Fundz

Fundz Deep Dive

Everything you need to win Jim Moore — in one platform.

Who to reach, what to say, and why now on Jim Moore — plus every funding round, exec hire, and M&A move that follows, each with the verified contact and the outreach written for you.

Get the full Deep Dive on Jim Moore — free.

One free Deep Dive, emailed to you. No spam; unsubscribe anytime.

Ready now? Choose your plan · Request a demo · Sign in

Engage writes the reply
Grounded in signals no one else has — tuned to their persona.
Signals no one else has
UCC liens, benefit plans, 13F holdings, permits, exec moves — fused.
Verified contact + click-to-call
The decision-maker’s email and mobile — dial in-browser.

Wedbush Securities Hires Jim Moore As Vice President, Investments In Dallas

PRIVATEMay 14, 2024•about 2 years ago

Position

Vice President

Company

Wedbush Financial Services

Jim Moore
Los AngelesFinancial Services

Description

Wedbush Securities has announced the hire of Jim Moore as Vice President, Investments. Moore brings over 30 years of experience in the industry, transitioning from Merrill Lynch to join Wedbush. His strategic move reflects his commitment to providing clients with unparalleled service and will help Wedbush expand its presence in the Dallas market.

Company Information

Company

Wedbush Financial Services

Location

Los Angeles, California, United States

About

Since our founding in 1955, Wedbush has been a leader in the financial services industry, providing our clients, both private and institutional, with a wide range of securities brokerage, wealth management, and investment banking services; Headquartered in Los Angeles, California with 100 registered offices and nearly 900 colleagues, the firm focuses on client service and financial safety, innovation, and the utilization of advanced technology.

Related People

Suggested for you

Choose your plan to reveal verified contacts

Choose your plan to reveal verified contacts

Predictive Intelligence
Strategic

ML-powered predictions for Wedbush Financial Services's next move

Learn about Strategic plan

Executive Insights

Based on hiring data
New executive impact window
87% of new executives make significant technology decisions within first 100 days
Budget influence
C-level executives control 73% of technology spending decisions
Transformation catalyst
65% of new senior hires launch digital transformation initiatives
Vendor review timeline
New executives typically review existing vendors within 6 months

Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals — including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications — based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include FundzWatch™ for automated website change detection, Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 200,000+ companies. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.