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Marcus Coleman Location
Philadelphia, PA, US
Marcus Coleman Work
Founder and Chief Executive Officer @ (October 2026 - Present)
Financial Advisor @ (July 2024 - September 2026)
Investment Analyst @ (April 2023 - January 2024)
Virtual Financial Advisor @ (December 2021 - March 2023)
Registered Client Service Associate @ (March 2020 - December 2021)
Advisory Associate @ (August 2018 - December 2019)
Licensed Banker @ (May 2017 - June 2018)
Student-Athlete @ (July 2012 - June 2016)
Marcus Coleman Education
Whitman School of Management at Syracuse University
Bachelor’s Degree (Finance and Supply Chain Management)
2012-2016
Camden Catholic High School 2008-2012
Marcus Coleman Skills
Business Development
Capital Allocation
Insurance
Investment Strategies
Retirement Planning
Strategic Partnerships
Strategic Planning
Wealth Strategy Services
Marcus Coleman Summary
Marcus Coleman, based in Philadelphia, PA, US, is currently a Founder and Chief Executive Officer at Canaan Holdings LLC. Marcus Coleman brings experience from previous roles at Edward Jones, Zenith Wealth Partners and Raymond James. Marcus Coleman holds a 2012 - 2016 Bachelor’s Degree in Finance and Supply Chain Management @ Whitman School of Management at Syracuse University. With a robust skill set that includes Business Development, Capital Allocation, Insurance, Investment Strategies, Retirement Planning and more. Marcus Coleman has 1 emails and 1 mobile phone numbers on RocketReach.
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