Bobby Marks Email & Phone Number
Manager of Internal Sales @ Harbor Capital Advisors, Inc.
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Bobby Marks Location
- Chicago, IL, US
Bobby Marks Work
- Manager of Internal Sales @ (June 2025 - Present)
- Vice President, Regional Director @ (September 2018 - June 2025)
- Vice President, Manager of Internal Sales @ (March 2014 - September 2018)
- Regional Marketing Associate @ (February 2011 - March 2014)
- Financial Advisor @ (January 2009 - March 2011)
- District Manager @ Ameriprise Financial (February 2008 - September 2009)
- Financial Advisor @ Ameriprise Financial (July 2005 - February 2008)
Bobby Marks Education
- University of Virginia 2001-2005
Bobby Marks Skills
- Analytical Skills
- Sales Leadership
- Sales Processes
- Consultative Selling
- Financial Services
- Interpersonal Skills
- Customer Success
- Account Directors
- Investment Products
- Investment Sales
- Sales
- Sales Management
- Business Development
- Communication
- Strategic Initiatives
- Product Demonstration
- Customer Satisfaction
- Business Planning
- Relationship Building
- Presentations
- Educational Seminars
- 63 Licenses
- Interpersonal Communication
- External Clients
- Sales Presentations
- Business Relationship Management
- Retirement Planning
- Investment Strategies
- Mutual fund Distribution
- Mutual Funds
- Asset Management
- Alternative Investments
- Modern Portfolio Theory
- Asset Allocation
- Capital Markets
- Series 7
- Series 66
- Cold Calling
- Variable Annuities
- Product Development
- Series 24
- Investments
- Finance
- Wealth Management
- Management
- Leadership
- Social Media
- Strategic Planning
- REIT
- Microsoft Excel
- Insurance
- Financial Planning
- Marketing
- Financial Advisory
- Brokerage
- Cash Management
- Equity Capital Markets
- Fixed Annuities
- PowerPoint
- Strategic Financial Planning
- Public Speaking
- Internal Wholesaling
Bobby Marks Summary
- Bobby Marks, based in Chicago, IL, US, is currently a Manager of Internal Sales at Harbor Capital Advisors, Inc.. Bobby Marks brings experience from previous roles at Alger and JP Morgan Chase. Bobby Marks holds a 2001 - 2005 University of Virginia. With a robust skill set that includes Analytical Skills, Sales Leadership, Sales Processes, Consultative Selling, Financial Services and more. Bobby Marks has 2 emails and 3 mobile phone numbers on RocketReach.
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