Tabitha Marks Email & Phone Number
Advisor Relationship Consultant @ Principal Financial Group
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Tabitha Marks Location
- Charlotte, NC, US
Tabitha Marks Work
- Advisor Relationship Consultant @ (March 2026 - Present)
- Director - Workplace Benefits Specialist at Bank of America Merrill Lynch @ (November 2022 - March 2026)
- Internal Wholesaler @ (May 2015 - October 2022)
- Wealth Associate - Retirement @ (August 2012 - May 2015)
Tabitha Marks Education
- Darla Moore School of Business at the University of South Carolina
Bachelor of Science (Business Administration)
2005-2009 - Chase High School
Tabitha Marks Skills
- Hold Series 7
- Series 66
- Life & Health Insurance Licenses
- Sales
- Account Management
- Direct Sales
- Cold Calling
- Marketing
- Sales Presentations
- Business Development
- Pricing
- Sales Management
- New Business Development
- Selling
- Sales Process
- Key Account Management
- Advertising
- Customer Satisfaction
- Sales Operations
- B2B
- Retail
- Customer Service
- Marketing Strategy
- Negotiation
- Microsoft Office
- Retirement Planning
- 401k
Tabitha Marks Summary
- Tabitha Marks, based in Charlotte, NC, US, is currently a Advisor Relationship Consultant at Principal Financial Group. Tabitha Marks brings experience from previous roles at Bank of America Merrill Lynch, Principal Financial Group and First Citizens Bank & Trust of South Carolina. Tabitha Marks holds a 2005 - 2009 Bachelor of Science in Business Administration @ Darla Moore School of Business at the University of South Carolina. With a robust skill set that includes Hold Series 7, Series 66, Life & Health Insurance Licenses, Sales, Account Management and more. Tabitha Marks has 4 emails and 2 mobile phone numbers on RocketReach.
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