James M. Marks
Amministratore Delegato presso WealthHub Solutions, Inc.
Profilo
James M.
Marks is associated with WealthHub Solutions, Inc. as the President, Chief Executive Officer & Director.
Posizioni attive di James M. Marks
Società | Posizione | Inizio |
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WealthHub Solutions, Inc.
WealthHub Solutions, Inc. Packaged SoftwareTechnology Services WealthHub Solutions, Inc. engages in the provision of enterprise software for fiduciary management. It offers CRM, automated approval process, integrated investment data, legal entity tracking, document management, account onboarding, eSignature, ticklers and task management, distributions, alternative asset tracking, property management, general ledger interfaces, and bill management and payment solutions. The company was founded by Antony Joffe in 2013 and is headquartered in Conshohocken, PA. | Amministratore Delegato | - |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 1 |
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WealthHub Solutions, Inc.
WealthHub Solutions, Inc. Packaged SoftwareTechnology Services WealthHub Solutions, Inc. engages in the provision of enterprise software for fiduciary management. It offers CRM, automated approval process, integrated investment data, legal entity tracking, document management, account onboarding, eSignature, ticklers and task management, distributions, alternative asset tracking, property management, general ledger interfaces, and bill management and payment solutions. The company was founded by Antony Joffe in 2013 and is headquartered in Conshohocken, PA. | Technology Services |
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