Penson Worldwide:
A Leading Execution, Settlement, Clearing, & Technology Firm

Recently Released!!!
Date Published: March 2012
Comprehensive Power Point Deck:14 Slides
Summary Power Point Deck: 9 Slides

Penson Worldwide was founded as Penson Financial Services in 1995. It is based in Dallas, TX, and is led by its CEO Phil Pendegraft and President Daniel Son. Penson Worldwide's web site can be found at

Penson Worldwide's comprehensive Power Point deck below includes a synopsis of its history, including its key phases:

  • Early Phase
  • Middle Phase
  • Recent Phase
Its profile includes the key statistics of the firm, including its number of employees, institutional clients, revenues, & net profits.
Its profile includes detailed outlines of its core businesses:
  • Penson Financial Services
And its profile concludes with the highlights of its organizational structure & ownership.

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