James Marks
- Role
- President and CEO at Wealthhub Solutions, Inc
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About James Marks
Innovator in financial technology as entrepreneur, equity analyst, and investment banker…
Experience
President and CEO
Mar 2016 — Present
WealthHub is a leading provider of enterprise solutions for fiduciary management. Its TrustHub application is the only end-to-end solution that integrates investment reporting with automated management of trusts. Built by trust officers for trust officers, TrustHub provides a secure browser-based interface that significantly improves trust operating efficiency and allows scalable growth in trust operations.
Skills
- Risk Management
- Strategic Partnerships
- Venture Capital
- E-Commerce
- Financial Services
- Business Development
- Securities
- Finance
- Investments
- Mergers
- Strategy
- Equities
- Management
- Banking
- Due Diligence
- Corporate Development
- Private Equity
- Investment Banking
- Financial Risk
- Options
- Competitive Analysis
- Mergers & Acquisitions
- Business Strategy
- Start-Ups
- Strategic Planning
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