Trace Adair Urdan

Trace Adair Urdan

Finance
Consumer Services
Commercial Services

Profile

Trace Adair Urdan worked as a Managing Director at Credit Suisse Securities (USA) LLC, Signal Hill Capital Group LLC, and Wells Fargo Securities LLC.
He also held positions as a Principal at ThinkEquity Partners, KPMG Peat Marwick LLP, and TI Gotham, Inc. Additionally, he worked as a Senior Vice President at B.
Riley Wealth Management, Inc. and as a Research Analyst at Robert W.
Baird & Co., Inc. and Alex.
Brown & Sons, Inc. He started his career as an Equity Research Analyst at WR Hambrecht + Co. LLC.
Urdan earned an MBA from Harvard University in 1992 and an undergraduate degree from Yale University in 1987.

Former positions of Trace Adair Urdan

CompaniesPositionEnd
Analyst-Equity 2017-07-31
Analyst-Equity 2015-06-30
Analyst-Equity 2012-04-29
Corporate Officer/Principal 2011-07-29
Analyst-Equity 2005-12-30
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Training of Trace Adair Urdan

Harvard University Masters Business Admin
Yale University Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

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Connections

100 +

1st degree connections

12

1st degree companies

Male

Female

Members of the board

Executives

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Linked companies

Private companies10

Finance

Finance

Finance

Finance

Alex. Brown & Sons, Inc.

Finance

Consumer Services

KPMG Peat Marwick LLP

Commercial Services

Finance

Finance

Finance

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