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Monte Marshall Location
Birmingham, AL, US
Monte Marshall Work
2014 -now Financial Consultant @
2014 -now Vice President @
2004 -2014 Registered Representative and Managing Director @
1996 -1999 Professional Baseball Player @
Monte Marshall Education
Birmingham Southern
Bachelor of Science (BS) (Business Finance)
1992-1996
Monte Marshall Skills
Strategic Financial Planning
Wealth Management
Estate Planning
Tax Efficiency
College Education Planning
Retirement Planning
Life Insurance
Portfolio Management
Life & Health Insurance Licenses
Project Management
Sales
Business Development
Life And Health Insurance Licenses
Sports
Hospitals
Monte Marshall Summary
Monte Marshall, based in Birmingham, AL, US, is currently a Financial Consultant at NBC Securities, Inc.. Monte Marshall brings experience from previous roles at NBC Securities, Inc., MassMutual Financial Group and Los Angeles Dodgers. Monte Marshall holds a 1992 - 1996 Bachelor of Science (BS) in Business Finance @ Birmingham Southern. With a robust skill set that includes Strategic Financial Planning, Wealth Management, Estate Planning, Tax Efficiency, College Education Planning and more. Monte Marshall has 2 emails and 2 mobile phone numbers on RocketReach.
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