![Trace Adair Urdan](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Trace Adair Urdan
Keine laufenden Positionen mehr
Profil
Trace Adair Urdan worked as a Managing Director at Credit Suisse Securities (USA) LLC, Signal Hill Capital Group LLC, and Wells Fargo Securities LLC.
He also held positions as a Principal at ThinkEquity Partners, KPMG Peat Marwick LLP, and TI Gotham, Inc. Additionally, he worked as a Senior Vice President at B. Riley Wealth Management, Inc. and as a Research Analyst at Robert W.
Baird & Co., Inc. and Alex.
Brown & Sons, Inc. He started his career as an Equity Research Analyst at WR Hambrecht + Co. LLC.
Urdan earned an MBA from Harvard University in 1992 and an undergraduate degree from Yale University in 1987.
Ehemalige bekannte Positionen von Trace Adair Urdan
| Unternehmen | Position | Ende |
|---|---|---|
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01.08.2017 |
Wells Fargo Securities LLC
 Wells Fargo Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01.07.2015 |
B. Riley Wealth Management, Inc.
 B. Riley Wealth Management, Inc. Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 30.04.2012 |
Signal Hill Capital Group LLC
 Signal Hill Capital Group LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 30.07.2011 |
Robert W. Baird & Co., Inc. (Broker)
 Robert W. Baird & Co., Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 31.12.2005 |
Ausbildung von Trace Adair Urdan
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
99
Beziehungen ersten Grades
12
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 12 |
|---|---|
Credit Suisse Securities (USA) LLC (Broker)
Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
ThinkEquity Partners
 ThinkEquity Partners Investment ManagersFinance Provides investment advice and security brokerage services | Finance |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
KPMG Peat Marwick LLP
 KPMG Peat Marwick LLP Miscellaneous Commercial ServicesCommercial Services Provides accounting services | Commercial Services |
TI Gotham, Inc.
 TI Gotham, Inc. Publishing: Books/MagazinesConsumer Services Operates as magazine publisher and marketplace platform | Consumer Services |
B. Riley Wealth Management, Inc.
B. Riley Wealth Management, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Robert W. Baird & Co., Inc. (Broker)
Robert W. Baird & Co., Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
Alex. Brown & Sons, Inc.
 Alex. Brown & Sons, Inc. Investment Banks/BrokersFinance Provides investment and investment banking services to individuals and entities | Finance |
Signal Hill Capital Group LLC
Signal Hill Capital Group LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Yale University
 Yale University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
WR Hambrecht + Co. LLC
 WR Hambrecht + Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Wells Fargo Securities LLC
Wells Fargo Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
