Marlin M is a Financial Services Professional.
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Financial Advisor Associate/Vice PresidentChase Investments Llc Mar 2011 - Oct 2011High profile advisor with duties to acquire, retain, and expand consumer and commercial/corporate investingrelationships for high net worth clients. Build customer relationships through sales initiatives, marketing strategies,and customer referrals. Counsel high-net worth clients in regards to investment services and opportunities. Providereferrals to other areas of the bank including, credit, mortgage, and corporate segments. Maintain knowledge of thefinancial industry and financial regulatory rules.
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Personal BankerChase Jan 2006 - Mar 2011Previously- Washington Mutual: West Palm Beach, FloridaAcquire, retain, and expand consumer and business relationships with JP Morgan Chase and Chase Investments.Build customer relationships through sales initiatives, marketing strategies, and customer referrals. Provide referralsto other areas of the bank including, credit, mortgage, and corporate segments. -
Customer Service RepresentativeThompson Cigar Company Apr 2005 - Dec 2005Exhibit outstanding telephone etiquette when speaking with customers via telephone and become familiar withcompany products.
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Cashier/Stock ClerkPublix Supermarket Dec 2003 - Apr 2005Responsible for operating a cash register, maintaining a clean works station, customer service, and stocking storemerchandise
Marlin M Education Details
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Organizational Management Achieved -
Achieved -
Royal Palm Beach Community High SchoolHigh School Diploma
Frequently Asked Questions about Marlin M
What is Marlin M's role at the current company?
Marlin M's current role is Financial Services Professional.
What schools did Marlin M attend?
Marlin M attended Palm Beach Atlantic University, Palm Beach Community College, Royal Palm Beach Community High School.
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