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Michael Cleary is listed as Mergers & Acquisitions, Private Equity, Finance Services and Insurance Professional at Private Client Wealth Advisors, LLC, a with 3 employees, based in Midlothian, Virginia, United States. AeroLeads shows a work email signal at privateclientwealthadvisors.com and a matched LinkedIn profile for Michael Cleary.
Michael Cleary previously worked as Senior Executive Advisor at Groce, Rose & Moore, Llc and Partner/Financial Advisor at Private Client Wealth Advisors, Llc. Michael Cleary holds Bba, Accounting from James Madison University.
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AeroLeads found 1 current-domain work email signal for Michael Cleary. Compare company email patterns before reaching out.
M&A and Business Advisor, Financial Advisor, Planning and Wealth Management professional. Private Equity Investment Executive - with significant buy-side, sell-side experience, investor relations, financial management, investment accounting/operations management. Served as General Partner, Executive Director and Managing Director of Global Private Equity firm(s). Committed $3.5+ billion to over 200 PE Funds and 20+ Co-investments. Head of U.S. sales, marketing, business and product development, client service and investor relations. Served as Managing Director and Placement Agent, third party manager and as an internal fund manager. Sr. Investment Committee Member, managed several large Separate Account client relationships. Board member for various privately held entities. LP Advisory Board member for over 20 partnership investments. Significant accounting experience, as, Controller, Manager of Investment Accounting/Operations, General Accounting of a $45B Pension plan, managed 10 subsidiaries & partnership accounts, prepared regulatory reports and all audit preparation and work papers. Goal is to always provide the highest quality service to my employer, clients, and prospective clients in a professional, ethical manner. Professional Qualifications; CPASecurities Representative - FINRA 66Life, Health & Annuity licensesMember of AICPA, Member of VASCPA, Member of FENGCFA Level II CandidateSpecialties: M&A Senior Executive AdvisorFinancial Advisor, FInancial Planning, Asset/Wealth Management Senior Private Equity Executive/ProfessionalInvestor Relations, Sales and Marketing - externally as a third party, and internal rolesBusiness and product development specialistStrong network of relationships and contactsDiversified management experienceAccounting Professional - General, Corporate & InvestmentOperational/Back office management/experience2521 Swanhurst DriveMidlothian VA 23113
Listed skills include Alternative Investments, Financial Advisory, Sec, New York City, and 170 others.
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Virginia, United States
M&A Consulting Firm, focused on Mergers, Acquisitions, Consolidations, Consultations and business valuation services to clients looking to sell, buy, expand, consolidate or seeking consulting services.www.grocerosemoore.com
Virginia, United States
www.pc-wa.com
Richmond, Virginia Area
Investment banking, merger, advisory and financial consulting business serving companies operating in the health care sector and other specialty markets.
Richmond, Virginia Area
Provide independent financial planning, investment services, retirement planning and solutions, as well as long-term planning to individuals, small business owners, professionals and smaller institutions
Provided comprehensive, tailored financial management services to executives, individuals, families, businesses and business owners, including life and retirement planning, asset management, wealth management and preservation, tax planning, insurance and long-term planning as well as a focus on retirement plan solutions and options.
Providing comprehensive, tailored financial management services to executives, individuals, families, businesses and business owners, including life and retirement planning, asset management, wealth management and preservation, tax planning, insurance and long-term planning as well as a focus on retirement plan solutions and options.
United States
Lead firm's Investor Relations, Sales and Marketing program.Oversee firm's Internal Fund Raising Capital program and progress.Liaison with Private Equity, Investment Communities and interested third parties Provide open forum for Investors, Clients and Prospects regarding Tullis programs and opportunities
East Coast
A boutique placement agent service raising capital for established alternative investment managers with a primary focus on private equity, including buyouts, distressed, mezzanine, venture capital and real estate in both direct and fund of funds structures. Direct Equity placements through Equus Financial Consulting.
A NYC based global Alternative Investment Advisory and Placement Group, providing sales, marketing support and services to third-party Private Equity, Real Estate and Real Asset Funds on a global platform.
A multi- billion global private equity asset management and Fund of Funds business. Part of a London based, Joint Venture between BNY Mellon Financial and WEST LB, a German based global banking and financial services institution. Private Equity Fund of Funds and Separate Account Investments, portfolio management, investment sales, marketing and client service.
A proprietary global alternative investment Placement Firm, headquartered in Gig Harbor, WA. Provided sales, marketing support and services to small and medium sized third-party Private Equity partnerships.
The Alternative Investment Arm of the Russell Investment Group, a multi-billion, multi-asset investment management and financial service firm, headquartered in Tacoma, WA with global operations. Frank Russell Capital operated out of Tacoma, NYC, and Paris, France. Created, developed and managed Private Equity Fund of Funds and Separate Account Investments, portfolio management, investment sales, marketing and client service.
A $45 billion Public Employee Retirement System, based in Richmond VA. A multi-employer defined benefit plan for state employees, judges, and state police in the state of Virginia.Plan maintains a fully diversified global investment portfolio. Built and co-managed $3+ billion private equity portfolio. Also manager of Investment Accounting and Operations, General Accounting and Controller. Managed staff of fourteen professionals within the Investment, Accounting and Operations Groups, in an economical, efficient cost effective manner
A mid-sized full service regional brokerage firm and investment bank, headquartered in Richmond, VA, which has since become Wells Fargo. Accounting Manager, Corporate and investment accounting, financial statement preparation, accounting, financial reporting and aduit prep. for ten subsidaries, real estate, options strategies, Investment advisory business and partnerships.
An asset management and mutual fund investment company based in New York City. One of the pioneering firms in the mutual fund business. responsible for all fund accountant for Dreyfus Governmental Securities and Money Market Funds, including daily trade processing, daily NAV and pricing calculations, financial statement preparation, interface with custodian banks, data services entities
Quick answers generated from the profile data available on this page.
Michael Cleary works for Private Client Wealth Advisors, LLC.
Michael Cleary is listed as Mergers & Acquisitions, Private Equity, Finance Services and Insurance Professional at Private Client Wealth Advisors, LLC.
AeroLeads has found 1 work email signal at @privateclientwealthadvisors.com for Michael Cleary at Private Client Wealth Advisors, LLC.
Michael Cleary is based in Midlothian, Virginia, United States while working with Private Client Wealth Advisors, LLC.
Michael Cleary has worked for Groce, Rose & Moore, Llc, Private Client Wealth Advisors, Llc, Aldredge & Co., Larimer Capital, and Infinity Financial Partners.
Michael Cleary's colleagues at Private Client Wealth Advisors, LLC include Steven Jemison.
You can use AeroLeads to view verified contact signals for Michael Cleary at Private Client Wealth Advisors, LLC, including work email, phone, and LinkedIn data when available.
Michael Cleary holds Bba, Accounting from James Madison University.
Michael Cleary is listed with skills including Alternative Investments, Financial Advisory, Sec, New York City, Consulting, Core Business, Sales, and Community.
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