Richard Marx
Beverage Finance - Lead Commercial Portfolio Manager at Wells Fargo
- Role
- Lead Commercial Portfolio Manager at Wells Fargo
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Richard Marx
Richard (Rick) Marx is a Vice President, Senior Commercial Portfolio Manager within Wells Fargo Food, Agribusiness & Hospitality specialty lending division. Rick specializes in Beverage Finance and provides assistance with all aspects of asset management. Mr. Marx started his career with Wachovia Bank in 2008 as a Credit Analyst in Philadelphia, PA. Rick has held several positions within Wells Fargo and joined the Beverage Finance Group in 2022. Rick has a strong understanding of highly levered transactions, mergers & acquisitions, and financial modeling. He currently works from Charlotte, NC. Mr. Marx received his B.S. in Accounting and Finance from Cabrini College, in Wayne, PA.
Experience
Lead Commercial Portfolio Manager
Jun 2024 — Present · Charlotte, NC, US
Wells Fargo Beverage Finance
Education
Cabrini University
BS, Accounting
2005 — 2008
Cabrini University
Bachelor of Science (B.S.), Accounting and Finance
2005 — 2008
Skills
- Underwriting
- Valuation
- Portfolio Management
- Loans
- Financial Risk
- Commercial Real Estate
- Finance
- Financial Analysis
- Credit
- Real Estate
- Banking
- Cmbs
- Risk Management
- Credit Analysis
- Mortgage Lending
- Analysis
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