Mark Shea
Principal Consultant at Citisoft- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Los Angeles Metropolitan Area
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Credentials
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Series 66
FINRAOct, 2016- Nov, 2024 -
Series 7
FINRAOct, 2016- Nov, 2024 -
Certified Public Accountant
State of New YorkJun, 1992- Nov, 2024
Experience
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Citisoft
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United States
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Investment Management
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1 - 100 Employee
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Principal Consultant
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Dec 2018 - Present
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Cornerstone Capital Management
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New York, NY
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Head of Investment Operations
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Nov 2016 - Feb 2018
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SS&C Technologies
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United States
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Software Development
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700 & Above Employee
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Director
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Sep 2013 - Jul 2015
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Deutsche Bank
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Santa Ana, CA
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Director - Head of Alternative Fund Services, Americas Region
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Aug 2007 - May 2013
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Morgan Stanley
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United States
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Financial Services
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700 & Above Employee
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EVP, Alternative Investments
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Mar 2008 - Jul 2008
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SunGard - now part of FIS
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United States
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Information Technology & Services
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700 & Above Employee
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VP, Product Manager VPM
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Jul 2006 - Mar 2008
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Spectrum Global Fund Administration
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Financial Services
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1 - 100 Employee
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Director
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May 2002 - Apr 2006
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PwC
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Professional Services
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700 & Above Employee
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Senior Manager - Assurance Services
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Sep 1989 - May 1998
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Education
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Columbia Business School
MBA, Finance -
Marquette University
BS, Accounting and Finance -
Rolling Meadows HS
Community
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