Gregory Marsh Email & Phone Number
Financial Advisor @ Edward Jones
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Gregory Marsh Location
- Charlotte, NC, US
Gregory Marsh Work
- 2025 - now Financial Advisor @
- 2023 - 2024 SVP and CFO - Wealth Management Group @
- 2021 - 2023 SVP and Business Group CFO - Enterprise Operations @
- 2016 - 2020 COO, Head of Business Management - TIAA Institutional Relationships Group and Regional Segment @
- 2014 - 2016 Head of Strategy and Execution - Plan Sponsor Services @
- 2010 - 2014 Line of Business CFO - Institutional Business @
- 2009 - 2011 President @ Bizan Partners
- 2008 - 2008 Director - Client Strategies (Americas Equities Group) @
- 2005 - 2007 VP - Hedge Fund Strategy and Americas Equity (Cash and Derivatives) Groups @
- 2003 - 2005 VP - Corporate Strategy @
- 1999 - 2003 Financial Director - Strategy and Planning @
- 1997 - 1999 Manager - Corporate Finance and Business Planning @
- 1995 - 1997 Associate Manager - CFO Organization (Financial Leadership Program) @
- 1992 - 1995 Financial Analyst and Internal Auditor @
Gregory Marsh Education
- Columbia Business School
- City University of New York Medgar Evers College
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 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.
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Top Edward Jones Employees
Michelle Myers
Associate General Counsel
St. Louis, MO, US
Ron Chapman
CIO
St. Louis, MO, US
Eric Koestner
General Partner
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
Penny Pennington
Managing Partner
St. Louis, MO, US
Kristin Johnson
Chief Operating Officer
St. Louis, MO, US
Edward Shaffer
Chief Executive Officer
Mountain View, CA, US
Ayo Perry
Chief Executive Officer
Florida, United States
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