Erik Marsh Email & Phone Number
Registered Investment Advisor @ Level Up Wealth Management
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Erik Marsh Location
- Tampa, FL, US
Erik Marsh Work
- 2025 - now Registered Investment Advisor @
- 2021 - now Member Board of Directors @
- 2022 - 2025 Member Board of Directors @
- 2023 - 2025 Chief Financial Officer @
- 2020 - 2021 President @
- 2014 - 2020 President and CEO @
- 2012 - 2014 Executive Vice President @
- 2009 - 2012 Consulting Account Manager - North American Enterprise Accounts @
- 1997 - 2009 Practice Director @
- 1998 - 2001 Product Manager Financial Applications @ Oracle Germany
- 1996 - 1997 Senior Financial Analyst @
- 1993 - 1996 Financial Management @
Erik Marsh Education
- Indiana University - Kelley School of Business
Bachelor of Science (Finance)
1989 - 1993 - Carl Duisberg Institut
Certificate of German Language (German)
1990 - 1990
Erik Marsh Skills
- Leadership
- IT Strategy
- International Business
- Europe
- Oracle E Business Suite
- Accounting
- Human Resources
- Corporate Finance
- Executive Management
- global HCM
- International Sales
- Account Management
- Profit
- Behavioral Health
- Networking
- Oil&Gas
- High Tech
- Human Services
- Business Development
- Business Analysis
- Team Management
- ERP
- High Tech Sales
- Strategy
- Oracle
- Sales Management
- Management Consulting
- Financial Accounting
- Direct Sales
- Talent Management
- Project Portfolio Management
- Professional Services
- Risk Management
- Nonprofits
- Project Implementation
- Software Implementation
- Enterprise Software
- Business Intelligence
- Financial Analysis
- Oracle Financials
- Business Process Improvement
- Budgets
- SaaS
- Non Profits
- Oracle Applications
- Project Management
- PMP
- German
- Outsourcing
- Financial Management
- Pre Sales
- Cloud Computing
- Enterprise Resource Planning Erp
- Solution Architecture
- Payroll
- CRM
- Enterprise Resource Planning
Erik Marsh Summary
- Erik Marsh, based in Tampa, FL, US, is currently a Registered Investment Advisor at Level Up Wealth Management. Erik Marsh brings experience from previous roles at Trivium Life Services, Big Brothers Big Sisters of Tampa Bay and ContinuumCloud. Erik Marsh holds a 1989 - 1993 Bachelor of Science in Finance @ Indiana University - Kelley School of Business. With a robust skill set that includes Leadership, IT Strategy, International Business, Europe, Oracle E Business Suite and more. Erik Marsh has 4 emails and 1 mobile phone numbers on RocketReach.
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