Verified recordFinancial Services

Michael Cleary

Partner Financial Advisor at Private Client Wealth Advisors, Llc

Based in Midlothian, United States

View on LinkedIn

7-day free trial · no credit card

Seniority

Manager

Department

Finance & Accounting

Location

Midlothian

Industry

Financial Services

Company size

3

Contact information

Reveal Michael's email and phone

Direct contact data is gated. Sign up and reveal. You only pay for verified records.

Email

1 credit

m•••••••@privateclientwealthadvisors.com

Phone

5 credits

+1 ••• •••• ••••

You only pay for valid records. Bounced emails and disconnected numbers cost nothing.

Background

About Michael Cleary

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; CPA Securities Representative - FINRA 66 Life, Health & Annuity licenses Member of AICPA, Member of VASCPA, Member of FENG CFA Level II Candidate Specialties: M&A Senior Executive Advisor Financial Advisor, FInancial Planning, Asset/Wealth Management Senior Private Equity Executive/Professional Investor Relations, Sales and Marketing - externally as a third party, and internal roles Business and product development specialist Strong network of relationships and contacts Diversified management experience Accounting Professional - General, Corporate & Investment Operational/Back office management/experience 2521 Swanhurst Drive Midlothian VA 23113

Build a list of verified contacts at Private Client Wealth Advisors, Llc

Free for 7 days · 50 credits · no card · only pay for verified records.

Start free

Reach more buyers like Michael

250M+ professionals with verified email and phone. You only pay for records that actually verify.

7-day trial · no credit card · cancel anytime

Michael Cleary Email & Phone Number @ Private Client Wealth Advisors, Llc | Kipplo Discover