Mark Cleary Email & Phone Number
Financial Planning Specialist @ St. Clair Advisors LLC
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Mark Cleary Location
- Westlake, OH, US
Mark Cleary Work
- Financial Planning Specialist @ (July 2024 - Present)
- Performance Analyst @ (November 2022 - June 2024)
- Senior Associate Financial Planning Specialist @ (April 2021 - November 2022)
- Associate Wealth Management @ (January 2019 - March 2021)
- Associate Investment Operations @ (May 2018 - December 2018)
- Associate Wealth Management @ (November 2017 - April 2018)
- Student Coordinator @ (May 2016 - April 2017)
Mark Cleary Education
- Ohio University
Certificate (Financial Planning and Services)
2016-2017 - Ohio University
Bachelor of Business Administration - BBA (Finance, General)
2013-2017 - St. Edward High School 2009-2013
Mark Cleary Summary
- Mark Cleary, based in Westlake, OH, US, is currently a Financial Planning Specialist at St. Clair Advisors LLC. Mark Cleary brings experience from previous roles at Clearstead and MAI Capital Management, LLC. Mark Cleary holds a 2016 - 2017 Certificate in Financial Planning and Services @ Ohio University. Mark Cleary has 2 emails on RocketReach.
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