Shelby Yoshida

Shelby Yoshida's work experience includes positions at M Science and William O'Neil + Co., Inc. At M Science, they worked as a Sales Executive in Institutional Research from June 2020 to May 2022, then as a Sales Director from June 2022 to March 2023, and currently as the Director of New Business - Institutional Research since March 2023. At William O'Neil + Co., Inc., they held roles such as Consultant in Client Services from November 2014 to December 2015, Senior Consultant in Client Services from January 2016 to December 2018, and Associate Director in Institutional Equity Sales from January 2019 to December 2019. They also briefly served as the Director in Institutional Equity Sales from January 2020 to June 2020 at William O'Neil + Co., Inc.

Shelby Yoshida attended UCLA from 2010 to 2014 and obtained a Bachelor of Arts (B.A.) degree in Psychology. Additionally, Shelby has obtained certifications in Series 63, Series 65, and Series 7 from FINRA, although the specific months and years of obtaining these certifications are not provided.