David Mooney

Finance

Consumer Services

Profile

David Mooney worked as a Vice President at Wedbush Securities, Inc. from 2015 to 2017.
He also worked as the Chief Investment Officer at Kalkriese Capital Management LLC.
Mr. Mooney received his undergraduate degree from Rhodes College in 2019.

Former positions of David Mooney

Companies	Position	End
Wedbush Securities, Inc. (Investment Management) Wedbush Securities, Inc. (Investment Management) Investment ManagersFinance Wedbush Securities, Inc. (Investment Management) (WS-IM) is the SEC-registered asset management division of Wedbush Securities, Inc., a FINRA-registered broker/dealer headquartered in Los Angeles, California. They are ultimately held by Wedbush Capital, Inc. The firm was founded by Edward W. Wedbush in 1955 as Wedbush & Co. WS-IM provides investment advice and management services on discretionary and nondiscretionary basis to individuals, high net-worth clients, trusts, pension and profit-sharing plans.	Corporate Officer/Principal	01/12/2017
Kalkriese Capital Management LLC Kalkriese Capital Management LLC Investment ManagersFinance Kalkriese Capital Management LLC provides investment advice. The private company is based in Dallas, TX.	Chief Investment Officer	-

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Training of David Mooney

Rhodes College

Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

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Connections

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

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Linked companies

Private companies	2
Wedbush Securities, Inc. (Investment Management) Wedbush Securities, Inc. (Investment Management) Investment ManagersFinance Wedbush Securities, Inc. (Investment Management) (WS-IM) is the SEC-registered asset management division of Wedbush Securities, Inc., a FINRA-registered broker/dealer headquartered in Los Angeles, California. They are ultimately held by Wedbush Capital, Inc. The firm was founded by Edward W. Wedbush in 1955 as Wedbush & Co. WS-IM provides investment advice and management services on discretionary and nondiscretionary basis to individuals, high net-worth clients, trusts, pension and profit-sharing plans.	Finance
Kalkriese Capital Management LLC Kalkriese Capital Management LLC Investment ManagersFinance Kalkriese Capital Management LLC provides investment advice. The private company is based in Dallas, TX.	Finance