David Marion Email & Phone Number
Executive Director @ Post Oak Private Wealth Advisors
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
David Marion Location
- Santa Fe, NM, US
David Marion Work
- Executive Director @ (October 2025 - Present)
- Partner @ Santa Fe Advisors, LLC (April 2014 - September 2025)
- Board President @ (May 2015 - April 2018)
- Managing Director and Chief Investment Officer @ First Santa Fe Advisors (June 2011 - April 2014)
- Executive Director - Private Wealth Management @ (January 2008 - January 2011)
- Executive Director - Investment Bank @ (October 1993 - August 2008)
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 1 emails and 4 mobile phone numbers on RocketReach.
Looking for a different David Marion?
Find contact details for 700 million professionals.
Others Named David Marion
David Marion
Cyber Engineering Team Manager
Owens Cross Roads, AL, US
David Marion
Senior Copywriter
New York, NY, US
David Marion
Vice-Président
Paris, FR
David Marion
Regional Director
Lexington, KY, US
David Marion
President
Arlington Heights, IL, US
David Marion
Director Technical Services
Kalamazoo, MI, US
David Marion
Application Analyst
Melbourne, VIC, AU
David Marion
Director of Information Security
Boston, MA, US
David Marion
Planning and Advice lead
Lincoln, RI, US
David Marion
Senior Technical Project Manager
Rochester, NY, US
Top Post Oak Private Wealth Advisors Employees
Edmund Borgmeier
Financial Advisor
Houston, TX, US
David Marion
Executive Director
Santa Fe, NM, US
Robert Wyrick
Chief Investment Officer
Houston, TX, US
Donna Behler
Vice President
Houston, TX, US
Savannah Krenek
Executive Director - Wealth Management
Houston, TX, US
Darrell Hueni
Vice President Of Investment
Houston, TX, US
Marium Murphy
Executive Director of Financial Planning
Houston, TX, US
Jason Burdine
Senior Vice President
Houston, TX, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co