Steve Marks Email & Phone Number
Chief Financial Officer - Truist Wealth @ Truist
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Steve Marks Location
- Charlotte, NC, US
Steve Marks Work
- Chief Financial Officer - Truist Wealth @ (November 2025 - Present)
- Senior Vice President - Truist Wealth @ (July 2022 - October 2025)
- Executive Director - Credit Portfolio Group Product Control @ (February 2019 - July 2022)
- Vice President - Credit Portfolio Group Product Control @ (November 2013 - January 2019)
- Associate Director - Structured Credit Product Control @ (October 2010 - November 2013)
- Product Controller - Credit Derivatives @ (November 2008 - October 2010)
- Product Controller - Commodities @ (April 2008 - November 2008)
- Audit Senior @ (January 2005 - January 2008)
Steve Marks Education
- Marist University
BS (Dual Major - Accounting & Finance)
2001-2005
Steve Marks Skills
- Structured Products
- Trading
- Fixed Income
- Equities
- Derivatives
- Commodity
- Credit Derivatives
- Alternative Investments
- Asset Management
- Private Equity
- Investment Banking
- Securities
- Hedge Funds
- Strategy
- Institutional Investments
- Investments
- Finance
- Entrepreneurship
- Portfolio Management
- Funding
- Business Planning
- IPO
- Investment Management
- Capital Markets
- Mergers and Acquisitions
- Valuation
- Financial Structuring
- Emerging Markets
- Due Diligence
- Fund of Funds
- Investment Strategies
- Investor Relations
- Equity Research
- Asset Allocation
- Bonds
- Capital
- Corporate Development
- Asset Managment
- New Business Development
- Capital Raising
Steve Marks Summary
- Steve Marks, based in Charlotte, NC, US, is currently a Chief Financial Officer - Truist Wealth at Truist. Steve Marks brings experience from previous roles at Truist, JPMorgan Chase & Co. and UBS. Steve Marks holds a 2001 - 2005 BS in Dual Major - Accounting & Finance @ Marist University. With a robust skill set that includes Structured Products, Trading, Fixed Income, Equities, Derivatives and more. Steve Marks has 1 emails on RocketReach.
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