Craig Pirtle

Svp, Head Of Business Development And Market Expansions at Wedbush Securities

Craig Pirtle has an extensive work experience that spans several companies and roles. Craig is currently serving as the SVP and Head of Business Development and Market Expansions at Wedbush Securities since June 2023. Prior to this, they held the position of Chief Strategy Officer at B. Riley Wealth Management from 2018 to June 2023. Craig has also worked as the President & Founder of Nearside Asset Management Strategies from 2010 to 2018, where they provided specialized marketing, strategic consulting, business development, and asset gathering services for boutique asset managers.

Before that, they were part of the wealth management team at Morgan Stanley from 2008 to 2010 and served as the First Vice President at Wells Fargo from 2004 to 2007. Craig also worked as a Regional Director at Hartford Funds in 2003 and as the President of Orbitex Distribution Services Inc. at Orbitex Financial Services Group from 1998 to 2003.

Prior to their career in finance, Craig served in the US Army as a Combat Engineer from 1986 to 1994, during which they were deployed to Korea with the 2nd Infantry Division DMZ and later transitioned to Fort Belvior, Va.

Craig Pirtle's education history begins in 1986 when they attended the US Army Combat Engineer School. Craig studied Combat Engineering during their time there and completed their studies in 1987.

Following that, from 1989 to 1990, Craig enrolled at the University of New Hampshire. Unfortunately, the field of study for this period is not mentioned in the given information.

In 1990, Craig moved to the University of Southern Maine, where they pursued a degree in Political Science. Craig studied at the university for three years, until 1993.

In 1994, Craig attended Kingston University, where they focused on International Studies for a brief period.

Aside from their educational background, Craig Pirtle also possesses additional certifications. Craig obtained a Series 7, 6, 63, and 66 certification, as well as the SIE certification from the FINRA institution. However, the specific month and year when they obtained these certifications are not provided.

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Timeline

  • Svp, Head Of Business Development And Market Expansions

    June, 2023 - present

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