Mark Jason Mcmahon

Current Employers

Employment History

• 03/2017 → 11/2020
  Resility Financial, Inc.
  Upland, CA
• 03/2010 → 03/2017
  Oaktree Capital Management
  Los Angeles, CA
• 02/2021 → 01/2022
  Unemployed
  Pasadena, CA
• 01/2022 → Present
  Envestnet Asset Management, Inc.
  Chicago, IL
• 02/2020 → 02/2021
  Release Point
  Claremont, CA

Previous Registrations

• 2019-06-13 → 2020-11-15
  Resility Financial, Inc.
  Upland, CA
• 2017-03-03 → 2019-07-14
  Resility Financial, Inc.
  Upland, CA

Other Businesses

Name of Business: Community Warehouse | Not investment related | Nature of the business/duties related to the business: Volunteer board member for non-profit organization providing furniture and household goods to underserved families in Portland, Oregon. | Position: Volunteer Board Member | Address: 3961 NE MLK Jr. Blvd., Portland, OR 97212 | Start Date: 02/01/2025 | 1 hour per week | Zero hours devoted to the other business during securities trading hours. Name of Business: Friends of Minidoka | Not Investment Related | P.O. Box 1085, Twin Falls, ID 83303 | the nature of the other business: Friends of Minidoka is the donor-supported nonprofit partner for Minidoka National Historic Site. Established in 2002, the mission is to preserve, protect, and educate about the lessons and legacy of the unconstitutional incarceration of Japanese Americans at the Minidoka concentration camp during WWII | Position: Member of the Board of Directors | Start Date: 7/1/2025 | number of hours/month: 2 Hours Per Month | number of hours you devote to the other business during securities trading hours: None | Duties relating to the other business: Unpaid/non-compensated member of the Board of Directors. Governance and oversight of executive director and staff; operating budget approval; policy review and input.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-11-02

Designations