Wealth Market Leader
Current
Jul 2024 - Present
AeroLeads people directory · profile
Richard Marsh Jr Email & Phone Number
Wealth Market Leader,Key Investment Services
at
Key Investment Services
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Wealth Market Leader,Key Investment Services
Location
Liverpool, New York, United States
Who is Richard Marsh Jr? Overview
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Quick answer
Richard Marsh Jr is listed as Wealth Market Leader,Key Investment Services at Key Investment Services, based in Liverpool, New York, United States. AeroLeads shows a matched LinkedIn profile for Richard Marsh Jr.
Richard Marsh Jr previously worked as Wealth Market Leader at Key Investment Services and President at M&T Securities/Wilmington Advisors @ M&T. Richard Marsh Jr holds 1991, Economics And Industrial Labor Relations from State University Of New York College At Potsdam.
Company email context
Email format at Key Investment Services
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Key Investment Services
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Profile bio
About Richard Marsh Jr
Senior executive finance leader with extensive experience creating operational strategies and aligning systems and talent resources that optimize P&L results. Led a strategic transition to LPL Financial’s outsourced model with $20B+ of total assets and 150+ registered representatives. Grows advisory assets, recurring revenue, and profit margin by building enduring client relationships, providing strategic investment advice, and actively expanding the client base to encompass new markets and opportunities.
Current workplace
Richard Marsh Jr's current company
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5 roles
Richard Marsh Jr work experience
A career timeline built from the work history available for this profile.
President
M&T Securities/Wilmington Advisors @ M&T
Drove profitability growth guiding 10 regional managers across 900+ registered offices to achieve targeted revenue and expense outcomes. Fostered cross-functional collaborations to enhance service integration
Apr 2017 - Dec 2023
Regional President
Wilmington Trust Na
Steered Upstate NY's wealth and trust business sectors, enhancing overall regional profitability. Collaborated with commercial banking units to extend wealth solutions. Managed a team of 23, including private clients, fiduciaries, and investment advisors
Jan 2011 - Apr 2017
Market Manager
M&T Securities, Inc.
Oversaw market revenue for New York State and Eastern Pennsylvania. Supervised six regional managers and liaised with regional insurance coordinators and financial planners. Partnered with retail branches to meet investment and insurance targets. Drove the development of licensed bankers, enhancing career progression within M&T Securities.
Nov 2005 - Jan 2011
Regional Sales Manager
M&T Securities, Inc.
Nov 2000 - Nov 2005
1 education record
Richard Marsh Jr education
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State University Of New York College At Potsdam
FAQ
Frequently asked questions about Richard Marsh Jr
Quick answers generated from the profile data available on this page.
What company does Richard Marsh Jr work for?
Richard Marsh Jr works for Key Investment Services.
What is Richard Marsh Jr's role at Key Investment Services?
Richard Marsh Jr is listed as Wealth Market Leader,Key Investment Services at Key Investment Services.
Where is Richard Marsh Jr based?
Richard Marsh Jr is based in Liverpool, New York, United States while working with Key Investment Services.
What companies has Richard Marsh Jr worked for?
Richard Marsh Jr has worked for Key Investment Services, M&T Securities/Wilmington Advisors @ M&T, Wilmington Trust Na, and M&T Securities, Inc..
How can I contact Richard Marsh Jr?
You can use AeroLeads to view verified contact signals for Richard Marsh Jr at Key Investment Services, including work email, phone, and LinkedIn data when available.
What schools did Richard Marsh Jr attend?
Richard Marsh Jr holds 1991, Economics And Industrial Labor Relations from State University Of New York College At Potsdam.
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