Dan Billings in

Dan Billings

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Executive Vice President & Chief Financial Officer at Wedbush Securities
📍 Orange County, California, United States

Dan Billings is the Executive Vice President and Chief Financial Officer at Wedbush Securities, bringing extensive experience in financial services accounting, SEC reporting, and regulatory filings. A Pepperdine University graduate, he holds a FINRA Series 27 license and has a proven track record in strengthening internal controls.

Based in the Los Angeles area, where he attended university and currently works, Dan likely follows the local sports scene and may have an affinity for his alma maters athletic programs. His professional interests include major financial services and information firms.

He holds the specialized FINRA Series 27 license, qualifying him as a Financial and Operations Principal for broker-dealers.

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Experience
32 Years
Current Role
Executive Vice President & Chief Financial Officer
Job Level
Leadership
Location
Orange County, California, United States
Personality Overview

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Decision Approach
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Priorities

Topics Dan cares about

Broker-Dealer Regulation
As a FINRA Series 27 license holder and CFO, he has deep expertise in the regulatory and compliance landscape for broker-dealers like Wedbush and Jefferies.
Financial Controls
His background highlights a proven ability to remediate internal control deficiencies, a key responsibility in his senior finance roles.
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Career

Work history

2017
Executive Vice President & Chief Financial Officer
Wedbush Securities
2016 - 2018
Chief Financial Officer
Lime Brokerage LLC
2015 - 2017
Senior Vice President & Controller
Wedbush Securities
2010 - 2015
Senior Vice President, General Ledger Controller
Jefferies
2007 - 2014
Senior Vice President, Legal Entity Controller & Product Controller
Jefferies
In the press

Media appearances

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Education
1990 - 1994
Bachelor's Degree
Pepperdine University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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