Professional Overview
Dan Billings is the Executive Vice President & Chief Financial Officer at Wedbush Securities, leveraging his expertise in financial management, control, and strategy to drive business growth in the financial services sector. His key expertise areas include financial planning, risk management, and regulatory compliance, with a focus on the securities and brokerage industry.
Experience Summary
Current Role
As the Executive Vice President & Chief Financial Officer at Wedbush Securities, Dan oversees all aspects of financial management, including financial planning, budgeting, and forecasting. He has been instrumental in driving the company's financial strategy, ensuring compliance with regulatory requirements, and leading cross-functional teams to achieve business objectives. His leadership has contributed to the company's growth and stability in the competitive financial services market.
Career Progression
Dan's career progression is marked by notable roles at Wedbush Securities, Lime Brokerage LLC, and Jefferies. Prior to his current position, he served as Senior Vice President & Controller at Wedbush Securities, Chief Financial Officer at Lime Brokerage LLC, and held various senior leadership positions at Jefferies, including Senior Vice President, General Ledger Controller, Senior Vice President, Legal Entity Controller & Product Controller, and Vice President, Assistant Treasurer. His early career began at KPMG US, where he worked as an Audit Manager. This diverse experience has equipped him with a deep understanding of financial management, control, and strategy, as well as the ability to navigate complex regulatory environments.
Areas of Expertise
Dan's areas of expertise include:
- Financial planning and strategy
- Risk management and compliance
- Financial control and accounting
- Leadership and team management
- Regulatory compliance and reporting
Professional Impact
Throughout his career, Dan has made significant contributions to the financial services industry. His leadership and expertise have driven business growth, improved financial management, and ensured regulatory compliance. While specific metrics are not available, his career trajectory and current role underscore his value as a financial leader in the industry.
Conclusion
Dan Billings' professional trajectory is characterized by his ascendancy through the financial services industry, with a focus on financial management, control, and strategy. Currently, as the Executive Vice President & Chief Financial Officer at Wedbush Securities, he continues to drive business growth and stability. His value proposition lies in his ability to lead cross-functional teams, develop and execute financial strategies, and ensure regulatory compliance, making him a key asset in the financial services sector.
