Jim Marlin Email & Phone Number
CERTIFIED FINANCIAL PLANNER™ | Financial Advisor
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Jim Marlin Location
- Milwaukee, WI, US
Jim Marlin Work
- 2015 -now CERTIFIED FINANCIAL PLANNER™ | Financial Advisor @ Morgan Stanley
- 2014 -2015 Consultant, Risk Advisor, CPA @ RSM US LLP
- 2010 -2014 Investment Banking and Commercial Banking @ JPMorgan Chase & Co.
- 2009 -2010 Commercial Banking and Risk Assessment @ First Business
- 2007 -2009 Accounting, Tax, Audit @ Freyberg Hinkle Ashland Powers & Stowell, s.c.
Jim Marlin Education
- Carroll College
Accounting, CPA Licensed
2005-2009 - Carroll University
Bachelor of Science (B.S.) (Accounting and Finance)
2005-2009
Jim Marlin Skills
- Auditing
- Financial Modeling
- Internal Audit
- Loans
- Credit Analysis
- CPA
- Credit
- Commercial Banking
- Risk Management
- Cash Management
- Accounting
- Cash Flow
- Commercial Lending
- Financial Accounting
- Finance
- Financial Analysis
- Portfolio Management
- Banking
- Customer Service
- Microsoft Excel
Jim Marlin Summary
- Jim Marlin, based in Milwaukee, WI, US, is currently a CERTIFIED FINANCIAL PLANNER™ | Financial Advisor at Morgan Stanley. Jim Marlin brings experience from previous roles at RSM US LLP, JPMorgan Chase & Co., First Business and Freyberg Hinkle Ashland Powers & Stowell, s.c.. Jim Marlin holds a 2005 - 2009 Accounting, CPA Licensed @ Carroll College. With a robust skill set that includes Auditing, Financial Modeling, Internal Audit, Loans, Credit Analysis and more.
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