Dan Billings

Dan Billings

Executive Vice President & Chief Financial Officer @ Wedbush Securities

About Dan Billings

Dan Billings serves as the Executive Vice President and Chief Financial Officer at Wedbush Securities, bringing extensive experience in financial services accounting. His background includes roles at Jefferies and KPMG, with a specialization in partnership and fund accounting.

Work at Wedbush Securities

Dan Billings currently serves as the Executive Vice President and Chief Financial Officer at Wedbush Securities. He has held this position since 2017, contributing to the firm's financial leadership for over seven years. Prior to this role, he worked at Wedbush Securities as Senior Vice President and Controller from 2015 to 2017, where he focused on financial oversight and reporting.

Experience at Jefferies

Dan Billings has extensive experience at Jefferies, where he held multiple senior positions. He worked as Senior Vice President, Legal Entity Controller & Product Controller from 2007 to 2014, and as Senior Vice President, General Ledger Controller from 2010 to 2015. Additionally, he served as Vice President, Assistant Treasurer from 1999 to 2007. His tenure at Jefferies spanned a total of 15 years, during which he gained significant expertise in financial management.

Background in Accounting and Audit

Dan Billings began his career at KPMG US, where he worked as an Audit Manager from 1994 to 1999. This role provided him with foundational experience in auditing and compliance, which he has built upon throughout his career in financial services. His background includes a strong focus on partnership and fund accounting.

Education and Expertise

Dan Billings earned his Bachelor's Degree in Accounting from Pepperdine University, where he studied from 1990 to 1994. His academic background supports his extensive professional experience in financial services, particularly in regulatory reporting for broker-dealers and SEC registrants. He also specializes in accounting process improvement and risk management.

Achievements in Financial Services

Dan Billings has a proven track record in the remediation of internal control deficiencies. His extensive experience in both 'Sell Side' and 'Buy Side' financial services accounting has equipped him with the skills necessary to enhance financial operations and compliance within organizations.

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