James Marks
President at The Marks Group | Greater Philadelphia
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James Marks is a seasoned innovator in the financial technology sector, currently serving as the President of The Marks Group, where he leverages over three decades of experience to provide strategic and financial advisory services tailored to financial technology and marketing services companies. His journey began in 1987 when he played a pivotal role in launching SNL Securities, now known as SNL Financial, where he was instrumental in developing one of the first online financial databases. This groundbreaking initiative not only set the stage for the digital transformation of financial services but also positioned him as a thought leader in the industry.
At The Marks Group, James focuses on fostering strategic partnerships and guiding start-ups through the complexities of venture capital and financial risk management. His expertise in equities and options allows him to offer nuanced insights into market trends, helping clients navigate the ever-evolving landscape of e-commerce and banking. Currently, he is spearheading key projects that involve due diligence processes for emerging fintech companies, ensuring they are well-positioned for sustainable growth and investment opportunities.
James’s unique blend of entrepreneurial spirit and analytical acumen enables him to identify innovative solutions that drive value for his clients. His commitment to excellence and strategic foresight not only enhances the operational efficiency of the companies he advises but also contributes to the broader evolution of the financial technology ecosystem. As he continues to shape the future of fintech, James Marks remains a vital resource for businesses looking to thrive in a competitive market.
President at The Marks Group in July 2013 to Present
President and CEO at WealthHub Solutions, Inc in March 2016 to Present
Partner at Keystone Risk Partners in January 2002 to December 2021
President at WineAccess in January 2013 to July 2013
President at Marks Baughan & Co. in January 2004 to January 2013
President at Belzberg Technologies in January 2001 to January 2002
Director at Credit Suisse First Boston in January 1999 to January 2001
Managing Director at Deutsche Bank Alex Brown in January 1998 to January 1999
Director at Credit Suisse First Boston in January 1996 to January 1998
Director at Sutro & Co. in January 1993 to January 1996
Publisher at SNL Financial in January 1987 to January 1993
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Investment Banking
Equities
Corporate Development
Financial Services
Mergers
Securities
Mergers & Acquisitions
Venture Capital
Private Equity
Start-ups
Finance
Risk Management
Management
Strategy
Strategic Planning
Business Strategy
Competitive Analysis
Financial Risk
Strategic Partnerships
Business Development
Investments
Options
Banking
E-commerce
Due Diligence
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Discover more about The Marks GroupWhat is James Marks email address?
Email James Marks at [email protected] and [email protected]. This email is the most updated James Marks email found in 2026.
What is James Marks phone number?
James Marks phone number is +16107054014 and +14197739035.
How to contact James Marks?
To contact James Marks send an email to [email protected] or [email protected]. If you want to call James Marks try calling on +16107054014 and +14197739035. (updated on September 13, 2024)
What is James Marks net worth?
James Marks has an estimated net worth of $150,000 to $249,999
What company does James Marks work for?
James Marks works for The Marks Group
What is James Marks's role at The Marks Group?
James Marks is President
What industry does James Marks work in?
James Marks works in the Software Development industry.
James Marks Email Addresses
James Marks Phone Numbers
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