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Mike Genovese
Direktör/Styrelseledamot på
Mercy Foundation /CA/
Profil
Michael Thomas Genovese is the founder of MAK Financial Services LLC, which was founded in 1987.
He held the title of Principal & Financial Advisor in 2021.
Currently, he is the Treasurer & Director at Mercy Foundation.
He previously held the position of Trustee at Mercy Foundation.
Mr. Genovese received an undergraduate degree from San Diego State University.
Aktiva positioner av Mike Genovese
| Företag | Position | Start |
|---|---|---|
Mercy Foundation /CA/
 Mercy Foundation /CA/ Investment Trusts/Mutual FundsMiscellaneous Operates foundation | Direktör/Styrelseledamot | - |
Tidigare kända positioner av Mike Genovese
| Företag | Position | Slut |
|---|---|---|
MAK Financial Services LLC
 MAK Financial Services LLC Investment ManagersFinance MAK Financial recommends asset allocations based on each client's unique economic situation, liquidity needs, risk tolerance, proposed investment period, need for diversification, current income needs, and present and anticipated tax situation. The firm also considers historical yields, potential appreciation and marketability before making investment recommendations. They recommend and manage many types of assets, including: exchange-listed securities, open- and closed-end investment companies, corporate debt, ETFs, US government securities, and other public and private securities or investments. | Grundare | 2021-03-31 |
Mercy Foundation /CA/
Mercy Foundation /CA/ Investment Trusts/Mutual FundsMiscellaneous Operates foundation | Företagsledare/Principal | - |
Mike Genoveses utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
63
Första gradens relationer
3
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 3 |
|---|---|
San Diego State University
 San Diego State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Mercy Foundation /CA/
Mercy Foundation /CA/ Investment Trusts/Mutual FundsMiscellaneous Operates foundation | Miscellaneous |
MAK Financial Services LLC
MAK Financial Services LLC Investment ManagersFinance MAK Financial recommends asset allocations based on each client's unique economic situation, liquidity needs, risk tolerance, proposed investment period, need for diversification, current income needs, and present and anticipated tax situation. The firm also considers historical yields, potential appreciation and marketability before making investment recommendations. They recommend and manage many types of assets, including: exchange-listed securities, open- and closed-end investment companies, corporate debt, ETFs, US government securities, and other public and private securities or investments. | Finance |
