Ken Marsh Email & Phone Number
Wealth Consultant, Senior Vice President - First Citizens Wealth @ First Citizens Wealth
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Ken Marsh Location
- Raleigh, NC, US
Ken Marsh Work
- 2011 -now Wealth Consultant, Senior Vice President - First Citizens Wealth @
- 2009 -2011 Senior Private Banker, Senior Vice President @
- 1990 -2008 Partner and Client Relationship Manager - Wachovia Wealth Management @
Ken Marsh Education
- Duke University
Executive Certificate (Financial Planning)
2005-2005 - University of North Carolina at Chapel Hill
Bachelor of Arts - BA (Labor and Industrial Relations)
1983-1988
Ken Marsh Skills
- Portfolio Management
- Relationship Management
- Credit
- Finance
- Asset Allocation
- Loans
- Series 7
- Retirement Planning
- Wealth Management
- Investment Management
- Wealth Management Services
Ken Marsh Summary
- Ken Marsh, based in Raleigh, NC, US, is currently a Wealth Consultant, Senior Vice President - First Citizens Wealth at First Citizens Wealth. Ken Marsh brings experience from previous roles at Wells Fargo Private Bank and Wachovia Corp. Ken Marsh holds a 2005 - 2005 Executive Certificate in Financial Planning @ Duke University. With a robust skill set that includes Portfolio Management, Relationship Management, Credit, Finance, Asset Allocation and more. Ken Marsh has 2 emails and 2 mobile phone numbers on RocketReach.
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