Joshua Marks Email & Phone Number
AVP, Financial Solutions Advisor @ Merrill Lynch
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Joshua Marks Location
- Boston, MA, US
Joshua Marks Work
- now AVP, Financial Solutions Advisor @
- 2019 - 2022 Workplace Financial Consultant @
- 2015 - 2019 Relationship Manager, Wealth Management @
- 2014 - 2015 Central Relationship Manager @
- 2013 - 2014 High Net Worth Service Representative @
- 2013 - 2013 Financial Representative @
- 2012 - 2012 Associate @
- 2011 - 2012 Financial Analyst @
- 2004 - 2012 Manager @ GK&K
- 2011 - 2011 Sales and Marketing Representative Intern @
- 2022 - now Assistant Vice President, Merrill Financial Solutions Advisor @
Joshua Marks Education
- University of New Hampshire - Whittemore School of Business and Economics
BS (Finance, Economics)
2008 - 2012 - Salem High School
High School Diploma
2004 - 2008
Joshua Marks Skills
- Microsoft Office
- Social Networking
- Financial Analysis
- Corporate Social Responsibility
- Writing Skills
- Data Interpretation
- Economics
- Word
- Excel
- PowerPoint
- Access
- Social Media
- Time Management
- Microsoft Excel
- Series 7
- Series 63
Joshua Marks Summary
- Joshua Marks, based in Boston, MA, US, is currently a AVP, Financial Solutions Advisor at Merrill Lynch. Joshua Marks brings experience from previous roles at Fidelity Investments. Joshua Marks holds a 2008 - 2012 BS in Finance, Economics @ University of New Hampshire - Whittemore School of Business and Economics. With a robust skill set that includes Microsoft Office, Social Networking, Financial Analysis, Corporate Social Responsibility, Writing Skills and more. Joshua Marks has 2 emails and 2 mobile phone numbers on RocketReach.
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