Laurie Marks Location
- San Francisco, CA, US
Laurie Marks Work
- 2022 -now Senior Advisor @
- 2021 -2021 Co-Founder @
- 2018 -2020 Head of Digital Channels Strategy and Planning @
- 2016 -2017 Wealth Management Director @
- 2015 -2015 Chief Operating Officer - EMEA Private Banks' discretionary business @
- 2010 -2014 Executive Director, EMEA Private Banks' Product and Platform @
- 2004 -2008 Vice President, Private Investment Management - Strategic Development @ Lehman Brothers
- 1999 -2001 Director, Corporate Development @
- 1994 -1999 Principal Consultant and Auditor @
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 2 mobile phone numbers on RocketReach.
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