Sue Marks Email & Phone Number
@stifel.com
1 phone found area 847
LinkedIn matched
Who is Sue Marks? Overview
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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.
Email format at J.P. Morgan Wealth Management
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AeroLeads found 1 current-domain work email signal for Sue Marks. Compare company email patterns before reaching out.
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.
Sue Marks's current company
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Sue Marks work experience
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Financial Advisor - Stifel
Financial Advisor Associate - Stifel
Chief Financial Officer
Chief Financial Officer
Controller
Responsible for all accounting, cash management, accounts receivable, and accounts payable. Assisted with human resource issues. Identified and implemented significant savings opportunities.
Operations Manager
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.
Chief Financial Officer
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.
Chief Financial Officer
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.
Chief Financial Officer
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.
Director Of Financial Planning Analysis
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.
Director Strategic Planning/ Manager Of Financial Planning And Analysis
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.
Sue Marks education
Mba, Finance
B.S., Accounting
Frequently asked questions about Sue Marks
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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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