Benjamin A. Marks

Role
VP, Regional Director Independent Advisor Services Wi Ne Ia at LPL Financial
Location
Milwaukee, WI, US
LinkedIn followers
500 followers

About Benjamin A. Marks

LPL Financial was founded on the principle that the firm should work for the advisor, and…

Experience

  1. VP, Regional Director Independent Advisor Services Wi Ne Ia

    LPL Financial

    Oct 2021 — Present

Education

  • University of Manchester Institute of Science and Technology

    Business Management

    1999 — 2000

  • University of North Carolina at Greensboro

    Bachelor of Science, Business Administration

    1997 — 2001

  • University of South Carolina

    MBA

    2011 — 2013

Skills

  • Microsoft Word
  • Strategic Consulting
  • Microsoft Excel
  • Financial Statement Analysis
  • Project Management
  • Financial Aid Administration
  • Series 7
  • Claims Handling
  • P&L Analysis
  • Apple Software
  • Transportation Logistics
  • Financial Analysis
  • Operations Management
  • Cognos
  • Customer Service
  • Logistics Management
  • Financial Services
  • Analytical Reasoning
  • Team Management
  • Leadership
  • Microsoft Office
  • Property & Casualty Insurance
  • Finance
  • Strategic Planning
  • Account Management
  • Microsoft Dynamics
  • Business Development
  • Internet Explorer
  • Mozilla
  • Oral & Written Communication Skills
  • Account Analysis
  • Title Iv

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Benjamin A. Marks — VP, Regional Director Independent Advisor Services Wi Ne Ia at LPL Financial in Milwaukee, WI, US | Unifers