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
- Sr. Manager, Business Development (DAFgiving360) @ (January 2024 - Present)
- Relationship Manager @ (October 2016 - January 2024)
- Senior Sales Specialist (TD Ameritrade) @ (August 2015 - September 2016)
- Registered Financial Rep (TD Ameritrade) @ (March 2014 - July 2015)
- Account Manager @ (August 2012 - March 2014)
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
- Technical University of Munich
International MBA Residency in Germany (In partnership with Michigan Ross) (International Business Transformation)
- University of Iowa
Economics (Economics)
- Western Governors University
Bachelor of Science (Business Administration and Management, General)
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 and 2 mobile phone numbers on RocketReach.
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