James Marks Email & Phone Number
Senior Banker
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James Marks Location
- Pittsburgh, PA, US
James Marks Work
- Senior Wealth Advisor, SVP @ (January 2019 - Present)
- Private Wealth Advisor, SVP @ (January 2017 - Present)
- Senior Banker @ Citizens Private Bank (January 2016 - Present)
- Banker, Vice President @ (February 2011 - Present)
- Private Wealth Administrator @ (May 2010 - February 2011)
- Relationship Manager and Private Banker @ (July 2006 - April 2010)
- Financial Advisor Assistant @ (March 2003 - June 2006)
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 1 emails and 4 mobile phone numbers on RocketReach.
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