Geoff Marshall Email & Phone Number

Chief Business Development Officer @ iownit capital and markets, Inc

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Geoff Marshall's Location

Boston, MA, US

Geoff Marshall's Work

Chief Business Development Officer @ iownit capital and markets, Inc
Director of Institutional Advisory Services @ iownit capital and markets, Inc
Founder @ Tack or Cross Consulting, LLC

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Business Mentor and Coach @ MassChallenge
Vice President, Senior Global Relationship Manager - Team Lead Bank, Independent and RIA @ Eaton Vance
VP, Director of Advisory Services Group (RIA, Bank Trust and Family Office) @ Eaton Vance
Internal Wholesaler @ Eaton Vance

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Geoff Marshall's Education

Babson F.W. Olin Graduate School of Business
MBA (Finance)
1995 - 1998
St. Lawrence University
BA (Government)
1986 - 1990

Geoff Marshall's Skills

Mutual Funds
Equities
Series 63

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Alternative Investments
Investments
Series 7
Wealth Management
Asset Allocation
Asset Management
Investment Strategies

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Geoff Marshall's Summary

Geoff Marshall, based in Boston, MA, US, is currently a Chief Business Development Officer at iownit capital and markets, Inc., bringing experience from previous roles at iownit capital and markets, Inc., Tack or Cross Consulting, LLC, MassChallenge and Eaton Vance. Geoff Marshall holds a 1995 - 1998 MBA in Finance @ Babson F.W. Olin Graduate School of Business. With a robust skill set that includes Mutual Funds, Equities, Series 63, Alternative Investments, Investments and more, Geoff Marshall contributes valuable insights to the industry. Geoff Marshall has 1 email on RocketReach.

Geoff Marshall Email Address

Found 1 email address listing:

@masschallenge.org

Geoff Marshall Phone Number

Found 2 phone numbers:

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