M

Marc Marquez's contacts

Position:Senior Financial Advisor at Vision Based Planning, LLC
Experience:33 years
Location:Houston, Texas, United States

How to contact Marc Marquez

Found email addresses for Marc Marquez:
m***@ameriprise.com,
m***@yahoo.com,
m***@privatebank.jpmorgan.com,
m***@aol.com
Found phone numbers for Marc Marquez:
+1-480-***-**16
Found social network links for Marc Marquez:
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Instagram
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Work Experience

Senior Financial Advisor at Vision Based Planning, LLC

Aug 2023 - Current

Business Owner at Sagaboy2 LLC, & SagaboyFL LLC

Jan 2023 - Current

Business Owner at Sagaboy Holdings, Inc.

Dec 2014 - Current

Private Wealth Advisor at Ameriprise Financial Services, LLC

Jan 2018 - Nov 2022

Financial Advisor at Ameriprise Financial Services, LLC

Mar 2013 - Jan 2018

Board Member at Bay Area Turning Point, Inc.

Mar 2016 - Sep 2018

Senior Field Training Leader at Ameriprise Financial Services, LLC

Sep 2009 - Dec 2012

Paraplanner at Ameriprise Financial Services, LLC

Sep 2006 - Sep 2009

Private Banker at J.P. Morgan Private Bank

Aug 2004 - Sep 2006

Personal Banker at J.P. Morgan

Mar 2002 - Aug 2004

Financial Advisor at Ameriprise Financial Services, LLC

Sep 2000 - Mar 2002

Senior Airman at United States Air Force

Sep 1993 - Sep 1997

Marc Marquez started working in 1993, then the employee has changed 7 companies and 9 jobs. On average, Marc Marquez works for one company for 3 years 9 months.

Education

Retirement Income Certified Professional Designation at The American College of Financial Services

Caribbean Examinations Council (CXC) at Holy Cross College

Long-Term Care Specialist Designation at Certification for Long-Term Care

Community College of the Air Force

Master of Business Administration - MBA at Madison University

Royal Bank Institute of Business and Technology

Frequently Asked Questions

What is Marc Marquez's minimum period of employment in the companies?

Marc Marquez's minimum period of employment in various companies is 1 year 6 months.

What is Marc Marquez's average duration of employment for different companies?

On average, Marc Marquez works for one company for 3 years 2 months

What industries has Marc Marquez worked in?

Marc Marquez works in the Financial Services. Previously, Marc Marquez worked in the Individual & Family Services, and Defense & Space.

What positions has Marc Marquez held before?

Previously, Marc Marquez worked as a Business Owner, and Private Wealth Advisor, and Financial Advisor, and Board Member, and Senior Field Training Leader.

How do I contact Marc Marquez?

Marc Marquez's email address is m*******z@visionbasedplanning.com, phone number is +1-480-***-**88. Sign up to get contact details.

Who are Marc Marquez's peers at other companies?

Marc Marquez's peers at other companies are CHOKI HUTAJULU and Renti Situmorang and Preeti Rajan

Marc Marquez Namesakes

Name
Company
Position
M
Quality Assurance functional
M
Rural Market Manager

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Other employees at Vision Based Planning, LLC

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Support Advisor/Client Service Associate
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