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Benjamin Marks Location
Milwaukee, WI, US
Benjamin Marks Work
VP, Business Development Consultant @ (February 2026 - Present)
VP, Regional Director | Independent Advisor Services | WI NE IA @ (October 2021 - January 2026)
AVP, Regional Director | Independent Advisor Services | WI NE IA @ (June 2018 - October 2021)
Internal Regional Director | Independent Advisor Services @ (May 2017 - June 2018)
Internal Regional Director | Independent and Institution Services @ (September 2015 - May 2017)
Benjamin Marks Education
University of South Carolina
MBA
2011-2013
University of North Carolina at Greensboro
Bachelor of Science (Business Administration)
1997-2001
University of Manchester Institute of Science and Technology
Business Management (Business Management)
1999-2000
Benjamin Marks Skills
Financial Analysis
Business Development
Microsoft Office
Strategic Planning
Finance
Cognos
Microsoft Dynamics
Mozilla
Internet Explorer
Apple Software
Team Management
Financial Aid Administration
Title IV
Financial Services
Customer Service
Account Analysis
Logistics Management
Transportation Logistics
Property & Casualty Insurance
Claims Handling
P&L Analysis
Oral & Written Communication Skills
Analytical Reasoning
Strategic Consulting
Project Management
Account Management
Operations Management
Leadership
Microsoft Excel
Microsoft Word
Financial Statement Analysis
Series 7
Strategy
Oral and Written Communication Skills
Claims Management
Sales
Property and Casualty Insurance
Benjamin Marks Summary
Benjamin Marks, based in Milwaukee, WI, US, is currently a VP, Business Development Consultant at Kestra Financial. Benjamin Marks brings experience from previous roles at LPL Financial. Benjamin Marks holds a 2011 - 2013 MBA @ University of South Carolina. With a robust skill set that includes Financial Analysis, Business Development, Microsoft Office, Strategic Planning, Finance and more. Benjamin Marks has 3 emails and 3 mobile phone numbers on RocketReach.
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