Since 2018, Robin Lee Marx has been working in Signaturefd located 187, 187. This expert is a well-qualified Director of Portfolio Management with over 20 years of work experience. According to Robin's resume and work profile, the professional has worked at more than six places with numerous backgrounds and got various skills. Robin attended school at the George Mason University - School of Business from 1992 to 1994. Robin has professional certification as Chartered Financial Analyst and Certified Financial Planner and the person has studied Spanish. Robin Lee Marx can be found in Atlanta, Georgia – where this expert is currently located. You can search for this person's email address and number. We can also provide you exhaustive contact information upon request.
Name variants:
Robert Marx,
Roberta Marx
Last updated Jun 16, 2024
Contact Information
Workplace
Director of Portfolio Management
Atlanta, GA
Industry
Financial Services, Management Consulting Services
Colleagues
Work History
Director of Portfolio Management
1230 Peachtree St, Atlanta, GA 30309
Robin is the director of portfolio management with SignatureFD, a financial design and advisory firm that helps clients make an impact with their wealth. With more than 20 years of experienc...
from Nov 2018
Chief Financial Officer
3455 Peachtree Rd northeast SUITE 500, Atlanta, GA 30326
Created and led all finance, global accounting, and manage specific operations functions for a fast paced, rapidly growing, North American translations services company and a related franchi...
Jan 2007 — Oct 2013
Portfolio Manager and Team Leader
100 north Tryon St, Charlotte, NC 28202
Led team of Portfolio Managers that provided wealth management services to Private Bank clients. Managed investment assets for trust and wealth management clients. Developed and built truste...
Jul 2004 — Feb 2007
Portfolio Manager Team Leader
100 north Tryon St, Charlotte, NC 28202
Led team of Portfolio Managers that provided wealth management services to Private Bank clients. Managed investment assets for trust and wealth management clients. Developed and built truste...
Apr 1999 — Dec 2001
Commercial Banker
100 north Tryon St, Charlotte, NC 28202
Commercial Banking Relationship Manager
Commercial Real Estate Banking Relationship Manager
Commerical Banking Trainee (1994-1994)
Sep 1994 — Apr 1999
Education
1992 — 1994
1988 — 1992
Occupations
Executive
Director
Financial Broker
Portfolio Manager
Operations Manager
Investment Analyst
Financial Analyst
Skills
Portfolio Management
Banking
Financial Analysis
Asset Allocation
Commercial Banking
Team Building
Corporate Finance
Business Strategy
Investment Management
International Business
Accounting
Translation
Business Process Improvement
P&L Financial Management