2016 -now Co-Founder and Principal @ Ingram & Marks Financial Resources
2013 -now Financial Services Professional @ NYLIFE Securities LLC
2012 -now Agent @ New York Life Insurance Company
2005 -2011 VP of Corporate Development @
1999 -2005 Director of Operations @
Donald Marks Education
South Dakota State University
MS (Psychology)
University of Illinois at Urbana-Champaign
BS (Psychology)
Donald Marks Skills
Key Person Protection
401k Rollovers
Investments
Microsoft Excel
Sales
Small Business
Licensed Life Insurance Agent
Annuity Sales
Marketing
Retirement
Retirement Planning
Multi Generational Wealth Transfer
Estate Planning
Gifting Strategies
Insurance
Licensed in Long Term Care Insurance
Asset Protection
Wealth Preservation Planning
Leadership
Clinical Research
Protection Planning/family Security
Legacies
Multi Generational Planning
Donald Marks Summary
Donald Marks, based in Tampa, FL, US, is currently a Co-Founder and Principal at Ingram & Marks Financial Resources. Donald Marks brings experience from previous roles at Eagle Strategies LLC, NYLIFE Securities LLC, New York Life Insurance Company and Visionary HealthWare. Donald Marks holds a MS in Psychology @ South Dakota State University. With a robust skill set that includes Key Person Protection, 401k Rollovers, Investments, Microsoft Excel, Sales and more. Donald Marks has 1 emails on RocketReach.
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