Diana Marks Email & Phone Number
President
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Diana Marks Location
- Austin, TX, US
Diana Marks Work
- President @ Travis Capital Ventures (July 2026 - Present)
- Head of Business Development, Americas @ (September 2024 - June 2026)
- Business Analytics Director @ (January 2022 - September 2024)
- Analytics Consultant @ (November 2021 - January 2022)
- Analytics Consultant @ Wells Fargo Funds Management (September 2014 - November 2021)
- Investment Analyst @ Wells Fargo Funds Management, LLC (June 2010 - November 2021)
- Performance Analyst @ (April 2007 - June 2010)
Diana Marks Education
- Lubar College of Business
Business Administration (Finance)
2000-2004
Diana Marks Skills
- AIF
- Analytical Skills
- Analytics
- Asset Allocation
- Asset Management
- Bloomberg Terminal
- Board of Directors Reporting
- Business Analysis
- Business Insights
- Business Strategy
- Cognos
- Collective funds
- Compensation Administration
- Critical Thinking
- Cross-Cultural Communication Skills
- Data Analysis
- Data Analytics
- Data Governance
- Data Management
- Data Quality
- E.U. Markets in Financial Instruments Directive (MiFID)
- E.U. Undertakings for Collective Investment in Transferable Securities Directives (UCITS)
- ESG
- External Relationships
- Factset
- Finance
- Financial Analysis
- Financial Reporting
- Fixed Income
- Global Asset Management
- Investments
- Issue Management
- Leadership
- Microsoft Office
- Morningstar Direct
- Mutual Funds
- Operational Efficiency
- PL/SQL
- PRIIPS
- Portfolio Management
- Quantitative Research
- Regulatory Reporting
- Research
- SQL
- Separately Managed Accounts
- Series 63
- Series 7
- Statistical Data Analysis
- Tableau
- Vendor Management
Diana Marks Summary
- Diana Marks, based in Austin, TX, US, is currently a President at Travis Capital Ventures. Diana Marks brings experience from previous roles at iQuant Solutions, Allspring Global Investments and Wells Fargo Funds Management. Diana Marks holds a 2000 - 2004 Business Administration in Finance @ Lubar College of Business. With a robust skill set that includes AIF, Analytical Skills, Analytics, Asset Allocation, Asset Management and more. Diana Marks has 1 emails and 3 mobile phone numbers on RocketReach.
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