Brian Whitters has a diverse work experience in the financial industry. Brian started their career at ADM Investor Services, where they worked as a Staff Accountant in Treasury and later as a Trade Support in the Commercial Trade Desk. Brian then moved to optionsXpress as a Cash Management Specialist before joining Charles Schwab as a Sr. Team Manager in Operations. Currently, they are working at Wedbush Securities as a VP and Treasury Manager for Wedbush Futures.
Brian Whitters attended the University of Illinois Urbana-Champaign, where they obtained a Bachelor of Science in Agricultural and Consumer Economics. Brian'sfocus of study was in Consumer Economics and Finance. In terms of additional certifications, Brian obtained a Certified Treasury Professional (CTP) credential from the Association for Financial Professionals in 2023. Brian also pursued certifications in Series 63, Series 7, and Series 99 from FINRA (Financial Industry Regulatory Authority), although the specific dates of obtaining these certifications are not provided.
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