James Marquez Email & Phone Number
Senior Wealth Advisor @ Capstone Financial Advisors Inc.
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James Marquez Location
- United States
James Marquez Work
- Senior Wealth Advisor @ (December 2023 - Present)
- Wealth Advisor @ (January 2021 - December 2023)
- Sr. Financial Planner @ (January 2018 - December 2020)
- Financial Planner @ (May 2015 - June 2018)
- Facility Manager @ (August 2013 - May 2015)
- Head Sports Official @ (September 2012 - May 2015)
- Intern @ Basil Financial (March 2015 - March 2015)
- Program Assistant @ (October 2012 - January 2015)
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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