Sue Marks
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Sue Marks Email & Phone Number

JPMorgan Private Client Advisor at J.P. Morgan Wealth Management
Location: Greater Chicago Area, United States, United States 12 work roles 2 schools
1 work email found @stifel.com 1 phone found area 847 LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email m****@stifel.com
Direct phone (847) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
J.P. Morgan Wealth Management
Role
JPMorgan Private Client Advisor
Location
Greater Chicago Area, United States, United States

Who is Sue Marks? Overview

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Quick answer

Sue Marks is listed as JPMorgan Private Client Advisor at J.P. Morgan Wealth Management, based in Greater Chicago Area, United States, United States. AeroLeads shows a work email signal at stifel.com, phone signal with area code 847, and a matched LinkedIn profile for Sue Marks.

Sue Marks previously worked as Financial Advisor - Stifel at Stifel Financial Corp. and Financial Advisor Associate - Stifel at Stifel Financial Corp.. Sue Marks holds Mba, Finance from The University Of Chicago Booth School Of Business.

Company email context

Email format at J.P. Morgan Wealth Management

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{last}{first_initial}@stifel.com
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AeroLeads found 1 current-domain work email signal for Sue Marks. Compare company email patterns before reaching out.

Profile bio

About Sue Marks

Sue Marks is a JPMorgan Private Client Advisor at J.P. Morgan Wealth Management. She possess expertise in forecasting, strategic planning, management, strategy, process improvement and 5 more skills. She is proficient in English.

Listed skills include Forecasting, Strategic Planning, Management, Strategy, and 6 others.

Current workplace

Sue Marks's current company

Company context helps verify the profile and gives searchers a useful next step.

J.P. Morgan Wealth Management
J.P. Morgan Wealth Management
JPMorgan Private Client Advisor
12 roles · 32 years

Sue Marks work experience

A career timeline built from the work history available for this profile.

Jpmorgan Private Client Advisor

Current
J.P. Morgan Wealth Management
Sep 2020 - Present

Chief Financial Officer

Imperial Group Llc
Jan 2018 - Dec 2018

Chief Financial Officer

Meadowbrook Leasing Llc

Deerfield, IL

Feb 2017 - Nov 2017

Controller

Alliance Disaster Kleenup

Responsible for all accounting, cash management, accounts receivable, and accounts payable. Assisted with human resource issues. Identified and implemented significant savings opportunities.

Feb 2016 - Feb 2017

Operations Manager

Buffalo Grove, IL

Responsibilities included managing the accounting, billing, membership, and guest services for an 80,000 square foot fitness center owned by the Buffalo Grove Park District. Active membership of approximately 4,000.

Aug 2013 - Dec 2016

Chief Financial Officer

Production Services Associates

Romeoville, IL.

Responsibilities included managing accounting/human resources/risk management/ planning, forecasting and analysis/ pricing/ internal legal support.Implemented COGNOS software to meet financial reporting deadlines. Improved monthly financial close from 20 days to 5 days.Developed and presented monthly reports for the Board of Directors MeetingsLiaison with.

Jul 2006 - Dec 2011

Chief Financial Officer

Lake Forest, IL

Started as the controller for a family owned $500 million company, managing the accounting and planning departments, developed a team to manage SEC filings and the accounting and planning for a $2.5 billion public company. Integral member of merger and acquisitions team - purchasing companies in the UK and Japan.Assisted in the due diligence and financing.

Feb 1999 - Jul 2006

Chief Financial Officer

Utilimed

Northbrook, IL

Started as the controller of a $100 million company, owned by two private equity companies and losing $2 million per month. Stabilized the cash outflow and turned the company into a profitable entity through cost reductions, developing a pricing model, and identifying efficiencies throughout the organization. Promoted to Chief Financial Officer in 1998.

1996 - 1999 ~3 yrs

Director Of Financial Planning Analysis

Northbrook, IL

Implemented new planning department for the Pharmaceutical Division of Caremark International subsequent to the spin off from Baxter International.Hired and developed staff, implemented Hyperion to use as planning and forecasting system, and developed an initial plan with minimum financial history due to the company's new status as a stand-alone.

1994 - 1996 ~2 yrs

Director Strategic Planning/ Manager Of Financial Planning And Analysis

Northfield, IL

Primarily focused on the monthly and quarterly forecasting, annual planning, and five-year strategic plan for the Operations division of Kraft USA, which at the time, supported all of the marketing divisions. Developed a forecasting process using "activity-based costing" in order to change commodity pricing of significant raw materials such as cheese.

Aug 1989 - Feb 1994
2 education records

Sue Marks education

FAQ

Frequently asked questions about Sue Marks

Quick answers generated from the profile data available on this page.

What company does Sue Marks work for?

Sue Marks works for J.P. Morgan Wealth Management.

What is Sue Marks's role at J.P. Morgan Wealth Management?

Sue Marks is listed as JPMorgan Private Client Advisor at J.P. Morgan Wealth Management.

What is Sue Marks's email address?

AeroLeads has found 1 work email signal at @stifel.com for Sue Marks at J.P. Morgan Wealth Management.

What is Sue Marks's phone number?

AeroLeads has found 1 phone signal(s) with area code 847 for Sue Marks at J.P. Morgan Wealth Management.

Where is Sue Marks based?

Sue Marks is based in Greater Chicago Area, United States, United States while working with J.P. Morgan Wealth Management.

What companies has Sue Marks worked for?

Sue Marks has worked for J.P. Morgan Wealth Management, Stifel Financial Corp., Imperial Group Llc, Meadowbrook Leasing Llc, and Alliance Disaster Kleenup.

How can I contact Sue Marks?

You can use AeroLeads to view verified contact signals for Sue Marks at J.P. Morgan Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Sue Marks attend?

Sue Marks holds Mba, Finance from The University Of Chicago Booth School Of Business.

What skills is Sue Marks known for?

Sue Marks is listed with skills including Forecasting, Strategic Planning, Management, Strategy, Process Improvement, Analysis, Cross Functional Team Leadership, and Mergers And Acquisitions.

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