Mark Gleason Email & Phone Number
Senior Financial Advisor @ WESCAP Group
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Mark Gleason Location
- California, United States
Mark Gleason Work
- Senior Financial Advisor @ (January 1993 - Present)
- Member @ (January 1984 - January 2013)
- Financial Advisor @ Asset Management Group (January 1988 - January 1992)
- Financial Analyst @ (January 1985 - January 1988)
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
- Asset Allocation
- Employee Stock Options
- Estate Tax Planning
- Financial Advisory
- Financial Modeling
- Financial Planning
- Investment Advisory
- Investment Strategies
- Investments
- Mutual Funds
- Portfolio Management
- Retirement
- Retirement Planning
- Securities
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 Asset Allocation, Employee Stock Options, Estate Tax Planning, Financial Advisory, Financial Modeling and more. Mark Gleason has 1 emails and 1 mobile phone numbers on RocketReach.
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