Marc Pugsley

Marc Pugsley Email and Phone Number

Chief Compliance Officer @ Foundations Investment Advisors
Hermosa Beach, CA, US
Marc Pugsley's Location
Hermosa Beach, California, United States, United States
Marc Pugsley's Contact Details
About Marc Pugsley

Executive management leadership skills coupled with creativity and the ability to delve into details. Develops and executes clear policies and procedures to enhance operations and automate processes. Enjoy working on cross-functional business projects and maintaining a holistic approach to problem solving.My prior professional experience includes significant experience in the investment management industry, specifically with real estate funds, private equity/ infrastructure funds, and hedge funds. Financial product knowledge includes real estate, public and private company debt and equity, bank debt, investments in partnerships and REITS, options, warrants, swaps, CDS and other derivatives. Outside of my full-time job, I volunteer as pro-bono attorney and board member and treasurer with a Los Angeles based special education advocate.

Marc Pugsley's Current Company Details
Foundations Investment Advisors

Foundations Investment Advisors

View
Chief Compliance Officer
Hermosa Beach, CA, US
Website:
fiwealth.com
Employees:
68
Marc Pugsley Work Experience Details
  • Foundations Investment Advisors
    Chief Compliance Officer
    Foundations Investment Advisors
    Hermosa Beach, Ca, Us
  • Holos Law Group, Llp
    Partner
    Holos Law Group, Llp Feb 2019 - Present
    Greater Los Angeles Area
  • Mosaic Real Estate Investors
    General Counsel
    Mosaic Real Estate Investors Jul 2021 - Nov 2023
    Los Angeles Metropolitan Area
  • Mosaic Real Estate Investors
    Chief Compliance Officer And General Counsel
    Mosaic Real Estate Investors Jan 2019 - Jul 2021
    Greater Los Angeles Area
  • Mosaic Real Estate Investors
    Acting Chief Financial Officer
    Mosaic Real Estate Investors Oct 2018 - Dec 2018
    Greater Los Angeles Area
  • Golden Bear Consulting Group
    Director Of Finance And Compliance
    Golden Bear Consulting Group Sep 2018 - Jul 2021
    Greater Los Angeles Area
  • Motolease Llc
    Controller
    Motolease Llc Feb 2016 - Aug 2018
    Greater Los Angeles Area
  • Deloitte
    Tax Consulting
    Deloitte Apr 2015 - Feb 2016
    Greater Los Angeles Area
  • Msd Capital, L.P.
    Accountant
    Msd Capital, L.P. Apr 2010 - Aug 2011
    New York, Ny
    Distressed debt and private equity fund accounting and operations.
  • Citi
    Senior Fund Accountant
    Citi Aug 2007 - Apr 2010
    Real estate and infrastructure accounting and operations.
  • Goldstein Golub And Kessler/Rsm Mcgladrey International
    Associate Commercial Services
    Goldstein Golub And Kessler/Rsm Mcgladrey International Oct 2005 - Aug 2007

Marc Pugsley Skills

Cpa Accounting Investments Due Diligence Tax Equities Distressed Debt Document Drafting Microsoft Excel Bloomberg Terminal Hedge Funds Derivatives Real Estate Auditing Finance Mutual Funds Legal Writing Legal Research Financial Analysis Private Equity Research Microsoft Office Start Ups Start Up Consulting Budgeting Venture Capital Legal Compliance Regulatory Compliance Strategic Planning Business Strategy

Marc Pugsley Education Details

  • Villanova University School Of Law
    Villanova University School Of Law
    Law
  • Syracuse University - Martin J. Whitman School Of Management
    Syracuse University - Martin J. Whitman School Of Management
    Accounting
  • Syracuse University - Martin J. Whitman School Of Management
    Syracuse University - Martin J. Whitman School Of Management
    Accounting/ Finance/ Spanish

Frequently Asked Questions about Marc Pugsley

What company does Marc Pugsley work for?

Marc Pugsley works for Foundations Investment Advisors

What is Marc Pugsley's role at the current company?

Marc Pugsley's current role is Chief Compliance Officer.

What is Marc Pugsley's email address?

Marc Pugsley's email address is ma****@****ail.com

What schools did Marc Pugsley attend?

Marc Pugsley attended Villanova University School Of Law, Syracuse University - Martin J. Whitman School Of Management, Syracuse University - Martin J. Whitman School Of Management.

What are some of Marc Pugsley's interests?

Marc Pugsley has interest in Cooking, Economic Empowerment, Environment, Education, Biking, Travel, Arts And Culture.

What skills is Marc Pugsley known for?

Marc Pugsley has skills like Cpa, Accounting, Investments, Due Diligence, Tax, Equities, Distressed Debt, Document Drafting, Microsoft Excel, Bloomberg Terminal, Hedge Funds, Derivatives.

Who are Marc Pugsley's colleagues?

Marc Pugsley's colleagues are Amy Book, James Bounds, Joe Unger, Amber Namitz, Courtney Rolfe, Seif Waly, Charles Grinstead.

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