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
- Director Corporate Tax Practice Development - West Region @ DMA - DuCharme, McMillen & Associates, Inc. (October 2024 - Present)
- Senior Enterprise SaaS Platform Sales Executive @ (June 2021 - January 2024)
- Regional Sales Director @ (January 2020 - January 2021)
- Vice President Of Business Development @ (January 2016 - January 2019)
- Business Consultant and Executive Coach @ Advisory Solutions USA (January 2015 - January 2016)
- TAMP Wholesaler - Central Division @ (January 2013 - January 2014)
- VP Sales - Registered Investment Advisor Custody and Clearing @ (January 2007 - January 2013)
- Key Account Manager - Advisor Services Strategic Accounts Group @ (January 2002 - January 2007)
- Project Manager @ (January 2000 - January 2002)
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 and 2 mobile phone numbers on RocketReach.
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