Joel Marcus Email & Phone Number
Director Corporate Tax Practice Development - West Region @ DMA - DuCharme, McMillen & Associates, Inc.
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Joel Marcus Location
- United States
Joel Marcus Work
- 2024 -now Director Corporate Tax Practice Development - West Region @ DMA - DuCharme, McMillen & Associates, Inc.
- 2021 -2024 Senior Enterprise SaaS Platform Sales Executive @
- 2020 -2021 Regional Sales Director @
- 2016 -2019 Vice President Of Business Development @
- 2015 -2016 Business Consultant and Executive Coach @ Advisory Solutions USA
- 2013 -2014 TAMP Wholesaler - Central Division @
- 2007 -2013 VP Sales - Registered Investment Advisor Custody and Clearing @
- 2002 -2007 Key Account Manager - Advisor Services Strategic Accounts Group @
- 2000 -2002 Project Manager @
Joel Marcus Education
- University of Utah
Master's Candidate (Political Science)
- University of Amsterdam
(European Social Studies)
- University of Utah
B.S. (Political Science - International Relations)
- Arizona State University
Joel Marcus Skills
- Series 63
- Series 7
- Sales
- Relationship Management
- Asset Management
- Registered Investment Advisor
- Business Development
- Account Management
Joel Marcus Summary
- Joel Marcus, based in United States, is currently a Director Corporate Tax Practice Development - West Region at DMA - DuCharme, McMillen & Associates, Inc.. Joel Marcus brings experience from previous roles at Thomson Reuters, Amplify, BNY Mellon | Pershing and Advisory Solutions USA. Joel Marcus holds a Master's Candidate in Political Science @ University of Utah. With a robust skill set that includes Series 63, Series 7, Sales, Relationship Management, Asset Management and more. Joel Marcus has 4 emails on RocketReach.
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