Wedbush Securities

Industry: Financial services company

Description

Wedbush 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
Jaycelin Pillay Jaycelin Pillay Santa Barbara, California Details
Jaycelin Pillay's Wedbush Securities Experience September 2013 - February 2014
Job Student at University of California, Santa Barbara
Industry Financial Services
Experience
Wedbush Securities   September 2013 - February 2014
Puma Group  June 2013 - September 2013
California Coalition for Youth  October 2010 - May 2012

Skills
SAS Base, R, C, EViews, Stata, Econometrics, Public Speaking, Python, Microsoft Office, Microsoft Excel, Microsoft Word, Research, Customer Service, Teamwork, Data Analysis, Social Media, Windows, Team Leadership

Education
University of California, Santa Barbara   2012 — 2016
Bachelor's degree, Economics and Statistics, Senior

Michelle Freitas Michelle Freitas Los Angeles, California Details
Michelle Freitas's Wedbush Securities Experience December 2004 - September 2005
Job
Industry Financial Services
Experience
The Sage Group, LLC (US)   April 2012 - Present
Shalimar Apothecary of Scent   April 2010 - March 2012
Craft Restaurant  July 2007 - March 2010
Maggiano's Little Italy  October 2005 - June 2007
Wedbush Securities   December 2004 - September 2005
University of California, Los Angeles  September 2001 - December 2004
Law Offices of DuRard, McKenna and Borg   June 2000 - June 2001

Skills
Project Management, Microsoft Excel, Public Speaking, Strategic Planning, Microsoft Office, Leadership, PowerPoint, Research, Advertising, Team Leadership, Sales, Management, Online Advertising, Social Networking, Marketing, Social Media, Event Planning, Public Relations

Education
University of California, Los Angeles
Bachelor of Arts, Economics

David Nierengarten David Nierengarten San Francisco Bay Area Details
David Nierengarten's Wedbush Securities Experience 2010 - Present
Job Research Analyst at Wedbush Securities
Industry Investment Management
Experience
Wedbush Securities   2010 - Present
Epiphany Bioscience   2007 - 2010
RW Baird &Co   2005 - 2007
Research Corporation Technologies  2003 - 2005

Skills
Venture Capital, Valuation, Equity Research, Investments, Due Diligence, Biotechnology, Mutual Funds, Corporate Development, Financial Modeling, Private Equity, Finance, Equity Valuation, Business Development, Options, Hedge Funds

Education
UC-Berkeley   1997 — 2003
PhD

University of Wisconsin-Madison   1993 — 1997
B.S.

Thomas More   1989 — 1993

Tyler Logsdon, CPA Tyler Logsdon, CPA Los Angeles, California Details
Tyler Logsdon, CPA's Wedbush Securities Experience October 2014 - Present
Job Regulatory Accountant at Wedbush Securities
Industry Accounting
Experience
Wedbush Securities   October 2014 - Present
Deloitte & Touche LLP  October 2012 - January 2014
UCSB Accounting Program   September 2011 - August 2012
UCSB Accounting Program   September 2011 - June 2012
UCSB Disabled Students Program  January 2010 - June 2012
UCSB Recreational Sports  January 2010 - April 2012

Skills
Event Planning, Accounting, PowerPoint, Public Speaking, Social Networking, Microsoft Word, Microsoft Excel, Microsoft Office, Leadership

Education
UC Santa Barbara   2009 — 2012
Bachelor of Arts (B.A.), Business Economics with an Emphasis in Accounting, High Honors

Trabuco Hills High School

Trabuco Hills High School

Misha Levental Misha Levental New York, New York Details
Misha Levental's Wedbush Securities Experience September 2015 - Present
Job Senior Equity Research Associate at Wedbush Securities
Industry Financial Services
Experience
Wedbush Securities   September 2015 - Present
Cowen and Company  May 2013 - April 2015
Dahlman Rose & Co.   June 2011 - May 2013
University of Colorado Foundation  April 2007 - May 2011
Dahlman Rose & Co.   June 2010 - August 2010
Global Platinum Securities  October 2007 - May 2010
RBC Capital Markets  June 2009 - August 2009

Skills
Financial Modeling, Equity Research, Valuation, Private Equity, Equities, Corporate Finance, Capital Markets, Bloomberg, Hedge Funds, Investment Banking, Financial Analysis

Education
University of Colorado at Boulder   2011 — 2011
Master's Degree, Tax Accounting

University of Colorado Boulder   2006 — 2011
Bachelor's Degree, Business Administration - Finance

Dustin Sanza Dustin Sanza Greater Los Angeles Area Details
Dustin Sanza's Wedbush Securities Experience January 2009 - September 2012
Job Field Supervisor/Contract Coordinator at Travers Tree Service
Industry Environmental Services
Experience
Travers Tree Service   July 2015 - Present
Imperial Capital Bank  February 2013 - June 2015
Wedbush Securities   January 2009 - September 2012
Wedbush Securities   August 2007 - January 2009
Waddell & Reed  January 2007 - August 2007
Waddell & Reed  January 2007 - August 2007
Jefferies and Company  May 2005 - August 2005

Skills
Equities, Investments, Investment Banking, Finance, Financial Modeling, Valuation, Bloomberg, Hedge Funds, Capital Markets, Financial Analysis, Asset Management, Portfolio Management, Asset Allocation, Equity Research

Education
University of Colorado Boulder - Leeds School of Business   2002 — 2006
BS, Finance

Alisa Karahagopian Alisa Karahagopian Glendale, California Details
Alisa Karahagopian's Wedbush Securities Experience May 2013 - Present
Job Treasury Analyst at Wedbush Securities
Industry Financial Services
Experience
Wedbush Securities   May 2013 - Present
Wedbush Securities   June 2012 - May 2013
Abercrombie & Fitch  September 2005 - December 2009

Skills
Financial Analysis, Microsoft Excel, Risk Management, PowerPoint, Outlook, Microsoft Word, Customer Service, Microsoft Office, Teamwork, Time Management, Sales, Leadership, Market Research, Bloomberg, Securities, Finance, Series 7

Education
University of California, Santa Barbara   2009 — 2011
Bachelor of Arts (B.A.), Business Economics

Justin Vaicek Justin Vaicek Orange County, California Area Details
Justin Vaicek's Wedbush Securities Experience 1995 - 1996
Job Senior Vice President, Senior Portfolio Manager at U.S. Trust
Industry Investment Management
Experience
U.S. Trust   October 2013 - Present
Liolios Group, Inc.   2011 - 2013
Mont Pelerin Capital, LLC   2005 - 2011
Kaenon Polarized, LLC   2002 - 2005
Educationtalk.com   2000 - 2002
Roth Capital Partners  1997 - 1999
CIBC World Markets  1996 - 1997
Wedbush Securities   1995 - 1996
Smith Barney  1993 - 1996

Skills
Private Equity, Financial Modeling, Investments, Finance, Hedge Funds, Financial Analysis, Valuation, Equities, Due Diligence, Mergers & Acquisitions, Equity Research, Portfolio Management, Finance Management, Business Development, Revenue Generation, Investment Analysis, Relationship Management, Strategic Planning, Business Management, Budgeting & Forecasting, Market Intelligence, Peer Analysis, Global Communications, Decision Intensive..., Process Development, Entrepreneurship, Entrepreneurial..., Negotiation, Corporate Expansion, Consulting, Capital Markets, Finance Investments, Asset Management, Alternative Investments, Trading, Corporate Development, Securities, Business Planning

Education
University of California, Irvine - The Paul Merage School of Business
Master of Business Administration (MBA), Finance

University of Southern California
Bachelor of Arts (BA), Communications

Krista Poth Krista Poth San Francisco Bay Area Details
Krista Poth's Wedbush Securities Experience January 2015 - May 2015
Job Customer Experience Applications Consultant at Oracle
Industry Computer Software
Experience
Oracle  2015 - Present
Alpha Chi Omega Fraternity, Inc.   December 2014 - June 2015
Wedbush Securities   January 2015 - May 2015
Alpha Chi Omega Fraternity, Inc.   November 2012 - December 2013

Skills
PowerPoint, Leadership, Social Media, Strategic Planning, Microsoft Excel, Management, Microsoft Office, Teamwork, Public Speaking, Social Networking, Microsoft Word, Customer Service, Communication, Team Leadership, Customer Relations, Consulting, Time Management, Event Planning, Accounting, Economics, Facebook, Psychology, Sales, Financial Analysis, Mac OS, Budgets, Marketing

Education
University of California, Santa Barbara   2011 — 2015
Bachelor of Arts (B.A.), Economics and Accounting, Psychology (Double Major)

Accent International Study Center, Florence   2014 — 2014
Intensive Italian Language and Culture Program

Beau Donohoe Beau Donohoe Austin, Texas Details
Beau Donohoe's Wedbush Securities Experience August 2011 - September 2011
Job Real Estate Analyst at HFF
Industry Real Estate
Experience
HFF, Inc.   November 2013 - Present
UCSB Investment Advisory Committee  April 2012 - March 2013
UCSB Finance Connection   March 2012 - March 2013
WMD Capital Partners   June 2012 - January 2013
Rabobank  September 2011 - June 2012
Wedbush Securities   August 2011 - September 2011
CBRE  May 2011 - June 2011

Skills
Financial Analysis, Financial Modeling, DCF, Due Diligence, Portfolio Management, Market Research, Valuation, Microsoft Excel, Finance, Management, Excel, Asset Management, Real Estate, Investment Properties, Venture Capital, Equities, Commercial Real Estate, Real Estate Economics

Education
Canyon

Canyon

University of California, Santa Barbara
Bachelor of Arts, Economics

Amy Petersen Amy Petersen Orange County, California Area Details
Amy Petersen's Wedbush Securities Experience July 2009 - January 2012
Job Corporate Recruiter at Golden State Foods | Manufacturing & Distribution
Industry Staffing and Recruiting
Experience
Golden State Foods  August 2014 - Present
Abbott Staffing Group  August 2013 - August 2014
McDermott & Bull  February 2012 - July 2013
Wedbush Securities   July 2009 - January 2012
Wedbush Securities   July 2007 - July 2009

Skills
Customer Relations, Contract Negotiation, Employee Relations, Networking, Executive Management, Executive Search, Talent Acquisition, Human Resources, marketing, Management, Marketing, Customer Service, Business Development, Career Development, Leadership, Recruiting, Negotiation, Applicant Tracking..., Onboarding, Team Building, Strategic Planning, Succession Planning, Employee Engagement, Talent Management, Social Networking, Start-ups, Organizational..., Technical Recruiting, Mergers & Acquisitions, Performance Management, Strategy, Leadership Development, Program Management, Process Improvement, Change Management, Personnel Management, Training, Management Consulting, Sourcing, HRIS, CRM, Building Relationships, Interviews, Employee Benefits, Vendor Management, Team Leadership, College Recruiting, Employee Training, Workforce Planning, Internet Recruiting

Education
University of Hawaii at Manoa   2001 — 2005
BA, Ancient History

Joshua L. Johnston Joshua L. Johnston Greater Chicago Area Details
Joshua L. Johnston's Wedbush Securities Experience June 2013 - September 2013
Job In search of professional wisdom, community involvement, and personal fulfillment
Industry Accounting
Experience
Crowe Horwath LLP  June 2014 - Present
University of Chicago Booth School of Business  September 2012 - June 2014
Wedbush Securities   June 2013 - September 2013
Platts  January 2011 - August 2012
Dalian Commodity Exchange   November 2009 - January 2011
InterChina Consulting   October 2008 - October 2009
Beijing Oz Enrollment Center   May 2007 - September 2008
Self-Employed  September 2005 - September 2008

Skills
Microsoft Excel, VBA, Data Modeling, Market Research, Financial Analysis, Derivatives, Forecasting, Report Writing, PowerPoint, Chinese Translation, Supply and Demand..., Cost Modeling, Chinese, Strategy, Competitive Analysis, Due Diligence, Corporate Finance, Analytics, Mergers & Acquisitions, Business Development

Education
The University of Chicago - Booth School of Business   2012 — 2014
Master of Business Administration (MBA), Finance, Accounting, International Business, High Honors

Beijing Global Village School   2006 — 2007
None, Mandarin Chinese

University of Chicago   2001 — 2005
Sociology, Economic Geography, General Honors

Jim Ely Jim Ely Greater Los Angeles Area Details
Jim Ely's Wedbush Securities Experience August 2014 - Present
Job Director of Wealth Management
Industry Financial Services
Experience
Wedbush Securities   August 2014 - Present
Citi  2003 - 2013
Nationwide Insurance  2002 - 2002
Sanwa Bank California  1993 - 2002

Education
UCLA Anderson School of Management

Allison McDuffie Allison McDuffie Orange County, California Area Details
Allison McDuffie's Wedbush Securities Experience September 2010 - March 2013
Job Financial Analyst at CBRE
Industry Real Estate
Experience
CBRE  June 2014 - Present
CBRE  October 2013 - June 2014
MileValue.com   March 2013 - September 2013
Wedbush Securities   September 2010 - March 2013

Skills
Financial Analysis, Real Estate Transactions, Valuation, Financial Modeling, Investments, Finance, Commercial Real Estate, Asset Management, Underwriting, Commercial Real Estate..., Property Disposition, Capital Markets, Portfolio Management, Due Diligence, Private Equity, Alternative Investments, Financial Structuring, Proposal Writing, Asset Dispositions, Mutual Funds, Wealth Management, Equities, Contract Negotiation

Education
University of Colorado at Boulder   2006 — 2010
Bachelor of Arts (BA), Political Science

University of Colorado at Boulder   2006 — 2010
Minor, Business Administration

Kathleen Balkman Kathleen Balkman Kirkland, Washington Details
Kathleen Balkman's Wedbush Securities Experience July 1985 - September 2007
Job Retirement Planner
Industry Financial Services
Experience
Pacific Insurance Group USA   May 2013 - Present
Wedbush Securities   July 1985 - September 2007

Skills
Small Business, Entrepreneurship, Retirement Plan..., Tax Diversification, Insurance Concepts and..., Annuity Sales

Education
University of Colorado Boulder   1971 — 1973

Qinchuan Luo Qinchuan Luo Los Angeles, California Details
Qinchuan Luo's Wedbush Securities Experience July 2014 - September 2014
Job Graduate student in Financial Engineering at UCLA ►Experienced programmer ►Deep interested in Quantitative Finance
Industry Capital Markets
Experience
Wedbush Securities   July 2014 - September 2014
Xinhua Network Co., Ltd.   July 2011 - April 2012
Bank of Communications Schroder Fund Management Co., Ltd.   July 2010 - September 2010
Beijing University of Posts and Telecommunications  July 2007 - September 2009

Skills
C++, Java, Programming, C, Linux, Shell Scripting, MySQL, Microsoft Excel, Quantitative Finance, Python, HTML, Testing, Matlab, R, SAS

Education
University of California, Los Angeles   2013 — 2014
Master's Degree, Financial Engineering, 3.5

Beijing University of Posts and Telecommunications   2007 — 2011
Master's Degree, Communications and Information Systems, 3.5

Beijing University of Posts and Telecommunications   2003 — 2007
Bachelor's Degree, Electronic Information Engineering, 3.6

Jeff Bell Jeff Bell Austin, Texas Details
Jeff Bell's Wedbush Securities Experience June 2002 - May 2014
Job President at Eventus Systems, Inc.
Industry Capital Markets
Experience
Eventus Systems, Inc.   January 2015 - Present
Lime Brokerage LLC  June 2011 - May 2014
Wedbush Securities   June 2002 - May 2014
Key3Media  March 2000 - June 2002
Wedbush Securities   February 1997 - November 1999

Skills
Risk Management, Electronic Trading, Trading Systems, Equity Trading, Options, Futures, Equities, Capital Markets, Business Development, Hedge Funds, Financial Markets, Trading, Derivatives, Securities, High Frequency Trading, Market Data, Product Management, Series 7, Series 24

Education
University of Colorado Boulder   1992 — 1996
Entrepreneurship and Small Business Management, Finance

University of Colorado Boulder - Leeds School of Business   1992 — 1996
Entrepreneurship and Small Business Management, Finance and Financial Management Services

Clay Burris Clay Burris Los Angeles, California Details
Clay Burris's Wedbush Securities Experience May 2011 - June 2014
Job Relationship Manager at Wells Fargo Capital Finance
Industry Investment Banking
Experience
Wells Fargo Capital Finance  September 2015 - Present
Wells Fargo Capital Finance  July 2014 - September 2015
Wedbush Securities   May 2011 - June 2014
University of Central Florida  August 2008 - August 2010
National Australia Bank  May 2008 - July 2008

Skills
Financial Modeling, Finance, Capital Markets, Credit, Financial Analysis, Credit Analysis, Investments, Corporate Finance, Portfolio Management, Risk Management, Bloomberg Terminal, Commercial Banking, Investment Banking, Accounting, DCM, Banking, Margin, Wholesale Banking, Trading, Asset Based Lending, Syndications, Microsoft Office

Education
University of Central Florida
B.S., Finance

UCLA Extension   2014 — 2015
Accounting

Tiffany Armstrong Tiffany Armstrong San Francisco Bay Area Details
Tiffany Armstrong's Wedbush Securities Experience January 2011 - June 2011
Job Service Transfer Specialist at Sunrun
Industry Market Research
Experience
Sunrun  January 2014 - Present
Ziff Davis, Inc.   March 2013 - December 2013
Ziff Davis, Inc.   June 2012 - February 2013
Pacific Island Club, Guam   July 2011 - January 2012
UCSB Department of Geography  January 2011 - June 2011
Wedbush Securities   January 2011 - June 2011
Goleta Valley Beautiful  April 2010 - June 2011
Hawaiian Island Solar   June 2008 - August 2008

Skills
Spreadsheets, Research, Word, Excel, PowerPoint, Customer Service, Writing, Social Media, Statistics, Problem Solving, Teaching, Analysis, Windows, Mac, Health, Microsoft Office, Adobe Acrobat, Phone Skills, Data Management, Communication, ArcGIS, Google Earth, Account Management, Data Analysis, Microsoft Excel, Sales

Education
University of California, Santa Barbara   2007 — 2010
Bachelor of Science, Environmental Studies

Krissie Luong Krissie Luong Charleston, West Virginia Area Details
Krissie Luong's Wedbush Securities Experience February 2012 - March 2012
Job Midlevel professional in financial industry seeking to relocating in Charleston, WV Area
Industry Financial Services
Experience
Suntanc, Inc.   April 2013 - May 2015
Total College Solutions, Inc.   August 2012 - December 2012
Total College Solutions   October 2011 - December 2012
Wedbush Securities   February 2012 - March 2012
UC Berkeley  October 2004 - May 2005

Skills
Series 7, Series 66, Strategic Financial..., Mandarin, Cantonese, Finance, Licensed Life & Health..., College Education..., Tutoring, Tax Preparation, Business Planning, Landlord/Tenant Matters, Commercial Real Estate, Real Estate Development, Residential Investment..., Property Management, Training, Management, Wealth Management, Start-ups, Strategic Planning, Insurance, Uniform Combined State..., Research, Leadership, Team Building, Microsoft Excel, Public Speaking, Social Media, Microsoft Office, Analysis, Financial Analysis, Sales

Education
University of California, Berkeley   2000 — 2008
B.A

Mariev Kochenburger Mariev Kochenburger New York, New York Details
Mariev Kochenburger's Wedbush Securities Experience April 2014 - Present
Job Vice President Wedbush Securities
Industry Banking
Experience
Wedbush Securities   April 2014 - Present
BTIG  June 2012 - April 2014
GE Capital  May 2009 - June 2012

Skills
Series 7, Series 63, Portfolio Management, Capital Markets, Hedge Funds, Investments, Bloomberg

Education
John Molson School of Business   2007 — 2009
Finance, 3.98

Université de Montréal / University of Montreal   2004 — 2007
Pharm-D, Pharmacy

College Lionel-Groulx   2001 — 2003
Pure and Applied Science

College Jean-Eudes   1996 — 2001
High School

Nicholas Pardini Nicholas Pardini San Francisco, California Details
Nicholas Pardini's Wedbush Securities Experience February 2011 - May 2011
Job Research Analyst at Parallax Volatility Advisers, L.P
Industry Investment Management
Experience
Parallax Volatility Advisers, L.P   October 2014 - Present
Nomadic Capital Partners LLC   February 2011 - October 2014
Seeking Alpha  March 2011 - December 2013
Nomadic Private Equity   May 2013 - November 2013
Emerging Market Insider   December 2012 - November 2013
Wedbush Securities   February 2011 - May 2011
Moody's  June 2010 - November 2010
UCSB Economics Department   October 2008 - June 2010
Oro Financial   June 2009 - August 2009

Skills
Equity Research, Emerging Markets, Investments, Asset Management, Entrepreneurship, Portfolio Management, Valuation, Equities, Trading, FX Options, Strategic Planning, Alternative Investments, Research, Macroeconomics, Mutual Funds, Private Equity, ETFs, Commodity Markets, Equity Trading, Global Economy, Financial Modeling, Financial Markets, Writing, Futures Trading, Fundamental Analysis, FX, Commodity, Derivatives, Capital Markets

Education
University of California, Santa Barbara   2007 — 2010
B.A., Business of Economics

Villanova University   2011 — 2012
Masters of Science, Finance

Università Commerciale 'Luigi Bocconi'   2009 — 2009
Economics and Finance

Cathleen Miclat Cathleen Miclat Greater Los Angeles Area Details
Cathleen Miclat's Wedbush Securities Experience July 2011 - September 2011
Job Corporate Development at Lionsgate
Industry Investment Banking
Experience
Lionsgate  July 2015 - Present
Bank of America Merrill Lynch  June 2013 - June 2015
UCLA Athletic Peer Learning Labs   August 2011 - March 2013
Bank of America Merrill Lynch  May 2012 - August 2012
Wedbush Securities   July 2011 - September 2011
UCLA Anderson School of Management  October 2009 - June 2011

Education
University of California, Los Angeles   2009 — 2013
Bachelor of Arts (B.A.), Business-Economics

Eastlake High School   2005 — 2009

Joseph Head, MBA Joseph Head, MBA Greater Los Angeles Area Details
Joseph Head, MBA's Wedbush Securities Experience June 2015 - Present
Job Business Analyst at Wedbush Securities, Inc.
Industry Financial Services
Experience
Wedbush Securities   June 2015 - Present
Wedbush Securities   January 2015 - June 2015
Wedbush Securities   April 2013 - December 2013
Wedbush Securities   January 2011 - April 2013

Skills
Leadership, Microsoft Excel, Finance, Strategic Planning, Financial Modeling, Valuation, Forecasting, Corporate Finance, Investments, Marketing, Financial Analysis, Business Development, Business Strategy, Competitive Analysis, Market Research, Analytics, Strategy, Portfolio Management

Education
USC Marshall School of Business   2011 — 2014
MBA.PM

University of Melbourne - Melbourne Business School   2014 — 2014

UC Riverside   1999 — 2004
Bachelors, Business Administration

Ken Blackburn Ken Blackburn Scottsdale, Arizona Details
Ken Blackburn's Wedbush Securities Experience 2010 - 2014
Job Managing Director at BridgeLight Capital
Industry Financial Services
Experience
BridgeLight Capital   February 2014 - Present
Wedbush Securities   2010 - 2014
Morgan Stanley Smith Barney  1984 - 2010
The Highland School   1976 - 1983

Skills
Wealth Management, Series 7, Series 63, Series 65, Alternative Investments, Securities, Investment Advisory, Asset Allocation, FINRA, Financial Advisory, Mutual Funds, Fixed Income, Investments, Leadership, Hedge Funds, Equities, Retirement Planning

Education
The Johns Hopkins University
BA, English, History

University of Rochester
MA, European History

Matthew Dahlem Matthew Dahlem Greater Los Angeles Area Details
Matthew Dahlem's Wedbush Securities Experience August 2006 - Present
Job Trading at Wedbush Morgan Securities
Industry Financial Services
Experience
Wedbush Securities   August 2006 - Present

Education
University of Arizona, Eller College of Management   2002 — 2006
Finance

Andrew Nick Winans Andrew Nick Winans Los Angeles, California Details
Andrew Nick Winans's Wedbush Securities Experience February 1989 - July 1990
Job Freelance Actor/Writer/Production
Industry Entertainment
Experience
Entertainment Productions   March 2010 - Present
William O'Neil + Co. Inc.   1994 - September 2009
The Ritz-Carlton Hotel Company LLC  January 1990 - October 1992
Wedbush Securities   February 1989 - July 1990

Skills
Sales, Investments, Voiceovers, Sales Prospecting, Copywriting, Creative Writing, Telephone Skills, Investment Advisory, Acting, Momentum Trading, Account Management, Public Speaking, Client Facing Skills, Analysis, Customer Service, Event Management, Hedge Funds, Management, Entertainment, Social Media, Social Networking, Film, Leadership

Education
University of Idaho   1982 — 1988
Bachelor's Degree, Business Finance -Liberal Arts

Patrick Wainscott Patrick Wainscott Henderson, Nevada Details
Patrick Wainscott's Wedbush Securities Experience May 2002 - January 2012
Job Financial Advisor Vice President at Ameriprise Financial Services, Inc. CA Insurance #OC57479
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2012 - Present
Wedbush Securities   May 2002 - January 2012

Education
UNLV   1983 — 1985
Bachelor's of Science, Finance

Texas Tech University   1981 — 1982

Matthew Racine Matthew Racine Greater Chicago Area Details
Matthew Racine's Wedbush Securities Experience June 2014 - Present
Job Analyst at Wedbush Securities
Industry Financial Services
Experience
Wedbush Securities   June 2014 - Present
Wedbush Securities   May 2013 - August 2013

Skills
Microsoft Excel, Teamwork, Bloomberg Terminal, Microsoft Office, Capital IQ, Public Speaking, Data Analysis, Research, Financial Analysis, R, Financial Markets

Education
University of Notre Dame   2010 — 2014
Bachelor of Business Administration (BBA), Finance, History

Betsy Van Hees Betsy Van Hees San Francisco Bay Area Details
Betsy Van Hees's Wedbush Securities Experience May 2009 - Present
Job Sr. VP Equity Research at Wedbush Securities
Industry Financial Services
Experience
Wedbush Securities   May 2009 - Present

Education
University of California, Los Angeles

Dominic Lanari Dominic Lanari New York, New York Details
Dominic Lanari's Wedbush Securities Experience August 2014 - August 2014
Job Incoming Sales & Trading Analyst at Citi
Industry Financial Services
Experience
University of Notre Dame  July 2012 - Present
Citi  June 2015 - August 2015
Wedbush Securities   August 2014 - August 2014
State Farm  May 2013 - August 2014
Ann Wagner for U.S. Congress   June 2012 - August 2012
St. Louis University High  August 2008 - May 2012
backpack.tv  June 2011 - August 2011

Skills
Research, Public Speaking, PowerPoint

Education
University of Notre Dame   2012 — 2016
Bachelor's Degree, Finance; Program of Liberal Studies

St. Louis University High School   2008 — 2012
Bachelor's Degree, Finance

Won Me Park Won Me Park Los Angeles, California Details
Won Me Park's Wedbush Securities Experience June 2000 - April 2003
Job Director of Human Resources & Attorney Recruiting at Mitchell Silberberg & Knupp LLP
Industry Law Practice
Experience
Mitchell Silberberg & Knupp LLP  February 2009 - Present
Viceroy Hotel Group  November 2005 - February 2009
Paul Hastings  March 2003 - November 2005
Wedbush Securities   June 2000 - April 2003

Skills
Employment Law, Recruiting, Human Resources

Education
UC Berkeley

Andy Cheng Andy Cheng San Francisco Bay Area Details
Andy Cheng's Wedbush Securities Experience July 2013 - May 2015
Job Research Associate at Susquehanna International Group
Industry Financial Services
Experience
Susquehanna International Group, LLP (SIG)   May 2015 - Present
Wedbush Securities   July 2013 - May 2015
CID Group   June 2012 - September 2012
IBM  January 2008 - June 2011

Skills
Java, C++, DB2, JCL, Python, Finance, Databases, Testing, SQL, Analysis, Competitive Analysis, Programming, Analytics, Data Analysis, Management, Strategy

Education
University of California, Los Angeles - The Anderson School of Management   2011 — 2013
MBA, Investment Management

University of California, Irvine   2003 — 2007
B.S., Computer Engineering/ Management

Edward Wang, MBA, CIA Edward Wang, MBA, CIA Orange County, California Area Details
Edward Wang, MBA, CIA's Wedbush Securities Experience January 2012 - May 2012
Job Manager at KPMG
Industry Retail
Experience
KPMG  July 2012 - Present
Wedbush Securities   January 2012 - May 2012
Forefront Advisory LLC  May 2011 - August 2011
AAA NCNU Insurance Exchange  December 2006 - June 2010
Protiviti  September 2004 - November 2006
Applied Materials  April 2003 - August 2003

Skills
Internal Audit, Financial Reporting, Business Process..., Internal Controls, Forecasting, Auditing, Analysis, Finance, Leadership, Valuation, Financial Modeling, Management

Education
University of Southern California - Marshall School of Business   2010 — 2012
Master, Finance

The University of Texas at Austin - Red McCombs School of Business   1998 — 2004
BBA, International Business, Accounting

David Epstein, CFA David Epstein, CFA Greater Los Angeles Area Details
David Epstein, CFA's Wedbush Securities Experience January 2010 - September 2010
Job Assistant Vice President at The TCW Group
Industry Financial Services
Experience
The TCW Group  March 2014 - Present
First Republic Investment Management  January 2014 - February 2014
First Republic Investment Management  August 2012 - January 2014
UCLA Anderson School of Management  September 2010 - August 2012
Trust Company of the West  June 2011 - September 2011
Wedbush Securities   January 2010 - September 2010
Wedbush Securities   July 2007 - December 2009
William O'Neil + Co. Inc.   June 2006 - July 2007

Skills
Financial Modeling, Financial Analysis, Financial Markets, Chartered Financial..., Series 7, Equity Research, Capital IQ, Bloomberg, FactSet, CFA, Equities, Equity Valuation, Asset Management, Capital Markets, Hedge Funds, Corporate Finance, Investments, Portfolio Management, Valuation

Education
University of California, Los Angeles - The Anderson School of Management   2010 — 2012
MBA, Finance

University of Redlands   2003 — 2006
Bachelor of Science, Business Administration and Accounting

Jarrett Jacobs Jarrett Jacobs Sherman Oaks, California Details
Jarrett Jacobs's Wedbush Securities Experience 1998 - 2000
Job Biz Mgmt
Industry Entertainment
Experience
Self  2015 - Present
GSO Business Management, LLC  2012 - 2014
Bright Trading, Sungard, Assent, T3   2000 - 2014
Wedbush Securities   1998 - 2000

Skills
Equities, Equity Trading, Options, Trading, Technical Analysis, Electronic Trading, Bloomberg, Trading Systems, Hedge Funds, Financial Markets, FX Options, Derivatives, Financial Analysis, Series 7, Capital Markets, Commodity, Securities, Alternative Investments, Fixed Income, Portfolio Management

Education
University of Illinois at Urbana-Champaign
Bachelor of Science, Finance

Shady Nabil Guirguis, MFE, CMT Shady Nabil Guirguis, MFE, CMT Los Angeles, California Details
Shady Nabil Guirguis, MFE, CMT's Wedbush Securities Experience July 2012 - Present
Job Proprietary Trader
Industry Investment Management
Experience
Wedbush Securities   July 2012 - Present
Wedbush Securities   June 2010 - July 2012
UCLA Anderson School of Management  April 2012 - June 2012
Charles River Associates  July 2007 - September 2009

Education
University of California, Los Angeles - The Anderson School of Management
Master of Financial Engineering

University of California, Berkeley
Bachelor of Science, Industrial Engineering and Operations Research

Lucas Kianidehkian Lucas Kianidehkian Los Angeles, California Details
Lucas Kianidehkian's Wedbush Securities Experience October 2011 - March 2012
Job Investment Banking Analyst at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs  July 2014 - Present
Goldman Sachs  June 2013 - August 2013
Wedbush Securities   October 2011 - March 2012

Education
UCLA   2010 — 2013
B.A., Business Economics

Eric Dizon Eric Dizon Greater Los Angeles Area Details
Eric Dizon's Wedbush Securities Experience June 1994 - August 1996
Job Forex & Equity Trader
Industry Capital Markets
Experience
Independent  May 2009 - Present
Wells Fargo Investments  May 2006 - April 2009
Crowell, Weedon & Co.   November 1996 - June 2006
Gruntal & Co.   September 1996 - November 1996
Wedbush Securities   June 1994 - August 1996
Cruttenden & Co (Roth Capital)   February 1992 - February 1994

Skills
Equities, Investments, Trading, Financial Markets, Finance, Risk Management, Banking, Strategic Financial..., Financial Risk, Asset Allocation

Education
University of California, Irvine
B.A., Economics

Gregg Spiegelman Gregg Spiegelman Greater Los Angeles Area Details
Gregg Spiegelman's Wedbush Securities Experience March 2004 - 2007
Job CEO at Set Medics
Industry Events Services
Experience
Set Medics   2006 - Present
Wedbush Securities   March 2004 - 2007
Cantor Fitzgerald  2001 - 2002

Skills
First Aid, Cpr Certified, AED, Ambulance, Emergency Services, EMT, Special Events, Special Event, Corporate Events, Live Events, Safety Management, Public Safety

Education
The George Washington University   1994 — 1998
Bachelor's degree

Carrie Shiau Carrie Shiau Greater New York City Area Details
Carrie Shiau's Wedbush Securities Experience October 2013 - June 2014
Job Associate at McKinsey & Company
Industry Management Consulting
Experience
Pharmacyclics  July 2014 - November 2014
Wedbush Securities   October 2013 - June 2014
Sanofi  March 2013 - September 2013

Education
University of California, Berkeley
Bachelor's Degree, Molecular Cell Biology - Biochemistry and Molecular Biology

University of California, San Francisco
Doctor of Philosophy (Ph.D.), Chemical Biology

Brian Gallo Brian Gallo Greater Los Angeles Area Details
Brian Gallo's Wedbush Securities Experience 2010 - 2013
Job Facebook, Twitter, Legalzoom, Palantir, Lyft, AirBnB private shares
Industry Financial Services
Experience
Bgallo LLC   2011 - Present
Wedbush Securities   2010 - 2013
Euro Pacific Capital  2009 - 2011
Merrill Lynch  2005 - 2007
University of Miami  2001 - 2003

Skills
Investments, Equity Trading, Equities, Valuation, Fixed Income, Series 63, Asset Management, Financial Modeling, Investment Strategies, Portfolio Management, Alternative Investments, Bonds, Financial Analysis, Options, Venture Capital, Asset Allocation, Series 7, Investment Management, Strategic Financial..., Trading, Bloomberg Terminal, Bloomberg, Economics, Finance, Hedge Funds, Investment Advisory, Securities, Private Equity, Due Diligence, Commodity, Corporate Finance, Equity Research, Financial Services, Mergers & Acquisitions, Uniform Combined State..., Emerging Markets, Investment Banking, FINRA, Capital Markets, Mutual Funds, Banking

Education
University of Miami   2001 — 2003
Master of Business Administration (M.B.A.)

University of Miami - School of Business   2001 — 2003
MBA, Finance

Bruce Jacobson Bruce Jacobson La Jolla, California Details
Bruce Jacobson's Wedbush Securities Experience January 2010 - Present
Job Financial Consultant
Industry Financial Services
Experience
Wedbush Securities   January 2010 - Present
Citi Smith Barney  April 2004 - January 2010
A G Edwards & Sons, Inc   January 2001 - May 2003

Education
University of California, Riverside   1977 — 1979
BA, Business Administration

Brian Alger Brian Alger San Francisco Bay Area Details
Brian Alger's Wedbush Securities Experience August 2010 - February 2015
Job Sr. Research Analyst at ROTH Capital Partners
Industry Financial Services
Experience
ROTH Capital Partners  March 2015 - Present
Wedbush Securities   August 2010 - February 2015
Strata Capital Management   July 2006 - July 2010
Pacific Growth Equities  March 2000 - July 2006
Preferred Capital Markets  June 1996 - March 2000

Education
University of Colorado at Boulder   1992 — 1995
Bachelor's Degree, Finance, Minor Economics

Stephen R. Ching, ChFC®, CLU® Stephen R. Ching, ChFC®, CLU® Greater Los Angeles Area Details
Stephen R. Ching, ChFC®, CLU®'s Wedbush Securities Experience April 2010 - Present
Job Ind. Financial Consultant at Wedbush Securities & Senior Loan Officer at Luxury Mortgage Corp
Industry Financial Services
Experience
Wedbush Securities   April 2010 - Present
Luxury Mortgage Corp  August 2013 - Present
Skyline Home Loans dba Security Pacific Home Loans   August 2008 - July 2013
Americorp Funding  January 2001 - August 2008

Education
University of Southern California

The American College   2010 — 2013
Chartered Life Underwriter, Insurance Planning

Deborah Koh Deborah Koh Goleta, California Details
Deborah Koh's Wedbush Securities Experience February 2015 - June 2015
Job Product Communications Intern at Montecito Bank & Trust
Industry
Experience
Montecito Bank & Trust  June 2015 - Present
Wedbush Securities   February 2015 - June 2015
EvansHardy+Young  October 2014 - December 2014

Skills
Microsoft Office, Microsoft Excel, Data Analysis, Tableau, Research, PowerPoint, Microsoft Word, Social Media, Advertising, Marketing Communications, Public Speaking, Public Relations, Event Planning, Teamwork

Education
University of California, Santa Barbara   2012 — 2016
Bachelor of Arts (B.A.), Communication

Daniel Lincoln Daniel Lincoln Birmingham, Alabama Area Details
Daniel Lincoln's Wedbush Securities Experience July 2008 - December 2008
Job Appraiser at CBRE
Industry Commercial Real Estate
Experience
CBRE  January 2010 - Present
Wedbush Securities   July 2008 - December 2008

Education
University of Alabama   2009 — 2009
Master's Degree, Real Estate Finance

University of Alabama   2005 — 2008
Bachelor's Degree, Finance

Sarah Gosler Sarah Gosler Los Angeles, California Details
Sarah Gosler's Wedbush Securities Experience March 2015 - Present
Job Vice President and Head of Marketing at Wedbush Securities
Industry Financial Services
Experience
Wedbush Securities   March 2015 - Present
IFG Capital   January 2010 - March 2015
Community Economics Lab & LEA   2009 - 2011
Dekker/Perich/Sabatini   2007 - 2009
Sandia National Laboratories  2004 - 2007
University of New Mexico  2001 - 2007
Clear Channel Communications  2004 - 2004
WorldCom  2000 - 2002

Skills
Marketing Strategy, Brand Architecture, Brand Compliance, Advertising Management, Sponsorship Strategy, Sustainability Strategy, Policy/Procedure..., Business Operations..., Competitive Intelligence, Competitive Strategies, Marketing Literature, Creative Development, Creative Strategy, Website Management, Website Development, Market Research, Product Development, Product Management, Marketing, Creative Direction, Sustainability, Operations Management, Team Leadership, Public Relations, Business Strategy, Project Management, Business Planning, Product Marketing, Investments, Email Marketing, New Business Development, Brand Management, Sponsorship, Social Media Marketing, Marketing Communications, Online Advertising, Team Building, Strategic Planning, Social Media, Competitive Analysis, Strategy, Advertising, Strategic Partnerships, Contract Negotiation, Market Opportunity..., LIHTC, Affordable Housing, Real Estate Development, Tax Credits, Property Management

Education
The University of New Mexico - Robert O. Anderson School of Management   2005 — 2007
Master of Business Administration (MBA), Operations Management and Marketing Management

The University of New Mexico - Robert O. Anderson School of Management
Bachelor of Business Administration (BBA), Entrepreneurship and Marketing Management

Barrett Wagle Barrett Wagle New York, New York Details
Barrett Wagle's Wedbush Securities Experience March 2013 - Present
Job Analyst at Wedbush Securities
Industry Financial Services
Experience
Wedbush Securities   March 2013 - Present
Nomura Securities  April 2012 - August 2012
The Blaq Group  February 2010 - July 2011
Gack Sports   November 2010 - February 2011

Skills
Event Management, Microsoft Excel, Strategic Planning, Event Planning, PowerPoint, Market Research, Stock Exchange, Financial Modeling, Securities, Microsoft Word, Financial Analysis, Research

Education
Baruch College   2010 — 2011
N/A, Economics, Senior

The Ohio State University   2007 — 2009
Transfer, Finance

Steven Lu Steven Lu San Francisco Bay Area Details
Steven Lu's Wedbush Securities Experience 2009 - 2010
Job MBA Candidate at UCLA Anderson School of Management
Industry Investment Banking
Experience
KPMG Corporate Finance LLC  2013 - August 2014
KPMG Corporate Finance LLC  2012 - 2013
Wedbush Securities   2009 - 2010
Sandler O'Neill  2007 - 2009
Barclays Global Investors  2006 - 2006

Skills
Financial Modeling, Valuation, Private Equity, Mergers & Acquisitions, Financial Analysis, Investment Banking, LBO, Mergers, Capital IQ, Capital Markets, Private Placements, Corporate Finance, Due Diligence

Education
UCLA Anderson School of Management   2014 — 2016
Master of Business Administration (M.B.A.)

University of California, Davis   2003 — 2007
B.S.

Monta Vista High School   1999 — 2003

Samantha Swoger Samantha Swoger Seal Beach, California Details
Samantha Swoger's Wedbush Securities Experience June 2012 - September 2013
Job Direct marketing Coordinator
Industry Marketing and Advertising
Experience
Michael Vincent Academy   October 2013 - August 2014
Wedbush Securities   June 2012 - September 2013
The BIO5 Institute  May 2010 - May 2012
The University of Arizona  August 2009 - May 2010
San Gabriel Elite Volleyball Club  January 2008 - August 2008

Education
University of Arizona, Eller College of Management   2008 — 2012
Bachelor of Science, Marketing

Amanda Wallace Amanda Wallace New Orleans, Louisiana Details
Amanda Wallace's Wedbush Securities Experience November 2009 - September 2012
Job Marketing at Johnson Rice & Company
Industry Financial Services
Experience
Johnson Rice & Company  September 2012 - Present
Wedbush Securities   November 2009 - September 2012
Maxim Group  November 2006 - July 2007
Ferris, Baker Watts, Inc   November 2004 - May 2006
Morgan Stanley  January 2003 - October 2004
Profiles Staffing Service   March 2001 - May 2002

Skills
Marketing, Investments, Securities, Equity Research, Equities, Analysis, Finance, Hedge Funds, Investment Banking, Investor Relations, Market Research, Valuation, Mergers & Acquisitions, Financial Modeling, Series 7, IPO, Capital Markets, Strategic Planning, Financial Analysis

Education
The Maryland Institute College of Art
Bachelor of Fine Arts, Fine and Studio Arts

Ryan Jue Ryan Jue San Francisco, California Details
Ryan Jue's Wedbush Securities Experience 2010 - 2015
Job User Acquisition at Lumos Labs (Lumosity)
Industry Internet
Experience
Lumos Labs (Lumosity)   August 2015 - Present
Wedbush Securities   2010 - 2015
Kuipp, LLC   2010 - 2011
Primarius Capital   2009 - 2010
Merrill Lynch  2007 - 2009
Merrill Lynch  2006 - 2006

Skills
Financial Modeling, Investments, Valuation, Financial Analysis, Equity Research, Mergers & Acquisitions, Investment Banking, Hedge Funds, Equities, Finance, Capital Markets

Education
University of California, Berkeley   2003 — 2007
B.S., Electrical Engineering and Computer Science, Industrial Engineering and Operations Research

Robert Young Robert Young Greater Los Angeles Area Details
Robert Young's Wedbush Securities Experience January 2005 - December 2005
Job Vice President, Marlin Equity Partners
Industry Venture Capital & Private Equity
Experience
Marlin Equity Partners  July 2012 - Present
CompassLearning  2013 - Present
SigmaCare  2013 - Present
Sterling Partners  2011 - 2011
Marlin Equity Partners  January 2006 - July 2010
Wedbush Securities   January 2005 - December 2005
Platinum Equity  September 2003 - December 2004

Skills
Venture Capital, Private Equity, Valuation, Financial Modeling, Due Diligence, Investment Banking, Mergers, Investments, Corporate Finance, Business Strategy, LBO, Corporate Development

Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA)

University of Southern California
BS, Business Economics and Consulting

University of Southern California - Marshall School of Business

Leigh Cormie Leigh Cormie San Francisco Bay Area Details
Leigh Cormie's Wedbush Securities Experience March 2004 - November 2004
Job Hardware Engineering Manager
Industry Consumer Electronics
Experience
Amazon Lab126  September 2015 - Present
Amazon Lab126  March 2014 - Present
Intersil Corporation  February 2012 - March 2014
Intersil Corporation  April 2010 - January 2012
Intersil Corporation  December 2006 - March 2010
Maxim Integrated Products  November 2004 - November 2006
Wedbush Securities   March 2004 - November 2004
International Rectifier an Infineon Technologies Company  2001 - 2004
International Rectifier an Infineon Technologies Company  1997 - 2001

Skills
Semiconductors, IC, Semiconductor Industry, Mixed Signal, Analog, Marketing, Power Management, Product Management, Product Marketing, ASIC, Consumer Electronics, Cross-functional Team..., Electronics, SoC, Analog Circuit Design, Competitive Analysis, Product Development, Technical Marketing, EDA, Go-to-market Strategy, CMOS, Product Engineering, Project Management, Product Launch, System Architecture, Systems Engineering, Cross-platform..., Vendor Management

Education
UCLA Anderson School of Management   2001 — 2004
MBA

University of Aberdeen   1993 — 1997
BEng (Hons)

Jessie Marshall Jessie Marshall Los Angeles, California Details
Jessie Marshall's Wedbush Securities Experience January 2009 - May 2010
Job Operations Associate at Imperial Capital, LLC
Industry Financial Services
Experience
Imperial Capital, LLC  July 2013 - Present
JPMorgan Chase  June 2010 - July 2013
Wedbush Securities   January 2009 - May 2010
Merrill Lynch  June 2005 - January 2008

Skills
Series 7, Series 24, Life Insurance, Investments, Finance, Series 66, Retail Banking, Thrive in A Fast-paced..., Resource Management, Onboarding, Microsoft Office, ACATS, Troubleshooting, Bloomberg, Oasys, Debt Settlement, Allocations, Front to Back Office, Institutional..., Private Placements

Education
University of Nevada-Reno   2001 — 2004
Bachelor of Business Administration (B.B.A.), Finance, General

Anjana Rimal Anjana Rimal Los Angeles, California Details
Anjana Rimal's Wedbush Securities Experience June 2012 - 2015
Job MBA Candidate at UCLA Anderson I Corporate Strategy I Investment Management
Industry Financial Services
Experience
Wedbush Securities   June 2012 - 2015
ShoeDazzle  June 2011 - June 2012
United States Government Accountability Office  June 2010 - August 2010
Transparency International- Nepal   July 2009 - August 2009

Skills
Planning Budgeting &..., Financial Analysis, Data Analysis, Research, Equities, Financial Accounting, Vendor Management, Contract Management, Contract Negotiation, Revenue & Profit Growth, Marketing Material..., Equity Capital Markets, Revenue Analysis, Vendor Contracts, Capital Markets, Finance, Financial Statement..., P&L Forecasting, US GAAP, Balance Sheet, Microsoft Excel, Monthly Closing, IFRS, Managerial Finance

Education
UCLA Anderson School of Management   2015 — 2017
Master of Business Administration (M.B.A.), Finance, General

Wesleyan University   2007 — 2011
Bachelor of Arts, Government, International Relations Certificate, Honor Roll, 3.4

David Cho David Cho San Francisco Bay Area Details
David Cho's Wedbush Securities Experience May 2011 - August 2012
Job Vice President at Vista Point Advisors
Industry Investment Banking
Experience
Vista Point Advisors  March 2013 - Present
Zynga  2012 - 2013
Wedbush Securities   May 2011 - August 2012

Skills
Investment Banking, Video Games, Digital Media, Corporate Finance, Mergers & Acquisitions, Capital Markets, Healthcare, Technology, Valuation, Strategic Partnerships, Business Development, Corporate Development, Data Analysis

Education
University of California, Berkeley - Walter A. Haas School of Business
Bachelor's Degree, Business Administration

Foothill High School
Diploma

Charleen Lawrence Charleen Lawrence Greater Los Angeles Area Details
Charleen Lawrence's Wedbush Securities Experience September 2009 - September 2014
Job VP, Margin Manager at D.A. Davidson Companies
Industry Financial Services
Experience
D.A. Davidson Companies   September 2014 - Present
Wedbush Securities   September 2009 - September 2014
WEDBUSH SECURITIES INC.  2007 - 2009
Brokers Express (former subsidiary of optionsXpress)   2002 - 2007
Dreyfus Brokerage Services, Inc.   1990 - 2002
Dreyfus Brokerage Services, Inc.   1983 - 1990
Wedbush Securities   1980 - 1983

Skills
Securities, Equities, Series 63, Mutual Funds, Series 24, Valuation, Bloomberg, Fixed Income, Asset Management, Financial Analysis, Corporate Finance, Series 7, Series 27, Series 4

Education
University of Colorado Boulder
Bachelor of Science (B.S.), Finance, General

Cole Oman Cole Oman New Haven, Connecticut Details
Cole Oman's Wedbush Securities Experience October 2012 - November 2014
Job MBA Candidate at Yale School of Management
Industry Financial Services
Experience
TechnoServe  January 2015 - July 2015
Wedbush Securities   October 2012 - November 2014
RBC Capital Markets  July 2011 - August 2012
PricewaterhouseCoopers  June 2010 - August 2010

Education
Yale University - Yale School of Management   2015 — 2017
Master of Business Administration (M.B.A.)

University of California, Los Angeles   2007 — 2011
BA, Business Economics

Andrew Morrison Andrew Morrison San Francisco Bay Area Details
Andrew Morrison's Wedbush Securities Experience December 2008 - November 2010
Job Managing Director, Cypress Partners
Industry Financial Services
Experience
Cypress Partners   December 2014 - February 2015
Independant Financial Consultant   February 2011 - November 2014
Kaufman Bros  November 2010 - December 2011
Wedbush Securities   December 2008 - November 2010
Pacific Growth Equities  March 2006 - December 2008
Ebb Services   April 2003 - December 2005
Elijah Asset Management   March 1999 - April 2003
Robertson Stephens  October 1994 - February 1999

Skills
Equity Research, Investor Relations, Private Equity, Investment Management, Investments, Product Development, Sales, CFO, Hedge Funds, Equities, Start-ups, Venture Capital, Financial Services

Education
UCLA   1988 — 1991
Economics

Redwood

University of California, Los Angeles
Economics

Mallory McCool Mallory McCool Greater Los Angeles Area Details
Mallory McCool's Wedbush Securities Experience May 2013 - September 2013
Job Audit Associate at Deloitte
Industry Accounting
Experience
Deloitte  September 2014 - Present
Rothstein Kass  January 2014 - April 2014
Wedbush Securities   May 2013 - September 2013

Education
University of California, Santa Barbara   2009 — 2013
Bachelor of Arts (B.A.), Economics and Accounting

Aaron Turner Aaron Turner Greater Los Angeles Area Details
Aaron Turner's Wedbush Securities Experience April 2012 - Present
Job Senior Associate Equity Research at Wedbush Securities
Industry Financial Services
Experience
Wedbush Securities   April 2012 - Present
Oaktree Capital Management  June 2011 - August 2011
McCutchen Group LLC   May 2007 - May 2010
Quellos Group, LLC  September 2005 - May 2007

Skills
Equity Research, Investments, Financial Modeling, Asset Management, Valuation, Financial Statement...

Education
University of California, Los Angeles - The Anderson School of Management   2010 — 2012
MBA, Finance

University of Washington, Michael G. Foster School of Business
Business Administration, Accounting

Colin Fatti Colin Fatti Greater Denver Area Details
Colin Fatti's Wedbush Securities Experience May 2009 - August 2012
Job Managing Director Equity Research Sales at The Benchmark Company LLC
Industry Financial Services
Experience
The Benchmark Company  October 2012 - Present
Wedbush Securities   May 2009 - August 2012
Wells Fargo Private Bank  May 2008 - September 2008
Putnam Investments  January 2006 - December 2006

Skills
Series 7, Series 63, Financial Modeling, Equity Research, Investments, Valuation, Financial Analysis, Securities, Equities, Bloomberg, Uniform Combined State..., Portfolio Management, Asset Management, Financial Markets, Capital Markets, Hedge Funds, Mutual Funds

Education
Pepperdine University, Graziadio School of Business and Management   2007 — 2009
Master, Business Administration; Finance

University of Notre Dame - Mendoza College of Business   2001 — 2005
Bachelor, Business Administration, Management

Medvin Baghdasarian Medvin Baghdasarian Greater Los Angeles Area Details
Medvin Baghdasarian's Wedbush Securities Experience July 2014 - October 2014
Job Real Estate Private Equity Analyst Intern at Mount Auburn Capital Group
Industry Real Estate
Experience
Mount Auburn Capital Group   January 2015 - Present
Wedbush Securities   July 2014 - October 2014
Magic Jump Rentals   June 2013 - September 2013
California Scholarship Federation  June 2011 - June 2012

Education
University of California, Los Angeles   2012 — 2016
Bachelor's Degree, Business Economics

Luke Phair Luke Phair Greater Los Angeles Area Details
Luke Phair's Wedbush Securities Experience August 2006 - December 2007
Job Sales and Marketing Professional, MBA, GLS
Industry Oil & Energy
Experience
Falcon Fuels Inc   July 2010 - Present
KeyBanc Capital Markets  January 2008 - June 2010
Wedbush Securities   August 2006 - December 2007
Jefferies & Company  March 1997 - August 2006

Education
University of California, Irvine - The Paul Merage School of Business
Master of Business Administration (M.B.A.)

University of California, Los Angeles
Bachelor's degree

Iris Shuai Iris Shuai Greater Los Angeles Area Details
Iris Shuai's Wedbush Securities Experience September 2011 - December 2013
Job Assistant Merchant, International at bebe stores
Industry Apparel & Fashion
Experience
bebe stores  October 2014 - Present
Ampere Creations   February 2014 - September 2014
Wedbush Securities   September 2011 - December 2013
Handbags for All   May 2010 - August 2010

Skills
Sales, Marketing, Business Development, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Adobe Acrobat, Customer Service, New Business Development, Social Media Marketing, Social Networking

Education
2007 - 2011 University of Colorado   2007 — 2011
Bachelor of Arts and Sciences, International Affairs

University of Colorado Boulder   2007 — 2011
BA, International Affairs, Minor: Chinese

Lupine Skelly Lupine Skelly Spokane, Washington Area Details
Lupine Skelly's Wedbush Securities Experience September 2014 - Present
Job Senior Vice President, Equity Research at Wedbush Securities
Industry Financial Services
Experience
Wedbush Securities   September 2014 - Present
OTR Global  May 2013 - August 2014
OTR Global  2008 - 2013

Education
The University of New Mexico   2002 — 2004
MA, Latin American Studies

Willamette University   1995 — 1999
BA, Business Economics

Jim Guillou Jim Guillou Greater San Diego Area Details
Jim Guillou's Wedbush Securities Experience September 2006 - Present
Job Principal at Guillou Advisory Services LLC
Industry Financial Services
Experience
Guillou Advisory Services LLC   August 2012 - Present
Wedbush Securities   September 2006 - Present

Skills
Securities, Series 7, Series 65, Series 63, Wealth Management, FINRA, Wealth Management..., Mutual Funds, Investments, Insurance, Retirement, Financial Services, 401k, Bonds, Finance, Asset Allocation, Investment Advisory, Series 24, Options, Variable Annuities, Strategic Financial..., Alternative Investments, Uniform Combined State..., Retirement Planning, Investment Strategies, Certified Financial..., Asset Management, ETFs, Investment Management

Education
University of California, Los Angeles   1967 — 1972
BA, Economics

Eric Takaki Eric Takaki Greater Los Angeles Area Details
Eric Takaki's Wedbush Securities Experience February 2015 - Present
Job Technical Operations Associate at Wedbush Securities
Industry Financial Services
Experience
Wedbush Securities   February 2015 - Present
Wedbush Securities   August 2014 - February 2015
Wedbush Securities   November 2012 - July 2014
State Farm  July 2011 - June 2012
State Farm Insurance  October 2010 - June 2011
New York Life  September 2006 - September 2009
Takaki & Co.   January 2001 - April 2006

Skills
Life Insurance, Fixed Annuities, Health Insurance, Insurance, Disability Insurance, Small Business, Long-term Care, Property & Casualty..., Retirement Planning, Cold Calling, Team Building, Public Speaking, Account Management, Customer Service, IRAs, Retirement, Employee Benefits, Strategic Planning, Strategic Financial..., Sales, 401k, Estate Planning, Term Life Insurance, Mutual Funds, Whole Life, Wealth Management, Investments, Long Term Care Insurance, Financial Planners, Securities, Financial Services, Underwriting, Series 7

Education
University of California, Riverside   2001 — 2005
BS, Business Administration

Tori Bidwell Tori Bidwell Santa Barbara, California Area Details
Tori Bidwell's Wedbush Securities Experience June 2014 - September 2014
Job Psychology Major, Financial Advising Intern
Industry Financial Services
Experience
Wedbush Securities   June 2014 - September 2014

Skills
Facebook, Financial Analysis, Spanish, Data Analysis, Critical Thinking, Teamwork

Education
UCSB   2011 — 2015
Bachelor's degree, Psychology

Monte Vista High School   2007 — 2011
High School Diploma

Rishi Bhakar Rishi Bhakar Greater Omaha Area Details
Rishi Bhakar's Wedbush Securities Experience January 2006 - December 2007
Job Power and Energy Investment Professional
Industry Venture Capital & Private Equity
Experience
Tenaska Capital Management  February 2008 - Present
Wedbush Securities   January 2006 - December 2007
ADP, Intel and Fujitsu-ICIM   August 1994 - March 2005

Skills
Private Equity, Energy, Renewable Energy, Due Diligence, Investments, Investment Banking, Cleantech, Solar Energy, Principal Investing, Financial Analysis, Strategic Planning, LBO, Wind, Biofuels, Deal Sourcing, Power Generation, Debt & Equity Financing, Divestitures, Deal Origination, Investment Strategies, Deal Execution, Negotiation, Power Markets, Capital Markets, Mergers & Acquisitions, Valuation, Natural Gas, Financial Modeling, Finance, Asset Management, Management, Business Strategy, Strategy, Project Finance, Venture Capital, Business Development

Education
UCLA Anderson School of Management   2003 — 2006
MBA, Finance

PICT, Pune University   1990 — 1994
BE, Computers

John Garrett, CFA John Garrett, CFA Greater Los Angeles Area Details
John Garrett, CFA's Wedbush Securities Experience June 2007 - Present
Job Equity Research
Industry Capital Markets
Experience
Wedbush Securities   June 2007 - Present
Wedbush Morgan Securities  January 2006 - December 2006
First American Trust  June 2006 - August 2006
Schlumberger, Ltd.   September 2000 - June 2004
Epoch Well Logging   October 1999 - August 2000

Education
University of Southern California - Marshall School of Business   2005 — 2007
MBA, finance

University of Colorado   1994 — 2000
B.A., Geology

St. Francis High School   1990 — 1994

Donald Burton, CFP® Donald Burton, CFP® Scottsdale, Arizona Details
Donald Burton, CFP®'s Wedbush Securities Experience 1989 - 1990
Job Burton Wealth Management A Registered Investment Advisor
Industry Financial Services
Experience
Burton Wealth Management - A Registered Investment Advisor   August 2014 - Present
LPL Financial  February 2005 - August 2014
Wachovia Securities  November 1994 - February 2005
Smith Barney  March 1990 - December 1993
Wedbush Securities   1989 - 1990
Farwest Financial Savings and Loan   1988 - 1989
Accountants Overload  1987 - 1988

Skills
Wealth Management, Investment Advisory, Financial Planners, Retirement Planning, Investments, Portfolio Management, Strategic Financial..., Securities, Alternative Investments, Personal Finance, Asset Allocation, Mutual Funds, Finance, Insurance, 401k, Wealth, Investment Strategies, Financial Goals, Wealth Management..., Financial Services, Asset Management, Financial Advisory, Retirement, Equities, Pensions, Financial Analysis, IRAs, Mergers & Acquisitions, Fixed Annuities, Estate Planning, Long-term Care, Financial Planning, Annuities, Long Term Care

Education
University of California, Los Angeles   1982 — 1987
Bachelor of Science, Math - Applied Science

Jeremiah Shepard Jeremiah Shepard San Francisco Bay Area Details
Jeremiah Shepard's Wedbush Securities Experience June 2009 - September 2010
Job Associate Analyst at Credit Suisse
Industry Biotechnology
Experience
Credit Suisse  October 2012 - Present
BofA Merrill Lynch  September 2010 - September 2011
Wedbush Securities   June 2009 - September 2010
Roche Diagnostics  March 2009 - June 2009
Pacific Growth Equities  May 2007 - May 2008
Stanford University Office of Technology Licensing  January 2005 - May 2007

Skills
Biotechnology, Pharmaceutical Industry, Biochemistry, Molecular Biology, Start-ups, Strategy, Financial Modeling, Lifesciences, Life Sciences

Education
The University of Texas Southwestern Medical Center at Dallas
PhD, Biochemistry

Washington University in St. Louis
B. A., Biology, General

Yonathan Schwarzkopf Yonathan Schwarzkopf Greater Los Angeles Area Details
Yonathan Schwarzkopf's Wedbush Securities Experience September 2010 - January 2012
Job Software Engineer at Google
Industry Internet
Experience
Google  January 2013 - Present
Lime Brokerage LLC  January 2012 - January 2013
Wedbush Securities   September 2010 - January 2012
Santa Fe Institute  2007 - August 2010
Caltech  September 2006 - June 2010
Caltech  January 2008 - December 2009
Weizmann Institute of Science  June 2005 - August 2006

Skills
Simplifying the Complex, Problem Solving, Mathematical Modeling, Monte Carlo Simulation, Stochastic Modeling, Stochastic Processes, Financial Modeling, Statistical Modeling, Stochastic Simulation, Quantitative Research, C++, Matlab, Mathematica, Python, MySQL, Microsoft SQL Server, VBA, Numerical Analysis, Algorithms, Statistics, Computer Science, Simulations, Machine Learning, Data Analysis, LaTeX, R, Programming, Data Mining, Quantitative Analytics, Physics, Research, C, Quantitative Finance, Java, Linux, Big Data, MapReduce, Statistical Inference, Complex Networks, BigTable, Flume, Artificial Intelligence, Signal Processing, Analytics, Risk Management, Modeling, Optimization, Time Series Analysis, Distributed Systems, Applied Mathematics

Education
California Institute of Technology   2006 — 2010
Ph.D., Physics of Complex Systems

Santa Fe Institute   2007 — 2010
Complex Systems

Weizmann Institute of Science   2004 — 2006
M.Sc., Physics of Complex Systems

Tel Aviv University   2001 — 2004
B.Sc., Physics and Computer science

Eduardo Park Eduardo Park Greater Los Angeles Area Details
Eduardo Park's Wedbush Securities Experience June 2005 - June 2007
Job Investment Officer
Industry Financial Services
Experience
LACERS   April 2013 - Present
Wedbush Securities   June 2005 - June 2007

Skills
Equities, Series 7, Securities, Hedge Funds, Bloomberg, Fixed Income, Alternative Investments

Education
University of North Carolina at Chapel Hill   2002 — 2004
BA, Economics

UCLA extension

Ameet Rathod Ameet Rathod San Francisco Bay Area Details
Ameet Rathod's Wedbush Securities Experience 2012 - Present
Job Investment Banking & Corporate Development Professional
Industry Investment Banking
Experience
Wedbush Securities   2012 - Present
QuinStreet  2011 - 2012
Kool Smiles  2009 - 2010
Merrill Lynch  2006 - 2008
Deutsche Bank  2005 - 2006

Skills
Corporate Development, Investment Banking, Mergers, Valuation, Financial Analysis, M&A experience

Education
University of California, Berkeley   2000 — 2004
BA, Economics

University of California, Berkeley   2000 — 2004
Minor, Business Administration and Management, General

Jaimie Conley Jaimie Conley New York, New York Details
Jaimie Conley's Wedbush Securities Experience January 2014 - March 2014
Job
Industry Information Technology and Services
Experience
Microsoft  June 2014 - Present
UCLA Anderson School of Management  September 2011 - June 2014
Wedbush Securities   January 2014 - March 2014
Sony Pictures Entertainment  June 2013 - August 2013
DataPop  October 2012 - March 2013
TAPP   January 2008 - March 2013
UCLA Anderson School of Management  July 2007 - July 2011
Mobile Excellence Awards   July 2010 - December 2010
UC Merced  June 2005 - January 2007

Education
UCLA Anderson School of Management
Master of Business Administration (MBA)

University of California, Santa Barbara
Bachelor of Science (BS), Bachelor of Arts (BA), Environmental Studies, Geography

Scott Jacobson Scott Jacobson Greater New York City Area Details
Scott Jacobson's Wedbush Securities Experience January 2013 - April 2014
Job Investment Strategist at Hirtle, Callaghan & Co.
Industry Investment Management
Experience
Hirtle, Callaghan & Co.   April 2015 - Present
ClearVol Capital Management LLC   August 2011 - March 2015
Wedbush Securities   January 2013 - April 2014
Sanford C. Bernstein  August 2009 - August 2011
Capstone Global Markets   June 2007 - August 2009
Jefferies & Co.   1999 - 2006
Cargill Financial Services Corp.   1995 - 1998

Skills
Hedge Funds, Equities, Equity Trading, Options, Equity Research, Trading, Alternative Investments, Bloomberg, Electronic Trading, Capital Markets, Derivatives, Series 7, Fixed Income, Trading Systems, Equity Derivatives, Business Intelligence, Securities, Financial Markets, Commodity, Asset Management, Investments, ETFs, Investment Banking, Trading Strategies, Arbitrage, Proprietary Trading, Asset Allocation, Investment Strategies, Valuation, Structured Finance, Structured Products, Portfolio Management, Quantitative Finance, Hedging, Prime Brokerage, Volatility, Investment Management, Emerging Markets, Bonds, Market Data, Equity Valuation, FX Options, Swaps

Education
The University of Chicago - Booth School of Business   1988 — 1990
MBA

The University of North Dakota   1981 — 1985
BS, BBA, Accounting and Computer Science

Vincent Staunton, CFA Vincent Staunton, CFA Greater Los Angeles Area Details
Vincent Staunton, CFA's Wedbush Securities Experience 2000 - 2005
Job Vice President at Wedbush Opportunity Capital, LLC
Industry Investment Management
Experience
Wedbush Opportunity Capital, LLC   2005 - Present
Wedbush Securities   2000 - 2005
Wedbush Securities   1997 - 2000

Education
University of California, Los Angeles
Bachelor of Arts (BA), Business Economics

Katherine Blansett Katherine Blansett San Francisco Bay Area Details
Katherine Blansett's Wedbush Securities Experience December 2011 - March 2014
Job Relationship Management
Industry Financial Services
Experience
Wedbush Securities   December 2011 - March 2014
Merriman Capital, Inc.   January 2011 - October 2011
Wetherby Asset Management  February 2008 - January 2011
JPMorgan  May 2006 - February 2008
UC Berkeley  January 2003 - May 2006
SaRonix, LLC   February 2000 - February 2002

Skills
Series 7, Investments, Bloomberg, Equity Research, Hedge Funds, Equities, Alternative Investments, Securities, Asset Management, Series 63, Asset Allocation, Capital Markets, Fixed Income, FINRA, Financial Modeling, Valuation

Education
University of California, Berkeley   2001 — 2006
BA, Interdisciplinary Studies

Denise Grabow Denise Grabow San Francisco Bay Area Details
Denise Grabow's Wedbush Securities Experience 1996 - 1998
Job Program Manager at Visa
Industry Financial Services
Experience
Visa Inc.  October 2001 - Present
Guaranty Bank  1998 - 2001
Wedbush Securities   1996 - 1998

Skills
Credit Cards, Strategy, Credit, Business Planning, Payments, Analysis, Management, Analytics, Financial Services, Strategic Partnerships, Debit Cards, Electronic Payments

Education
University of California, Santa Barbara
Bachelor of Arts (B.A.), Cultural Anthropology

Al Kaschalk Al Kaschalk Greater Los Angeles Area Details
Al Kaschalk's Wedbush Securities Experience February 2005 - Present
Job Sr. VP at Wedbush Securities
Industry Research
Experience
Wedbush Securities   February 2005 - Present
Prudential Securities  1998 - 2000
PriceWaterhouse  1989 - 1996

Skills
Private Equity, Series 7, Executive Management, Financial Modeling, Equities, Capital Markets, Hedge Funds, Equity Research, Valuation, IPO, Waste, Financial Analysis, Asset Management, Bloomberg, Due Diligence

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

University of Michigan-Dearborn   1984 — 1988
BBA, Accounting & Finance

Alicia Reese Alicia Reese Boston, Massachusetts Details
Alicia Reese's Wedbush Securities Experience May 2008 - Present
Job Senior Associate, Equity Research at Wedbush Securities
Industry Capital Markets
Experience
Wedbush Securities   May 2008 - Present
Countrywide Securities  June 2006 - May 2008

Skills
Equity Research, Financial Modeling, Bloomberg, Valuation, Quantitative Finance, Equity Valuation, Asset Allocation, Quantitative Analytics, Securities

Education
University of California, Los Angeles   2003 — 2006
BS, Mathematics/Economics

Ellen Kang Ellen Kang New York, New York Details
Ellen Kang's Wedbush Securities Experience 2006 - 2015
Job Empirical Research Partners
Industry Financial Services
Experience
Empirical Research Partners, LLC   2015 - Present
Wedbush Securities   2006 - 2015

Skills
Market Research, Analysis, Financial Statement..., Data Analysis, Microsoft Excel, Equity Capital Markets, Equity Research, Forecasting, Project Management, CRM Integration, Equities, Capital Markets, Operations Management

Education
University of California, Los Angeles
Bachelor of Arts (B.A.)

Krista Stamper Krista Stamper Anchorage, Alaska Area Details
Krista Stamper's Wedbush Securities Experience February 2006 - Present
Job Financial Advisor at Wedbush Morgan Securities
Industry Investment Management
Experience
Wedbush Securities   February 2006 - Present
Dance Arts Academy  January 1994 - Present

Education
University of Alaska Fairbanks

Richard Lau, CFA Richard Lau, CFA San Francisco Bay Area Details
Richard Lau, CFA's Wedbush Securities Experience January 2009 - February 2014
Job Healthcare Analyst at Foresite Capital Management
Industry Investment Management
Experience
Foresite Capital Management  March 2014 - Present
Wedbush Securities   January 2009 - February 2014
Pacific Growth Equities  September 2006 - January 2009
Pacific Growth Equities  February 2006 - September 2006

Skills
Equity Research, Investments, Valuation, Equities, Stocks, Research, Financial Modeling, Securities, Industry Analysis, Financial Reporting, Financial Analysis, Lifesciences, Capital Markets, Equity Valuation, Series 7, Corporate Finance, DCF, Equity Trading, Series 63, IPO, Equity Capital Markets, Sell Side, Investment Banking

Education
University of California, Berkeley   2001 — 2005
BA, Molecular Cell Biology

Justine Wang Justine Wang Greater Los Angeles Area Details
Justine Wang's Wedbush Securities Experience November 2012 - March 2013
Job Recent Graduate from University of California, Irvine
Industry Writing and Editing
Experience
Disney Consumer Products  November 2013 - January 2014
Alliance College-Ready Public Schools  March 2013 - November 2013
Wedbush Securities   November 2012 - March 2013
Harambee Prepatory School   June 2010 - August 2010

Skills
Editing, Mandarin, Social Media, PowerPoint, English, Literary Criticism, Writing, Microsoft Office, General Administrative..., Reports, Event Planning, Fundraising, Creative Writing, Microsoft Excel, Facebook

Education
University of California, Irvine   2008 — 2012
Bachelor of Arts (B.A.), English Language and Literature, General

Jed Limmer Jed Limmer New York, New York Details
Jed Limmer's Wedbush Securities Experience November 2009 - Present
Job Institutional Equity Sales at Wedbush Securities
Industry Financial Services
Experience
Wedbush Securities   November 2009 - Present
UBS  March 2009 - September 2009

Education
Syracuse University - Martin J. Whitman School of Management   2004 — 2008
Entrepreneurship and Emerging Enterprises/Finance

Arielle Daniels Arielle Daniels Greater Los Angeles Area Details
Arielle Daniels's Wedbush Securities Experience 2009 - 2010
Job Client Relationship Consultant, Wealth Management at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  February 2014 - Present
Vanguard  August 2011 - January 2014
Vanguard  January 2011 - August 2011
Wedbush Securities   2009 - 2010
Northwestern Mutual  2008 - 2009

Skills
Mutual Funds, Series 7, Series 63, Investments, Retirement Planning, Asset Allocation, Wealth Management, Retirement, Portfolio Management, Financial Services, Investment Strategies, Equities, Investment Advisory, Strategic Financial..., Securities, Fixed Income, Finance

Education
University of Nevada-Las Vegas - College of Business
BSBA, Finance

Holly Hansen Holly Hansen San Francisco, California Details
Holly Hansen's Wedbush Securities Experience 2005 - 2011
Job Sales at Ipreo
Industry Financial Services
Experience
Ipreo  March 2015 - Present
Dectiva   2013 - 2014
ThinkEquity LLC  July 2011 - November 2012
Wedbush Securities   2005 - 2011
BMO Capital Markets  2001 - 2005
UBS Investment Bank  1999 - 2002
Alex. Brown & Sons   1991 - 1999

Skills
Equity Research, Series 7, Equities, Investment Banking, Valuation, Series 63, Capital Markets, Hedge Funds, Financial Modeling, Investments, Series 24, Corporate Development, Corporate Finance, Private Equity, Mergers, Mutual Funds, Bloomberg, Securities, Asset Management, Mergers & Acquisitions, Portfolio Management, Alternative Investments, Financial Markets, Trading, Financial Analysis, Equity Valuation, Investment Management, Sales Management, Asset Allocation, Equity Trading, Venture Capital, Fixed Income, Electronic Trading, Private Placements, Options, Investor Relations

Education
UC Berkeley
Bachelor of Arts (BA), Comparative Literature

Ron Lehr, Ron Lehr, Portland, Oregon Area Details
Ron Lehr,'s Wedbush Securities Experience April 2010 - Present
Job senior vice president at Wedbush Securities
Industry Banking
Experience
Wedbush Securities   April 2010 - Present
Wells Fargo  August 2007 - March 2010
KeyBanc Capital Markets, Inc  March 1995 - August 2007

Skills
Public Finance, Investments, Portfolio Management, Fixed Income, Bonds, Capital Markets, Asset Management, Securities, Series 7, Financial Analysis, Financial Modeling, Strategic Planning, Banking, Investment Banking, Credit Analysis, Due Diligence

Education
University of Alaska Fairbanks
B.S., Mathematics

University of Oregon
Ph.D, Economics

Washington State University
B.A., M.A., Economics

Henry Schwake Henry Schwake Los Angeles, California Details
Henry Schwake's Wedbush Securities Experience 1994 - 1998
Job Managing Director, Global Corporate Bank, J.P. Morgan
Industry Banking
Experience
J.P. Morgan   2011 - Present
Citi  2000 - 2011
J.P. Morgan   1998 - 2000
Wedbush Securities   1994 - 1998
Kenneth Leventhal & Co.   1991 - 1993

Education
Anderson School at UCLA
Master of Business Administration (MBA), Finance

University of Pennsylvania - The Wharton School
Bachelor of Science in Economics (BSE), Finance and Real Estate

Julieana Lukito Julieana Lukito Greater Los Angeles Area Details
Julieana Lukito's Wedbush Securities Experience August 2014 - Present
Job Graphic Designer
Industry Graphic Design
Experience
Wedbush Securities   August 2014 - Present
The Creative Group  August 2014 - Present
M4 Interactive   June 2012 - Present
Creative Circle  May 2011 - Present
UnitedHealthcare  November 2011 - August 2014
LehmanMillet  April 2011 - September 2011
Citrus Studios  January 2008 - April 2011
Little Mass  July 2006 - October 2007

Skills
Logo Design, Graphics, Graphic Design, Typography, InDesign, Adobe Creative Suite, Illustrator, JavaScript, Web Development, Web Design, HTML, Creative Direction, Art Direction, Branding & Identity, Illustration, Brochures, Photography, Photoshop, CMS, Art, Layout, Dreamweaver, Corporate Identity, Social Media Marketing, Digital Photography, Motion Graphics, Motion Graphic Design, Newsletters, Email Newsletter Design, Banner Ads, Flash Animation, After Effects, Prints

Education
The Art Institute of California, Los Angeles   2005 — 2007
BS, Graphic Design

Universitas Bina Nusantara (Binus)   1994 — 2000
BS, Computer Information System

Geoffrey Cassell Geoffrey Cassell Greater New York City Area Details
Geoffrey Cassell's Wedbush Securities Experience March 2013 - July 2013
Job Financial Advisor Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch Wealth Management  February 2014 - Present
Wedbush Securities   March 2013 - July 2013
Canaccord Genuity Inc.  April 2012 - August 2012
Collins Stewart LLC  October 2011 - April 2012
Bank of America Merrill Lynch  February 2009 - September 2011
Banc of America Securities  March 2003 - February 2009
Salomon Smith Barney  2000 - 2003
Donaldson, Lufkin & Jenrette   1996 - 2000

Skills
Healthcare, Telecommunications, Semiconductors, Hardware, Biotechnology, Series 7, Series 55, Series 63, FINRA, Equities, Trading, Securities, Fixed Income, Hedge Funds, Alternative Investments, Bloomberg, Capital Markets, Series 24, Equity Research, Equity Trading, Investments

Education
University of North Carolina at Chapel Hill   1981 — 1985
BS, Political Science

Nima Shiva Nima Shiva Greater Los Angeles Area Details
Nima Shiva's Wedbush Securities Experience 1999 - 1999
Job CEO, Encode Bio, Inc.
Industry Biotechnology
Experience
Encode Bio, Inc.   2005 - Present
Convergent Ventures, LLC   1999 - 2011
SiDMAP, LLC.   2007 - 2010
Neurion Pharmaceuticals, Inc.   2002 - 2009
ORFID Corporation   2004 - 2006
Applied Spectral Imaging  January 2000 - January 2001
Wedbush Securities   1999 - 1999
Axys Pharmaceuticals  1995 - 1998
University of California, San Diego  1990 - 1995

Skills
Lifesciences, Biotechnology, Entrepreneurship, Start-ups, Venture Capital, Due Diligence, Commercialization, Licensing, Mergers & Acquisitions, Technology Transfer, Intellectual Property, Patents, Joint Ventures, Biopharmaceuticals, Drug Development, Strategic Planning, Life Sciences

Education
University of Southern California - Marshall School of Business   1998 — 2000
MBA, Finance

University of California, San Diego   1990 — 1994
Bachelor's degree, Physiology and Neurosciences

Joe Choi Joe Choi Greater Los Angeles Area Details
Joe Choi's Wedbush Securities Experience May 2008 - October 2013
Job Los Angeles
Industry Investment Banking
Experience
Imperial Capital, LLC  October 2013 - August 2015
Wedbush Securities   May 2008 - October 2013
Shinsegae, Ltd   January 2008 - May 2008
CYR Int'l   June 2006 - January 2008
Oppenheimer  May 2003 - June 2006
Smith Barney  March 2002 - April 2003
American Express Financial Advisors  August 2001 - March 2002

Skills
Series 7, Hedge Funds, Equities, Investments, Equity Research, Bloomberg, Market Research, Competitive Analysis, Valuation, Mutual Funds, Capital Markets, Trading, Securities, Finance, Series 63, Asset Management, Financial Modeling

Education
University of California, Riverside   1997 — 2001
B.A., Economics

Sahak Manuelian, CMT Sahak Manuelian, CMT Greater Los Angeles Area Details
Sahak Manuelian, CMT's Wedbush Securities Experience October 2002 - Present
Job Managing Director, Equity Trading at Wedbush Securities
Industry Investment Banking
Experience
Wedbush Morgan Securities  October 2002 - Present
Wedbush Securities   October 2002 - Present

Education
University of California, Riverside

Bob O'Brien Bob O'Brien San Francisco, California Details
Bob O'Brien's Wedbush Securities Experience December 2011 - May 2015
Job Director at CLSA
Industry Financial Services
Experience
CLSA  June 2015 - Present
Wedbush Securities   December 2011 - May 2015
Independent Technology Sales   January 2011 - November 2011
BNY ConvergEx  June 2009 - November 2010
Thomas Weisel Partners  January 2004 - June 2009

Skills
Alpha Generation, Capital Preservation, Risk Analysis, Risk Management, Hedge Funds, Equities, Equity Trading, Capital, Investment Banking, Alternative Investments, Venture Capital, Derivatives, Options, Financial Modeling, Trading, Private Equity, Bloomberg, Equity Research, Fixed Income, Investments, Strategy, Mutual Funds, Portfolio Management, Valuation, Capital Markets, Series 7, Financial Markets, Electronic Trading, Asset Management, Business Development, Due Diligence, Emerging Markets, Securities, Wealth Management, Bonds, Equity Valuation, Trading Systems, Equity Derivatives, Investor Relations, Asset Allocation, Series 63, Investment Management, ETFs, Corporate Finance

Education
State University of New York at Buffalo
BS, Finance, MIS

Jeff Hannan Jeff Hannan Greater Los Angeles Area Details
Jeff Hannan's Wedbush Securities Experience February 1998 - February 2000
Job CEO / Founder at Playmaker Nutrition
Industry Consumer Goods
Experience
Playmaker Nutrition   January 2011 - Present
Strata Venture Partners   January 2001 - Present
REDF  February 2000 - December 2000
Wedbush Securities   February 1998 - February 2000
Kidder Peabody  January 1994 - December 1996
Merrill Lynch  November 1991 - December 1993

Skills
Business Strategy, Strategic Planning, Strategy, Start-ups, Business Development, Entrepreneurship, Leadership, Mergers & Acquisitions, New Business Development, Marketing Strategy

Education
UCLA Anderson School of Management
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies & Finance

University of Pennsylvania
Doctoral Candidate, New Venture Development in Education

University of Rhode Island
Bachelor's Degree, Political Science and Government

Brandon Pae Brandon Pae San Francisco Bay Area Details
Brandon Pae's Wedbush Securities Experience September 2011 - October 2011
Job Senior Fixed Income Portfolio Analyst at Wells Capital Management
Industry Financial Services
Experience
Wells Capital Management  February 2015 - Present
Wells Capital Management  January 2012 - February 2015
Morgan Keegan  November 2011 - December 2011
University of California, Berkeley  June 2010 - November 2011
Wedbush Securities   September 2011 - October 2011
California Community Foundation  May 2009 - June 2009
Barclays Capital  September 2008 - May 2009
Lehman Brothers  July 2007 - September 2008
Lehman Brothers  July 2005 - June 2007

Education
University of California, Berkeley - Walter A. Haas School of Business   2009 — 2011
MBA

University of California, Berkeley   2001 — 2005
BA, Economics and Political Science

Steven Kamen Steven Kamen San Francisco Bay Area Details
Steven Kamen's Wedbush Securities Experience May 2011 - August 2011
Job Investment Banking Analyst at Goldman Sachs
Industry Higher Education
Experience
Goldman Sachs  July 2013 - Present
J.P. Morgan   June 2012 - August 2012
Lazard  November 2011 - February 2012
Wedbush Securities   May 2011 - August 2011
AltQuest Group   July 2010 - August 2010
SFG Asset Advisors  June 2010 - August 2010
University of California, Berkeley, Haas School of Business   September 2009 - December 2009
Kimball, Tirey & St. John   June 2009 - August 2009
University of San Diego  May 2008 - May 2008

Education
University of California, Berkeley   2009 — 2013
BA, Physics, Economics, Statistics, 3.95

Robert Driscoll Robert Driscoll San Francisco Bay Area Details
Robert Driscoll's Wedbush Securities Experience September 2014 - Present
Job Senior Research Associate at Wedbush Securities
Industry Biotechnology
Experience
Wedbush Securities   September 2014 - Present
Stanford University  April 2008 - August 2014

Skills
Molecular Cloning, Cell Biology, Immunoprecipitation, Protein Expression, Molecular Biology, Western Blotting, Fluorescence Microscopy, Protein Purification, Biochemistry, Cancer Research, Cell Culture, Cell, Genetics, Immunofluorescence, Protein Chemistry, PCR, Flow Cytometry, Immunohistochemistry, Tissue Culture, In Vivo, Microscopy, Transfection, Confocal Microscopy, qPCR

Education
University of Cambridge   2005 — 2008
Doctor of Philosophy (Ph.D.), Cell/Cellular and Molecular Biology

University of Leeds   1999 — 2003
Bachelor's degree, Biochemistry, First Class Honors

Peter Pergola, CFA Peter Pergola, CFA Tampa/St. Petersburg, Florida Area Details
Peter Pergola, CFA's Wedbush Securities Experience 2009 - 2011
Job Vice President: Equity Capital Markets
Industry Financial Services
Experience
Raymond James & Associates, Inc   February 2011 - Present
Wedbush Securities   2009 - 2011
Raymond James  June 2005 - October 2009

Skills
Securities, Financial Modeling, Series 7, Valuation, Financial Analysis, Equities, Capital Markets, Bloomberg, Corporate Finance, Fixed Income, Derivatives, Finance, Microsoft Excel, Equity Research

Education
University of Florida   2002 — 2005
Finance, Finance, General

Ken Yoon Ken Yoon Greater Los Angeles Area Details
Ken Yoon's Wedbush Securities Experience June 2008 - June 2013
Job Vice President at Stern Brothers
Industry Financial Services
Experience
Stern Brothers & Co.   June 2013 - Present
Wedbush Securities   June 2008 - June 2013
UBS Investment Bank  May 2006 - November 2007
State Street  November 2002 - June 2006

Skills
Fixed Income, Bonds, Financial Analysis, Series 7, Public Finance, Financial Structuring, Bloomberg Terminal, Series 63, Financial Modeling, Investment Banking

Education
University of California, San Diego   1994 — 1999
Economics

UC Riverside

Jon Workman Jon Workman North Little Rock, Arkansas Details
Jon Workman's Wedbush Securities Experience August 1998 - June 2011
Job Providing Insurance and Financial Services Solutions
Industry Insurance
Experience
Farmers Insurance  May 2013 - September 2013
City National Bank  June 2011 - May 2013
Wedbush Securities   August 1998 - June 2011

Skills
Fixed Income, 529 Plans, Municipal Bonds, High Yield Bonds, Alternative Investments, Mutual Funds, Asset Management, ETFs, Asset Allocation, Underwriting, Risk Management, Bloomberg Software, Morningstar, Lipper, Trust Management, Series 7, Series 24, Series 63, Series 55, 401k, IRAs, Life & Health Insurance..., Microsoft Word, Investment Advisory, Bonds, Trading, Wealth Management, Securities, Property & Casualty..., Financial Advisory

Education
University of Arkansas at Little Rock   1985 — 1988
Bachelor of Business Administration (B.B.A.), Marketing

University of Arkansas at Fayetteville   1981 — 1983
Bachelor of Business Administration (B.B.A.), Marketing

Heidi Winston Heidi Winston Greater Los Angeles Area Details
Heidi Winston's Wedbush Securities Experience July 2013 - Present
Job Event Director at Wedbush Securities
Industry Information Technology and Services
Experience
Wedbush Securities   July 2013 - Present
LRN  May 2008 - June 2013
Pioneer Photo Albums   September 2002 - May 2008
RiverOne  February 2000 - September 2002
North American Company for Life and Health Insurance  December 1997 - February 2000

Skills
Marketing, Event Planning, Strategy, Strategic Planning, Salesforce.com, Project Management, Advertising, Event Management, Social Media, Account Management, Management, Training, New Business Development, Marketing Communications, Strategic Communications, Corporate Events, CRM, Conference Coordination, Conference Production, Webinar Management, Webinar Development

Education
University of Georgia - Terry College of Business   1993 — 1997
Bachelors of Business Administration in Marketing, Marketing

Lisa Devries Lisa Devries United States Details
Lisa Devries's Wedbush Securities Experience October 1988 - November 1990
Job Healthy Habits Coach at Boys & Girls Clubs of Snohomish County
Industry
Experience
Edmonds School District  September 2012 - Present
Boys & Girls Clubs of Snohomish County  September 2012 - Present
Wedbush Securities   October 1988 - November 1990
United Capital Corporation   August 1987 - September 1988

Skills
Microsoft Excel

Education
Trinity Christian College   1983 — 1987
Bachelor of Business Administration (BBA)/Psychology, Marketing

Amy Sanchez Amy Sanchez Pasadena, California Details
Amy Sanchez's Wedbush Securities Experience July 2009 - November 2011
Job Talent Acquisition at NASA Jet Propulsion Laboratory
Industry Defense & Space
Experience
Jet Propulsion Laboratory  November 2011 - Present
Wedbush Securities   July 2009 - November 2011
Omni Hotels  January 2008 - November 2008

Skills
Onboarding, Applicant Tracking..., Talent Acquisition, Human Resources, Recruiting, Talent Management, New Hire Orientations, HR Policies, College Recruiting, Interviews, Employee Engagement, Microsoft Office, Screening, Training

Education
University of California, Los Angeles   2003 — 2007
Bachelor of Arts (B.A.), History

Jim Pantoskey Jim Pantoskey Greater New York City Area Details
Jim Pantoskey's Wedbush Securities Experience May 2010 - July 2010
Job Research Analyst at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments  May 2013 - Present
Franklin Templeton Investments  July 2011 - May 2013
Working Village  July 2010 - June 2011
Wedbush Securities   May 2010 - July 2010
BTIG, LLC  May 2009 - July 2009
The First String Co   June 2008 - August 2008

Education
University of California, Berkeley   2007 — 2011
B.A., Environmental Economics and Policy

Jimson Zhen Jimson Zhen Greater Los Angeles Area Details
Jimson Zhen's Wedbush Securities Experience December 2014 - Present
Job Equity Trader at Wedbush Securities
Industry Capital Markets
Experience
Wedbush Securities   December 2014 - Present
Altegris Investments  February 2013 - August 2014
Zecco Trading  February 2012 - September 2012
Irvine Lending Inc   September 2011 - January 2012
Presidential Brokerage Inc   September 2010 - December 2010

Skills
Mutual Funds, Microsoft Office, Microsoft Excel, Microsoft Word, Stock Trading, Fundamental Analysis, Technical Analysis, Asset Allocation, Fund Of Funds, Equity Trading, General Securities..., Securities Market, Stock Exchange, Stockbroking, Financial Accounting, Sales Operations, Account Reconciliation, Pricing Analysis, Mortgage Brokers, Mortgage Servicing, Bloomberg Terminal, G/L Reconciliations, Fund Accounting, Fund Performance, Securities, Series 7, Equities, Trading

Education
UCSD
Bachelor of Arts, Economics

Brian Yu Brian Yu San Francisco Bay Area Details
Brian Yu's Wedbush Securities Experience 2002 - 2003
Job Director at Citi Research
Industry Financial Services
Experience
Citigroup  2003 - Present
Wedbush Securities   2002 - 2003
Houlihan Lokey  2001 - 2002
Vulcan Materials Company  1996 - 1999
Texaco  1994 - 1996

Skills
CFA Charter Holder, Passed California CPA..., Series 7, Series 63, Series 87, Equities, Equity Valuation, Equity Research, Financial Modeling, Investments, Valuation

Education
UCLA
Bachelor of Arts (BA)

USC Marshall School of Business
Master of Business Administration (MBA)

Jon Howe Jon Howe Greater Los Angeles Area Details
Jon Howe's Wedbush Securities Experience September 2002 - Present
Job Managing Director at Wedbush Securities
Industry Financial Services
Experience
Wedbush Securities   September 2002 - Present
Houlihan Lokey  May 1999 - July 2002
Big Dog Holdings  March 1996 - January 1998
Bear, Stearns  June 1981 - December 1990

Skills
Investment Banking, Mergers & Acquisitions, Private Equity, Mergers, Private Placements, Capital Markets, Start-ups, Valuation, Management, Venture Capital, Due Diligence, Corporate Finance, LBO, Financial Modeling, Securities Regulation, IPO, Securities, Portfolio Management, M&A experience, Hedge Funds, Equities, Investments

Education
University of Southern California   1976 — 1978
MBA

University of California, Santa Barbara
BA, Economics

Arthur Louie Arthur Louie Greater Los Angeles Area Details
Arthur Louie's Wedbush Securities Experience April 1995 - November 1996
Job Financial Advisor
Industry Investment Management
Experience
Union Bank  November 2013 - March 2015
HSBC Retail Banking and Wealth Management  April 2012 - November 2013
Citi  April 2011 - April 2012
Bank of the West  November 1996 - April 2011
Wedbush Securities   April 1995 - November 1996
H.J. Meyers & co Inc   October 1991 - April 1995

Skills
Investments, Financial Planning, Portfolio Management

Education
University of Idaho
Bachelor’s Degree

Gabe Fenton Gabe Fenton Boulder, Colorado Details
Gabe Fenton's Wedbush Securities Experience February 2003 - September 2006
Job President at Resolve Funding | The Lending Partner to Real Estate Investors
Industry Banking
Experience
Resolve Funding - Real Estate Funding   February 2013 - Present
Bernstein Global Wealth Management  January 2012 - February 2013
NetWide-Coor Capital   September 2006 - September 2011
Wedbush Securities   February 2003 - September 2006
UBS Wealth Management  February 2000 - February 2003
Morgan Stanley  March 1997 - January 2000
Wells Fargo Advisors  May 1995 - January 1997

Skills
Investments, Alternative Investments, Asset Allocation, Asset Management, Wealth Management, Portfolio Management, Equities, Investment Management, Securities, Strategic Financial..., Due Diligence, Finance, Management, Leadership, Private Equity, Strategic Planning, Real Estate, Real Estate Funding, Real Estate Investments, loan brokers, Loans, Commercial Private..., Retirement Planning

Education
University of Massachusetts, Amherst   1988 — 1991
Bachelor of Science (B.S.), Business/Managerial Economics

University of Hawaii at Hilo   1990 — 1990
Business, Management, Marketing, and Related Support Services

Maneesh Karna Maneesh Karna San Francisco Bay Area Details
Maneesh Karna's Wedbush Securities Experience June 2012 - December 2012
Job Investment Banking Analyst at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank  July 2014 - Present
Bruin Value Investing   September 2011 - December 2013
Theta Chi Fraternity  September 2011 - December 2013
Colony Capital  June 2013 - November 2013
Wedbush Securities   June 2012 - December 2012

Skills
Valuation, Financial Analysis, Equity Research, Leadership, Financial Modeling, Investments, Analysis, Market Research, Finance, Social Media, Nonprofits, Investment Banking, Microsoft Word, Private Equity

Education
University of California, Los Angeles
Bachelor of Arts (B.A.), Sociology and History, GPA: 3.90

Catherine Moseley Catherine Moseley Chicago, Illinois Details
Catherine Moseley's Wedbush Securities Experience July 1985 - Present
Job Back Office Manager at Wedbush
Industry Financial Services
Experience
Wedbush Securities   July 1985 - Present

Skills
Electronic Trading, Back Office, Equities

Education
University of Illinois at Urbana-Champaign   1976 — 1980
Bachelors of science, Psychology

Brian Leite Brian Leite San Francisco Bay Area Details
Brian Leite's Wedbush Securities Experience 1995 - 2000
Job Vice President of Client Services at ModernIR
Industry Capital Markets
Experience
ModernIR   July 2012 - Present
The Stock Trader's Dictionary   2012 - Present
Kaufman Bros.  2009 - 2012
Needham & Company  2005 - 2009
Bank of America  2000 - 2004
Wedbush Securities   1995 - 2000

Skills
Trading, Equities, Series 63, Bloomberg, Hedge Funds, Series 7, Equity Research, Equity Trading, FINRA, Economics, Securities, Trading Systems, Investor Relations, Investments, Financial Markets, Investment Banking, Electronic Trading, Market Structure, Market Microstructure, Market Making, Sales Trading

Education
University of Southern California   1992 — 1994
MA, Economics

University of California, Irvine   1985 — 1989
BA, Economics

Derek C. Johnston Derek C. Johnston Greater New York City Area Details
Derek C. Johnston's Wedbush Securities Experience 2005 - 2008
Job Research Analyst
Industry Investment Banking
Experience
Deutsche Bank AG  2013 - Present
Boston Light Advisors   2013 - 2014
PERPETUAL VALUE ASSET MGMT LLC   2008 - 2012
Wedbush Securities   2005 - 2008
Deutsche Bank  1999 - 2004

Skills
Financial Analysis, Public Speaking, Microsoft Excel, Negotiation, Team Building

Education
Temple University
Bachelor of Business Administration (BBA), International Economics

Temple University - Fox School of Business and Management
Bachelor of Business Administration (BBA), International Economics

Amy Vega Amy Vega Los Angeles, California Details
Amy Vega's Wedbush Securities Experience 2012 - 2014
Job Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs  2014 - Present
Wedbush Securities   2012 - 2014
Wedbush Securities   2007 - 2012

Education
University of California, Los Angeles

Vincent Moy Vincent Moy Greater Los Angeles Area Details
Vincent Moy's Wedbush Securities Experience October 2012 - Present
Job Senior Vice President, CoChief Compliance Officer, Business Conduct Manager at Wedbush Securities
Industry Financial Services
Experience
Wedbush Securities   October 2012 - Present
Wedbush Securities   July 2007 - October 2012
Wedbush Securities   March 2005 - July 2007
Wedbush Securities   2000 - 2007
Wedbush Securities   1997 - 2000
Wedbush Securities   1995 - 1997
T. Rowe Price  1994 - 1995

Skills
Compliance

Education
UCLA
Bachelor of Arts (BA), Economics

USC Marshall School of Business
Master of Business Administration (M.B.A.)

Mahalakshmi Arunaguruprasad Mahalakshmi Arunaguruprasad Dallas/Fort Worth Area Details
Mahalakshmi Arunaguruprasad's Wedbush Securities Experience November 2013 - February 2015
Job Senior Software Engineer at TradeStation Technologies, Inc.
Industry Financial Services
Experience
TradeStation Technologies, Inc.   February 2015 - Present
Wedbush Securities   November 2013 - February 2015
Thru  June 2013 - November 2013
Charter Global  March 2013 - June 2013
Lightspeed Trading  September 2012 - January 2013
Penson Financial Services  May 2008 - September 2012
Corpus Media labs   March 2003 - April 2008

Skills
SDLC, Agile Methodologies, SOA, SSIS, SQL, Scrum, Microsoft SQL Server, ETL, Requirements Analysis, Business Analysis, Options, Data Warehousing, T-SQL, Software Project..., Trading, Enterprise Architecture, SSRS, .NET, Software Development

Education
Regional Engineering College   1996 — 2000
BE, Metallurgical Engineering

Texas A&M University

Raymond Han Raymond Han Greater Los Angeles Area Details
Raymond Han's Wedbush Securities Experience 2013 - 2014
Job Attended The University of Chicago Booth School of Business
Industry Financial Services
Experience
Wedbush Securities   2013 - 2014
Wedbush Securities   2013 - 2014
Merrill Lynch  July 2004 - October 2009

Skills
Capital Markets, Private Equity, Financial Modeling, Valuation, Corporate Finance, Investment Banking

Education
The University of Chicago - Booth School of Business   2010 — 2012
Master of Business Administration (MBA), Accounting and Finance

University of California, Berkeley   2000 — 2004
Bachelor of Science (BS), Business Administration and Management, General

Erlinda Magbanua Erlinda Magbanua Greater Los Angeles Area Details
Erlinda Magbanua's Wedbush Securities Experience 1999 - 2003
Job Servicing Associate I at Finance of America Mortgage, LLC.(a Blackstone Company)
Industry Financial Services
Experience
Finance of America Mortgage LLC  December 2014 - Present
Arrowhead Regional Medical Center  January 2014 - July 2014
Los Angeles County Office of Education  January 2013 - December 2013
Office of Supervisor Josie Gonzales, San Bernardino County Fifth District   April 2012 - January 2013
County of San Bernardino, Transitional Assistance Department   December 2011 - April 2012
Hidden Villa Ranch  November 2008 - May 2009
Capital Group  May 2007 - July 2008
Payden & Rygel  2003 - 2006
Wedbush Securities   1999 - 2003
Bank of Montreal  1995 - 1999

Skills
Executive Level..., Event Planning, Office Management, Public Relations, Job Coaching, Skill Assessment, Public Speaking, Teaching Workshops, Schedules, Outlook, Microsoft Office 2007, Lotus Notes, Research, Organization, Organizational &..., Event Management, Microsoft Excel, Microsoft Publisher, PowerPoint, Resume Writing, Job Search, Career Counseling, Interviews, Community Outreach, Training, Career Development, Proofreading, Telephone Skills, Customer Service, Staff Development, Higher Education, Human Resources, Job Search Strategies, Workshop Facilitation, Career Development..., Adult Education, Recruiting, Time Management, Student Counseling, Leadership Development, Program Development, Organizational..., Policy, Strategic Planning, Data Entry, Leadership, Government

Education
University of La Verne   2005 — 2007
Bachelor of Science (B.S.), Organizational Management

University of the Philippines   1973 — 1978
Bachelor of Arts (B.A.), Social Sciences

Alex Pham Alex Pham San Francisco, California Details
Alex Pham's Wedbush Securities Experience April 2011 - September 2013
Job Senior Equity Research Associate at Mizuho Securities USA Inc.
Industry Investment Banking
Experience
Mizuho Securities USA Inc.  September 2013 - Present
Wedbush Securities   April 2011 - September 2013
Morgan Keegan Technology Group  August 2010 - April 2011
Citi  June 2009 - August 2009

Skills
Valuation, Investment Banking, Equities, Bloomberg, Equity Research, Financial Modeling, Capital Markets

Education
UC Davis   2006 — 2010
Bachelor of Science (B.S.), Managerial Economics

Karyn Lee Karyn Lee Los Angeles, California Details
Karyn Lee's Wedbush Securities Experience September 2014 - December 2014
Job Business Consultant / Recruiter
Industry Management Consulting
Experience
Independent Consultant  September 2010 - Present
Wedbush Securities   September 2014 - December 2014

Skills
Leadership, Public Speaking, Recruiting, Hiring, Interviews, Communications, Marketing, Networking, Human Resources, Strategy, Training, Talent Acquisition, Management, Leadership Development, Organizational..., Strategic Planning, Team Building, Talent Management, Social Networking, Technical Recruiting, Employee Relations, Event Planning, Personnel Management, Coaching

Education
University of California, Los Angeles
Bachelor of Arts (B.A.), Communications

Ricardo Chen Ricardo Chen Alhambra, California Details
Ricardo Chen's Wedbush Securities Experience October 2014 - Present
Job SQL DBA at Wedbush Securities
Industry Information Technology and Services
Experience
Wedbush Securities   October 2014 - Present
GlobalVision Systems  February 2008 - October 2014

Education
University of California, Los Angeles   2003 — 2007
Bachelor's Degree, Computational Mathematics

Jake Scullion Jake Scullion Sausalito, California Details
Jake Scullion's Wedbush Securities Experience AnalystCity National BankJanuary 2015 - June 2015
Job Investment Banking Analyst at Wedbush Securities
Industry Financial Services
Experience
Wedbush Securities   AnalystCity National BankJanuary 2015 - June 2015
Signal Hill Capital  June 2014 - August 2014

Education
University of North Carolina at Chapel Hill
Bachelor of Science (B.S.), Biology

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