Profile
Al Tadeo worked as a Principal at MUFG Union Bank, NA from 1999 to 2001.
He was a Senior Trader at 1st Global, Inc. from 2001 to 2003.
In 2005, he worked as a Consultant at JPMorgan Chase & Co. and as a Head Trader at Capital One Corp.
He was an Assistant Vice President & Fixed Income Trader at Capital Institutional Services, Inc. and a Compliance Specialist at Penson Financial Services, Inc. from 2005 to 2008 and 2008 to 2010 respectively.
Former positions of Al Tadeo
Companies | Position | End |
---|---|---|
Penson Financial Services, Inc.
Penson Financial Services, Inc. Investment Banks/BrokersFinance Founded in 1995 by Daniel P. Son and Phil Pendergraft, Penson Financial Services, Inc. (PFSI) is a broker/dealer headquartered in Dallas, Texas. The firm is a subsidiary of Penson Worldwide, Inc. (NasdaqGS: PNSN). They provide flexible, technology-based processing solutions for the execution, clearing, custody and settlement of securities transactions. PFSI also offers a platform for registered investment advisors and provides prime brokerage services to hedge funds and other institutional investors. The firm does not provide any internal research. PFSI is a member of FINRA and the SIPC | Corporate Officer/Principal | 2010-05-30 |
JPMORGAN CHASE & CO. | Corporate Officer/Principal | 2008-11-29 |
Capital One Corp.
Capital One Corp. Packaged SoftwareTechnology Services Capital One Corp. operates as a banking app. | Corporate Officer/Principal | 2005-09-29 |
1st Global, Inc.
1st Global, Inc. Miscellaneous Commercial ServicesCommercial Services 1st Global, Inc. engages in tax-focused wealth management company. The company was is headquartered in Dallas, TX. | Corporate Officer/Principal | 2003-01-30 |
MUFG Union Bank, NA
MUFG Union Bank, NA Major BanksFinance MUFG Union Bank, NA (dba Union Bank) is a private banking firm headquartered in San Francisco, California. The firm was founded in 1953 and in 2021 they became a subsidiary of MUFG Americas Holdings Corp., ultimately held by Mitsubishi UFJ Financial Group, Inc. (TYO: 8306) in Japan. Union Bank provides an array of financial services to wealthy individuals & families, executives, professional service firms, and mission-driven organizations. | Corporate Officer/Principal | 2001-02-27 |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Listed companies | 1 |
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JPMORGAN CHASE & CO. | Finance |
Private companies | 5 |
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Capital Institutional Services, Inc.
Capital Institutional Services, Inc. Investment Banks/BrokersFinance Founded in 1977, Capital Institutional Services, Inc. (CAPIS) is a broker/dealer located in Dallas, Texas. The firm is structured in distinct divisions including sales, trading, research, accounting, operations and compliance which work together to address the diverse needs of both money managers and fund managers. This approach allows CAPIS to present an array of global trading, transition management, commission recapture, independent research and bundled solutions to their clients. | Finance |
MUFG Union Bank, NA
MUFG Union Bank, NA Major BanksFinance MUFG Union Bank, NA (dba Union Bank) is a private banking firm headquartered in San Francisco, California. The firm was founded in 1953 and in 2021 they became a subsidiary of MUFG Americas Holdings Corp., ultimately held by Mitsubishi UFJ Financial Group, Inc. (TYO: 8306) in Japan. Union Bank provides an array of financial services to wealthy individuals & families, executives, professional service firms, and mission-driven organizations. | Finance |
1st Global, Inc.
1st Global, Inc. Miscellaneous Commercial ServicesCommercial Services 1st Global, Inc. engages in tax-focused wealth management company. The company was is headquartered in Dallas, TX. | Commercial Services |
Capital One Corp.
Capital One Corp. Packaged SoftwareTechnology Services Capital One Corp. operates as a banking app. | Technology Services |
Penson Financial Services, Inc.
Penson Financial Services, Inc. Investment Banks/BrokersFinance Founded in 1995 by Daniel P. Son and Phil Pendergraft, Penson Financial Services, Inc. (PFSI) is a broker/dealer headquartered in Dallas, Texas. The firm is a subsidiary of Penson Worldwide, Inc. (NasdaqGS: PNSN). They provide flexible, technology-based processing solutions for the execution, clearing, custody and settlement of securities transactions. PFSI also offers a platform for registered investment advisors and provides prime brokerage services to hedge funds and other institutional investors. The firm does not provide any internal research. PFSI is a member of FINRA and the SIPC | Finance |
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