Marc Reed Email & Phone Number
Director, Wealth Management Solutions @ Fi-Tek
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Marc Reed Location
- New York, NY, US
Marc Reed Work
- 2022 -now Director, Wealth Management Solutions @
- 2019 -2022 CCH Trust US - Trust Sales Account Manager @
- 2018 -2019 Senior Vice President - Managing Director @
- 2009 -2016 Regional Director - Bank and Trust @ Voya Investment Management (formerly ING Investment Management)
- 1997 -2009 Sales and Relationship Management @
Marc Reed Education
- Villanova University
Marc Reed Skills
- Alternative Investments
- Estate Planning
- Series 63
- Fixed Income
- Wholesaling
- Investments
- Finance
- Retirement Plan Consulting
- Asset Allocation
- Strategy
- Financial Services
- Asset Managment
- Wealth Management
- Equities
- Mutual Funds
- Sales Management
- Investment Strategies
- Microsoft Excel
- Asset Management
- Separately Managed Accounts
- Marketing
- Risk Management
- ETFs
- Series 65
- CRPC
- Series 7
- Securities
- Wholesale
- Investment Management
Marc Reed Summary
- Marc Reed, based in New York, NY, US, is currently a Director, Wealth Management Solutions at Fi-Tek. Marc Reed brings experience from previous roles at Wolters Kluwer, TAA North America US Small Firms, EveryIncome, Voya Investment Management (formerly ING Investment Management) and AllianceBernstein Investments. Marc Reed holds a Villanova University. With a robust skill set that includes Alternative Investments, Estate Planning, Series 63, Fixed Income, Wholesaling and more. Marc Reed has 4 emails and 13 mobile phone numbers on RocketReach.
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Top Fi-Tek Employees
Kevin Fisher
Senior Managing Director
New York, United States
Ramsey El-Fakir
CIO and CTO and CISO
Edison, NJ, US
Kaitlyn Gustafson
Director of Project Management
Stamford, CT, US
Subir Chatterjee
CEO and Founder
Edison, NJ, US
Frank Judisch
Managing Director
Naples, FL, US
Danielle Gogan
Director, Wealth Management Solutions
Edison, NJ, US
Stuart Hendry
Head of Strategic Initiatives
Stamford, CT, US
Santanu Sarkar
Vice President
East Brunswick, NJ, US
Srikumar Sinha
VP Operations
Edison, NJ, US
Tony Mitchell
Managing Director
Edison, NJ, US
Joseph Mitarotonda
Corporate Controller
New York, NY, US
Suvo Chatterjee
Vice President of Product and Technology
New York, NY, US
Mark Cancellieri
Vice President of Finance and Accounting
Edison, NJ, US
James Plaisted
Head of Legal
Glen Ridge, NJ, US
Doren Thangjam
VP - Solutions consulting
Edison, NJ, US
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