Josef Pourati
About Josef Pourati
Josef Pourati serves as the Vice President of Cash Management & Operations at Wedbush Securities, where he has worked since 2017. He has a background in financial services, having previously held positions at UBS Financial Services and Wedbush Securities, and he holds a FINRA Series 27 license.
Work at Wedbush Securities
Josef Pourati has been serving as the Vice President of Cash Management & Operations at Wedbush Securities since 2017. In this role, he oversees cash management strategies and operational processes within the firm. Prior to this position, he worked as the Assistant Vice President, Treasury & Repo Trader from 2008 to 2017, where he focused on treasury operations and repurchase agreements. His tenure at Wedbush Securities spans over a decade, contributing to the firm's operational efficiency and financial management.
Experience at UBS Financial Services
Before joining Wedbush Securities, Josef Pourati worked at UBS Financial Services from 2006 to 2008 as an Assistant to four Financial Advisors. This role provided him with foundational experience in financial services and client management in the Greater Los Angeles Area. His responsibilities included supporting financial advisors in their daily operations and client interactions, enhancing his understanding of the financial advisory landscape.
Education and Expertise
Josef Pourati studied at the USC Marshall School of Business from 2005 to 2007. He holds a FINRA Series 27 license, which qualifies him as a Financial and Operations Principal. His expertise encompasses Financial Risk and Financial Planning & Analysis (FP&A), which are critical in his current role in cash management and operations. His educational background and professional qualifications support his capabilities in managing financial operations effectively.
Background in Financial Regulation
Josef Pourati has a strong background in Financial Regulation, which plays a significant role in his responsibilities in cash management and operations. This knowledge aids him in ensuring compliance with regulatory standards and best practices within the financial services industry. His understanding of financial regulations enhances the operational integrity of the processes he oversees at Wedbush Securities.