Derick C.
About Derick C.
Derick C. is a Tax Reporting & Cost Basis Supervisor at Wedbush Securities, where he has worked since 2021. He holds a Bachelor's Degree in Actuarial Science from the University of California, Santa Barbara, and is enhancing his data analysis skills with Python, R, and Tableau, with a focus on the animation and gaming industries.
Work at Wedbush Securities
Currently, Derick C. serves as the Tax Reporting & Cost Basis Supervisor at Wedbush Securities, a position he has held since 2021. In this role, he focuses on optimizing department procedures through software solutions, enhancing efficiency in tax reporting and cost basis management. Prior to this, he worked as an Income Processing Data Analyst at the same firm from 2018 to 2021. During his tenure, he managed to reduce outstanding balances for the department's accounts to under $100,000 while servicing approximately 6,000 clients with assets totaling 2.4 billion.
Education and Expertise
Derick C. earned a Bachelor’s Degree in Actuarial Science from the University of California, Santa Barbara, completing his studies from 2012 to 2016. He is actively refreshing his knowledge of programming languages such as Python and R, and is learning Tableau to enhance his data analysis skills. His educational background and ongoing professional development reflect his commitment to applying data analysis in various industries, particularly in animation and gaming.
Background
Before joining Wedbush Securities, Derick C. worked as an Office Assistant at Remarketing of America for one month in 2018. This early experience contributed to his understanding of office operations and data management. His career trajectory demonstrates a focus on data analysis and operational efficiency, particularly in financial services.
Achievements
In his role at Wedbush Securities, Derick C. successfully reduced outstanding balances for the department's accounts to under $100,000 while managing a client base of around 6,000. His efforts contributed to the effective servicing of assets totaling 2.4 billion, showcasing his ability to manage significant financial data and improve departmental performance.