 2015
Fortis Clearing Americas September 2003 - April 2010
FFastFill US LLC and FFastTrade LLC July 2000 - August 2003
Bank of America 1989 - 2000
Dean Witter Reynolds May 1987 - September 1989
Skills
Trading Systems, Options, Trading, Financial Markets, Proprietary Trading, Electronic Trading, Derivatives, Equities, Risk Management, Commodity, Incubation, Management, Capital Markets, Equity Derivatives, Portfolio Management, Fixed Income, Finance, FINRA, Trading Strategies, FX trading, Traders, Mentoring Of Staff, Financial Risk, FX Options, Securities, Hedge Funds, Bloomberg, Technical Analysis, Back Office, ETFs, Foreign Exchange, Alternative Investments, Bonds, Series 63
Education
Indiana State University 1984 — 1986
Economics
Lewis University 1980 — 1984
B.S., Business Administration and Economics
St Joseph High School Westchester-Illinois 1976 — 1980
HS, High School
Wedbush Securities August 2015 - Present
St. Joseph High School 2013 - Present
ABN AMRO Clearing Chicago LLC July 2003 - August 2015
Fortis Clearing Americas September 2003 - April 2010
FFastFill US LLC and FFastTrade LLC July 2000 - August 2003
Bank of America 1989 - 2000
Dean Witter Reynolds May 1987 - September 1989
Skills
Trading Systems, Options, Trading, Financial Markets, Proprietary Trading, Electronic Trading, Derivatives, Equities, Risk Management, Commodity, Incubation, Management, Capital Markets, Equity Derivatives, Portfolio Management, Fixed Income, Finance, FINRA, Trading Strategies, FX trading, Traders, Mentoring Of Staff, Financial Risk, FX Options, Securities, Hedge Funds, Bloomberg, Technical Analysis, Back Office, ETFs, Foreign Exchange, Alternative Investments, Bonds, Series 63
Education
Indiana State University 1984 — 1986
Economics
Lewis University 1980 — 1984
B.S., Business Administration and Economics
St Joseph High School Westchester-Illinois 1976 — 1980
HS, High School
David Don's Wedbush Securities Experience July 2014 - Present
Job Managing Director at Wedbush Securities
Industry Financial Services
Experience
Wedbush Securities July 2014 - Present
Lime Brokerage LLC October 2011 - Present
Cactus Trading Systems, LLC 2009 - October 2011
TD Securities July 2003 - October 2008
Skills
Capital Markets, Financial Markets, Derivatives, Volatility, Hedge Funds, Strategy, Fixed Income, Equities, Trading, Trading Systems, Options, Electronic Trading, Risk Management, Portfolio Management
Education
Northwestern University 1999 — 2003
BA, Majors: Economics and Math, Minor: Physics
Wedbush Securities July 2014 - Present
Lime Brokerage LLC October 2011 - Present
Cactus Trading Systems, LLC 2009 - October 2011
TD Securities July 2003 - October 2008
Skills
Capital Markets, Financial Markets, Derivatives, Volatility, Hedge Funds, Strategy, Fixed Income, Equities, Trading, Trading Systems, Options, Electronic Trading, Risk Management, Portfolio Management
Education
Northwestern University 1999 — 2003
BA, Majors: Economics and Math, Minor: Physics
Peter Benedict's Wedbush Securities Experience January 2001 - February 2003
Job Trader/Sales Trader at B. Riley & Company
Industry Financial Services
Experience
B. Riley & Co. August 2003 - Present
Wedbush Securities January 2001 - February 2003
Sherwood Securities Corp/NDB Captial Markets September 1996 - December 2000
Education
Hobart and William Smith Colleges 1992 — 1996
B. Riley & Co. August 2003 - Present
Wedbush Securities January 2001 - February 2003
Sherwood Securities Corp/NDB Captial Markets September 1996 - December 2000
Education
Hobart and William Smith Colleges 1992 — 1996
Adriana Pallori's Wedbush Securities Experience June 2014 - Present
Job Operations Officer, Wedbush PacGrow Life Sciences
Industry Investment Banking
Experience
Wedbush Securities June 2014 - Present
Education
Portland State University - School of Business 2005 — 2008
Bachelor of Arts (B.A.), Accounting, 3.8
Wedbush Securities June 2014 - Present
Education
Portland State University - School of Business 2005 — 2008
Bachelor of Arts (B.A.), Accounting, 3.8
Y. Katherine Xu's Wedbush Securities Experience June 2009 - March 2011
Job Senior Research Analyst, Biotechnology at William Blair & Co.
Industry Biotechnology
Experience
William Blair & Co. March 2011 - Present
Wedbush Securities June 2009 - March 2011
Credit Suisse May 2007 - February 2009
Pacific Growth Equities 2004 - 2007
Petkevich & Partners 2002 - 2004
Skills
Financial Modeling, Lifesciences, Competitive Analysis, Biotechnology, Research, Valuation, Analysis, Pharmaceutical Industry, Strategy, Due Diligence, Equity Research, Investor Relations, Corporate Development, Venture Capital, Mergers & Acquisitions
Education
Kalamazoo College
BA, Junior and Senior years, Biology
No. 4 High School of Beijing
Peking University
Freshman and Sophomore years, Biochemistry
Stanford University
PhD, Developmental Biology, School of Medicine
Stanford University
PhD Minor, Engineering- Economics Systems and Operations Research, School of Engineering
William Blair & Co. March 2011 - Present
Wedbush Securities June 2009 - March 2011
Credit Suisse May 2007 - February 2009
Pacific Growth Equities 2004 - 2007
Petkevich & Partners 2002 - 2004
Skills
Financial Modeling, Lifesciences, Competitive Analysis, Biotechnology, Research, Valuation, Analysis, Pharmaceutical Industry, Strategy, Due Diligence, Equity Research, Investor Relations, Corporate Development, Venture Capital, Mergers & Acquisitions
Education
Kalamazoo College
BA, Junior and Senior years, Biology
No. 4 High School of Beijing
Peking University
Freshman and Sophomore years, Biochemistry
Stanford University
PhD, Developmental Biology, School of Medicine
Stanford University
PhD Minor, Engineering- Economics Systems and Operations Research, School of Engineering
Jesse Bigelow's Wedbush Securities Experience September 2015 - Present
Job SVP Institutional Equity Sales at Wedbush Securities
Industry Capital Markets
Experience
Wedbush Securities September 2015 - Present
CRT Capital Group June 2011 - April 2015
Maxim Group June 2007 - June 2011
RBC Carlin October 2004 - December 2006
RBC Capital Markets January 2004 - October 2006
CIBC World Markets November 1992 - January 2004
Skills
Equity Trading, Capital Markets, Equities, Series 7, Series 63
Education
New York University
BA, Economics
Wedbush Securities September 2015 - Present
CRT Capital Group June 2011 - April 2015
Maxim Group June 2007 - June 2011
RBC Carlin October 2004 - December 2006
RBC Capital Markets January 2004 - October 2006
CIBC World Markets November 1992 - January 2004
Skills
Equity Trading, Capital Markets, Equities, Series 7, Series 63
Education
New York University
BA, Economics
Jonathan Leus's Wedbush Securities Experience 2001 - Present
Job Sr. Vice President at Wedbush Securities Inc.
Industry Financial Services
Experience
Wedbush Securities 2001 - Present
Skills
Series 7, Equities, Securities, Capital Markets, Investments, Series 63, Hedge Funds, Fixed Income, Risk Management, Wealth Management, Financial Reporting, Analysis, Asset Management
Education
New York University 1987 — 1991
Wedbush Securities 2001 - Present
Skills
Series 7, Equities, Securities, Capital Markets, Investments, Series 63, Hedge Funds, Fixed Income, Risk Management, Wealth Management, Financial Reporting, Analysis, Asset Management
Education
New York University 1987 — 1991
Joe Grillo's Wedbush Securities Experience April 2006 - July 2013
Job Managing Director/Founder at JG Advisory Services
Industry Investment Banking
Experience
JG Advisory Services July 2013 - Present
Wedbush Securities April 2006 - July 2013
Alex. Brown & Sons 1994 - 2001
Skills
Private Equity, Investment Banking, Fixed Income, Venture Capital, Private Placements, Due Diligence, Corporate Finance, Capital Markets, IPO, Investments, Valuation, Equity Research, Business Strategy, Financial Modeling, Series 63, Strategic Planning, LBO, M&A experience, Bloomberg, Equities, Hedge Funds, Corporate Development, Asset Management, Entrepreneurship, Finance, Portfolio Management, Series 7, Securities, Mergers & Acquisitions, Alternative Investments, Financial Analysis, Strategy, Emerging Markets, Mergers, Executive Management, Strategic Partnerships, Management, Financial Services
Education
Georgetown University 1988 — 1990
MBA, Business
University of California, Berkeley 1982 — 1986
BA, Economics
JG Advisory Services July 2013 - Present
Wedbush Securities April 2006 - July 2013
Alex. Brown & Sons 1994 - 2001
Skills
Private Equity, Investment Banking, Fixed Income, Venture Capital, Private Placements, Due Diligence, Corporate Finance, Capital Markets, IPO, Investments, Valuation, Equity Research, Business Strategy, Financial Modeling, Series 63, Strategic Planning, LBO, M&A experience, Bloomberg, Equities, Hedge Funds, Corporate Development, Asset Management, Entrepreneurship, Finance, Portfolio Management, Series 7, Securities, Mergers & Acquisitions, Alternative Investments, Financial Analysis, Strategy, Emerging Markets, Mergers, Executive Management, Strategic Partnerships, Management, Financial Services
Education
Georgetown University 1988 — 1990
MBA, Business
University of California, Berkeley 1982 — 1986
BA, Economics
Mark Aquilino's Wedbush Securities Experience September 2007 - Present
Job Managing Director, Equity Trading
Industry Financial Services
Experience
Wedbush Securities Inc. September 2007 - Present
Wedbush Securities September 2007 - Present
Ryan Beck & Co. September 2003 - February 2007
Lynch,Jones & Ryan(Instinet) March 1987 - April 2000
Education
Stonehill College 1981 — 1985
B.S., Business Administration - Finance
Wedbush Securities Inc. September 2007 - Present
Wedbush Securities September 2007 - Present
Ryan Beck & Co. September 2003 - February 2007
Lynch,Jones & Ryan(Instinet) March 1987 - April 2000
Education
Stonehill College 1981 — 1985
B.S., Business Administration - Finance
Kelly Knorr's Wedbush Securities Experience September 2011 - Present
Job Vice President Consumer & Internet Investment Banking at Wedbush Securities
Industry Financial Services
Experience
Wedbush Securities September 2011 - Present
US Airways October 2010 - October 2011
Africa Sustainable Investment Forum (AfricaSIF) June 2010 - December 2010
Agora Partnerships 2009 - 2009
World Bicycle Relief January 2008 - August 2008
JPMorgan July 2004 - January 2008
Education
University of California, Berkeley, Haas School of Business 2008 — 2010
MBA, Finance, Non-Profit
Northwestern University 2000 — 2004
BA, Economics
Wedbush Securities September 2011 - Present
US Airways October 2010 - October 2011
Africa Sustainable Investment Forum (AfricaSIF) June 2010 - December 2010
Agora Partnerships 2009 - 2009
World Bicycle Relief January 2008 - August 2008
JPMorgan July 2004 - January 2008
Education
University of California, Berkeley, Haas School of Business 2008 — 2010
MBA, Finance, Non-Profit
Northwestern University 2000 — 2004
BA, Economics
Randall Hughes's Wedbush Securities Experience August 2012 - Present
Job Senior Vice President at Wedbush Securities
Industry Financial Services
Experience
Wedbush Securities August 2012 - Present
Oppenheimer & Co. February 2012 - July 2012
WJB Capital Grp October 2007 - January 2012
Jefferies & Company July 2005 - June 2007
Credit Suisse May 2004 - June 2005
UBS Investment Bank December 1998 - April 2004
Salomon Smith Barney, Citigroup February 1992 - October 1998
Merrill Lynch January 1987 - February 1992
Skills
Options, Finance, Hedge Funds, Sales, Series 7, Capital Markets, Derivatives, Equities, Financial Modeling, Trading, Valuation
Education
Monmouth University
BS, Business
Susquehanna University
Wedbush Securities August 2012 - Present
Oppenheimer & Co. February 2012 - July 2012
WJB Capital Grp October 2007 - January 2012
Jefferies & Company July 2005 - June 2007
Credit Suisse May 2004 - June 2005
UBS Investment Bank December 1998 - April 2004
Salomon Smith Barney, Citigroup February 1992 - October 1998
Merrill Lynch January 1987 - February 1992
Skills
Options, Finance, Hedge Funds, Sales, Series 7, Capital Markets, Derivatives, Equities, Financial Modeling, Trading, Valuation
Education
Monmouth University
BS, Business
Susquehanna University
Phil Terpolilli's Wedbush Securities Experience December 2014 - Present
Job Vice President, Healthy Living Analyst at Wedbush Securities
Industry Investment Management
Experience
Wedbush Securities December 2014 - Present
Longbow Research December 2012 - November 2014
Longbow Research May 2007 - November 2012
Skills
Equity Research, Financial Modeling
Education
John Carroll University 2003 — 2007
B.S., Management
McQuaid Jesuit 1999 — 2003
Wedbush Securities December 2014 - Present
Longbow Research December 2012 - November 2014
Longbow Research May 2007 - November 2012
Skills
Equity Research, Financial Modeling
Education
John Carroll University 2003 — 2007
B.S., Management
McQuaid Jesuit 1999 — 2003
Joel Conaty's Wedbush Securities Experience August 2009 - Present
Job at
Industry Banking
Experience
Wedbush Securities August 2009 - Present
IPSA International July 2008 - November 2008
M Squared Consulting February 2006 - July 2008
Nexa Technologies May 2005 - January 2006
Skills
AML, FINRA, Securities, Operational Risk, Due Diligence, Bank Secrecy Act, Banking, Private Investigations, Risk Management, USA PATRIOT Act, Financial Services, Mutual Funds, Series 63, Certified Fraud Examiner, Money Laundering, OFAC, Fraud, Financial Analysis, Compliance, Enterprise Risk..., Investments, Risk Assessment, Asset Managment, Capital Markets, Equities, Operational Risk...
Education
University of Southern California - Marshall School of Business 2010 — 2013
MBA, Entrepreneurship
Providence College 1992 — 1996
BS, Business Management
Wedbush Securities August 2009 - Present
IPSA International July 2008 - November 2008
M Squared Consulting February 2006 - July 2008
Nexa Technologies May 2005 - January 2006
Skills
AML, FINRA, Securities, Operational Risk, Due Diligence, Bank Secrecy Act, Banking, Private Investigations, Risk Management, USA PATRIOT Act, Financial Services, Mutual Funds, Series 63, Certified Fraud Examiner, Money Laundering, OFAC, Fraud, Financial Analysis, Compliance, Enterprise Risk..., Investments, Risk Assessment, Asset Managment, Capital Markets, Equities, Operational Risk...
Education
University of Southern California - Marshall School of Business 2010 — 2013
MBA, Entrepreneurship
Providence College 1992 — 1996
BS, Business Management
Joseph R. Smith's Wedbush Securities Experience May 2015 - Present
Job Financial Services Compliance Professional
Industry Financial Services
Experience
Wedbush Securities May 2015 - Present
Arque Capital Ltd November 2011 - May 2015
Liberty Partners Financial Services August 2009 - May 2010
MDB Capital Group September 2007 - June 2008
WestPark Capital, Inc. May 2007 - September 2007
The Seidler Companies September 2000 - March 2007
FINRA (FKA NASD) August 1989 - August 2000
Skills
Mutual Funds, FINRA, Securities Regulation, Securities, Series 7, Series 24, Equities, Investments, Investment Banking, AML, Investment Advisory, Bonds, Alternative Investments, Anti Money Laundering, Asset Management, Series 63
Education
State University of New York College at Brockport 1975 — 1977
BS, Business, Marketing
State University College 1973 — 1975
Bachelor of Science, Business Administration
Wedbush Securities May 2015 - Present
Arque Capital Ltd November 2011 - May 2015
Liberty Partners Financial Services August 2009 - May 2010
MDB Capital Group September 2007 - June 2008
WestPark Capital, Inc. May 2007 - September 2007
The Seidler Companies September 2000 - March 2007
FINRA (FKA NASD) August 1989 - August 2000
Skills
Mutual Funds, FINRA, Securities Regulation, Securities, Series 7, Series 24, Equities, Investments, Investment Banking, AML, Investment Advisory, Bonds, Alternative Investments, Anti Money Laundering, Asset Management, Series 63
Education
State University of New York College at Brockport 1975 — 1977
BS, Business, Marketing
State University College 1973 — 1975
Bachelor of Science, Business Administration
Anthony Monaco's Wedbush Securities Experience May 2015 - Present
Job Managing Director/Senior Vice President Head of Equity Finance & Prime Brokerage at Wedbush Securities
Industry Financial Services
Experience
Wedbush Securities May 2015 - Present
Newedge USA LLC February 2005 - June 2014
Charles Schwab & Co. September 2003 - October 2004
ABN AMRO January 2001 - February 2003
ING Barings July 1999 - January 2001
Bankers Trust 1997 - 1999
Cowen & Comp. April 1991 - June 1997
Skills
Equities, Fixed Income, Derivatives, Hedge Funds, Securities, Capital Markets, Prime Brokerage, Series 7, Trading, Trading Systems, Options, Bloomberg, Financial Markets, Electronic Trading, Management, Equity Derivatives, Investment Banking, Series 63, Alternative Investments, Middle Office
Education
Pace University - Lubin School of Business 1978 — 1982
Wedbush Securities May 2015 - Present
Newedge USA LLC February 2005 - June 2014
Charles Schwab & Co. September 2003 - October 2004
ABN AMRO January 2001 - February 2003
ING Barings July 1999 - January 2001
Bankers Trust 1997 - 1999
Cowen & Comp. April 1991 - June 1997
Skills
Equities, Fixed Income, Derivatives, Hedge Funds, Securities, Capital Markets, Prime Brokerage, Series 7, Trading, Trading Systems, Options, Bloomberg, Financial Markets, Electronic Trading, Management, Equity Derivatives, Investment Banking, Series 63, Alternative Investments, Middle Office
Education
Pace University - Lubin School of Business 1978 — 1982
Martin Schepsman's Wedbush Securities Experience March 2015 - Present
Job Senior Vice President, Wedbush
Industry Financial Services
Experience
Wedbush Securities March 2015 - Present
BTIG, Inc. January 2013 - March 2015
newedge usa, inc 1999 - January 2013
Newedge USA December 1999 - September 2012
donaldson lufkin and jenrette December 1990 - January 1999
Skills
Series 7, Alternative Investments, Options, Trading, Fixed Income Strategies, Derivatives Trading, Interest Rate..., Capital Markets, Bloomberg, Portfolio Management
Education
University of Pennsylvania MBA 1972 — 1974
mba Wharton, Finance
SUNY Stony Brook 1968 — 1972
BA, economics
University of Pennsylvania
Master of Business Administration (MBA), Finance, General
Wedbush Securities March 2015 - Present
BTIG, Inc. January 2013 - March 2015
newedge usa, inc 1999 - January 2013
Newedge USA December 1999 - September 2012
donaldson lufkin and jenrette December 1990 - January 1999
Skills
Series 7, Alternative Investments, Options, Trading, Fixed Income Strategies, Derivatives Trading, Interest Rate..., Capital Markets, Bloomberg, Portfolio Management
Education
University of Pennsylvania MBA 1972 — 1974
mba Wharton, Finance
SUNY Stony Brook 1968 — 1972
BA, economics
University of Pennsylvania
Master of Business Administration (MBA), Finance, General
Andrew Doupé's Wedbush Securities Experience August 2013 - Present
Job Investment Banking, Wedbush Securities
Industry Financial Services
Experience
Wedbush Securities August 2013 - Present
Imperial Capital, LLC. September 2012 - July 2013
Wedbush Securities Inc. November 2009 - September 2012
Skills
Completed CFA Level 1..., Analysis, Investments, Series 7, Series 65,..., Financial Modeling, Valuation, Corporate Finance, Portfolio Management, Bloomberg, Equities, Equity Research, Financial Analysis, Investment Banking, Due Diligence, Capital Markets
Education
Princeton University 2005 — 2009
Bachelor of Arts, Economics
Wedbush Securities August 2013 - Present
Imperial Capital, LLC. September 2012 - July 2013
Wedbush Securities Inc. November 2009 - September 2012
Skills
Completed CFA Level 1..., Analysis, Investments, Series 7, Series 65,..., Financial Modeling, Valuation, Corporate Finance, Portfolio Management, Bloomberg, Equities, Equity Research, Financial Analysis, Investment Banking, Due Diligence, Capital Markets
Education
Princeton University 2005 — 2009
Bachelor of Arts, Economics
Emilio Annunziato's Wedbush Securities Experience July 2003 - July 2004
Job Investment Sales Specialist, Prudential
Industry Financial Services
Experience
Prudential Financial March 2015 - Present
First Niagara Bank May 2014 - March 2015
Prudential Financial June 2006 - September 2013
UBS June 2005 - April 2007
Fixed Income Securities 2005 - 2005
Wedbush Securities July 2003 - July 2004
Oppenheimer & Co. 2003 - 2003
Skills
Portfolio Management, Series 7, Trading, Bonds, FINRA, Fixed Annuities, Business Development, Series 63, Mutual Funds, Investments, Equities, Asset Allocation, Securities, Asset Managment, Sales Management, Alternative Investments, Retirement Planning, Wealth Management, Strategic Financial..., Series 6, Life Insurance, Financial Advisory, Financial Markets, Public Speaking, Series 65, Fixed Income, 401k, Variable Annuities, Separately Managed..., International..., ETFs, Uniform Combined State..., Asset Management
Education
Nichols College 1997 — 2001
BA, Finance
Jonathan Law High School 1994 — 1997
Prudential Financial March 2015 - Present
First Niagara Bank May 2014 - March 2015
Prudential Financial June 2006 - September 2013
UBS June 2005 - April 2007
Fixed Income Securities 2005 - 2005
Wedbush Securities July 2003 - July 2004
Oppenheimer & Co. 2003 - 2003
Skills
Portfolio Management, Series 7, Trading, Bonds, FINRA, Fixed Annuities, Business Development, Series 63, Mutual Funds, Investments, Equities, Asset Allocation, Securities, Asset Managment, Sales Management, Alternative Investments, Retirement Planning, Wealth Management, Strategic Financial..., Series 6, Life Insurance, Financial Advisory, Financial Markets, Public Speaking, Series 65, Fixed Income, 401k, Variable Annuities, Separately Managed..., International..., ETFs, Uniform Combined State..., Asset Management
Education
Nichols College 1997 — 2001
BA, Finance
Jonathan Law High School 1994 — 1997
Wes Long's Wedbush Securities Experience May 1997 - March 2015
Job Executive Vice President, Director of Wealth Advisor Services at Index Fund Advisors, Inc.
Industry Financial Services
Experience
Index Fund Advisors, Inc. March 2015 - Present
Wedbush Securities May 1997 - March 2015
Skills
Mutual Funds, Investments, Financial Advisory, Asset Management, Securities, Portfolio Management, Series 7, Equities, Wealth Management, Alternative Investments, Passive investing, Index Investing
Education
Portland State University - School of Business 1984 — 1986
marketing, business
Index Fund Advisors, Inc. March 2015 - Present
Wedbush Securities May 1997 - March 2015
Skills
Mutual Funds, Investments, Financial Advisory, Asset Management, Securities, Portfolio Management, Series 7, Equities, Wealth Management, Alternative Investments, Passive investing, Index Investing
Education
Portland State University - School of Business 1984 — 1986
marketing, business
Thomas Brophy's Wedbush Securities Experience 2001 - 2014
Job Securities Lending Trader
Industry Financial Services
Experience
Wedbush Securities 2001 - 2014
Southwest Securities 2000 - 2001
Prudential Securities 1993 - 1999
Skills
Series 7, Series 63, Portfolio Management, Securities, Investments, Bloomberg, Capital Markets, Fixed Income, Equities, Trading, Loans, Hedge Funds, Bonds, Trading Systems, Settlement, Securities Lending, Equity Research, Equity Trading, ETFs, Financial Markets
Education
Providence College
B.A, Economics
Wedbush Securities 2001 - 2014
Southwest Securities 2000 - 2001
Prudential Securities 1993 - 1999
Skills
Series 7, Series 63, Portfolio Management, Securities, Investments, Bloomberg, Capital Markets, Fixed Income, Equities, Trading, Loans, Hedge Funds, Bonds, Trading Systems, Settlement, Securities Lending, Equity Research, Equity Trading, ETFs, Financial Markets
Education
Providence College
B.A, Economics
Myron Hammond's Wedbush Securities Experience March 2011 - Present
Job Director at Wedbush Securities
Industry Financial Services
Experience
Wedbush Securities March 2011 - Present
Concord Music Group March 2007 - July 2010
Budget Finance Company January 2004 - April 2006
Metropolitan West Securities January 1997 - December 2003
Skills
C#, SQL Server 2000-2008, .NET
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2002 — 2004
MBA
Wedbush Securities March 2011 - Present
Concord Music Group March 2007 - July 2010
Budget Finance Company January 2004 - April 2006
Metropolitan West Securities January 1997 - December 2003
Skills
C#, SQL Server 2000-2008, .NET
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2002 — 2004
MBA
M. Patricia (Patti) Kane's Wedbush Securities Experience October 2010 - Present
Job SVP, Chief Financial Officer Crossland Futures Division of Wedbush Securities
Industry Financial Services
Experience
Wedbush Securities October 2010 - Present
Kane-Kutten Enterprises, LLC November 2007 - Present
Gateway Capital Group, LLC December 2007 - September 2012
Terra Nova Financial Group, Inc 2001 - 2007
Ryan & Juraska 1999 - 2001
Intercap Systems, LLC 1999 - 2001
BA Futures, Inc 1997 - 1999
First Chicago Futures, Inc. 1995 - 1997
The Chicago Corporation 1989 - 1995
Barnes & Co. 1987 - 1990
Education
Spring Hill College 1981 — 1985
BS, Accounting
Regina Dominican High School 1977 — 1981
Diploma
St. Francis Xavier
Wedbush Securities October 2010 - Present
Kane-Kutten Enterprises, LLC November 2007 - Present
Gateway Capital Group, LLC December 2007 - September 2012
Terra Nova Financial Group, Inc 2001 - 2007
Ryan & Juraska 1999 - 2001
Intercap Systems, LLC 1999 - 2001
BA Futures, Inc 1997 - 1999
First Chicago Futures, Inc. 1995 - 1997
The Chicago Corporation 1989 - 1995
Barnes & Co. 1987 - 1990
Education
Spring Hill College 1981 — 1985
BS, Accounting
Regina Dominican High School 1977 — 1981
Diploma
St. Francis Xavier
Adam Kerr's Wedbush Securities Experience December 2013 - December 2014
Job Account Executive, Gartner invest
Industry Capital Markets
Experience
Gartner December 2014 - Present
Wedbush Securities December 2013 - December 2014
Susquehanna International Group June 2011 - December 2013
McShane Construction Corporation June 2005 - June 2009
Skills
Series 7, Series 63, Research, Financial Modeling, Microsoft Excel, Financial Analysis, Valuation, Risk Management, Derivatives, Equities, Capital Markets, Corporate Finance, Equity Research, VBA, Options, Trading, Management, Leadership, Investments, Sales, Strategic Planning
Education
Loyola University of Chicago - Graduate School of Business 2009 — 2011
Masters of Business Administration, Finance
Gartner December 2014 - Present
Wedbush Securities December 2013 - December 2014
Susquehanna International Group June 2011 - December 2013
McShane Construction Corporation June 2005 - June 2009
Skills
Series 7, Series 63, Research, Financial Modeling, Microsoft Excel, Financial Analysis, Valuation, Risk Management, Derivatives, Equities, Capital Markets, Corporate Finance, Equity Research, VBA, Options, Trading, Management, Leadership, Investments, Sales, Strategic Planning
Education
Loyola University of Chicago - Graduate School of Business 2009 — 2011
Masters of Business Administration, Finance
Joel Kulina's Wedbush Securities Experience May 2014 - Present
Job Sr VP on institutional cash equities desk.
Industry Financial Services
Experience
Wedbush Securities May 2014 - Present
Janney Montgomery Scott February 2013 - May 2014
Knight Capital Group February 2006 - February 2013
Dru Stock September 2002 - January 2006
Skills
Equities, Equity Trading, Series 7, Bloomberg, Series 63, Trading, Electronic Trading, Trading Systems, Securities
Education
Skidmore College 1998 — 2002
Bachelor of Arts (B.A.), Business/Managerial Economics
Wedbush Securities May 2014 - Present
Janney Montgomery Scott February 2013 - May 2014
Knight Capital Group February 2006 - February 2013
Dru Stock September 2002 - January 2006
Skills
Equities, Equity Trading, Series 7, Bloomberg, Series 63, Trading, Electronic Trading, Trading Systems, Securities
Education
Skidmore College 1998 — 2002
Bachelor of Arts (B.A.), Business/Managerial Economics
Christopher Hanley, CFA's Wedbush Securities Experience July 2012 - May 2015
Job Consumer Products/Retail Investment Banking at Jefferies
Industry Management Consulting
Experience
Jefferies June 2015 - Present
Wedbush Securities July 2012 - May 2015
Duff & Phelps August 2010 - July 2012
Deloitte & Touche September 2008 - August 2010
Education
Providence College 2004 — 2008
Bachelor of Science, Accounting, Finance
Chaminade 2000 — 2004
High School
Jefferies June 2015 - Present
Wedbush Securities July 2012 - May 2015
Duff & Phelps August 2010 - July 2012
Deloitte & Touche September 2008 - August 2010
Education
Providence College 2004 — 2008
Bachelor of Science, Accounting, Finance
Chaminade 2000 — 2004
High School
Matthew Dorn's Wedbush Securities Experience December 2010 - May 2012
Job Senior Vice President, Financial Advisor at Dorn & Co., Inc.
Industry Financial Services
Experience
Dorn & Co., Inc. May 2012 - Present
Wedbush Securities December 2010 - May 2012
Collins Stewart November 2007 - November 2010
RBC Capital Markets July 1995 - November 2007
Skills
Investments, Wealth Management, Series 7, Equity Trading, Retirement Planning, Equities, Estate Planning, Portfolio Management, Risk Management
Education
Drake University 1991 — 1995
BS, Business Administration
Dorn & Co., Inc. May 2012 - Present
Wedbush Securities December 2010 - May 2012
Collins Stewart November 2007 - November 2010
RBC Capital Markets July 1995 - November 2007
Skills
Investments, Wealth Management, Series 7, Equity Trading, Retirement Planning, Equities, Estate Planning, Portfolio Management, Risk Management
Education
Drake University 1991 — 1995
BS, Business Administration
Monika Endrizzi's Wedbush Securities Experience October 2011 - July 2014
Job Senior Registered Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2014 - Present
Wedbush Securities October 2011 - July 2014
Wedbush Securities September 2009 - October 2011
GBS Financial Corporation July 2008 - August 2009
Skills
Outlook, PowerPoint, Payroll, Microsoft Excel, Financial Analysis, Business Development, Accounting, Series 7, Microsoft Word, Access, Event Planning, Data Entry, Microsoft Office, Organization, Sense Of Urgency, Multitasking Skills, Customer Service, Social Networking, Social Media, Financial Statement..., Sales, Marketing, Data Analysis, Budgets, Strategic Planning, Analysis, Management, Finance, Time Management, Leadership, Teamwork, Business Strategy, Strategy, Regulatory Affairs, Securities Regulation, Business Analysis, Big Data, Order Management, Project Management, Financial Modeling, Due Diligence, Risk Management, Trade Compliance
Education
Sonoma State University 2005 — 2009
Bachelor of Science (BS), Business Administration and Accounting
Sonoma State University School of Business and Economics 2005 — 2009
Bachelor of Science (B.S.), Business Administration and Management
Morgan Stanley July 2014 - Present
Wedbush Securities October 2011 - July 2014
Wedbush Securities September 2009 - October 2011
GBS Financial Corporation July 2008 - August 2009
Skills
Outlook, PowerPoint, Payroll, Microsoft Excel, Financial Analysis, Business Development, Accounting, Series 7, Microsoft Word, Access, Event Planning, Data Entry, Microsoft Office, Organization, Sense Of Urgency, Multitasking Skills, Customer Service, Social Networking, Social Media, Financial Statement..., Sales, Marketing, Data Analysis, Budgets, Strategic Planning, Analysis, Management, Finance, Time Management, Leadership, Teamwork, Business Strategy, Strategy, Regulatory Affairs, Securities Regulation, Business Analysis, Big Data, Order Management, Project Management, Financial Modeling, Due Diligence, Risk Management, Trade Compliance
Education
Sonoma State University 2005 — 2009
Bachelor of Science (BS), Business Administration and Accounting
Sonoma State University School of Business and Economics 2005 — 2009
Bachelor of Science (B.S.), Business Administration and Management
Valerie Rice's Wedbush Securities Experience October 2013 - Present
Job Retail Research Specialist at Consultant Wedbush Securities
Industry Design
Experience
Wedbush Securities October 2013 - Present
PIPER TATE 2008 - 2014
San Francisco 415 Company 1997 - 1999
Freelance 1992 - 1995
Luther Vandross 1992 - 1994
Skills
Retail Design, Entrepreneurship, Fashion, Product Design, Visual Styling, Product Marketing, Marketing Strategy, Online Marketing, Fashion Design, Social Media, Social Media Marketing, Marketing, Small Business, Event Planning, Customer Service, Marketing Communications, Retail, Social Networking, Public Relations, Brand Development, Coaching, Product Development, Online Advertising, Email Marketing
Education
FIDM/Fashion Institute of Design & Merchandising-San Francisco
Associate's Degree, Fashion Design
Fashion Institute of Design & Merchandising
Associate's Degree, Costume Design for Film & Television
University of Arizona
Bachelor of Science (BS), Clothing and Textiles
Vanderbilt University
Castilleja High School
Wedbush Securities October 2013 - Present
PIPER TATE 2008 - 2014
San Francisco 415 Company 1997 - 1999
Freelance 1992 - 1995
Luther Vandross 1992 - 1994
Skills
Retail Design, Entrepreneurship, Fashion, Product Design, Visual Styling, Product Marketing, Marketing Strategy, Online Marketing, Fashion Design, Social Media, Social Media Marketing, Marketing, Small Business, Event Planning, Customer Service, Marketing Communications, Retail, Social Networking, Public Relations, Brand Development, Coaching, Product Development, Online Advertising, Email Marketing
Education
FIDM/Fashion Institute of Design & Merchandising-San Francisco
Associate's Degree, Fashion Design
Fashion Institute of Design & Merchandising
Associate's Degree, Costume Design for Film & Television
University of Arizona
Bachelor of Science (BS), Clothing and Textiles
Vanderbilt University
Castilleja High School
Tobias Schneichel's Wedbush Securities Experience September 2013 - October 2014
Job Vice President at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank October 2014 - Present
Wedbush Securities September 2013 - October 2014
Miller Tabak July 2012 - August 2013
Chardan Capital Markets April 2010 - June 2012
Atlantic Equities October 2007 - March 2010
Deutsche Bank January 2007 - September 2007
Haribo GmbH & Co.KG August 2001 - July 2003
Skills
Institutional..., Equities, Institutional Sales, Hedge Funds, Equity Research, Alternative Investments, Asset Management, Capital Markets, Institutional, Stocks, Bloomberg, Investment Banking, Valuation
Education
EDHEC Business School 2006 — 2006
Study abroad, International Business
Maastricht University 2003 — 2006
Bsc, Int'l Business Economics (Finance)
Deutsche Bank October 2014 - Present
Wedbush Securities September 2013 - October 2014
Miller Tabak July 2012 - August 2013
Chardan Capital Markets April 2010 - June 2012
Atlantic Equities October 2007 - March 2010
Deutsche Bank January 2007 - September 2007
Haribo GmbH & Co.KG August 2001 - July 2003
Skills
Institutional..., Equities, Institutional Sales, Hedge Funds, Equity Research, Alternative Investments, Asset Management, Capital Markets, Institutional, Stocks, Bloomberg, Investment Banking, Valuation
Education
EDHEC Business School 2006 — 2006
Study abroad, International Business
Maastricht University 2003 — 2006
Bsc, Int'l Business Economics (Finance)
Jim Schaub's Wedbush Securities Experience October 2014 - Present
Job Investment Advisor at Wedbush Securities
Industry Financial Services
Experience
Wedbush Securities October 2014 - Present
COUNTRY Financial® April 2012 - October 2014
Retirement May 2010 - April 2012
YRC / Roadway Express February 2005 - April 2010
Roadway Express, Inc. June 1988 - February 2005
Roadway Express, Inc July 1985 - June 1988
Roadway Express, Inc. February 1980 - June 1985
Skills
Leadership, Sales Operations, Management, Sales Management, LTL, Strategy, Solution Selling, Supply Chain Management, Training, Container, Account Management, Selling, Strategic Planning, Retirement Planning, Operations Management, Transportation, CRM, Insurance, Recruiting, Truckload, Contract Negotiation, Sales, Customer Satisfaction, Logistics, Life Insurance, Ocean, Business Planning, Budgets, Education Funding, Air Freight, Air, Transportation..., Freight, Pricing, Customer Service, Retirement Funding, Insurance for personal..., Emotional Intelligence, Project Management, Supply Chain, Customer Centric..., Program Management, Analysis, Managerial Finance, Financial Management, Contract Negotiations, Business Plan..., Business Plan Evaluation
Education
Case Western Reserve University - Weatherhead School of Management 2000 — 2005
Continuing education, Leadership development
Portland State University 1989 — 1989
Continuing education, Strategic Issues - Meeting the Management Challenge
Missouri State University 1974 — 1977
B.S., Industrial Technology with Emphasis on Construction major and Construction Management minor
Wedbush Securities October 2014 - Present
COUNTRY Financial® April 2012 - October 2014
Retirement May 2010 - April 2012
YRC / Roadway Express February 2005 - April 2010
Roadway Express, Inc. June 1988 - February 2005
Roadway Express, Inc July 1985 - June 1988
Roadway Express, Inc. February 1980 - June 1985
Skills
Leadership, Sales Operations, Management, Sales Management, LTL, Strategy, Solution Selling, Supply Chain Management, Training, Container, Account Management, Selling, Strategic Planning, Retirement Planning, Operations Management, Transportation, CRM, Insurance, Recruiting, Truckload, Contract Negotiation, Sales, Customer Satisfaction, Logistics, Life Insurance, Ocean, Business Planning, Budgets, Education Funding, Air Freight, Air, Transportation..., Freight, Pricing, Customer Service, Retirement Funding, Insurance for personal..., Emotional Intelligence, Project Management, Supply Chain, Customer Centric..., Program Management, Analysis, Managerial Finance, Financial Management, Contract Negotiations, Business Plan..., Business Plan Evaluation
Education
Case Western Reserve University - Weatherhead School of Management 2000 — 2005
Continuing education, Leadership development
Portland State University 1989 — 1989
Continuing education, Strategic Issues - Meeting the Management Challenge
Missouri State University 1974 — 1977
B.S., Industrial Technology with Emphasis on Construction major and Construction Management minor
Erik Lofstrand's Wedbush Securities Experience May 1998 - February 2003
Job Hybrid Cloud Architect at Microsoft
Industry Computer Software
Experience
Microsoft October 2011 - Present
Microsoft May 2006 - October 2011
Countrywide Financial Corp May 2003 - June 2006
Wedbush Securities May 1998 - February 2003
Skills
Microsoft Technologies, Windows Azure, Hyper-V, Infrastructure, Software Defined..., IT Operations, SCOM, Powershell, Private Cloud, Architecture, Cluster, Server Architecture, VMware Infrastructure, System Center, System Deployment, Application..., Cloud Computing, Virtualization, SCCM, Windows Server, Active Directory, SCVMM, System Center Suite, Disaster Recovery, Enterprise Architecture, Systems Management, SharePoint, Solution Architecture, Data Center, High Availability, IIS, Microsoft Exchange, Office 365, Architectures, Microsoft Certified..., Directory Services, Storage Area Networks, Microsoft Servers, Microsoft Office..., PKI, Enterprise Software, ITIL, Technical Architecture, Lync Server 2010, Forefront, VDI, TMG, Identity Management, SAN
Education
Portland State University - School of Business 1991 — 1996
BS, Business, Mangement, ISQA
Microsoft October 2011 - Present
Microsoft May 2006 - October 2011
Countrywide Financial Corp May 2003 - June 2006
Wedbush Securities May 1998 - February 2003
Skills
Microsoft Technologies, Windows Azure, Hyper-V, Infrastructure, Software Defined..., IT Operations, SCOM, Powershell, Private Cloud, Architecture, Cluster, Server Architecture, VMware Infrastructure, System Center, System Deployment, Application..., Cloud Computing, Virtualization, SCCM, Windows Server, Active Directory, SCVMM, System Center Suite, Disaster Recovery, Enterprise Architecture, Systems Management, SharePoint, Solution Architecture, Data Center, High Availability, IIS, Microsoft Exchange, Office 365, Architectures, Microsoft Certified..., Directory Services, Storage Area Networks, Microsoft Servers, Microsoft Office..., PKI, Enterprise Software, ITIL, Technical Architecture, Lync Server 2010, Forefront, VDI, TMG, Identity Management, SAN
Education
Portland State University - School of Business 1991 — 1996
BS, Business, Mangement, ISQA
Carmen Davis Dye's Wedbush Securities Experience September 2008 - Present
Job
Industry Financial Services
Experience
Wedbush Securities September 2008 - Present
Atlas Securities September 2004 - May 2007
Sutro & Co./RBC Dain Rauscher October 1994 - October 2002
Skills
Notary Public, MS Office Suite, Mentoring, Program Management, Access, Outlook, PowerPoint, Microsoft Office, Public Speaking, Series 63, Strategic Planning, Series 7, Budgets, Team Building, Leadership, Event Planning, Customer Service, Microsoft Excel, Analysis, Government, Microsoft Word, Securities
Education
Howard University 1970 — 1974
B. S., Liberal Arts
St. Michael's Academy 1966 — 1970
B.S.
Wedbush Securities September 2008 - Present
Atlas Securities September 2004 - May 2007
Sutro & Co./RBC Dain Rauscher October 1994 - October 2002
Skills
Notary Public, MS Office Suite, Mentoring, Program Management, Access, Outlook, PowerPoint, Microsoft Office, Public Speaking, Series 63, Strategic Planning, Series 7, Budgets, Team Building, Leadership, Event Planning, Customer Service, Microsoft Excel, Analysis, Government, Microsoft Word, Securities
Education
Howard University 1970 — 1974
B. S., Liberal Arts
St. Michael's Academy 1966 — 1970
B.S.
Melissa Marcoz's Wedbush Securities Experience June 2007 - September 2009
Job Registered Nurse
Industry Medical Practice
Experience
Glendale Adventist Medical Center August 2013 - December 2013
Mount Saint Mary's University January 2012 - December 2013
Jack Harriman & Associates October 2009 - January 2011
Wedbush Securities June 2007 - September 2009
Skills
Customer Service, Public Speaking, Microsoft Office, Healthcare, Data Entry, Outlook, Cpr Certified, Administrative..., Microsoft Word
Education
Mount Saint Mary's University 2012 — 2013
Registered Nursing/Registered Nurse
Glendale Adventist Medical Center August 2013 - December 2013
Mount Saint Mary's University January 2012 - December 2013
Jack Harriman & Associates October 2009 - January 2011
Wedbush Securities June 2007 - September 2009
Skills
Customer Service, Public Speaking, Microsoft Office, Healthcare, Data Entry, Outlook, Cpr Certified, Administrative..., Microsoft Word
Education
Mount Saint Mary's University 2012 — 2013
Registered Nursing/Registered Nurse
Phil Anton's Wedbush Securities Experience July 2007 - December 2009
Job Senior Financial Advisor
Industry Financial Services
Experience
Independent Brokerage Firm December 2009 - Present
Independent Broker Dealer 2009 - 2014
Financial Services Business 1967 - 2014
Wedbush Securities July 2007 - December 2009
Skills
Series 63, Retirement Planning, Series 7, Wealth Management, Investments, Uniform Combined State..., Valuation, Equities, Securities, Estate Planning, Portfolio Management, Mutual Funds, Investment Advisory, Strategic Financial..., Financial Analysis, Financial Modeling, Fixed Income, Asset Allocation, Asset Managment, Series 24, Retirement, Investment Management, Insurance, Investment Strategies, Alternative Investments, Series 65, Financial Advisory, Bonds, 401k, Fixed Annuities, Equity Research, Financial Markets, Wealth Management..., Financial Services, Wealth Accumulation, Stocks, 401k Rollovers, IRAs, 529 Plans, Financial Planners, Separately Managed..., Finance, Wealth, Saving for Education, Bloomberg, FINRA, Non-profit Leadership, Sports Management, Customer Service, Management
Education
Occidental College 1963 — 1967
AB, Business Administration/Finance
N.Y. Institute of Finance 1967 — 1969
Securities Management, Finance
New York Institute of Finance 1967 — 1969
Post Graduate Studies, Investments and Securities
Independent Brokerage Firm December 2009 - Present
Independent Broker Dealer 2009 - 2014
Financial Services Business 1967 - 2014
Wedbush Securities July 2007 - December 2009
Skills
Series 63, Retirement Planning, Series 7, Wealth Management, Investments, Uniform Combined State..., Valuation, Equities, Securities, Estate Planning, Portfolio Management, Mutual Funds, Investment Advisory, Strategic Financial..., Financial Analysis, Financial Modeling, Fixed Income, Asset Allocation, Asset Managment, Series 24, Retirement, Investment Management, Insurance, Investment Strategies, Alternative Investments, Series 65, Financial Advisory, Bonds, 401k, Fixed Annuities, Equity Research, Financial Markets, Wealth Management..., Financial Services, Wealth Accumulation, Stocks, 401k Rollovers, IRAs, 529 Plans, Financial Planners, Separately Managed..., Finance, Wealth, Saving for Education, Bloomberg, FINRA, Non-profit Leadership, Sports Management, Customer Service, Management
Education
Occidental College 1963 — 1967
AB, Business Administration/Finance
N.Y. Institute of Finance 1967 — 1969
Securities Management, Finance
New York Institute of Finance 1967 — 1969
Post Graduate Studies, Investments and Securities
Dolores Pialorsi's Wedbush Securities Experience March 2002 - Present
Job Executive Assistant
Industry Financial Services
Experience
Wedbush Securities March 2002 - Present
Education
Humboldt State University 1980 — 1984
BS, Science
Wedbush Securities March 2002 - Present
Education
Humboldt State University 1980 — 1984
BS, Science
Louis Suba's Wedbush Securities Experience 2008 - 2011
Job Executive Director at MKM Partners
Industry Financial Services
Experience
MKM Partners 2014 - Present
Lazard Capital Markets 2013 - 2014
ThinkEquity LLC 2011 - 2012
Wedbush Securities 2008 - 2011
Oppenheimer 2006 - 2007
BB&T Capital Markets 2005 - 2006
Deutsche Bank 2001 - 2005
Robertson Stephens 1997 - 2001
Price Waterhouse 1990 - 1995
Skills
Institutional Sales, Equities, Financial Markets, Investments, Securities, Hedge Funds, Mutual Funds, Series 7, Series 63, Relationship Mgmt, Investor Relations, IPO, Institutional..., Investment Advisory, Equity Capital Markets, Equity Valuation, Equity Research, Wrestling, Trading, Investment Banking, Financial Modeling, Investment Management, Valuation
Education
University of California, Berkeley
Master of Business Administration (MBA), Finance
Indiana University Bloomington
Bachelor of Science (BS), Finance
MKM Partners 2014 - Present
Lazard Capital Markets 2013 - 2014
ThinkEquity LLC 2011 - 2012
Wedbush Securities 2008 - 2011
Oppenheimer 2006 - 2007
BB&T Capital Markets 2005 - 2006
Deutsche Bank 2001 - 2005
Robertson Stephens 1997 - 2001
Price Waterhouse 1990 - 1995
Skills
Institutional Sales, Equities, Financial Markets, Investments, Securities, Hedge Funds, Mutual Funds, Series 7, Series 63, Relationship Mgmt, Investor Relations, IPO, Institutional..., Investment Advisory, Equity Capital Markets, Equity Valuation, Equity Research, Wrestling, Trading, Investment Banking, Financial Modeling, Investment Management, Valuation
Education
University of California, Berkeley
Master of Business Administration (MBA), Finance
Indiana University Bloomington
Bachelor of Science (BS), Finance
Roxann Etzel's Wedbush Securities Experience January 2010 - April 2011
Job Administrative: Health Care or Technology
Industry Hospital & Health Care
Experience
Wedbush Securities January 2010 - April 2011
Sharp Grossmont Hospital February 2004 - July 2008
Sharp Grossmont Hospital February 2004 - July 2008
Wells Fargo-- Formerly A.G. Edwards & Sons, Inc January 1998 - January 2004
Wells Fargo-- Formerly A.G. Edwards & Sons, Inc January 1998 - January 2004
Wells Fargo-- Formerly A.G. Edwards & Sons, Inc January 1998 - January 2004
Sharp Staffing Resource Network January 1996 - January 2004
Cymer Inc January 1998 - December 1998
Hewlett-Packard Company January 1996 - January 1998
Hewlett-Packard Company January 1996 - January 1998
Education
Montana State University-Bozeman 1983 — 1986
General and Business
CMR Great Falls, Montana 1978 — 1981
Yes, General and Business
Mesa Community College
Degree of Associate, Science-Office Information Systems Word Processing
Mesa Community College
Certificate of Achievement, Office Information Systems Secretarial; Operations
Wedbush Securities January 2010 - April 2011
Sharp Grossmont Hospital February 2004 - July 2008
Sharp Grossmont Hospital February 2004 - July 2008
Wells Fargo-- Formerly A.G. Edwards & Sons, Inc January 1998 - January 2004
Wells Fargo-- Formerly A.G. Edwards & Sons, Inc January 1998 - January 2004
Wells Fargo-- Formerly A.G. Edwards & Sons, Inc January 1998 - January 2004
Sharp Staffing Resource Network January 1996 - January 2004
Cymer Inc January 1998 - December 1998
Hewlett-Packard Company January 1996 - January 1998
Hewlett-Packard Company January 1996 - January 1998
Education
Montana State University-Bozeman 1983 — 1986
General and Business
CMR Great Falls, Montana 1978 — 1981
Yes, General and Business
Mesa Community College
Degree of Associate, Science-Office Information Systems Word Processing
Mesa Community College
Certificate of Achievement, Office Information Systems Secretarial; Operations
Kris Squires's Wedbush Securities Experience September 2012 - October 2014
Job Data Analyst
Industry Financial Services
Experience
First Republic Bank January 2015 - Present
Wedbush Securities September 2012 - October 2014
Patelco Credit Union March 2012 - July 2012
Universe Billiards November 2009 - May 2012
Union Bank of California March 2008 - March 2009
Union Bank of California February 2007 - November 2007
Citigroup May 2004 - April 2006
Watley Inc January 2003 - December 2003
Smith Barney February 1998 - December 1998
Skills
Investments, Portfolio Management, Human Resources, Accounting, Equities, Banking, Mutual Funds, Trading, Financial Markets, Microsoft Excel, Word, Excel, Bloomberg, Account Reconciliation, Derivatives, Hedge Funds, Due Diligence, Securities, SQL
Education
Sonoma State University 2000 — 2002
Business Admin, Finance
Sonoma State University 2000 — 2002
Bachelor of Science (B.S.), Business Administration, Management and Operations
First Republic Bank January 2015 - Present
Wedbush Securities September 2012 - October 2014
Patelco Credit Union March 2012 - July 2012
Universe Billiards November 2009 - May 2012
Union Bank of California March 2008 - March 2009
Union Bank of California February 2007 - November 2007
Citigroup May 2004 - April 2006
Watley Inc January 2003 - December 2003
Smith Barney February 1998 - December 1998
Skills
Investments, Portfolio Management, Human Resources, Accounting, Equities, Banking, Mutual Funds, Trading, Financial Markets, Microsoft Excel, Word, Excel, Bloomberg, Account Reconciliation, Derivatives, Hedge Funds, Due Diligence, Securities, SQL
Education
Sonoma State University 2000 — 2002
Business Admin, Finance
Sonoma State University 2000 — 2002
Bachelor of Science (B.S.), Business Administration, Management and Operations
Oscar Jacinto's Wedbush Securities Experience November 2011 - Present
Job Dividend/Reorg Specialist at Genesis Securities
Industry Financial Services
Experience
Wedbush Securities November 2011 - Present
Genesis Securities March 2008 - June 2011
Education
Los Angeles City College 1980 — 1981
None, Accounting
Wedbush Securities November 2011 - Present
Genesis Securities March 2008 - June 2011
Education
Los Angeles City College 1980 — 1981
None, Accounting
Scott Su's Wedbush Securities Experience March 2013 - June 2013
Job Financial Analyst
Industry Financial Services
Experience
Polaris Capital Management, LLC January 2015 - January 2015
Fosun Group December 2014 - January 2015
Chantico Global August 2013 - December 2013
Wedbush Securities March 2013 - June 2013
Education
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2015
Master's Degree, Finance
University of California, Los Angeles 2010 — 2013
Bachelor of Science (B.S.), Applied Mathematics
Polaris Capital Management, LLC January 2015 - January 2015
Fosun Group December 2014 - January 2015
Chantico Global August 2013 - December 2013
Wedbush Securities March 2013 - June 2013
Education
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2015
Master's Degree, Finance
University of California, Los Angeles 2010 — 2013
Bachelor of Science (B.S.), Applied Mathematics
Sean Wagner's Wedbush Securities Experience November 2014 - Present
Job Equity Research Associate
Industry Research
Experience
Wedbush Securities November 2014 - Present
Longbow Research May 2012 - November 2014
AIG March 2009 - September 2011
AIG June 2007 - August 2007
Old Greenwich Capital Partners, LP May 2006 - August 2006
Education
Penn State University 2004 — 2008
Bachelor of Science, Finance, Minor: Economics
Wedbush Securities November 2014 - Present
Longbow Research May 2012 - November 2014
AIG March 2009 - September 2011
AIG June 2007 - August 2007
Old Greenwich Capital Partners, LP May 2006 - August 2006
Education
Penn State University 2004 — 2008
Bachelor of Science, Finance, Minor: Economics
Christopher Gramolini's Wedbush Securities Experience June 2005 - May 2008
Job
Industry Financial Services
Experience
E*TRADE Financial May 2008 - October 2013
Wedbush Securities June 2005 - May 2008
Education
Mercy College 2003 — 2005
Business/Managerial Economics
State University of New York College at Plattsburgh 2001 — 2003
Economics/Finance
E*TRADE Financial May 2008 - October 2013
Wedbush Securities June 2005 - May 2008
Education
Mercy College 2003 — 2005
Business/Managerial Economics
State University of New York College at Plattsburgh 2001 — 2003
Economics/Finance
Nathan Friedman's Wedbush Securities Experience July 2012 - Present
Job Equity Research Associate Wedbush Securities
Industry Financial Services
Experience
Wedbush Securities July 2012 - Present
Lime Brokerage LLC May 2012 - June 2012
bargainchildrensclothing.com January 2007 - December 2011
Education
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2013
Bachelor of Science - magna cum laude, Finance
Hobart and William Smith Colleges 2008 — 2010
Economics
Wedbush Securities July 2012 - Present
Lime Brokerage LLC May 2012 - June 2012
bargainchildrensclothing.com January 2007 - December 2011
Education
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2013
Bachelor of Science - magna cum laude, Finance
Hobart and William Smith Colleges 2008 — 2010
Economics
Chuck McCullough's Wedbush Securities Experience April 2001 - Present
Job vice president investments at Wedbush Securities
Industry Financial Services
Experience
Wedbush Securities April 2001 - Present
Education
Oregon State University 1969 — 1973
business _BS wouldn't you know, finance & small business exec., skin of teeth
Wedbush Securities April 2001 - Present
Education
Oregon State University 1969 — 1973
business _BS wouldn't you know, finance & small business exec., skin of teeth
Ji Sang Lee's Wedbush Securities Experience September 2009 - December 2009
Job Vice President at Aleutian Capital Group
Industry Venture Capital & Private Equity
Experience
Aleutian Capital Group February 2014 - Present
Aleutian Capital Group December 2012 - January 2014
Aleutian Capital Group December 2011 - November 2012
Aleutian Capital Group October 2010 - November 2011
Wedbush Securities September 2009 - December 2009
Starwood Hotels & Resorts Worldwide, Inc. June 2007 - August 2007
Skills
Mergers & Acquisitions, Private Equity, Investment Banking, Corporate Development, Investments, Finance, Growth Capital, Capital, Valuation, LBO, Consulting, Financial Modeling, Mergers, Business Valuation, Venture Capital, M&A experience, Due Diligence
Education
Saint John's University - Peter J. Tobin College of Business 2004 — 2009
Bachelor of Science (B.S.), Finance, General
Aleutian Capital Group February 2014 - Present
Aleutian Capital Group December 2012 - January 2014
Aleutian Capital Group December 2011 - November 2012
Aleutian Capital Group October 2010 - November 2011
Wedbush Securities September 2009 - December 2009
Starwood Hotels & Resorts Worldwide, Inc. June 2007 - August 2007
Skills
Mergers & Acquisitions, Private Equity, Investment Banking, Corporate Development, Investments, Finance, Growth Capital, Capital, Valuation, LBO, Consulting, Financial Modeling, Mergers, Business Valuation, Venture Capital, M&A experience, Due Diligence
Education
Saint John's University - Peter J. Tobin College of Business 2004 — 2009
Bachelor of Science (B.S.), Finance, General
Sarkis Haroutunian's Wedbush Securities Experience October 2012 - January 2013
Job Student at University of Southern California Gould School of Law
Industry Financial Services
Experience
Wedbush Securities October 2012 - January 2013
A Better LA September 2010 - January 2011
Skills
Financial Analysis, Financial Accounting, Microsoft Office
Education
University of Southern California 2010 — 2013
Bachelor of Arts (B.A.), Political Science/Accounting
University of Cambridge 2011 — 2011
Loyola Marymount University 2009 — 2010
Bachelor of Arts (B.A.), Political Science/English
Wedbush Securities October 2012 - January 2013
A Better LA September 2010 - January 2011
Skills
Financial Analysis, Financial Accounting, Microsoft Office
Education
University of Southern California 2010 — 2013
Bachelor of Arts (B.A.), Political Science/Accounting
University of Cambridge 2011 — 2011
Loyola Marymount University 2009 — 2010
Bachelor of Arts (B.A.), Political Science/English
Colin Roesler's Wedbush Securities Experience October 2014 - Present
Job Credit Analyst at Wedbush Securities
Industry Financial Services
Experience
Wedbush Securities October 2014 - Present
OB Sports Golf Management October 2007 - March 2014
Arrow Pensions 2012 - 2013
Education
Northern Arizona University 2009 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, General, 3.77
Wedbush Securities October 2014 - Present
OB Sports Golf Management October 2007 - March 2014
Arrow Pensions 2012 - 2013
Education
Northern Arizona University 2009 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, General, 3.77
Stephanie Bowen's Wedbush Securities Experience July 2013 - November 2013
Job Billing Analyst/Accounts Receiveable/Logistics
Industry Logistics and Supply Chain
Experience
Pommerenck Chiropractic January 2014 - May 2014
Wedbush Securities July 2013 - November 2013
Full Circle January 2008 - June 2013
Multimedia Audio Visual, Inc. January 2010 - August 2010
Skills
Operating Systems, Accounting, Microsoft Office, Windows, QuickBooks, Quicken, Adobe Creative Suite, Sage, Access, Databases, Customer Support, Customer Service, Accounts Payable, Accounts Receivable, Invoicing, Microsoft Excel, Management, Team Building, Strategic Planning, Microsoft Word, Sales, Process Improvement
Education
Metropolitan State University of Denver 2009 — 2012
Bachelor's Degree, Computer Science, 3.0
DeVry University 2003 — 2005
Associate's Degree, Accounting and Finance, 3.7
Pommerenck Chiropractic January 2014 - May 2014
Wedbush Securities July 2013 - November 2013
Full Circle January 2008 - June 2013
Multimedia Audio Visual, Inc. January 2010 - August 2010
Skills
Operating Systems, Accounting, Microsoft Office, Windows, QuickBooks, Quicken, Adobe Creative Suite, Sage, Access, Databases, Customer Support, Customer Service, Accounts Payable, Accounts Receivable, Invoicing, Microsoft Excel, Management, Team Building, Strategic Planning, Microsoft Word, Sales, Process Improvement
Education
Metropolitan State University of Denver 2009 — 2012
Bachelor's Degree, Computer Science, 3.0
DeVry University 2003 — 2005
Associate's Degree, Accounting and Finance, 3.7
frank farr's Wedbush Securities Experience May 1971 - Present
Job sr vp investments at Wedbush Securities
Industry Financial Services
Experience
Wedbush Securities May 1971 - Present
Wedbush Securities June 1961 - Present
Skills
Series 63, Series 7, Wealth Management, Investment Advisory, Securities, Asset Allocation, FINRA, Alternative Investments, Mutual Funds
Education
Southern Illinois University, Carbondale 1961 — 1967
BS southern ill univ, Philosophy, 3.12
university illinois, universidadda las americas ,north park college, wright collecapplied at nort
Economics
Wedbush Securities May 1971 - Present
Wedbush Securities June 1961 - Present
Skills
Series 63, Series 7, Wealth Management, Investment Advisory, Securities, Asset Allocation, FINRA, Alternative Investments, Mutual Funds
Education
Southern Illinois University, Carbondale 1961 — 1967
BS southern ill univ, Philosophy, 3.12
university illinois, universidadda las americas ,north park college, wright collecapplied at nort
Economics
Kevin Leib's Wedbush Securities Experience June 2012 - August 2012
Job Chief Information Officer at MTN Consultants
Industry Financial Services
Experience
MTN Consultants May 2014 - Present
Rosso Accountancy May 2013 - May 2014
Wedbush Securities June 2012 - August 2012
Santiago, Rodnunsky & Jones September 2010 - August 2011
Day Trader September 2009 - August 2011
Skills
Day Trading, Microsoft Excel, Lacerte, QuickBooks, PowerPoint, Microsoft Word, Troubleshooting, Microsoft Office, Social Networking, Public Speaking, Teamwork, Time Management, Customer Service, Social Media
Education
Menlo College 2011 — 2015
Bachelor of Science (BS), Accounting and Finance
MTN Consultants May 2014 - Present
Rosso Accountancy May 2013 - May 2014
Wedbush Securities June 2012 - August 2012
Santiago, Rodnunsky & Jones September 2010 - August 2011
Day Trader September 2009 - August 2011
Skills
Day Trading, Microsoft Excel, Lacerte, QuickBooks, PowerPoint, Microsoft Word, Troubleshooting, Microsoft Office, Social Networking, Public Speaking, Teamwork, Time Management, Customer Service, Social Media
Education
Menlo College 2011 — 2015
Bachelor of Science (BS), Accounting and Finance
Justin Kirk's Wedbush Securities Experience 2013 - 2014
Job Analyst at Oaktree Capital Management
Industry Financial Services
Experience
Oaktree Capital Management 2014 - Present
Wedbush Securities 2013 - 2014
Education
Loyola Marymount University
Bachelor of Business Administration (BBA), Finance
Oaktree Capital Management 2014 - Present
Wedbush Securities 2013 - 2014
Education
Loyola Marymount University
Bachelor of Business Administration (BBA), Finance
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.