Joe Marshall Email & Phone Number
Founder and Financial Planner @ Coastal Capital Advisors
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Joe Marshall Location
- Santa Barbara, CA, US
Joe Marshall Work
- Founder and Financial Planner @ (April 2020 - Present)
- Account Executive I Mid Market @ (April 2019 - April 2020)
- Inside Sales, Enterprise Account Executive @ (July 2017 - March 2019)
- Business Development, Strategic Accounts @ (January 2017 - June 2017)
- Enterprise Business Development @ (April 2016 - December 2016)
- Business Development Representative @ (January 2016 - April 2016)
- Traveler @ Travel (September 2014 - December 2015)
- Associate Relationship Manager @ (January 2014 - September 2014)
- Business Analyst @ (June 2012 - December 2013)
- Implementation Specialist @ (January 2012 - April 2012)
- President @ Meem Media (May 2011 - March 2012)
Joe Marshall Education
- Westmont College
Bachelor of Arts (B.A.) (Communication Studies)
Joe Marshall Skills
- Procore
- Blogging
- Public Speaking
- Finance
- Microsoft Office
- PowerPoint
- Credit
- Public Relations
- Basketball
- Fitness
- Social Networking
- Microsoft Publisher
- Financial Modeling
- Financial Analysis
- Motivation
- Financial Statements
- Employee Benefits
- Business Analysis
- Underwriting
- Market Research
- Deal Structures
- Strategic Sales Plans
- Risk Financing
- Secured Financing
- Call Center
- Training
- Reading
- Analysis
- Sales
- Entrepreneurship
- Portfolio Management
- Loans
- Customer Service
- Social Media
- Commercial Banking
- Leadership
- Management
- Microsoft Excel
- Microsoft Word
- Event Planning
- Marketing
- Research
- Business Development
- Project Management
- Social Media Marketing
- Critical Thinking
- Salesforce.com
- Strategic Planning
- Development
- Architects
- Process Improvement
- Software
- Strategy
- Construction
- JavaScript
- Contractors
Joe Marshall Summary
- Joe Marshall, based in Santa Barbara, CA, US, is currently a Founder and Financial Planner at Coastal Capital Advisors. Joe Marshall brings experience from previous roles at Procore Technologies. Joe Marshall holds a Bachelor of Arts (B.A.) in Communication Studies @ Westmont College. With a robust skill set that includes Procore, Blogging, Public Speaking, Finance, Microsoft Office and more. Joe Marshall has 2 emails and 2 mobile phone numbers on RocketReach.
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Top Coastal Capital Advisors Employees
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Chris Baum
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Irvine, CA, US
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