Through his firm Walsh Financial Consulting (WFC) and in conjunction with FHN Main Street Advisors, Mark has been providing investment consulting and staff augmentation services to Alameda County’s Treasurer’s Office for the last three years.
Before starting WFC, Mark worked as a Financial Advisor for UBS Wealth Management in San Francisco. He earned his Master's degree in Personal Financial Planning from Golden Gate University and is a Certified Financial Planner®, CFP®. Mark also works part-time as a Senior Adjunct Professor at Golden Gate University. Over the last ten years, he has taught finance courses at the graduate and undergraduate level in corporate financial management, working capital management/treasury, and personal financial planning. He earned his MBA at California State University and his Bachelor's in Accounting & Finance at U.C. Berkeley.
Before becoming a Financial Advisor, Mark worked as a CPA, financial consultant, and project management professional (PMP) for Ernst & Young and Capgemini Ernst & Young. While there, he implemented world-class global financial information systems for leading multinationals and high-growth start-up companies.
As a Corporate Controller, he helped build The Learning Company, a children’s educational software start-up, into a public company. As a financial controller, he helped several hi-tech multinational manufacturing companies expand their business globally.
He started his career with Peat Marwick Mitchell (now KPMG) as an auditor in downtown Oakland where he audited many local government entities, which included: Oakland Unified School District (OUSD), City of Oakland, Chabot College, World Airways (Oakland airport), and others. He worked for Peat Marwick in its London office for a two-year international exchange program.
Through his professional work and love of travel, Mark has worked in or visited over thirty countries.
CERTIFICATIONS & LICENSES:
Certified Financial Planner, CFP®
Chartered Life Underwriter, CLU®
Certified Public Accountant, CPA, State of California
Project Management Professional, PMP, Project Management Institute
Life & Health Agent, State of California, (Cal lic # 0F59176)
Series 65 securities license, State of California
SEC Registered Investment Advisor (RIA), CRD #168305
California Multiple Award Schedule (CMAS # 4-21-08-1048)
California Certified Small Business (SB-Micro & SB-PW # 2014214)
Walsh Financial Consulting (WFC) is an SEC Registered Investment Advisor (RIA), CRD # 168305. It operates as a DBA (doing business as) under its legal name Active Assets Corporation.
Additional state registrations can be added upon request.
Powered by GoDaddy