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Marcus Wheeler Location
Atlanta, GA, US
Marcus Wheeler Work
Senior Vice President and Investments, Branch Manager - Stifel @ (October 2016 - Present)
Senior Vice President | Financial Advisor | Branch Manager @ Morgan Stanley Wealth Management (January 2011 - January 2016)
Senior Vice President | Complex Business Development Officer @ Morgan Stanley Wealth Management (January 2008 - January 2011)
Senior Vice President | Complex Manager @ Morgan Stanley Wealth Management (January 2007 - January 2008)
First Vice President | Complex Manager @ Morgan Stanley Wealth Management (January 1996 - January 2007)
Life Insurance Agent @ Northwestern Mutual Life Insurance (January 1994 - January 1996)
Marcus Wheeler Education
university of South Dakota
Bachelor Of Science In Business Administration (Finance)
1991-1994
School of Mines & Technology
(General Studies)
1990-1991
Marcus Wheeler Skills
Microsoft Office
Volatility
Investments
Business Analysis
Differentiation
Strategy
Marcus Wheeler Summary
Marcus Wheeler, based in Atlanta, GA, US, is currently a Senior Vice President and Investments, Branch Manager - Stifel at Stifel Financial Corp.. Marcus Wheeler brings experience from previous roles at Morgan Stanley Wealth Management. Marcus Wheeler holds a 1991 - 1994 Bachelor Of Science In Business Administration in Finance @ university of South Dakota. With a robust skill set that includes Microsoft Office, Volatility, Investments, Business Analysis, Differentiation and more. Marcus Wheeler has 2 emails and 2 mobile phone numbers on RocketReach.
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