Marcus Garcia Email & Phone Number
National Operations Relationship Manager, Private Wealth @ LPL Financial
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Marcus Garcia Location
- San Diego, CA, US
Marcus Garcia Work
- National Operations Relationship Manager, Private Wealth @ (February 2024 - Present)
- Assistant Vice President @ (September 2020 - March 2024)
- Manager @ (March 2018 - September 2020)
- Associate Analyst @ (January 2015 - March 2018)
- Associate Service Consultant @ (July 2013 - January 2015)
- Commissions Specialist @ (July 2010 - July 2013)
- Commission Accounting Associate @ (May 2008 - June 2010)
Marcus Garcia Education
- University of San Diego
Bachelor of Business Administration (B.B.A.) (Business Economics)
2002-2006
Marcus Garcia Skills
- Financial Modeling
- Portfolio Management
- Customer Service
- Financial Analysis
- Equities
- Finance
- SQL
- Microsoft Excel
- Process Improvement
- Securities
- Investments
- Fixed Income
- Mutual Funds
- Strategic Planning
- Risk Management
Marcus Garcia Summary
- Marcus Garcia, based in San Diego, CA, US, is currently a National Operations Relationship Manager, Private Wealth at LPL Financial. Marcus Garcia brings experience from previous roles at LPL Financial. Marcus Garcia holds a 2002 - 2006 Bachelor of Business Administration (B.B.A.) in Business Economics @ University of San Diego. With a robust skill set that includes Financial Modeling, Portfolio Management, Customer Service, Financial Analysis, Equities and more. Marcus Garcia has 2 emails and 1 mobile phone numbers on RocketReach.
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