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Certified Financial Planner (CFP)MBA, FinanceB.S. M.I.S.
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Senior Credit AdvisorHsbcFairfield, Ct, Us -
Director, Co-Head Of Structured Lending, Head Of Insurance Premium FinanceBny Mellon Wealth Management Nov 2020 - Jun 2024New York, Ny, Us -
Bny Mellon Wm - Private Bank Head Of Life Insurance FinancingBny Mellon Wealth Management Nov 2019 - Mar 2022New York, Ny, UsPrivate Bank - Head of Life Insurance Financing
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Senior Private BankerWells Fargo Private Bank Feb 2018 - Nov 2019San Francisco , Ca, UsI am pleased to announce that I joined Wells Fargo Private Bank as a Private Banker. The platform of people, products and service are compelling. Please contact me to learn more! Best, JM John MarsonWells Fargo Private Bank150 E 42nd, 42nd FloorNew York, NY 10017212-214-3792john.marson@wellsfargo.com -
DirectorDeutsche Bank Jul 2008 - Feb 2019Frankfurt Am Main, Hessen, De -
Private Wealth ManagementDeutsche Asset & Wealth Management Jul 2008 - Feb 2019Private banking professional providing asset and wealth management services to affluent and high net worth clients. Product expertise includes investment management, structured credit and lending products, capital markets solutions and estate planning. Client base includes affluent families, corporate executives, entrepreneurs and professional athletes. Proven success in acquiring, developing and closing high net worth client business for a broad range of products and services.
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Private Wealth Management - LendingDeutsche Bank Private Wealth Management Jul 2006 - Jun 2008Head of Lombard Lending, responsible for loan products secured by liquid assets including marketable securities, structured notes, alternative investments and insurance products. Responsibilities for Lombard loan products for design and implementation. Additional responsibility included overseeing sales of all lending products for Deutsche Bank Securities Inc. (DBSI) brokerage sales force.
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Investment Finance, Head Of Marketables Secured FinancingCitigroup Private Bank Aug 2002 - Apr 2005Head of Marketables Secured Financing (MSF) for Citigroup Private Bank. Responsible for credit products collateralized by liquid assets including publicly traded securities, hedge funds, insurance and annuity products. Successfully designed and implemented insurance premium financing program.
John Marson Skills
John Marson Education Details
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Marist CollegeM.I.S. Business Administration -
Fordham Gabelli School Of BusinessFinance
Frequently Asked Questions about John Marson
What company does John Marson work for?
John Marson works for Hsbc
What is John Marson's role at the current company?
John Marson's current role is Senior Credit Advisor.
What is John Marson's email address?
John Marson's email address is john.marson@db.com
What is John Marson's direct phone number?
John Marson's direct phone number is (212)-250*****
What schools did John Marson attend?
John Marson attended Marist College, Fordham Gabelli School Of Business.
What skills is John Marson known for?
John Marson has skills like Investments, Capital Markets, Securities, Hedge Funds, Wealth Management, Portfolio Management, Equities, Private Banking, Fixed Income, Loans, Banking, Series 7.
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