Shawn Marks Email & Phone Number
Managing Director- Private Client Advisor @ J.P. Morgan
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Shawn Marks Location
- Winnetka, IL, US
Shawn Marks Work
- Managing Director- Private Client Advisor @ (February 2022 - Present)
- Senior Vice President Investments, Private Client Advisor @ (January 2003 - February 2022)
- Financial Advisor @ (September 2001 - January 2003)
- Financial Advisor @ (January 2000 - September 2001)
- Financial Advisor @ (August 1995 - January 2000)
Shawn Marks Education
- DePaul University
B.A.S (Commerce)
1993-1995
Shawn Marks Skills
- Microsoft Office
- Team Building
- Business Development
- Microsoft Excel
- Public Speaking
- Finance
- Strategy
- Financial Planning
- Strategic Financial Planning
- Portfolio Management
- Asset Allocation
- Asset Management
- Fixed Annuities
- Private Clients
- Series 7
- Financial Analysis
- Management
- Customer Service
- Strategic Planning
- Risk Management
- Financial Modeling
- Credit
- Equipment Finance
- Financial Services
- Loans
- Business Strategy and/or Strategic Planning
- Treasury Management and/or Treasury Services
Shawn Marks Summary
- Shawn Marks, based in Winnetka, IL, US, is currently a Managing Director- Private Client Advisor at J.P. Morgan Wealth Management. Shawn Marks brings experience from previous roles at J.P. Morgan Chase Bank, N.A., Morgan Stanley, William Blair and Merrill Lynch. Shawn Marks holds a 1993 - 1995 B.A.S in Commerce @ DePaul University. With a robust skill set that includes Microsoft Office, Team Building, Business Development, Microsoft Excel, Public Speaking and more. Shawn Marks has 3 emails and 2 mobile phone numbers on RocketReach.
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