David Marion Location
Santa Fe, NM, US
David Marion Work
- 2025 - now Executive Director @ Post Oak Private Wealth Advisors
- 2014 - 2025 Partner @ Santa Fe Advisors, LLC
- 2015 - 2018 Board President @ Performance Santa Fe
- 2011 - 2014 Managing Director and Chief Investment Officer @ First Santa Fe Advisors
- 2008 - 2011 Executive Director - Private Wealth Management @ J.P. Morgan
- 1993 - 2008 Executive Director - Investment Bank @ J.P. Morgan
David Marion Education
- Pepperdine University
MBA (Finance)
1986 - 1987 - Texas A&M University
BA (Finance)
1982 - 1986
David Marion Skills
- Microsoft Office
- Banking
- Sales
- Financial Analysis
- Leadership
- Financial Modeling
- Public Speaking
- Credit Risk
- Joint Ventures
- Business Strategy
David Marion Summary
David Marion, based in Santa Fe, NM, US, is currently a Executive Director at Post Oak Private Wealth Advisors. David Marion brings experience from previous roles at Santa Fe Advisors, LLC, Performance Santa Fe, First Santa Fe Advisors and JP Morgan. David Marion holds a 1986 - 1987 MBA in Finance @ Pepperdine University. With a robust skill set that includes Microsoft Office, Banking, Sales, Financial Analysis, Leadership and more. David Marion has 3 emails and 1 mobile phone numbers on RocketReach.
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