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@wealthhubsolutions.com
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4 phones found area 610
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LinkedIn matched
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James Marks is listed as CEO, WealthHub Solutions at WealthHub Solutions, Inc, based in Greater Philadelphia, United States, United States. AeroLeads shows a work email signal at wealthhubsolutions.com, phone signal with area code 610, and a matched LinkedIn profile for James Marks.
James Marks previously worked as President and CEO at Wealthhub Solutions, Inc and President at The Marks Group. James Marks holds Ba, Art History from Swarthmore College.
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AeroLeads found 2 current-domain work email signals for James Marks. Compare company email patterns before reaching out.
Innovator in financial technology as entrepreneur, equity analyst, and investment banker for over three decades. In 1987, helped to get SNL Securities (now SNL Financial) off the ground, developing one of the first online financial databases and managing initial growth. In 1996, joined CSFB as an equity analyst to start the first Fin Tech practice on Wall Street. In 2004, co-founded Marks Baughan & Co, the boutique investment bank specializing in Fin and Legal Tech. In addition to SNL, management experience includes leadership roles at Belzberg Technologies (institutional trading software), Keystone Risk Partners (specialty insurance) and WineAccess (wine direct marketing). Currently working at WealthHub Solutions to provide the trust industry and family offices with the technology tools to enable efficient and scalable growth.
Listed skills include Investment Banking, Equities, Financial Services, Mergers And Acquisitions, and 21 others.
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Plymouth Meeting, Pennsylvania, US
WealthHub is a leading provider of enterprise solutions for fiduciary management. Its TrustHub application is the only end-to-end solution that integrates investment reporting with automated management of trusts. Built by trust officers for trust officers, TrustHub provides a secure browser-based interface that significantly improves trust operating.
Strategic and financial advisory services to financial technology and marketing services companies
Media, Pennsylvania, US
Keystoner Risk Partners provides sophisticated alternative risk management solutions to brokers, specializing in the structure and management of offshore captive solutions.
San Francisco, CA, US
WineAccess is the leading online provider of quality wines.
Conshohocken, PA, US
Marks Baughan & Co. is a boutique investment bank serving an international client base of the leading companies in Financial Technology and Legal Technology. From offices in Philadelphia, London, and Minneapolis, Marks Baughan & Co. has completed over 45 transactions over the past eight years.
Belzberg Technogies provides an institutional equity and option automated execution management platform.
Research Analyst -- Financial Technology
Equity Analyst -- ECommerce and Financial Technology
Equity Analyst. Started first practice on Wall Street devoted to Financial Technology.
Equity Analyst -- Banks and Financial Services
Helped start SNL Securities (now SNL Financial), a database research company specializing in information on banks and financial services company. Started and managed information products and services, including groundbreaking online data service.
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James Marks works for WealthHub Solutions, Inc.
James Marks is listed as CEO, WealthHub Solutions at WealthHub Solutions, Inc.
AeroLeads has found 2 work email signals at @wealthhubsolutions.com for James Marks at WealthHub Solutions, Inc.
AeroLeads has found 4 phone signal(s) with area code 610 for James Marks at WealthHub Solutions, Inc.
James Marks is based in Greater Philadelphia, United States, United States while working with WealthHub Solutions, Inc.
James Marks has worked for Wealthhub Solutions, Inc, The Marks Group, Keystone Risk Partners, Wineaccess, and Marks Baughan & Co..
You can use AeroLeads to view verified contact signals for James Marks at WealthHub Solutions, Inc, including work email, phone, and LinkedIn data when available.
James Marks holds Ba, Art History from Swarthmore College.
James Marks is listed with skills including Investment Banking, Equities, Financial Services, Mergers And Acquisitions, Corporate Development, Risk Management, Securities, and Business Strategy.
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