Laurie Marks Email & Phone Number
Senior Advisor @ Schultz Collins
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Laurie Marks Location
- San Francisco, CA, US
Laurie Marks Work
- Senior Advisor @ (November 2022 - Present)
- Co-Founder @ (June 2021 - December 2021)
- Head of Digital Channels Strategy and Planning @ (November 2018 - November 2020)
- Wealth Management Director @ (January 2016 - December 2017)
- Chief Operating Officer - EMEA Private Banks' discretionary business @ (January 2015 - October 2015)
- Executive Director, EMEA Private Banks' Product and Platform @ (March 2010 - December 2014)
- Vice President, Private Investment Management - Strategic Development @ Lehman Brothers (January 2004 - January 2008)
- Director, Corporate Development @ (January 1999 - January 2001)
- Principal Consultant and Auditor @ (January 1994 - January 1999)
Laurie Marks Education
- Georgetown University McDonough School of Business
- Rutgers University
Laurie Marks Skills
- Wealth Management
- Strategy
- Product Management
- Financial Services
- Financial Advisory
- Business Development
- Project Management
- Product Development
- Investments
- Investment Management
- Analytical Skills
- Financial Planning
- Financial Analysis
- Strategic Planning
- Business Strategy
- Relationship Management
- Stakeholder Management
- Team Leadership
- Collaborative Problem Solving
- People Management
- Senior Stakeholder Management
- Relationship Development
- Digital Transformation
- Product Strategy
Laurie Marks Summary
- Laurie Marks, based in San Francisco, CA, US, is currently a Senior Advisor at Schultz Collins. Laurie Marks brings experience from previous roles at TrigoFi, JPMorgan Chase & Co. and TIAA. Laurie Marks holds a Georgetown University McDonough School of Business. With a robust skill set that includes Wealth Management, Strategy, Product Management, Financial Services, Financial Advisory and more. Laurie Marks has 2 emails and 1 mobile phone numbers on RocketReach.
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