CCH Trust US - Trust Sales Account Manager @ (February 2019 - January 2022)
Senior Vice President - Managing Director @ (April 2018 - February 2019)
Regional Director - Bank and Trust @ Voya Investment Management (formerly ING Investment Management) (December 2009 - December 2016)
Sales and Relationship Management @ (October 1997 - December 2009)
Marc Reed Education
Villanova University
Marc Reed Skills
Alternative Investments
Asset Allocation
Asset Management
Asset Managment
CRPC
ETFs
Equities
Estate Planning
Finance
Financial Services
Fixed Income
Investment Management
Investment Strategies
Investments
Mutual Funds
Retirement Plan Consulting
Securities
Separately Managed Accounts
Series 63
Series 65
Series 7
Wealth Management
Wholesale
Wholesaling
Strategy
Sales Management
Microsoft Excel
Marketing
Risk 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, Asset Allocation, Asset Management, Asset Managment, CRPC and more. Marc Reed has 4 emails and 13 mobile phone numbers on RocketReach.
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