Daniel Marks Email & Phone Number
Managing Director, Financial Advisor @ Morgan Stanley
5 free lookup(s).
Daniel Marks Location
- California, United States
Daniel Marks Work
- 2019 - now Managing Director, Financial Advisor @
- 2009 - 2019 Senior Vice President- Wealth Management @
- 2004 - 2009 Vice President- Wealth Management @
- 1999 - 2004 Wealth Management @ Morgan Stanley Wealth Management
Daniel Marks Education
- University Of Southern California
BS (Business)
1994 - 1997
Daniel Marks Skills
- Process Improvement
- Strategy
- Marketing
- Series 7
- Series 9
- Series 10
- Series 63
- Series 31
- Auditing
- Microsoft Excel
- Data Analytics
- Anti Money Laundering
- Microsoft Access
- Webcrd
- Actimize Risk Case Manager
- Compliancemax
- Openpages
- Tableau
- Business Objects
- QlikView
- Securities Act of 1933
- Securities Exchange Act of 1934
- Investment Company Act of 1940 and Erisa Laws
Daniel Marks Summary
- Daniel Marks, based in California, United States, is currently a Managing Director, Financial Advisor at Morgan Stanley. Daniel Marks brings experience from previous roles at UBS, Smith Barney Brokerage Firm and Morgan Stanley Wealth Management. Daniel Marks holds a 1994 - 1997 BS in Business @ University Of Southern California. With a robust skill set that includes Process Improvement, Strategy, Marketing, Series 7, Series 9 and more. Daniel Marks has 2 emails and 1 mobile phone numbers on RocketReach.
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