Louis Weitkam III, CMA
Clearing Finance Lead at Embed Financial Technologies Inc.- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Credentials
-
Certified Management Accountant
Certified Management Accountant: CMA®Oct, 2012- Nov, 2024 -
Series 27 - Financial and Operations Principal
Financial Industry Regulatory Authority (FINRA) -
Series 53 - Municipal Securities Principal
Financial Industry Regulatory Authority (FINRA) -
Series 7 - General Securities Representative
Financial Industry Regulatory Authority (FINRA)
Experience
-
Embed
-
United States
-
Financial Services
-
1 - 100 Employee
-
Clearing Finance Lead
-
Nov 2020 - Present
Chief Financial Officer of Embed Clearing LLC Chief Financial Officer of Embed Clearing LLC
-
-
-
Axos® Clearing, A Subsidiary of Axos Financial
-
United States
-
Financial Services
-
1 - 100 Employee
-
Vice President Finance
-
Oct 2012 - Nov 2020
Serve as the Vice President of Finance, managing all the accounting, finance and financial regulatory reporting for a full-service firm dedicated to providing securities clearing services to retail/online broker dealers and registered investment advisers. Oversee month end close, financial statement preparation, and monthly financial reporting to the leadership team. Serve as the Vice President of Finance, managing all the accounting, finance and financial regulatory reporting for a full-service firm dedicated to providing securities clearing services to retail/online broker dealers and registered investment advisers. Oversee month end close, financial statement preparation, and monthly financial reporting to the leadership team.
-
-
-
-
Divisional Controller
-
Jan 2005 - Sep 2012
-
-
Education
-
University of Nebraska at Omaha
-
University of Nebraska at Omaha
Bachelor of Business Administration (B.B.A.), Accounting
Community
