If you need more lookups,
subscriptions start at $34 USD/month.
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 1 emails and 4 mobile phone numbers on RocketReach.
Looking for a different James Marks?
Find contact details for 700 million professionals.