Shane Robert Philbrick
Director Financiero/CFO en Cambria Capital LLC .
Perfil
Mr. Shane R.
Philbrick is CEO, CFO & Chief Complience Officer at Cambria Capital LLC.
Prior to joining Cambria Capital, he was a Registered Representative for Wachovia Securities.
In 2002 he entered the securities business as the Finance and Operations Principal and Branch Manager for Eagle Gate Securities.
At Eagle Gate Securities, he was responsible for financial reconciliation, coordination of annual audit and preparation of financial budgets.
In addition to many of the brokerage functions mentioned above he handled supervision of brokers, customer suitability and compliance with firm and industry regulations.
Mr. Philbrick received his undergraduate degree in Finance and his MBA, beta gamma sigma, at the University of Utah David Eccles school of Business.
He holds the Series 4, 7, 24, 27, 53 and 66 securities licenses.
Cargos activos de Shane Robert Philbrick
Empresas | Cargo | Inicio |
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Cambria Capital LLC
Cambria Capital LLC Investment Banks/BrokersFinance Founded by Michael Vanderhoof and Eric Richardson, Cambria Capital LLC is an independent, full service securities brokerage, registered investment advisor and investment banking firm located in El Segundo, California with additional offices in San Francisco and Salt Lake City, Utah. The firm provides an array of trading and execution services for their clients who include domestic and international individuals, institutions, corporations and their executives. Cambria does not provide any internal research. The firm's clearing agent is Omaha, Nebraska-based Legent Clearing. Cambria's securities brokerage firm is registered with the SEC, the SIPC and FINRA. Cambria's Investment Banking Group specializes in raising capital for companies with market-caps of $25 million to $500 million. The firm assists clients with structuring and implementing various financial and strategic solutions that are designed to assist companies across all stages of the corporate lifecycle. Cambria focuses on providing high quality services, customized solutions and in-depth market knowledge to emerging growth and middle-market businesses. The firm has extensive experience advising and financing firms of all sizes throughout the | Director Financiero/CFO | 01/06/2007 |
Antiguos cargos conocidos de Shane Robert Philbrick.
Empresas | Cargo | Fin |
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Wachovia Securities, Inc. | Corporate Officer/Principal | - |
Eagle Gate Securities, Inc.
Eagle Gate Securities, Inc. Investment ManagersFinance Based in Salt Lake City, Utah, Eagle Gate Securities, Inc. offers fee-based portfolio management services for individually managed accounts on a discretionary basis. | Corporate Officer/Principal | - |
Formación de Shane Robert Philbrick.
University of Utah | Masters Business Admin |
Experiencias
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Relaciones de 1er grado
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Empresas relacionadas
Empresas privadas | 3 |
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Cambria Capital LLC
Cambria Capital LLC Investment Banks/BrokersFinance Founded by Michael Vanderhoof and Eric Richardson, Cambria Capital LLC is an independent, full service securities brokerage, registered investment advisor and investment banking firm located in El Segundo, California with additional offices in San Francisco and Salt Lake City, Utah. The firm provides an array of trading and execution services for their clients who include domestic and international individuals, institutions, corporations and their executives. Cambria does not provide any internal research. The firm's clearing agent is Omaha, Nebraska-based Legent Clearing. Cambria's securities brokerage firm is registered with the SEC, the SIPC and FINRA. Cambria's Investment Banking Group specializes in raising capital for companies with market-caps of $25 million to $500 million. The firm assists clients with structuring and implementing various financial and strategic solutions that are designed to assist companies across all stages of the corporate lifecycle. Cambria focuses on providing high quality services, customized solutions and in-depth market knowledge to emerging growth and middle-market businesses. The firm has extensive experience advising and financing firms of all sizes throughout the | Finance |
Eagle Gate Securities, Inc.
Eagle Gate Securities, Inc. Investment ManagersFinance Based in Salt Lake City, Utah, Eagle Gate Securities, Inc. offers fee-based portfolio management services for individually managed accounts on a discretionary basis. | Finance |
Wachovia Securities, Inc. | Finance |
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