Wedbush Securities
Industry: Financial services company
DescriptionWedbush Securities Inc. is a privately held financial services and investment firm. based in Los Angeles. Rich Jablonski and Gary Wedbush were appointed as Co-Presidents in May 2018. The founder, Edward Wedbush, served as President for 63 years. Headquarters: Los Angeles, California, United States Founder: Edward W. Wedbush Founded: 1955 Subsidiaries: Crossland LLC, Wedbush Asset Management, LLC, Parent organization: WEDBUSH, Inc.
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Wedbush Securities Employees
Employee
Years
Job
Industry
Allan Parks, CFA Allan Parks, CFA's Wedbush Securities Experience January 2011 - July 2014
Job
Industry Investment Management
Experience
Wedbush Securities January 2011 - July 2014
BCP Securities August 2010 - January 2011
FTI Consulting, Inc August 2008 - November 2009
Barclays Capital September 2007 - July 2008
Barclays Capital June 2006 - August 2006
Saybrook Capital April 2004 - July 2005
Great American Group April 2002 - December 2003
Skills
Financial Modeling, Bloomberg, Financial Analysis, Credit, Due Diligence, Credit Risk, Finance, Spanish, English, Validation, Options, Convertible Bonds, Equity Derivatives, Hedge Funds, Alternative Investments, Portfolio Management, Investment Banking, Investments, Derivatives
Education
Thunderbird School of Global Management 2005 — 2007
MBA, Finance
University of San Diego 1996 — 2000
BA, Economics, Spanish
Wedbush Securities January 2011 - July 2014
BCP Securities August 2010 - January 2011
FTI Consulting, Inc August 2008 - November 2009
Barclays Capital September 2007 - July 2008
Barclays Capital June 2006 - August 2006
Saybrook Capital April 2004 - July 2005
Great American Group April 2002 - December 2003
Skills
Financial Modeling, Bloomberg, Financial Analysis, Credit, Due Diligence, Credit Risk, Finance, Spanish, English, Validation, Options, Convertible Bonds, Equity Derivatives, Hedge Funds, Alternative Investments, Portfolio Management, Investment Banking, Investments, Derivatives
Education
Thunderbird School of Global Management 2005 — 2007
MBA, Finance
University of San Diego 1996 — 2000
BA, Economics, Spanish
Kathleen Siswanto Kathleen Siswanto's Wedbush Securities Experience December 2013 - May 2014
Job Investment Banking Analyst at Citi
Industry Investment Banking
Experience
Citi May 2015 - Present
USC Marshall Undergraduate Student Investment Fund March 2014 - May 2015
Citi June 2014 - August 2014
Wedbush Securities December 2013 - May 2014
Keck Medicine of USC January 2013 - December 2013
Children's Hospital Los Angeles (CHLA) August 2012 - January 2013
City of Hope May 2012 - August 2012
Krown Company January 2011 - December 2011
Prudential Real Estate August 2011 - November 2011
Skills
Molecular Biology, Western Blotting, Cell Culture, PCR, Biochemistry, Statistics, Data Analysis, Lifesciences, Research, Bioinformatics, Science, Microbiology, Finance, Leadership, Financial Analysis, Equity Research, Financial Modeling, Strategic Financial..., Embryonic Stem Cells, Genetic Engineering, Matlab, Neuroscience, Cell Biology
Education
University of Southern California 2011 — 2015
Bachelor’s Degree, Biological Sciences and Business Administration
Citi May 2015 - Present
USC Marshall Undergraduate Student Investment Fund March 2014 - May 2015
Citi June 2014 - August 2014
Wedbush Securities December 2013 - May 2014
Keck Medicine of USC January 2013 - December 2013
Children's Hospital Los Angeles (CHLA) August 2012 - January 2013
City of Hope May 2012 - August 2012
Krown Company January 2011 - December 2011
Prudential Real Estate August 2011 - November 2011
Skills
Molecular Biology, Western Blotting, Cell Culture, PCR, Biochemistry, Statistics, Data Analysis, Lifesciences, Research, Bioinformatics, Science, Microbiology, Finance, Leadership, Financial Analysis, Equity Research, Financial Modeling, Strategic Financial..., Embryonic Stem Cells, Genetic Engineering, Matlab, Neuroscience, Cell Biology
Education
University of Southern California 2011 — 2015
Bachelor’s Degree, Biological Sciences and Business Administration
Nicholas Citrin Nicholas Citrin's Wedbush Securities Experience 2012 - September 2014
Job Managing Partner at 8C Partners
Industry Financial Services
Experience
8C Partners October 2014 - Present
NICO Properties 2011 - Present
Wedbush Securities 2012 - September 2014
EE Fin January 2012 - October 2012
Valo Group July 2010 - October 2010
Barclays Capital July 2007 - June 2010
Lehman Brothers 2007 - 2010
JPMorgan 2006 - 2006
GMAC May 2005 - August 2005
Skills
Financial Modeling, Valuation, Mergers & Acquisitions, Private Equity, Equities, Investments, Portfolio Management, Financial Analysis, Finance, Trading, Equity Research, Analysis, Securities, Financial Structuring, Credit, LBO, Corporate Finance, Derivatives, Alternative Investments, Financial Markets, FX Options, Venture Capital, IPO, Economics, Structured Finance, Market Analysis, Hedge Funds, Hedging, Bloomberg, Investment Banking, Corporate Development, M&A experience, Due Diligence, Emerging Markets, Leveraged Finance, Project Finance, Fixed Income, Capital Markets, Asset Management
Education
University of Pennsylvania 2003 — 2007
Bachelors, Economics
MICDS 1999 — 2003
8C Partners October 2014 - Present
NICO Properties 2011 - Present
Wedbush Securities 2012 - September 2014
EE Fin January 2012 - October 2012
Valo Group July 2010 - October 2010
Barclays Capital July 2007 - June 2010
Lehman Brothers 2007 - 2010
JPMorgan 2006 - 2006
GMAC May 2005 - August 2005
Skills
Financial Modeling, Valuation, Mergers & Acquisitions, Private Equity, Equities, Investments, Portfolio Management, Financial Analysis, Finance, Trading, Equity Research, Analysis, Securities, Financial Structuring, Credit, LBO, Corporate Finance, Derivatives, Alternative Investments, Financial Markets, FX Options, Venture Capital, IPO, Economics, Structured Finance, Market Analysis, Hedge Funds, Hedging, Bloomberg, Investment Banking, Corporate Development, M&A experience, Due Diligence, Emerging Markets, Leveraged Finance, Project Finance, Fixed Income, Capital Markets, Asset Management
Education
University of Pennsylvania 2003 — 2007
Bachelors, Economics
MICDS 1999 — 2003
Emily Maher Emily Maher's Wedbush Securities Experience January 2012 - August 2012
Job Analyst at Nielsen
Industry Market Research
Experience
Nielsen September 2013 - Present
Wells Fargo June 2013 - August 2013
Wedbush Securities January 2012 - August 2012
USC Polo January 2010 - January 2012
AAA Academics November 2010 - May 2011
Jewish Community Center June 2008 - August 2010
Skills
PowerPoint, Excel, Microsoft Office, Word, Mathematics, English, Outlook, Access, Research, Salesforce.com, Zoho, Dreamweaver, SAS programming, Stata, Microsoft Word, Microsoft Excel, Matlab, Public Speaking, Quantitative Finance, Accounting, Analysis, Management, Data Analysis, Photoshop, Training
Education
University of Southern California 2011 — 2013
M.S, Mathematical Finance
University of Southern California 2007 — 2011
B.S, Economics/Mathematics
Lowell High School, San Francisco 2003 — 2007
Nielsen September 2013 - Present
Wells Fargo June 2013 - August 2013
Wedbush Securities January 2012 - August 2012
USC Polo January 2010 - January 2012
AAA Academics November 2010 - May 2011
Jewish Community Center June 2008 - August 2010
Skills
PowerPoint, Excel, Microsoft Office, Word, Mathematics, English, Outlook, Access, Research, Salesforce.com, Zoho, Dreamweaver, SAS programming, Stata, Microsoft Word, Microsoft Excel, Matlab, Public Speaking, Quantitative Finance, Accounting, Analysis, Management, Data Analysis, Photoshop, Training
Education
University of Southern California 2011 — 2013
M.S, Mathematical Finance
University of Southern California 2007 — 2011
B.S, Economics/Mathematics
Lowell High School, San Francisco 2003 — 2007
Peter Griffith Peter Griffith's Wedbush Securities Experience October 1989 - September 1997
Job Global Vice Chair Corporate Development at EY
Industry Accounting
Experience
EY July 2014 - Present
EY July 2013 - June 2014
EY July 2010 - June 2013
EY July 2006 - June 2010
EY January 2005 - June 2006
Ernst & Young Corporate Finance LLC July 1999 - December 2004
EY October 1997 - July 1999
Wedbush Securities October 1989 - September 1997
Skills
Financial Modeling, Due Diligence, Financial Analysis, Mergers & Acquisitions
Education
University of Southern California
Bachelor's degree, Business Administration and Accounting
EY July 2014 - Present
EY July 2013 - June 2014
EY July 2010 - June 2013
EY July 2006 - June 2010
EY January 2005 - June 2006
Ernst & Young Corporate Finance LLC July 1999 - December 2004
EY October 1997 - July 1999
Wedbush Securities October 1989 - September 1997
Skills
Financial Modeling, Due Diligence, Financial Analysis, Mergers & Acquisitions
Education
University of Southern California
Bachelor's degree, Business Administration and Accounting
Amanda Zwarenstein Amanda Zwarenstein's Wedbush Securities Experience May 2010 - August 2010
Job Global Product Lead DoubleClick Digital Marketing
Industry Internet
Experience
Google March 2014 - Present
Google August 2011 - March 2014
Wedbush Securities May 2010 - August 2010
Muse Consulting September 2009 - May 2010
Skills
DoubleClick, Ad Serving, Google Analytics, Display Advertising, Strategy, Mobile Advertising, Analytics, Online Advertising, DFA, Web Analytics, Social Media, Entrepreneurship, Financial Modeling, SEM, Product Development, Product Strategy, Sales Strategy, Long-term Customer..., Cross Functional..., Technology..., Global Business..., Global Experience, Business Operations
Education
University of Pennsylvania 2007 — 2011
Bachelor of Science (B.S.), Systems Science and Engineering, Application Focus: Finance
Google March 2014 - Present
Google August 2011 - March 2014
Wedbush Securities May 2010 - August 2010
Muse Consulting September 2009 - May 2010
Skills
DoubleClick, Ad Serving, Google Analytics, Display Advertising, Strategy, Mobile Advertising, Analytics, Online Advertising, DFA, Web Analytics, Social Media, Entrepreneurship, Financial Modeling, SEM, Product Development, Product Strategy, Sales Strategy, Long-term Customer..., Cross Functional..., Technology..., Global Business..., Global Experience, Business Operations
Education
University of Pennsylvania 2007 — 2011
Bachelor of Science (B.S.), Systems Science and Engineering, Application Focus: Finance
Justin Matsukawa Justin Matsukawa's Wedbush Securities Experience July 2011 - May 2012
Job Loan Officer at Primary Residential Mortgage Hawaii
Industry Financial Services
Experience
Primary Residential Mortgage Hawaii June 2012 - Present
Wedbush Securities July 2011 - May 2012
Skills
Finance, Investments, Credit, Securities, Risk Management, Loans, Customer Service, Spelling, Small Talk, Counting, Spring Cleaning
Education
University of Oregon 2006 — 2010
Bachelor of Science (BS), Business/Managerial Economics & Finance
Primary Residential Mortgage Hawaii June 2012 - Present
Wedbush Securities July 2011 - May 2012
Skills
Finance, Investments, Credit, Securities, Risk Management, Loans, Customer Service, Spelling, Small Talk, Counting, Spring Cleaning
Education
University of Oregon 2006 — 2010
Bachelor of Science (BS), Business/Managerial Economics & Finance
Matt Homsy Matt Homsy's Wedbush Securities Experience May 2011 - August 2011
Job Analyst at Morgan Stanley Expansion Capital
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
Morgan Stanley September 2014 - July 2015
RBC Capital Markets July 2013 - September 2014
USC Campus Activities January 2011 - May 2013
RBC Capital Markets June 2012 - August 2012
Wedbush Securities May 2011 - August 2011
USC Athletic Department September 2010 - June 2011
Merrill Lynch January 2011 - May 2011
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Valuation, Social Media, Corporate Finance, Bloomberg, Data Analysis, Public Speaking, Microsoft Word, Finance, Leadership
Education
University of Southern California 2009 — 2013
Bachelor of Science (B.S.), Business
Morgan Stanley August 2015 - Present
Morgan Stanley September 2014 - July 2015
RBC Capital Markets July 2013 - September 2014
USC Campus Activities January 2011 - May 2013
RBC Capital Markets June 2012 - August 2012
Wedbush Securities May 2011 - August 2011
USC Athletic Department September 2010 - June 2011
Merrill Lynch January 2011 - May 2011
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Valuation, Social Media, Corporate Finance, Bloomberg, Data Analysis, Public Speaking, Microsoft Word, Finance, Leadership
Education
University of Southern California 2009 — 2013
Bachelor of Science (B.S.), Business
Brian Velesbir's Wedbush Securities Experience February 2010 - August 2010
Job Risk Management Associate at Gerald Metals
Industry Financial Services
Experience
Gerald Metals November 2014 - Present
ORIX USA Corporation March 2013 - October 2014
JP Morgan January 2011 - March 2013
Wedbush Securities February 2010 - August 2010
Skills
Series 7, Series 63, Portfolio Management, Hedge Funds, Investments, Fixed Income, Mutual Funds, Derivatives, Trading, Asset Allocation, Finance, Private Equity, Retirement Planning, Options, Alternative Investments, Equities, Bloomberg
Education
University of Rhode Island 2005 — 2009
Bachelor of Arts and Science
Darien High School 2001 — 2005
Gerald Metals November 2014 - Present
ORIX USA Corporation March 2013 - October 2014
JP Morgan January 2011 - March 2013
Wedbush Securities February 2010 - August 2010
Skills
Series 7, Series 63, Portfolio Management, Hedge Funds, Investments, Fixed Income, Mutual Funds, Derivatives, Trading, Asset Allocation, Finance, Private Equity, Retirement Planning, Options, Alternative Investments, Equities, Bloomberg
Education
University of Rhode Island 2005 — 2009
Bachelor of Arts and Science
Darien High School 2001 — 2005
Shelley Sievers's Wedbush Securities Experience August 2011 - February 2012
Job Retirement Services Specialist at M Financial Group
Industry Financial Services
Experience
M Financial Group July 2014 - Present
Oregon Juniors Volleyball Club November 2011 - Present
Lake Oswego High School July 2013 - November 2014
M Financial Group February 2012 - July 2014
Wedbush Securities August 2011 - February 2012
Financial Beginnings March 2011 - February 2012
COUNTRY ® Financial November 2010 - August 2011
Greenbriar Foods, Inc. 2006 - 2010
Skills
Customer Service, Insurance, Microsoft Excel, Leadership, Finance, Budgets, Teamwork, Securities, PowerPoint, Microsoft Office, Access, Public Speaking, Qualified Retirement...
Education
University of Portland 2006 — 2010
Bachelor of Business Administration, Finance
Kentlake High School 2003 — 2006
High School Diploma
M Financial Group July 2014 - Present
Oregon Juniors Volleyball Club November 2011 - Present
Lake Oswego High School July 2013 - November 2014
M Financial Group February 2012 - July 2014
Wedbush Securities August 2011 - February 2012
Financial Beginnings March 2011 - February 2012
COUNTRY ® Financial November 2010 - August 2011
Greenbriar Foods, Inc. 2006 - 2010
Skills
Customer Service, Insurance, Microsoft Excel, Leadership, Finance, Budgets, Teamwork, Securities, PowerPoint, Microsoft Office, Access, Public Speaking, Qualified Retirement...
Education
University of Portland 2006 — 2010
Bachelor of Business Administration, Finance
Kentlake High School 2003 — 2006
High School Diploma
Dina Nooh Dina Nooh's Wedbush Securities Experience May 2011 - August 2011
Job Investigative Analyst at Paul Chamberlain International
Industry Security and Investigations
Experience
Ministerio de Cultura (España) October 2014 - June 2015
Ministerio de Cultura (España) February 2014 - June 2014
Paul Chamberlain International June 2012 - December 2013
Abco Technology January 2012 - April 2012
Wedbush Securities May 2011 - August 2011
University of Southern California May 2010 - May 2011
STUHO Student Housing Management February 2010 - May 2010
Skills
Research, Microsoft Office, Office Administration, Investigative Reporting, Microsoft Excel, PowerPoint, Customer Service, Administrative..., QuickBooks, Executive..., Microsoft Word, Social Media, Social Networking, Marketing, Strategic Planning, Facebook, Communication, Project Management, Organization, Accounting, Education, Public Speaking, Data Analysis
Education
University of Southern California 2008 — 2012
Bachelor of Science (BS), Business Administration, 3.74 GPA
Calabasas High School 2004 — 2008
Ministerio de Cultura (España) October 2014 - June 2015
Ministerio de Cultura (España) February 2014 - June 2014
Paul Chamberlain International June 2012 - December 2013
Abco Technology January 2012 - April 2012
Wedbush Securities May 2011 - August 2011
University of Southern California May 2010 - May 2011
STUHO Student Housing Management February 2010 - May 2010
Skills
Research, Microsoft Office, Office Administration, Investigative Reporting, Microsoft Excel, PowerPoint, Customer Service, Administrative..., QuickBooks, Executive..., Microsoft Word, Social Media, Social Networking, Marketing, Strategic Planning, Facebook, Communication, Project Management, Organization, Accounting, Education, Public Speaking, Data Analysis
Education
University of Southern California 2008 — 2012
Bachelor of Science (BS), Business Administration, 3.74 GPA
Calabasas High School 2004 — 2008
Ming Qiu, CPA Ming Qiu, CPA's Wedbush Securities Experience 2015 - 2015
Job MBA Candidate USC Marshall School of Business 2016
Industry Financial Services
Experience
Wedbush Securities 2015 - 2015
MFQ Consulting April 2014 - 2015
Deloitte July 2011 - April 2014
Deloitte June 2011 - August 2011
Qwest July 2008 - August 2010
Skills
Auditing, SEC filings, Internal Controls, Financial Reporting, GAAP
Education
University of Southern California 2014 — 2016
Master of Business Administration (M.B.A.)
USC Marshall School of Business 2011 — 2011
M.S., Accounting
USC Marshall School of Business 2007 — 2011
B.S., Accounting
Shorewood High School
Wedbush Securities 2015 - 2015
MFQ Consulting April 2014 - 2015
Deloitte July 2011 - April 2014
Deloitte June 2011 - August 2011
Qwest July 2008 - August 2010
Skills
Auditing, SEC filings, Internal Controls, Financial Reporting, GAAP
Education
University of Southern California 2014 — 2016
Master of Business Administration (M.B.A.)
USC Marshall School of Business 2011 — 2011
M.S., Accounting
USC Marshall School of Business 2007 — 2011
B.S., Accounting
Shorewood High School
David Garnitz David Garnitz's Wedbush Securities Experience June 2014 - August 2014
Job Investment Team Intern K1 Investment Management
Industry Financial Services
Experience
David Garnitz Tutoring September 2009 - Present
K1 Investment Management July 2015 - August 2015
Wedbush Securities June 2014 - August 2014
USC Campus Cruiser November 2013 - March 2014
Camp Shi'ini June 2013 - August 2013
Mama's Brick Oven Pizza June 2011 - August 2011
Skills
Leadership, Management, Valuation, Financial Modeling, Entrepreneurship, Public Speaking, Research, Business Strategy, Strategic Planning, Project Management, Start-ups
Education
University of Southern California 2011 — 2015
Bachelor of Science (B.S.), Economics and Mathematics
South Pasadena High School 2007 — 2011
David Garnitz Tutoring September 2009 - Present
K1 Investment Management July 2015 - August 2015
Wedbush Securities June 2014 - August 2014
USC Campus Cruiser November 2013 - March 2014
Camp Shi'ini June 2013 - August 2013
Mama's Brick Oven Pizza June 2011 - August 2011
Skills
Leadership, Management, Valuation, Financial Modeling, Entrepreneurship, Public Speaking, Research, Business Strategy, Strategic Planning, Project Management, Start-ups
Education
University of Southern California 2011 — 2015
Bachelor of Science (B.S.), Economics and Mathematics
South Pasadena High School 2007 — 2011
Chirag Surti Chirag Surti's Wedbush Securities Experience June 2014 - Present
Job Healthcare Investment Banker at Wedbush Securities
Industry Investment Banking
Experience
Wedbush Securities June 2014 - Present
Skills
Clinical Research, Healthcare, Market Research, Oncology, Equity Capital Markets, Data Analysis, Hedge Funds, Private Equity, Financial Modeling, Strategic Partnerships, New Business Development, Competitive Analysis, Marketing Strategy, Venture Capital, DCF Valuation, Operations Management, Drug Development, Epidemiology, Hematology, Strategic Sales, Global Business..., Contract Negotiation, Emergency Medicine, Technical Writing, Federal Grants..., Neurocritical Care, Strategic Communications, Global Client Management, Financial Analysis
Education
University of Rochester 2002 — 2007
Bachelor of Arts (B.A.), Biology and Economics
University of Rochester - William E. Simon Graduate School of Business Administration 2002 — 2007
Certificate of Management Studies, Accounting and Finance
Wedbush Securities June 2014 - Present
Skills
Clinical Research, Healthcare, Market Research, Oncology, Equity Capital Markets, Data Analysis, Hedge Funds, Private Equity, Financial Modeling, Strategic Partnerships, New Business Development, Competitive Analysis, Marketing Strategy, Venture Capital, DCF Valuation, Operations Management, Drug Development, Epidemiology, Hematology, Strategic Sales, Global Business..., Contract Negotiation, Emergency Medicine, Technical Writing, Federal Grants..., Neurocritical Care, Strategic Communications, Global Client Management, Financial Analysis
Education
University of Rochester 2002 — 2007
Bachelor of Arts (B.A.), Biology and Economics
University of Rochester - William E. Simon Graduate School of Business Administration 2002 — 2007
Certificate of Management Studies, Accounting and Finance
Casey Leonard's Wedbush Securities Experience May 2011 - August 2011
Job Cybersecurity & Privacy Consultant at PwC
Industry Information Technology and Services
Experience
PwC November 2014 - Present
EY August 2012 - October 2014
Wedbush Securities May 2011 - August 2011
University of Southern California August 2010 - December 2010
Merrill Lynch May 2010 - August 2010
Institutional Life Services May 2009 - August 2009
St. Regis Hotel March 2007 - August 2007
Skills
Microsoft Excel, Finance, Access, Auditing, Data Analysis, Financial Reporting, IT Audit, Information Security, SQL, R, Decision Trees, Crystal Ball, Linear Programming, Optimization Techniques, Business Valuation, Databases, Microsoft Servers, Forecasting, Excel, PowerPoint, Outlook, Word
Education
University of Southern California 2008 — 2012
Bachelor of Science (B.S.), Business Administration - Information & Operations Management and Finance
PwC November 2014 - Present
EY August 2012 - October 2014
Wedbush Securities May 2011 - August 2011
University of Southern California August 2010 - December 2010
Merrill Lynch May 2010 - August 2010
Institutional Life Services May 2009 - August 2009
St. Regis Hotel March 2007 - August 2007
Skills
Microsoft Excel, Finance, Access, Auditing, Data Analysis, Financial Reporting, IT Audit, Information Security, SQL, R, Decision Trees, Crystal Ball, Linear Programming, Optimization Techniques, Business Valuation, Databases, Microsoft Servers, Forecasting, Excel, PowerPoint, Outlook, Word
Education
University of Southern California 2008 — 2012
Bachelor of Science (B.S.), Business Administration - Information & Operations Management and Finance
Aunik Bhattacharjee Aunik Bhattacharjee's Wedbush Securities Experience July 2011 - April 2013
Job Project Controller at Deloitte
Industry Financial Services
Experience
Deloitte April 2013 - Present
Wedbush Securities July 2011 - April 2013
Accenture July 2010 - July 2011
Northrop Grumman Corporation May 2009 - August 2009
University of Southern California Student Affairs January 2008 - January 2009
Ang Schell Woo Group February 2000 - January 2001
Skills
Analysis, Forecasting, Entrepreneurship, Social Networking, Market Research, Recruiting, Leadership, Valuation, Auditing, Social Media, Strategic Financial..., Bloomberg, Management, Managerial Finance, Business Strategy, Data Analysis, Microsoft Excel, Financial Analysis, Corporate Finance, Budgets, Management Consulting, Financial Modeling, Finance, Sales, Accounting, Mergers & Acquisitions, Consulting
Education
University of Southern California 2006 — 2010
B.S., Accounting/Business Administration
University of Southern California
Deloitte April 2013 - Present
Wedbush Securities July 2011 - April 2013
Accenture July 2010 - July 2011
Northrop Grumman Corporation May 2009 - August 2009
University of Southern California Student Affairs January 2008 - January 2009
Ang Schell Woo Group February 2000 - January 2001
Skills
Analysis, Forecasting, Entrepreneurship, Social Networking, Market Research, Recruiting, Leadership, Valuation, Auditing, Social Media, Strategic Financial..., Bloomberg, Management, Managerial Finance, Business Strategy, Data Analysis, Microsoft Excel, Financial Analysis, Corporate Finance, Budgets, Management Consulting, Financial Modeling, Finance, Sales, Accounting, Mergers & Acquisitions, Consulting
Education
University of Southern California 2006 — 2010
B.S., Accounting/Business Administration
University of Southern California
Bill Hageman's Wedbush Securities Experience 2003 - 2004
Job Managing Director at RBC Capital Markets
Industry Banking
Experience
RBC Capital Markets 2015 - Present
J.P. Morgan 2007 - 2015
J.P. Morgan 2005 - 2007
Wedbush Securities 2003 - 2004
Education
University of Southern California
RBC Capital Markets 2015 - Present
J.P. Morgan 2007 - 2015
J.P. Morgan 2005 - 2007
Wedbush Securities 2003 - 2004
Education
University of Southern California
Mahoganie Berryman Mahoganie Berryman's Wedbush Securities Experience January 2013 - Present
Job Senior QRP/Retirement Services Plan Coordinator
Industry Financial Services
Experience
Wedbush Securities January 2013 - Present
Wescom Credit Union March 2003 - September 2012
California Federal Bank September 1998 - March 2003
Glendale Federal Bank November 1995 - September 1998
Skills
Beta, Broker..., Credit Unions, Consumer Lending, Credit, Call Center, Accounts Payable, Banking, Call Centers, Customer Service, Microsoft Office, Process Improvement, Team Building, Leadership, Microsoft Word, Coaching, PowerPoint, Financial Services
Education
University of Phoenix 2009 — 2011
BA, Business Management
Wedbush Securities January 2013 - Present
Wescom Credit Union March 2003 - September 2012
California Federal Bank September 1998 - March 2003
Glendale Federal Bank November 1995 - September 1998
Skills
Beta, Broker..., Credit Unions, Consumer Lending, Credit, Call Center, Accounts Payable, Banking, Call Centers, Customer Service, Microsoft Office, Process Improvement, Team Building, Leadership, Microsoft Word, Coaching, PowerPoint, Financial Services
Education
University of Phoenix 2009 — 2011
BA, Business Management
Steve Shrago Steve Shrago's Wedbush Securities Experience July 2007 - Present
Job Certified Financial Planner at Wedbush Securities
Industry Financial Services
Experience
Wedbush Securities July 2007 - Present
Skills
Fixed Annuities, IRAs, Equity Research, Life Insurance, Stocks, Securities, Mutual Funds, Research, Tax, Wealth Management, Series 63, Hedge Funds, Investment Advisory, Uniform Combined State..., Asset Allocation
Education
University of South Florida 1978 — 1982
BA Finance, Finance
Wedbush Securities July 2007 - Present
Skills
Fixed Annuities, IRAs, Equity Research, Life Insurance, Stocks, Securities, Mutual Funds, Research, Tax, Wealth Management, Series 63, Hedge Funds, Investment Advisory, Uniform Combined State..., Asset Allocation
Education
University of South Florida 1978 — 1982
BA Finance, Finance
Daniel Posthauer Daniel Posthauer's Wedbush Securities Experience October 2012 - April 2013
Job VP Municipal Trading at Cantor Fitzgerald
Industry Capital Markets
Experience
Cantor Fitzgerald April 2013 - Present
Wedbush Securities October 2012 - April 2013
Wedbush Securities March 2011 - October 2012
Merrill Lynch August 2009 - February 2011
Keane Capital Management May 2008 - August 2008
Education
University of Southern California 2005 — 2009
BS, Finance
Cantor Fitzgerald April 2013 - Present
Wedbush Securities October 2012 - April 2013
Wedbush Securities March 2011 - October 2012
Merrill Lynch August 2009 - February 2011
Keane Capital Management May 2008 - August 2008
Education
University of Southern California 2005 — 2009
BS, Finance
Taryn Kuida Taryn Kuida's Wedbush Securities Experience September 2013 - Present
Job Institutional Equity Research Associate
Industry Capital Markets
Experience
Wedbush Securities September 2013 - Present
D.A. Davidson & Co. July 2010 - September 2013
Countrywide Bank May 2008 - August 2008
Education
University of Portland 2005 — 2009
Undergrad, Business Finance
Wedbush Securities September 2013 - Present
D.A. Davidson & Co. July 2010 - September 2013
Countrywide Bank May 2008 - August 2008
Education
University of Portland 2005 — 2009
Undergrad, Business Finance
Phylicia Kirven's Wedbush Securities Experience February 2013 - Present
Job Marketing Associate at Wedbush Securities
Industry Events Services
Experience
Wedbush Securities February 2013 - Present
Freelance May 2012 - March 2013
Wedbush Securities July 2012 - February 2013
University of Southern California June 2008 - May 2012
Platinum Events November 2009 - December 2011
University of Southern California December 2010 - October 2011
Dick Clark Productions December 2010 - March 2011
University of Southern California June 2009 - January 2011
URSC 2008 - 2011
Children, Youth and Family Collaborative October 2008 - May 2009
Skills
Facebook, Event Planning, Public Relations, Social Networking, Event Management, Video Editing, Marketing, PowerPoint, Market Research, Marketing Communications, Editing, Advertising, Social Media Marketing, Promotions, Office Administration
Education
University of Southern California 2008 — 2012
Bachelors of Arts, Communication
Gary High School 2004 — 2008
Diploma
Wedbush Securities February 2013 - Present
Freelance May 2012 - March 2013
Wedbush Securities July 2012 - February 2013
University of Southern California June 2008 - May 2012
Platinum Events November 2009 - December 2011
University of Southern California December 2010 - October 2011
Dick Clark Productions December 2010 - March 2011
University of Southern California June 2009 - January 2011
URSC 2008 - 2011
Children, Youth and Family Collaborative October 2008 - May 2009
Skills
Facebook, Event Planning, Public Relations, Social Networking, Event Management, Video Editing, Marketing, PowerPoint, Market Research, Marketing Communications, Editing, Advertising, Social Media Marketing, Promotions, Office Administration
Education
University of Southern California 2008 — 2012
Bachelors of Arts, Communication
Gary High School 2004 — 2008
Diploma
Tony Quiroz's Wedbush Securities Experience 1997 - 1998
Job Paralegal
Industry Real Estate
Experience
KB Home February 2013 - Present
Euronet Worldwide March 2009 - September 2014
Kimley-Horn and Associates, Inc. December 2007 - March 2009
Walt Disney Internet Group 2008 - 2009
Arden Realty, Inc. 2006 - 2007
Cushman & Wakefield 2004 - 2006
Wedbush Securities 1997 - 1998
Education
University of Southern California
KB Home February 2013 - Present
Euronet Worldwide March 2009 - September 2014
Kimley-Horn and Associates, Inc. December 2007 - March 2009
Walt Disney Internet Group 2008 - 2009
Arden Realty, Inc. 2006 - 2007
Cushman & Wakefield 2004 - 2006
Wedbush Securities 1997 - 1998
Education
University of Southern California
Sherman Guillema's Wedbush Securities Experience April 2006 - July 2011
Job Investment Banking, Asset Management
Industry Financial Services
Experience
Armory Securities, LLC October 2014 - Present
Armory Funds, LLC October 2014 - Present
The Seaport Group January 2012 - September 2014
The Seaport Group August 2011 - January 2012
Wedbush Securities April 2006 - July 2011
Ernst & Young July 2005 - March 2006
Skills
Mergers, Restructuring, Private Equity, Investment Banking, Capital Markets, Financial Modeling, Trading, Strategy, Finance, Credit, Private Placements, Mergers & Acquisitions, Financial Services, Due Diligence, Corporate Finance, Valuation, Investments, Bonds, Hedge Funds
Education
University of Southern California 2003 — 2005
BS, Accounting
Armory Securities, LLC October 2014 - Present
Armory Funds, LLC October 2014 - Present
The Seaport Group January 2012 - September 2014
The Seaport Group August 2011 - January 2012
Wedbush Securities April 2006 - July 2011
Ernst & Young July 2005 - March 2006
Skills
Mergers, Restructuring, Private Equity, Investment Banking, Capital Markets, Financial Modeling, Trading, Strategy, Finance, Credit, Private Placements, Mergers & Acquisitions, Financial Services, Due Diligence, Corporate Finance, Valuation, Investments, Bonds, Hedge Funds
Education
University of Southern California 2003 — 2005
BS, Accounting
Bill (George William Ott, III) Ott's Wedbush Securities Experience October 2004 - May 2008
Job Investment Adviser Representative
Industry Investment Management
Experience
Principal Financial Group May 2012 - Present
American - Sino Consulting December 2010 - May 2012
BNY Mellon May 2008 - December 2010
Wedbush Securities October 2004 - May 2008
City National Bank August 2002 - October 2004
A.G. Edwards & Sons, Inc. August 1996 - August 2002
Merrill Lynch May 1993 - August 1996
Crowell, Weedon & Co. January 1987 - May 1993
Dean Witter Reynolds Inc. August 1984 - January 1987
KPMG August 1982 - August 1984
Skills
Investments, Financial Services, Finance, Retirement, Management Consulting, Investment Management, Consulting, Wealth Management..., Nonprofits, Series 7, Asset Allocation, Series 63
Education
University of Southern California
BS, Business Administration
Principal Financial Group May 2012 - Present
American - Sino Consulting December 2010 - May 2012
BNY Mellon May 2008 - December 2010
Wedbush Securities October 2004 - May 2008
City National Bank August 2002 - October 2004
A.G. Edwards & Sons, Inc. August 1996 - August 2002
Merrill Lynch May 1993 - August 1996
Crowell, Weedon & Co. January 1987 - May 1993
Dean Witter Reynolds Inc. August 1984 - January 1987
KPMG August 1982 - August 1984
Skills
Investments, Financial Services, Finance, Retirement, Management Consulting, Investment Management, Consulting, Wealth Management..., Nonprofits, Series 7, Asset Allocation, Series 63
Education
University of Southern California
BS, Business Administration
Ryne Intelkofer's Wedbush Securities Experience June 2009 - August 2010
Job Investment Specialist at Miller & Desatnik Realty Corp
Industry Financial Services
Experience
Miller & Desatnik Realty Corp March 2011 - Present
Wedbush Securities June 2009 - August 2010
Education
University of Notre Dame - Mendoza College of Business 2006 — 2010
Bachelor, Finance, Computer Applications
Miller & Desatnik Realty Corp March 2011 - Present
Wedbush Securities June 2009 - August 2010
Education
University of Notre Dame - Mendoza College of Business 2006 — 2010
Bachelor, Finance, Computer Applications
AMANDA BRINKLEY's Wedbush Securities Experience September 2012 - March 2015
Job IRA/QRP Coordinator at Wedbush Securities
Industry Financial Services
Experience
Benetech Pension Svc Inc April 2015 - Present
Beachbody March 2015 - Present
Wedbush Securities September 2012 - March 2015
Wedbush Securities November 2008 - September 2012
Orange County Printing 2007 - 2008
Pep Boys August 2004 - May 2006
Skills
IRAs, Qualified Retirement..., Broker-Dealer, Finance, Pension Administration, Financial Analysis, Valuation, Asset Management, Individual Returns, Customer Service, Microsoft Office, Time Management, Strategic Planning, Microsoft Word
Education
University of Phoenix 2009 — 2011
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.28
University of Phoenix 2008 — 2011
Bachelor's Degree, Finance and Financial Management Services, 3.0
Benetech Pension Svc Inc April 2015 - Present
Beachbody March 2015 - Present
Wedbush Securities September 2012 - March 2015
Wedbush Securities November 2008 - September 2012
Orange County Printing 2007 - 2008
Pep Boys August 2004 - May 2006
Skills
IRAs, Qualified Retirement..., Broker-Dealer, Finance, Pension Administration, Financial Analysis, Valuation, Asset Management, Individual Returns, Customer Service, Microsoft Office, Time Management, Strategic Planning, Microsoft Word
Education
University of Phoenix 2009 — 2011
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.28
University of Phoenix 2008 — 2011
Bachelor's Degree, Finance and Financial Management Services, 3.0
Tao Levy's Wedbush Securities Experience March 2013 - Present
Job Managing Director, Medical Devices equity research at Wedbush Securities
Industry Investment Banking
Experience
Wedbush Securities March 2013 - Present
Loewen Ondaatje McCutcheon August 2012 - March 2013
Collins Stewart September 2010 - February 2012
Deutsche Bank 2002 - 2010
Education
University of Pennsylvania 1991 — 1995
BA, Biology
Wedbush Securities March 2013 - Present
Loewen Ondaatje McCutcheon August 2012 - March 2013
Collins Stewart September 2010 - February 2012
Deutsche Bank 2002 - 2010
Education
University of Pennsylvania 1991 — 1995
BA, Biology
Dennis Gu's Wedbush Securities Experience October 2012 - May 2015
Job Data Developer at TrueCar, Inc.
Industry Information Technology and Services
Experience
TrueCar, Inc. June 2015 - Present
Wedbush Securities October 2012 - May 2015
USC Marshall School of Business April 2010 - October 2012
Education
University of Southern California 2006 — 2010
BS, Industrial Systems Engineering - Information Systems
TrueCar, Inc. June 2015 - Present
Wedbush Securities October 2012 - May 2015
USC Marshall School of Business April 2010 - October 2012
Education
University of Southern California 2006 — 2010
BS, Industrial Systems Engineering - Information Systems
Par Wood's Wedbush Securities Experience July 2011 - Present
Job Financial Consultant, Registered Advisor at Wedbush Securities
Industry Financial Services
Experience
Wedbush Securities July 2011 - Present
Skills
Real Estate, Research, Mutual Funds, Series 63, Securities, Uniform Combined State..., Strategic Planning, Investments, Series 65, Social Networking, Series 7, Wealth Management
Education
University of Phoenix 1986 — 1991
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Yavapai College 1980 — 1984
Wedbush Securities July 2011 - Present
Skills
Real Estate, Research, Mutual Funds, Series 63, Securities, Uniform Combined State..., Strategic Planning, Investments, Series 65, Social Networking, Series 7, Wealth Management
Education
University of Phoenix 1986 — 1991
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Yavapai College 1980 — 1984
Iris Ngai's Wedbush Securities Experience August 2014 - Present
Job Accounting Supervisor at Wedbush Securities
Industry Financial Services
Experience
Wedbush Securities August 2014 - Present
POM Wonderful March 2012 - May 2014
POM Wonderful March 2011 - March 2012
POM Wonderful October 2007 - March 2011
BDO USA, LLP August 2005 - October 2007
Simpson & Simpson CPAs January 2003 - July 2005
Skills
Accounting, General Ledger, Accruals, Financial Accounting, Financial Analysis, Account Reconciliation, Accounts Receivable, Accounts Payable, CPA, Financial Audits, GAAP
Education
University of Southern California
BS, Accounting
Wedbush Securities August 2014 - Present
POM Wonderful March 2012 - May 2014
POM Wonderful March 2011 - March 2012
POM Wonderful October 2007 - March 2011
BDO USA, LLP August 2005 - October 2007
Simpson & Simpson CPAs January 2003 - July 2005
Skills
Accounting, General Ledger, Accruals, Financial Accounting, Financial Analysis, Account Reconciliation, Accounts Receivable, Accounts Payable, CPA, Financial Audits, GAAP
Education
University of Southern California
BS, Accounting
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.