Marcus James Email & Phone Number
Sr. Manager, Business Development (DAFgiving360) @ Charles Schwab
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Marcus James Location
- Denver, CO, US
Marcus James Work
- 2024 -now Sr. Manager, Business Development (DAFgiving360) @
- 2016 -2024 Relationship Manager @
- 2015 -2016 Senior Sales Specialist (TD Ameritrade) @
- 2014 -2015 Registered Financial Rep (TD Ameritrade) @
- 2012 -2014 Account Manager @
Marcus James Education
- Boston University
Certificate - Personal Financial Planning (Financial Planning and Services)
2019-2021 - University of Michigan - Stephen M. Ross School of Business
Master of Business Administration - MBA
- University of Iowa
B.A. (Economics)
- Western Governors University
Marcus James Skills
- Investments
- Sales Presentations
- Mutual Funds
- Retirement Planning
- Sales
- Series 7
- Series 63
- Solution Selling
- Account Management
- Financial Services
- Investment Strategies
- Vendor Management
- Customer Retention
- Customer Satisfaction
- Equity Derivatives
- Direct Sales
- Customer Relationship Management (CRM)
- Consultative Selling
- Salesforce.com
- Business Relationship Management
- Strategic Partnerships
- Options Strategies
- U.S. Securities and Exchange Commission (SEC)
- Sales Consulting
- FINRA
- Territory Management
- Business-to-Business (B2B)
- Sales Process
- Sales Strategy
- Complex Sales
- Product Marketing
- B2B Marketing
Marcus James Summary
- Marcus James, based in Denver, CO, US, is currently a Sr. Manager, Business Development (DAFgiving360) at Charles Schwab. Marcus James brings experience from previous roles at Charles Schwab and AT&T. Marcus James holds a 2019 - 2021 Certificate - Personal Financial Planning in Financial Planning and Services @ Boston University. With a robust skill set that includes Investments, Sales Presentations, Mutual Funds, Retirement Planning, Sales and more. Marcus James has 3 emails on RocketReach.
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