- February 2, 2024
- Posted by: AliensFaith
- Category: OBJECTIVE PRESS
Wedbush Securities Inc., a diversified independent financial services provider, has appointed Chris Ellis as Vice President of Investments for its office in Pasadena. Ellis, a Certified Financial Planner, transitions from CUSO Financial Services, aiming to broaden Wedbush’s influence in Southern California.:
Ellis’s background as a men’s college basketball manager at Pepperdine University and a women’s college basketball assistant coach at the University of California, Irvine, uniquely shapes his financial career.
With experience at CUSO Financial Services, LAPD Financial Credit Union, and Independent Financial Group, Ellis brings a wealth of expertise and client-focused dedication, the company noted in a statement issued today (Friday).
Bridging Coaching and Financial Acumen
Chris Mone, EVP and Head of Wealth Management at Wedbush, emphasizes Ellis’s blend of coaching and financial acumen. Mone underscores the firm’s dedication to assembling top-tier talent, ensuring personalized financial services tailored to clients’ needs.
Mone mentioned: “Chris’s arrival at Wedbush underscores our commitment to assembling a team of top-tier talent dedicated to delivering unparalleled wealth management solutions. His unique blend of coaching and financial expertise, coupled with his designation as a CFP, aligns seamlessly with our approach and reinforces our mission to provide innovative and personalized financial services.”
Ellis’s Educational Background
Ellis earned a BS in Political Science from Pepperdine University and a Master of Education from Loyola Marymount University, reflecting his commitment to continuous learning and professional growth.
Established in 1955, Wedbush Securities provides clients with a wide range of brokerage, wealth management, and investment banking services. Headquartered in Los Angeles, California, the firm emphasizes client service, financial safety, innovation, and advanced technology across its 100 registered offices and nearly 900 colleagues.
This article was written by Jared Kirui at http://www.financemagnates.com.
