Bobby Marks Email & Phone Number
Manager of Internal Sales @ Harbor Capital Advisors, Inc.
5 free lookup(s).
Bobby Marks Location
- Chicago, IL, US
Bobby Marks Work
- 2025 - now Manager of Internal Sales @
- 2018 - 2025 Vice President, Regional Director @
- 2014 - 2018 Vice President, Manager of Internal Sales @
- 2011 - 2014 Regional Marketing Associate @
- 2009 - 2011 Financial Advisor @
- 2008 - 2009 District Manager @
- 2005 - 2008 Financial Advisor @
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, Fred Alger Management, Inc., Fred Alger Management 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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