Gregory Marsh Email & Phone Number
Financial Advisor @ Edward Jones
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Gregory Marsh Location
- Charlotte, NC, US
Gregory Marsh Work
- Financial Advisor @ (August 2025 - Present)
- SVP and CFO - Wealth Management Group @ (April 2023 - June 2024)
- SVP and Business Group CFO - Enterprise Operations @ (May 2021 - April 2023)
- COO, Head of Business Management - TIAA Institutional Relationships Group and Regional Segment @ (November 2016 - November 2020)
- Head of Strategy and Execution - Plan Sponsor Services @ (May 2014 - October 2016)
- Line of Business CFO - Institutional Business @ (July 2010 - April 2014)
- President @ Bizan Partners (January 2009 - January 2011)
- Director - Client Strategies (Americas Equities Group) @ (January 2008 - October 2008)
- VP - Hedge Fund Strategy and Americas Equity (Cash and Derivatives) Groups @ (September 2005 - December 2007)
- VP - Corporate Strategy @ (September 2003 - September 2005)
- Financial Director - Strategy and Planning @ (January 1999 - January 2003)
- Manager - Corporate Finance and Business Planning @ (January 1997 - January 1999)
- Associate Manager - CFO Organization (Financial Leadership Program) @ (January 1995 - January 1997)
- Financial Analyst and Internal Auditor @ (January 1992 - January 1995)
Gregory Marsh Education
- Columbia Business School
MBA (Finance & Strategy)
- City University of New York Medgar Evers College
Bachelors (Accounting)
Gregory Marsh Skills
- Business Development
- Capital Markets
- CRM
- Analytics
- Business Strategy
- Business Planning
- Analysis
- Asset Management
- Sales Strategy
- Sales
- Research
- Marketing
- Strategic Planning
- Strategy
Gregory Marsh Summary
- Gregory Marsh, based in Charlotte, NC, US, is currently a Financial Advisor at Edward Jones. Gregory Marsh brings experience from previous roles at Citizens Financial Group, Inc., Wells Fargo and TIAA. Gregory Marsh holds a MBA in Finance & Strategy @ Columbia Business School. With a robust skill set that includes Business Development, Capital Markets, CRM, Analytics, Business Strategy and more. Gregory Marsh has 4 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Gregory Marsh?
Find contact details for 700 million professionals.
Others Named Gregory Marsh
Greg Marsh
Founder and President
Denver, CO, US
Gregory Marsh
Vice-President
Fort Lauderdale, FL, US
Gregory Marsh
Financial Advisor
Charlotte, NC, US
Gregory Marsh
Director Of Institutional Research
Groves, TX, US
Gregory Marsh
Senior Counsel
Los Angeles, CA, US
Gregory Marsh
IT Specialist
Arlington, VA, US
Top Edward Jones Employees
Mary Kaiser
Managing Director, Future of Work and Workforce Planning
St. Louis, MO, US
Jeff Logan
Associate General Counsel
St. Louis, MO, US
Jonathan Klestinski
Chief Strategy Officer (CSO) - Edward Jones Trust Company
Saint Charles, MO, US
Mansoor Mahmood
Chief Accounting Officer
United States
Mark Orzabal Jr
Managing Director
Peoria, AZ, US
Erin Herrington
Managing Director | Head of Sourcing
St. Louis, MO, US
Ryan Beaudoin
Managing Director, Head of Asset Allocation
Boston, MA, US
Aaron Wappelhorst
Managing Director
St. Louis, MO, US
Patricia Perez
Chief Marketing Experience Officer, High Net Worth
San Antonio, TX, US
Penny Pennington
Managing Partner
St. Louis, MO, US
Kristin Johnson
Chief Operating Officer
St. Louis, MO, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co