Mark Shea

Principal Consultant at Citisoft
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Contact Information
us****@****om
(386) 825-5501
Location
Los Angeles Metropolitan Area

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Bio

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Credentials

  • Series 66
    FINRA
    Oct, 2016
    - Nov, 2024
  • Series 7
    FINRA
    Oct, 2016
    - Nov, 2024
  • Certified Public Accountant
    State of New York
    Jun, 1992
    - Nov, 2024

Experience

    • United States
    • Investment Management
    • 1 - 100 Employee
    • Principal Consultant
      • Dec 2018 - Present

    • Head of Investment Operations
      • Nov 2016 - Feb 2018

    • United States
    • Software Development
    • 700 & Above Employee
    • Director
      • Sep 2013 - Jul 2015

  • Deutsche Bank
    • Santa Ana, CA
    • Director - Head of Alternative Fund Services, Americas Region
      • Aug 2007 - May 2013

    • United States
    • Financial Services
    • 700 & Above Employee
    • EVP, Alternative Investments
      • Mar 2008 - Jul 2008

    • United States
    • Information Technology & Services
    • 700 & Above Employee
    • VP, Product Manager VPM
      • Jul 2006 - Mar 2008

    • Financial Services
    • 1 - 100 Employee
    • Director
      • May 2002 - Apr 2006

    • Professional Services
    • 700 & Above Employee
    • Senior Manager - Assurance Services
      • Sep 1989 - May 1998

Education

  • Columbia Business School
    MBA, Finance
    1995 - 1997
  • Marquette University
    BS, Accounting and Finance
    1985 - 1989
  • Rolling Meadows HS
    1981 - 1985

Community

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