Mark McCloskey Location
- Bainbridge Island, WA, US
Mark McCloskey Work
- 2011 - now Managing Partner @ M2 Advisory and B/D Consultants, LLC
- 2002 - 2012 Chief Compliance Officer @ Pacific West Securities
- 2001 - 2002 Chief Compliance Officer @ Cosse International Securities, Inc.
- 1999 - 2001 Senior Examiner @
Mark McCloskey Education
- St Leo University
Bachelor of Science (Business Administration)
1967 - 1971
Mark McCloskey Skills
- Portfolio Management
- Mutual Funds
- Investments
- 401k
- Alternative Investments
- Securities Regulation
- Series 24
- Private Equity
- FINRA
- Customer Service
- Asset Management
- Series 7
- Investment Advisory
- AML
- Hedge Funds
- Wealth Management
- Series 63
- Securities
- Equities
- Public Speaking
- Strategic Planning
- Due Diligence
- Private Placements
- Financial Advisory
- Financial Services
- Estate Planning
- Fixed Income
- Risk Management
- Investment Strategies
- Investment Management
- Uniform Combined State Law
- Trading
- Series 65
- Strategic Financial Planning
- Asset Allocation
- Options
Mark McCloskey Summary
- Mark McCloskey, based in Bainbridge Island, WA, US, is currently a Managing Partner at M2 Advisory and B/D Consultants, LLC. Mark McCloskey brings experience from previous roles at Pacific West Securities, Cosse International Securities, Inc. and Financial Industry Regulatory Authority. Mark McCloskey holds a 1967 - 1971 Bachelor of Science in Business Administration @ St Leo University. With a robust skill set that includes Portfolio Management, Mutual Funds, Investments, 401k, Alternative Investments and more. Mark McCloskey has 2 emails and 2 mobile phone numbers on RocketReach.
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