Alex Marmitt, Wmcp® Email & Phone Number
@jpmchase.com
3 phones found area 703
LinkedIn matched
Who is Alex Marmitt, Wmcp®? Overview
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Alex Marmitt, Wmcp® is listed as Partner at Klestinski Rapp Marmitt Investment Counsel, a company with 134 employees, based in Barrington, Illinois, United States. AeroLeads shows a work email signal at jpmchase.com, phone signal with area code 703, and a matched LinkedIn profile for Alex Marmitt, Wmcp®.
Alex Marmitt, Wmcp® previously worked as Vice President of Investments at Wintrust Wealth Management and VP of Investments - Private Client Advisor at Jpmorgan Wealth Management. Alex Marmitt, Wmcp® holds Bachelors Of Science, Economics from University Of Kentucky.
Email format at Klestinski Rapp Marmitt Investment Counsel
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AeroLeads found 1 current-domain work email signal for Alex Marmitt, Wmcp®. Compare company email patterns before reaching out.
About Alex Marmitt, Wmcp®
Alex Marmitt is a Financial Advisor located at Barrington Bank and Trust in downtown Barrington, Illinois. He has been providing comprehensive financial planning and wealth management services to his clients for seven years. He joined Wintrust Wealth Management in 2023. Prior to joining Wintrust, Alex worked as an advisor for JPMorgan Wealth Management and Robert W. Baird. Alex has a strong commitment to formulating a personalized plan and investment strategy for each client to ensure their strategy aligns with both their near- and long-term financial objectives. His ability to build quality relationships with his clients is what drives the success of planning for his client’s futures. Alex received his bachelor’s degree in Business Economics from the University of Kentucky and has earned his FINRA Series 7, 66, and SIE licenses. In addition, he also earned his Wealth Management Certified Professional (WMCP®) designation and Illinois Insurance license. Alex resides with his wife, Lauren, and dog, Benny, in the northwest Chicago suburbs.
Listed skills include Leadership, Microsoft Office, Microsoft Excel, Customer Service, and 16 others.
Alex Marmitt, Wmcp®'s current company
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Alex Marmitt, Wmcp® work experience
A career timeline built from the work history available for this profile.
Vice President Of Investments
Current
Vp Of Investments - Private Client Advisor
Financial Advisor
Financial Advisor Foundations Program Associate
The Foundations Program is a two-year, full-time rotational program that provides work experience and learning opportunities in select wealth management functional areas. Some of these areas include:- Operations- Marketing- Research, Products, & Services- Financial Planning- Client Resource Team- Branch RotationsThe program serves as a foundation for entry.
Project Manager - Software Implementation
- Work alongside Executive Sales Representatives in converting new clients from their previous payroll system to Paycom, from the initial data collection phase to post-payroll HR product training
- Develop and manage customized project plans to ensure that new clients' first payrolls are processed accurately and according to schedule
- Consult with clients on the setup and implementation of Paycom's proprietary HR products, ultimately streamlining their approach to human capital… Show more
- Consult with clients on the setup and implementation of Paycom's proprietary HR products, ultimately streamlining their approach to human capital management
- Provide regular training opportunities on Paycom's extensive payroll and HR systems and assess new client progress on an ongoing basis
- Analyze client’s system usage, web time clock and hardware clock interfaces, general ledger mapping, 401k reporting, and benefit strategies for effective software implementations.
Customer Success Associate
- Responsible for account management of clientele ranging from higher education institutions to non-profit organizations
- Implement software programs for new and existing clientele
- Drive development of account-based growth plans
- Use Salesforce to track account information and account expansion opportunities
- Provided business insight for product development for new product features and program edits
- Led customer on-boarding and training webinars, as well as provided… Show more
Account Executive
- Hold and lead client engagement meetings for all new and prospective clients to understand the full capabilities of Fortitude Systems and our services
- Attend client requirements meetings and participate in requirements solicitations based on client’s SOW’s and RFP’s
- Consult with C-Level Executives on new business / hiring strategies for companies from start-up to Fortune 500 size
- Write and formulate formal job descriptions and requirements based on our clients SOW’s and… Show more
- Write and formulate formal job descriptions and requirements based on our clients SOW’s and RFP’s
- Conduct feedback meetings to ensure that requirements are clearly met and understood
Colleagues at Klestinski Rapp Marmitt Investment Counsel
Other employees you can reach at wintrustwealth.com. View company contacts for 134 employees →
Adria Schmidtke
Colleague at Klestinski Rapp Marmitt Investment Counsel
Springfield, Missouri, United States, United States
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JS
Jeffrey Sweno
Colleague at Klestinski Rapp Marmitt Investment Counsel
Mundelein, Illinois, United States, United States
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JS
Jacob Stobart
Colleague at Klestinski Rapp Marmitt Investment Counsel
Greater Chicago Area, United States
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TT
Timothy Treacy, Cfp®
Colleague at Klestinski Rapp Marmitt Investment Counsel
Greater Chicago Area, United States
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MM
Michael Megall
Colleague at Klestinski Rapp Marmitt Investment Counsel
Chicago, Illinois, United States, United States
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CS
Christina Schutzenhofer
Colleague at Klestinski Rapp Marmitt Investment Counsel
United States, United States
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MM
Mary Mccarthy
Colleague at Klestinski Rapp Marmitt Investment Counsel
Greater Chicago Area, United States
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CP
Carlos Pacheco
Colleague at Klestinski Rapp Marmitt Investment Counsel
Greater Chicago Area, United States
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JH
Jamie Holmes
Colleague at Klestinski Rapp Marmitt Investment Counsel
United States, United States
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MG
Mary Guerrero
Colleague at Klestinski Rapp Marmitt Investment Counsel
Chicago, Illinois, United States, United States
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Alex Marmitt, Wmcp® education
Frequently asked questions about Alex Marmitt, Wmcp®
Quick answers generated from the profile data available on this page.
What company does Alex Marmitt, Wmcp® work for?
Alex Marmitt, Wmcp® works for Klestinski Rapp Marmitt Investment Counsel.
What is Alex Marmitt, Wmcp®'s role at Klestinski Rapp Marmitt Investment Counsel?
Alex Marmitt, Wmcp® is listed as Partner at Klestinski Rapp Marmitt Investment Counsel.
What is Alex Marmitt, Wmcp®'s email address?
AeroLeads has found 1 work email signal at @jpmchase.com for Alex Marmitt, Wmcp® at Klestinski Rapp Marmitt Investment Counsel.
What is Alex Marmitt, Wmcp®'s phone number?
AeroLeads has found 3 phone signal(s) with area code 703 for Alex Marmitt, Wmcp® at Klestinski Rapp Marmitt Investment Counsel.
Where is Alex Marmitt, Wmcp® based?
Alex Marmitt, Wmcp® is based in Barrington, Illinois, United States while working with Klestinski Rapp Marmitt Investment Counsel.
What companies has Alex Marmitt, Wmcp® worked for?
Alex Marmitt, Wmcp® has worked for Klestinski Rapp Marmitt Investment Counsel, Wintrust Wealth Management, Jpmorgan Wealth Management, Baird, and Paycom.
Who are Alex Marmitt, Wmcp®'s colleagues at Klestinski Rapp Marmitt Investment Counsel?
Alex Marmitt, Wmcp®'s colleagues at Klestinski Rapp Marmitt Investment Counsel include Adria Schmidtke, Jeffrey Sweno, Jacob Stobart, Timothy Treacy, Cfp®, and Michael Megall.
How can I contact Alex Marmitt, Wmcp®?
You can use AeroLeads to view verified contact signals for Alex Marmitt, Wmcp® at Klestinski Rapp Marmitt Investment Counsel, including work email, phone, and LinkedIn data when available.
What schools did Alex Marmitt, Wmcp® attend?
Alex Marmitt, Wmcp® holds Bachelors Of Science, Economics from University Of Kentucky.
What skills is Alex Marmitt, Wmcp® known for?
Alex Marmitt, Wmcp® is listed with skills including Leadership, Microsoft Office, Microsoft Excel, Customer Service, Powerpoint, Recruiting, Social Media, and Sales.
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