Mark Gleason's Location
California, United States
Mark Gleason's Work
- Senior Financial Advisor @ WESCAP Group
- Member @ CFA Society Los Angeles
- Financial Advisor @ Asset Management Group
- Financial Analyst @ Security Pacific Bank
Mark Gleason's 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's Skills
- Portfolio Management
- Financial Modeling
- Financial Advisory
- Investment Strategies
- Investments
- Employee Stock Options
- Retirement
- Asset Allocation
- Investment Advisory
- Estate Tax Planning
Mark Gleason's Summary
Mark Gleason, based in California, United States, is currently a Senior Financial Advisor at Wescap Group, bringing 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 contributes valuable insights to the industry. Mark Gleason has 2 emails and 1 mobile phone number on RocketReach.
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