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
- 2015 -2018 Associate Analyst @
- 2024 -now National Operations Relationship Manager, Private Wealth @
- 2018 -2020 Manager @
- 2013 -2015 Associate Service Consultant @
- 2010 -2013 Commissions Specialist @
- 2020 -2024 Assistant Vice President @
- 2008 -2010 Commission Accounting Associate @
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 3 emails and 1 mobile phone numbers on RocketReach.
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