James Marks Email & Phone Number
President and CEO @ WealthHub Solutions, Inc
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James Marks Location
- Philadelphia, PA, US
James Marks Work
- President and CEO @ (March 2016 - Present)
- President @ The Marks Group (July 2013 - Present)
- Partner @ (January 2002 - December 2021)
- President @ (January 2013 - July 2013)
- President @ (January 2004 - January 2013)
- President @ Belzberg Technologies (January 2001 - January 2002)
- Director @ Credit Suisse First Boston (January 1999 - January 2001)
- Managing Director @ Deutsche Bank Alex Brown (January 1998 - January 1999)
- Director @ Credit Suisse First Boston (January 1996 - January 1998)
- Director @ Sutro & Co. (January 1993 - January 1996)
- Publisher @ SNL Financial (January 1987 - January 1993)
James Marks Education
- Swarthmore College
BA (Art History)
1980-1985 - Harriton 1977-1980
James Marks Skills
- Investment Banking
- Equities
- Corporate Development
- Financial Services
- Mergers
- Securities
- Mergers & Acquisitions
- Venture Capital
- Private Equity
- Start-ups
- Finance
- Risk Management
- Management
- Strategy
- Strategic Planning
- Business Strategy
- Competitive Analysis
- Financial Risk
- Strategic Partnerships
- Business Development
- Investments
- Options
- Banking
- E-commerce
- Due Diligence
- E Commerce
- Start Ups
- Mergers and Acquisitions
James Marks Summary
- James Marks, based in Philadelphia, PA, US, is currently a President and CEO at WealthHub Solutions, Inc. James Marks brings experience from previous roles at The Marks Group, Keystone Risk Partners, WineAccess and Marks Baughan & Co.. James Marks holds a 1980 - 1985 BA in Art History @ Swarthmore College. With a robust skill set that includes Investment Banking, Equities, Corporate Development, Financial Services, Mergers and more. James Marks has 3 emails and 5 mobile phone numbers on RocketReach.
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Top WealthHub Solutions, Inc Employees
Brittany von Czoernig
Director of Sales
Philadelphia, PA, US
James Marks
President and CEO
Philadelphia, PA, US
Antony Joffe
Chairman
Conshohocken, PA, US
Greig Carruthers
Director of Client Success
Philadelphia, PA, US
Carter Field
Customer Success
Fort Washington, PA, US
John Fetter
Technology Director
Bryn Mawr, PA, US
Alan Dong
ETL Developer
Philadelphia, PA, US
Paige Ditzler
Customer Success Salesforce Admin
Collingswood, NJ, US
Zach Olenick
Salesforce Administrator
Allentown, PA, US
Perpetue Etienne-Charles
Customer Success Analyst
Philadelphia, PA, US
Steven Engle
VP of Sales
Philadelphia, PA, US
Gyan Bains
Software Developer
Swarthmore, PA, US
Marshall J.
Vice President of Sales
Memphis, TN, US
Jordan Santoli
Developer
King of Prussia, PA, US
Caitlynn Bowers
Senior Account Manager and Marketing Coordinator
Flourtown, PA, US
Anna Sweeny
Operations Manager
Philadelphia, PA, US
Connor Pearson
Account Executive
Hoboken, NJ, US
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