James Marks Email & Phone Number

Banker, Vice President @ Citizens

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James Marks Location

Pittsburgh, PA, US

James Marks Work

2019 - now Senior Wealth Advisor, SVP @ Citizens
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2017 - now Private Wealth Advisor, SVP @ Citizens
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2011 - now Banker, Vice President @ Citizens
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2010 - 2011 Private Wealth Administrator @ Citizens
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2016 - now Senior Banker @ Citizens Private Bank
2006 - 2010 Relationship Manager and Private Banker @ BNY Pershing
2003 - 2006 Financial Advisor Assistant @ BNY Pershing
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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

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James Marks Summary

James Marks, based in Pittsburgh, PA, US, is currently a Banker, Vice President at Citizens Bank. James Marks brings experience from previous roles at Citizens Private Wealth, Citizens Bank and Citizens Private 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.

James Marks Emails

Found 2 emails

James Marks Phone Numbers

Found 6 phone numbers

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James Marks

Director of Service Center Sales at DXP Enterprises, Inc.

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James Marks

Partner at PwC UK

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James Marks

CTO and Co-Founder at Rivora

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Keith Lindauer

President and CEO at Citizens

Franklin, IN, US
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Sohail Cheema

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Dameon Philpotts

COO Private Bank at Citizens

San Francisco, CA, US
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Daniel Fitzpatrick

President at Citizens

Philadelphia, PA, US
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Keith Kelly

President Citizens Bank Rhode Island at Citizens

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James Mitcheson

Chief Technology Officer at Citizens

Rhode Island, United States
3
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Richard Stein

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