SagePoint Financial
Steve Marks is an experienced financial professional with a robust background in financial planning and management. Currently serving as a Financial Planner at SagePoint Financial since February 2019, Marks has built a career spanning several prestigious firms including Cetera Advisor Networks LLC, Sagemark Consulting, and Skylight Financial Group. Prior to specializing in financial planning, Marks held significant roles such as President at Bix Foods and Senior Vice President at Key Bank. Marks began a career in finance as an Investment Officer at National City Bank and also served as Budget Manager/Controller at Macy's. Educational credentials include an MBA in Finance from the Weatherhead School of Management at Case Western Reserve University and a BBA in Finance and Marketing from the University of Michigan - Stephen M. Ross School of Business.
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SagePoint Financial
In a world where change is constant, SagePoint Financial is changing the paradigm of what you should expect from an independent broker-dealer. We’re doing so by transforming the way we lead into the way we listen. By transforming our customers into collaborators. And by transforming 40 years of experience into know-how that works today – and works for you. While we offer you the resources that come with being a part of one of the largest networks of independent advisors in America, we’re also driven to remain the most flexible, most nimble and most collaborative broker-dealer for your business. So whether it’s offering adaptable solutions that easily conform to your idea of success or providing evolving technologies that enable you to stay ahead of the curve, as the world changes, so do we. And so can you. If you’re ready for a relationship with a broker-dealer that shares your vision of success, join SagePoint. And together, let’s point your business in a whole new direction. SagePoint Financial, Inc. is a registered broker-dealer and registered investment adviser, Member FINRA and SIPC. FINRA: http://www.finra.org/ SIPC: http://www.sipc.org/ Social Media Disclosure: http://sagepointfinancial.com/disclosures/socialmedia