Profiel
Mr. Derek Jose is an Associate Analyst at Wells Fargo Securities LLC.
He joined the firm in January 2015.
Mr. Jose was previously employed as a Portfolio Manager & Analyst by Knelman Asset Management Group LLC, Vice President & Senior Analyst by Longbow Research LLC, and an Analyst by Dealogic LLC.
Mr. Jose received his BA from Vassar College and an MBA from the University of Wisconsin.
Eerdere bekende functies van Derek Jose
Bedrijven | Functie | Einde |
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Knelman Asset Management Group LLC
Knelman Asset Management Group LLC Investment ManagersFinance Founded in 2000 by Irving P. 'Kip' Knelman, Knelman Asset Management Group LLC is a registered investment advisor located in Minneapolis, Minnesota. The firm was acquired by Lazard Asset Management in 2005, but is not an independent firm. Knelman Asset Management Group provides discretionary investment management services to high net-worth individuals, pension and profit sharing plans, corporations and other institutional investors. The firm is also an affiliate of the general partner of Rancho Partners I LLC, a venture capital fund-of-funds. | Corporate Officer/Principal | 31-07-2014 |
Longbow Research LLC
Longbow Research LLC Investment ManagersFinance Longbow Research LLC is an independent investment research firm headquartered in Independence, Ohio. The firm was founded by David S. MacGregor in 2003 to provide the institutional equity research market with a high quality, independent product, free from the many conflicts of interest that plague bulge-bracket research. Longbow Research provides insights and research coverage on publicly-traded mid-cap companies in the industrial/basic materials, consumer and technology sectors. | Analyst-Equity | 30-06-2013 |
Dealogic LLC
Dealogic LLC Packaged SoftwareTechnology Services Dealogic LLC provides financial software. It designs, develops and markets software, communications and analytical products for the investment banking industry. The company was founded in 1997 and is headquartered in New York, NY. | Corporate Officer/Principal | 30-06-2005 |
Wells Fargo Securities LLC
Wells Fargo Securities LLC Investment ManagersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. | Analyst-Equity | - |
Opleiding van Derek Jose
Vassar College | Undergraduate Degree |
University of Wisconsin | Masters Business Admin |
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Bedrijven in privébezit | 4 |
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Longbow Research LLC
Longbow Research LLC Investment ManagersFinance Longbow Research LLC is an independent investment research firm headquartered in Independence, Ohio. The firm was founded by David S. MacGregor in 2003 to provide the institutional equity research market with a high quality, independent product, free from the many conflicts of interest that plague bulge-bracket research. Longbow Research provides insights and research coverage on publicly-traded mid-cap companies in the industrial/basic materials, consumer and technology sectors. | Finance |
Knelman Asset Management Group LLC
Knelman Asset Management Group LLC Investment ManagersFinance Founded in 2000 by Irving P. 'Kip' Knelman, Knelman Asset Management Group LLC is a registered investment advisor located in Minneapolis, Minnesota. The firm was acquired by Lazard Asset Management in 2005, but is not an independent firm. Knelman Asset Management Group provides discretionary investment management services to high net-worth individuals, pension and profit sharing plans, corporations and other institutional investors. The firm is also an affiliate of the general partner of Rancho Partners I LLC, a venture capital fund-of-funds. | Finance |
Dealogic LLC
Dealogic LLC Packaged SoftwareTechnology Services Dealogic LLC provides financial software. It designs, develops and markets software, communications and analytical products for the investment banking industry. The company was founded in 1997 and is headquartered in New York, NY. | Technology Services |
Wells Fargo Securities LLC
Wells Fargo Securities LLC Investment ManagersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. | Finance |