Rick Kneiser
About Rick Kneiser
Rick Kneiser serves as the Senior Vice President of Equity Sales at Wedbush Securities, where he has worked since 2018. With over 20 years of experience in institutional equity sales, he has held various positions at notable investment firms and holds NASD Series 7 and 63 licenses.
Work at Wedbush Securities
Rick Kneiser has served as Senior Vice President of Equity Sales at Wedbush Securities since 2018. He operates in the Greater Milwaukee Area and has contributed to the firm's equity sales efforts for six years. His role involves managing institutional equity sales and developing client relationships within strategic Midwest markets.
Previous Experience in Financial Services
Before joining Wedbush Securities, Rick Kneiser held various significant positions in the financial services industry. He was Managing Director at Morgan Joseph TriArtisan LLC from 2008 to 2010. He also worked as Vice President at Avondale Partners from 2013 to 2017 and served as Director of Equity Sales at Alembic Global Advisors for one year, from 2017 to 2018. His career began as an investment advisor with R. W. Baird in Milwaukee.
Education and Expertise
Rick Kneiser studied at Marquette University, where he earned a Bachelor's degree in Philosophy from 1980 to 1983. He also attended Xavier University from 1978 to 1980. Kneiser holds NASD Series 7 and 63 licenses, demonstrating his qualifications in the financial industry. With over 20 years of experience in institutional equity sales, he has developed expertise in strategic Midwest markets.
Professional Affiliations
Rick Kneiser has been actively involved in professional organizations and committees. He served on Marquette University's Endowment Investment Committee and the Haggerty Museum Board, contributing to the governance and financial oversight of these institutions. His involvement reflects a commitment to both the financial sector and community engagement.
Career Background
Rick Kneiser has a diverse career background in the financial services industry, having held positions with leading investment firms such as Piper Jaffray, Stifel Nicolaus, Ferris, Baker Watts, and Avondale Partners. His extensive experience in institutional equity sales has positioned him as a knowledgeable professional in the field.