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Trace Adair Urdan
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Profile
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.
Former positions of Trace Adair Urdan
| Companies | Position | End |
|---|---|---|
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 2017-07-31 |
Wells Fargo Securities LLC
 Wells Fargo Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 2015-06-30 |
B. Riley Wealth Management, Inc.
 B. Riley Wealth Management, Inc. Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 2012-04-29 |
Signal Hill Capital Group LLC
 Signal Hill Capital Group LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 2011-07-29 |
Robert W. Baird & Co., Inc. (Broker)
 Robert W. Baird & Co., Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 2005-12-30 |
Training of Trace Adair Urdan
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
99
1st degree connections
12
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 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 |
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