James Marquez Email & Phone Number
Senior Wealth Advisor @ Capstone Financial Advisors Inc.
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James Marquez Location
- United States
James Marquez Work
- 2023 -now Senior Wealth Advisor @
- 2021 -2023 Wealth Advisor @
- 2018 -2020 Sr. Financial Planner @
- 2015 -2018 Financial Planner @
- 2013 -2015 Facility Manager @
- 2012 -2015 Head Sports Official @
- 2015 -2015 Intern @ Basil Financial
- 2012 -2015 Program Assistant @
James Marquez Education
- University of Illinois at Urbana-Champaign
Bachelor of Science in Agriculture and Consumer Economics (Financial Planning)
2011-2015
James Marquez Skills
- Personal Finance
James Marquez Summary
- James Marquez, based in United States, is currently a Senior Wealth Advisor at Capstone Financial Advisors Inc.. James Marquez brings experience from previous roles at Capstone Financial Advisors Inc., Capstone Financial Advisors, Inc. and University of Illinois at Urbana-Champaign. James Marquez holds a 2011 - 2015 Bachelor of Science in Agriculture and Consumer Economics in Financial Planning @ University of Illinois at Urbana-Champaign. With a robust skill set that includes Personal Finance and more. James Marquez has 2 emails and 1 mobile phone numbers on RocketReach.
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