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Harrison Marks Email & Phone Number
Financial Client Associate
at
ADVOCACY WEALTH MANAGEMENT, LLC
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Client Associate
Location
Atlanta, Georgia, United States
Company size
Who is Harrison Marks? Overview
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Quick answer
Harrison Marks is listed as Financial Client Associate at ADVOCACY WEALTH MANAGEMENT, LLC, a company with 78669 employees, based in Atlanta, Georgia, United States. AeroLeads shows a matched LinkedIn profile for Harrison Marks.
Harrison Marks previously worked as Client Relationship Manager at Morgan Stanley and Credit Analyst at Alabama Credit Union. Harrison Marks holds Bachelor'S Degree, Finance And Financial Management Services, Alumni from The University Of Alabama.
Company email context
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ADVOCACY WEALTH MANAGEMENT, LLC
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Profile bio
About Harrison Marks
University of Alabama Alumni. Currently working as a Client Relationship Manager at Morgan Stanley Wealth Management.
Current workplace
Harrison Marks's current company
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Advocacy Wealth Management, Llc
8 roles
Harrison Marks work experience
A career timeline built from the work history available for this profile.
Client Relationship Manager
Current
Aug 2024 - Present
Credit Analyst
- Assist in evaluating the creditworthiness of loan applicants, ensuring prudent lending practices, and minimizing default risk- Conduct thorough financial analysis and maintain accurate records providing critical insights for informed decision-making and regulatory compliance- Collaborate with lending managers and loan officers to facilitate efficient.
May 2023 - Sep 2024
Commercial Lending Intern
- Developed risk assessments and conducted thorough credit analyses for loans spanning up to 8.4 million dollars, ensuring sound lending decisions and compliance with institutional policies
- Played a pivotal role in guiding a 3.8-million-dollar medical office building project from its inception to approval, actively participating in all stages of financing and underwriting,
- Led the preparation of a funding request for an 11-million-dollar multifamily apartment building, showcasing adeptness in financial analysis to secure necessary funding for the project
May 2023 - Aug 2023
Student
Aug 2020 - Sep 2024
Sales Manager Intern
Coca-Cola Bottling Company Decatur, Al
Identified consumer trends in different stores and counties to project consumer demand by viewing sales. Performed quality tests on batches of products and prepared products on the warehouse floor for distribution. Worked closely with the sales in route managers to learn how products are managed.
May 2022 - Aug 2022
Cart Associate
Indian Hills Country Club, Tuscaloosa, Al
Feb 2022 - May 2022
Construction Worker
Craft & Associates Inc
May 2020 - Aug 2020
Team & coworkers
Colleagues at ADVOCACY WEALTH MANAGEMENT, LLC
Other employees you can reach at morganstanley.com. View company contacts for 78669 employees →
AS
Ajay S
Colleague at Advocacy Wealth Management, Llc
Bengaluru, Karnataka, India, India
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CC
Christopher Carter
Colleague at Advocacy Wealth Management, Llc
London, England, United Kingdom, United Kingdom
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AP
Alisha Parks
Colleague at Advocacy Wealth Management, Llc
Atlanta Metropolitan Area, United States, United States
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ES
Elaine Silva
Colleague at Advocacy Wealth Management, Llc
São Paulo, São Paulo, Brazil, Brazil
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EL
Elizabeth Lynne Gilham
Colleague at Advocacy Wealth Management, Llc
Columbus, Ohio, United States, United States
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MC
Marie Chen G.
Colleague at Advocacy Wealth Management, Llc
Los Angeles Metropolitan Area, United States
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CV
Carmen Vasquez
Colleague at Advocacy Wealth Management, Llc
Miami-Fort Lauderdale Area, United States
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DG
Dolly Gulabani
Colleague at Advocacy Wealth Management, Llc
Mumbai, Maharashtra, India, India
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PP
Pratibha Pradeep
Colleague at Advocacy Wealth Management, Llc
Baltimore, Maryland, United States, United States
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PN
Priya Narayanan
Colleague at Advocacy Wealth Management, Llc
Montreal, Quebec, Canada, Canada
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Ajay S
Colleague at Advocacy Wealth Management, Llc
Bengaluru, Karnataka, India, India
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CC
Christopher Carter
Colleague at Advocacy Wealth Management, Llc
London, England, United Kingdom, United Kingdom
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AP
Alisha Parks
Colleague at Advocacy Wealth Management, Llc
Atlanta Metropolitan Area, United States, United States
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ES
Elaine Silva
Colleague at Advocacy Wealth Management, Llc
São Paulo, São Paulo, Brazil, Brazil
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EL
Elizabeth Lynne Gilham
Colleague at Advocacy Wealth Management, Llc
Columbus, Ohio, United States, United States
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MC
Marie Chen G.
Colleague at Advocacy Wealth Management, Llc
Los Angeles Metropolitan Area, United States
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CV
Carmen Vasquez
Colleague at Advocacy Wealth Management, Llc
Miami-Fort Lauderdale Area, United States
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DG
Dolly Gulabani
Colleague at Advocacy Wealth Management, Llc
Mumbai, Maharashtra, India, India
View →
PP
Pratibha Pradeep
Colleague at Advocacy Wealth Management, Llc
Baltimore, Maryland, United States, United States
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PN
Priya Narayanan
Colleague at Advocacy Wealth Management, Llc
Montreal, Quebec, Canada, Canada
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1 education record
Harrison Marks education
FAQ
Frequently asked questions about Harrison Marks
Quick answers generated from the profile data available on this page.
What company does Harrison Marks work for?
Harrison Marks works for ADVOCACY WEALTH MANAGEMENT, LLC.
What is Harrison Marks's role at ADVOCACY WEALTH MANAGEMENT, LLC?
Harrison Marks is listed as Financial Client Associate at ADVOCACY WEALTH MANAGEMENT, LLC.
Where is Harrison Marks based?
Harrison Marks is based in Atlanta, Georgia, United States while working with ADVOCACY WEALTH MANAGEMENT, LLC.
What companies has Harrison Marks worked for?
Harrison Marks has worked for Advocacy Wealth Management, Llc, Morgan Stanley, Alabama Credit Union, Culverhouse College Of Business, and Coca-Cola Bottling Company Decatur, Al.
Who are Harrison Marks's colleagues at ADVOCACY WEALTH MANAGEMENT, LLC?
Harrison Marks's colleagues at ADVOCACY WEALTH MANAGEMENT, LLC include Ajay S, Christopher Carter, Alisha Parks, Elaine Silva, and Elizabeth Lynne Gilham.
How can I contact Harrison Marks?
You can use AeroLeads to view verified contact signals for Harrison Marks at ADVOCACY WEALTH MANAGEMENT, LLC, including work email, phone, and LinkedIn data when available.
What schools did Harrison Marks attend?
Harrison Marks holds Bachelor'S Degree, Finance And Financial Management Services, Alumni from The University Of Alabama.
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