Marc Koven Email & Phone Number
Chief Compliance Officer and Senior Financial Advisor @ Cypress Wealth Services
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Marc Koven Location
- Palm Desert, CA, US
Marc Koven Work
- 2017 -now Chief Compliance Officer and Senior Financial Advisor @
- 2014 -2017 Financial Advisor @
- 2005 -2014 Financial Advisor @
Marc Koven Education
- California State University-San Bernardino
Bachelor of Arts (Finance)
2002-2004
Marc Koven Skills
- Leadership
- Microsoft Office
- Investments
- Research
- Business Analysis
- Accounting
- Training
- Asset Allocation
- Retirement Planning
- Financial Planning
Marc Koven Summary
- Marc Koven, based in Palm Desert, CA, US, is currently a Chief Compliance Officer and Senior Financial Advisor at Cypress Wealth Services. Marc Koven brings experience from previous roles at Integrated Wealth Management and Morgan Stanley. Marc Koven holds a 2002 - 2004 Bachelor of Arts in Finance @ California State University-San Bernardino. With a robust skill set that includes Leadership, Microsoft Office, Investments, Research, Business Analysis and more. Marc Koven has 1 emails and 2 mobile phone numbers on RocketReach.
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