James Marks Location
- Pittsburgh, PA, US
James Marks Work
- 2019 - now Senior Wealth Advisor, SVP @
- 2017 - now Private Wealth Advisor, SVP @
- 2016 - now Senior Banker @ Citizens Private Bank
- 2011 - now Banker, Vice President @
- 2010 - 2011 Private Wealth Administrator @
- 2006 - 2010 Relationship Manager and Private Banker @
- 2003 - 2006 Financial Advisor Assistant @
James Marks Education
- University of Pittsburgh - Joseph M. Katz Graduate School of Business
Master of Business Administration (MBA) (Finance, General)
2003 - 2006 - Allegheny College
Bachelor of Arts (BA) (Economics)
1998 - 2002
James Marks Skills
- Certified Financial Planner
- Private Banking
- Investments
- Relationship Management
- Wealth Management
- Retirement Planning
- Financial Services
- Loans
- Consumer Lending
- Residential Mortgages
- Investment Advisory
- Banking
- Commercial Lending
- Mutual Funds
- Portfolio Management
- Credit
- Finance
James Marks Summary
- James Marks, based in Pittsburgh, PA, US, is currently a Senior Banker at Citizens Private Bank. James Marks brings experience from previous roles at Citizens Private Wealth and Citizens Bank. James Marks holds a 2003 - 2006 Master of Business Administration (MBA) in Finance, General @ University of Pittsburgh - Joseph M. Katz Graduate School of Business. With a robust skill set that includes Certified Financial Planner, Private Banking, Investments, Relationship Management, Wealth Management and more. James Marks has 2 emails and 3 mobile phone numbers on RocketReach.
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