Mark Gleason Email & Phone Number
Senior Financial Advisor @ WESCAP Group
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Mark Gleason Location
- California, United States
Mark Gleason Work
- 1993 -now Senior Financial Advisor @
- 1984 -2013 Member @
- 1988 -1992 Financial Advisor @ Asset Management Group
- 1985 -1988 Financial Analyst @
Mark Gleason Education
- CFA Institute
CFA (Investment Analysis and Portfolio Management)
1984-1986 - USC Marshall School of Business
MBA (Entrepreneurship/Venture Capital)
1977-1979 - UC San Diego
BA (Economics)
1975-1977
Mark Gleason Skills
- Portfolio Management
- Financial Modeling
- Financial Advisory
- Investment Strategies
- Investments
- Employee Stock Options
- Retirement
- Asset Allocation
- Investment Advisory
- Estate Tax Planning
- Retirement Planning
- Securities
- Financial Planning
- Mutual Funds
Mark Gleason Summary
- Mark Gleason, based in California, United States, is currently a Senior Financial Advisor at Wescap Group. Mark Gleason brings experience from previous roles at CFA Society of Los Angeles, Asset Management Group and Security Pacific Bank. Mark Gleason holds a 1984 - 1986 CFA in Investment Analysis and Portfolio Management @ CFA Institute. With a robust skill set that includes Portfolio Management, Financial Modeling, Financial Advisory, Investment Strategies, Investments and more. Mark Gleason has 1 emails and 1 mobile phone numbers on RocketReach.
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