Keith Marks Location
Denver, CO, US
Keith Marks Work
- 2022 - now Senior Vice President Investments @ Raymond James
- 2022 - 2024 Board Member @ FBI Denver Citizens Academy Alumni Association
- 2014 - 2022 Board Member Colorado Medical Board @ State of Colorado
- 2012 - 2022 Executive Director - Investments @ Oppenheimer & Co. Inc.
- 2007 - 2012 Vice President, Private Banking, USA @ Credit Suisse
- 1996 - 2007 Vice President, Senior Managed Accounts Consultant @ UBS Group AG
- 1990 - 1996 Vice President, Financial Consultant @ Shearson Hutton/Smith Barney
Keith Marks Education
- University of Illinois Chicago
Bachelor of Arts (BA) (Mgmt, Soc, CRJ)
Keith Marks Skills
- Investments
- Asset Allocation
- Securities
- Insurance
- Investment Strategies
- Business Succession Strategies
- Retirement
- Estate Investment Strategies
- Fixed Income Strategies
- Financial Advisory
Keith Marks Summary
Keith Marks, based in Denver, CO, US, is currently a Senior Vice President Investments at Raymond James. Keith Marks brings experience from previous roles at FBI Denver Citizens Academy Alumni Association, State of Colorado, Oppenheimer & Co. Inc. and Credit Suisse. Keith Marks holds a Bachelor of Arts (BA) in Mgmt, Soc, CRJ @ University of Illinois Chicago. With a robust skill set that includes Investments, Asset Allocation, Securities, Insurance, Investment Strategies and more. Keith Marks has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Raymond James Employees
-
Cfp® Aams®
President and CEO at Raymond James
Denver, CO, US2 -
David Ammerman
CEO, Ammerman Wealth Management at Raymond James
Ponte Vedra Beach, FL, US11 -
Mercedes van Woerkom
COO and MD-Equity Research at Raymond James
Saint Petersburg, FL, US13 -
Aaron Gabriel
President at Raymond James
San Ramon, CA, US25+ -
Erik Fruland
Chief Operating Officer, RJA Private Client Group at Raymond James
Saint Petersburg, FL, US23 -
32
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Tash Elwyn
President, Private Client Group, Raymond James Financial at Raymond James
Saint Petersburg, FL, US35 -
Al Caudullo
Chief Operating Officer - Asset Management Services at Raymond James
Florida, United States14 -
Kim Jenson
Chief Operating Officer, Private Client Group, Raymond James Financial at Raymond James
Saint Petersburg, FL, US25+ -
Mike George
President-Brokerage | Financial Advisor at Raymond James
Lancaster, PA, US25+ -
Ryan Smith
President at Raymond James
Oak Park, IL, US21 -
Shannon Reid
President, Independent Contractor Division at Raymond James
Florida, United States25 -
Greg Bruce
President, RIA and Custody Services Division (RCS) at Raymond James
Saint Petersburg, FL, US34 -
Patrick Lynch
COO, Financial Services Investment Banking at Raymond James
San Francisco, CA, US25
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