Marc Russell Email & Phone Number
Senior Financial Planner @ Q3 Advisors
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Marc Russell Location
- Provo, UT, US
Marc Russell Work
- Senior Financial Planner @ (January 2026 - Present)
- Chief Investment Officer and Co-Founder @ (March 2018 - Present)
- Associate Advisor Team Lead @ (January 2022 - January 2026)
- Director of Origination Implementation @ (September 2019 - January 2022)
- Senior Manager @ (September 2014 - September 2019)
- Account Management Team Lead @ (July 2007 - October 2014)
Marc Russell Education
- Utah Valley University
Master's degree (Financial Planning and Analytics)
2020-2021 - Brigham Young University
B.S. (Economics)
2003-2007
Marc Russell Skills
- Microsoft Office
- Project Management
- Leadership
- Team Building
- Investments
- Financial Analysis
- Product Optimization
- Scrum Product Owner Accredited
- Team Leadership
- XML
- DataMapper
- Loan Origination
- Scrum
- Data Analysis
- Investment Properties
- Loans
- Real Estate
- Web Services API
- Cross-functional Team Leadership
- Business Process Improvement
- Certified Financial Planner
- Crowdfunding
- Due Diligence
- Fee Only Service
- Financial Advisory
- Financial Planning
- Holistic Financial Planning
- Independent Financial Advice
- JSON
- Private Equity
- Securities Regulation
- Series 65
- Series 7
- Wealth Accumulation
- Wealth Management
Marc Russell Summary
- Marc Russell, based in Provo, UT, US, is currently a Senior Financial Planner at Q3 Advisors. Marc Russell brings experience from previous roles at ContraCapital, LLC, FirstPurpose Wealth and GOLDPoint Systems. Marc Russell holds a 2020 - 2021 Master's degree in Financial Planning and Analytics @ Utah Valley University. With a robust skill set that includes Microsoft Office, Project Management, Leadership, Team Building, Investments and more. Marc Russell has 5 emails and 5 mobile phone numbers on RocketReach.
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