Mark Haley Email & Phone Number
Managing Director and Senior Wealth Advisor @ MAI Capital Management
5 free lookup(s).
Mark Haley Location
- San Diego, CA, US
Mark Haley Work
- 2022 - now Managing Director and Senior Wealth Advisor @
- 2003 - 2022 Investment Manager and Wealth Advisor @ Winfield Associates, Inc.
- 2000 - 2003 Financial Consultant and Portfolio Manager @ Citigroup Smith Barney
Mark Haley Education
- Saint Mary's College of California
Bachelor of Science (Economics, Business Administration)
1988 - 1991
Mark Haley Skills
- Asset Management
- Financial Planning
- Investment Research
- Portfolio Management
- Business Development
- Investment Advisory
- Alternative Investments
- Value Investing
Mark Haley Summary
- Mark Haley, based in San Diego, CA, US, is currently a Managing Director and Senior Wealth Advisor at MAI Capital Management, LLC. Mark Haley brings experience from previous roles at Winfield Associates, Inc. and Citigroup Smith Barney. Mark Haley holds a 1988 - 1991 Bachelor of Science in Economics, Business Administration @ Saint Mary's College of California. With a robust skill set that includes Asset Management, Financial Planning, Investment Research, Portfolio Management, Business Development and more. Mark Haley has 1 emails and 1 mobile phone numbers on RocketReach.
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