Profil
Mr. Steve Bonnema is Chief Operations Officer at Wunderlich Securities, Inc. He joined Wunderlich Securities in 2001.
He has served in various compliance, regulatory and financial positions and has extensive experience in all aspects of broker-dealer accounting and systems.
Mr. Bonnema's background includes five years as a regulatory examiner at the Chicago Board Options Exchange (CBOE).
After CBOE, he spent 10 years at Howe Barnes Investments, Inc. (NYSE member firm) in various capacities, including Financial Controller, Operations Manager and Interim Chief Financial Officer.
Mr. Bonnema has also served as CFO/COO at a smaller broker dealer that Wunderlich acquired in 2001.
Mr. Bonnema received his BA in Finance from Governor State University (IL).
Anciens postes connus de Steve J. Bonnema
Sociétés | Poste | Fin |
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Chicago Capital, Inc. | Directeur des opérations | 31/12/2001 |
Howe Barnes Investments, Inc. | Corporate Officer/Principal | - |
B. Riley Wealth Management, Inc.
B. Riley Wealth Management, Inc. Investment ManagersFinance B. Riley Wealth Management, Inc. (B. Riley), formerly Wunderlich Securities, Inc., is a full-service brokerage firm headquartered in Memphis, Tennessee, founded in 1996. The firm is a subsidiary of Wunderlich Investment Co., Inc. B. Riley provides comprehensive wealth management and brokerage services to individuals and families, corporations and non-profit organizations, including qualified retirement plans, trusts, foundations and endowments. In 2001, they expanded their business to include investment advisory services. The firm is duly registered with the SEC. | Directeur des opérations | - |
Formation de Steve J. Bonnema
Governors State University (Illinois) | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
Entreprise privées | 3 |
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B. Riley Wealth Management, Inc.
B. Riley Wealth Management, Inc. Investment ManagersFinance B. Riley Wealth Management, Inc. (B. Riley), formerly Wunderlich Securities, Inc., is a full-service brokerage firm headquartered in Memphis, Tennessee, founded in 1996. The firm is a subsidiary of Wunderlich Investment Co., Inc. B. Riley provides comprehensive wealth management and brokerage services to individuals and families, corporations and non-profit organizations, including qualified retirement plans, trusts, foundations and endowments. In 2001, they expanded their business to include investment advisory services. The firm is duly registered with the SEC. | Finance |
Howe Barnes Investments, Inc. | Finance |
Chicago Capital, Inc. |