Wedbush Securities
Jacob Lee is an experienced finance professional currently serving as the Lead Analyst for Financial Planning and Analysis (FP&A) at Wedbush Securities since September 2021, previously holding the role of Senior Financial Analyst in the same department. Prior to this, Jacob worked at Vyond as a Financial Planner & Analyst, where responsibilities included budget development, revenue modeling, and financial trend analysis. Jacob's experience also includes a position at LG Technology Ventures as a CVC Business Planning & Financial Analyst, focusing on technology trend analysis and financial forecasting. Earlier roles at ProducePay spanned various titles including VP of Finance and Operation, where Jacob analyzed financial data, assisted in fundraising efforts, and supported product development teams on multiple projects. Jacob began a career in finance after serving as an Ammunition Specialist and Squad Leader in the Republic of Korea Army. Educational qualifications include an MBA in Finance from UCLA Anderson School of Management and a B.S. in Business Administration from USC Marshall School of Business.