Marcus Jefferson Email & Phone Number
Wealth Management Client Relationship Manager @ TIAA
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Marcus Jefferson Location
- Texas, United States
Marcus Jefferson Work
- Wealth Management Client Relationship Manager @ (October 2025 - Present)
- Sr. Customer Advocate Licensed @ (April 2025 - October 2025)
- Financial Services Representative @ (March 2024 - April 2025)
Marcus Jefferson Education
- Chadron State College
Bachelor of Business Administration - BBA (Finance)
2020-2023
Marcus Jefferson Skills
- Communication
- Finance
- Insurance license
- Leadership
- Microsoft Excel
- Series 6
- Series 63
- Series 7
Marcus Jefferson Summary
- Marcus Jefferson, based in Texas, United States, is currently a Wealth Management Client Relationship Manager at TIAA. Marcus Jefferson brings experience from previous roles at TIAA. Marcus Jefferson holds a 2020 - 2023 Bachelor of Business Administration - BBA in Finance @ Chadron State College. With a robust skill set that includes Communication, Finance, Insurance license, Leadership, Microsoft Excel and more. Marcus Jefferson has 1 emails and 1 mobile phone numbers on RocketReach.
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