James M. Marks
Amministratore Delegato presso WealthHub Solutions, Inc.
Posizioni attive di James M. Marks
| Società | Posizione | Inizio | Fine |
|---|---|---|---|
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. | Direttore/Membro del Consiglio | - | - |
| Amministratore Delegato | - | - | |
| Presidente | - | - |
Storia della carriera di James M. Marks
Statistiche
Distribuzione geografica
| Stati Uniti | 2 |
Posizioni
| Director/Board Member | 1 |
| Chief Executive Officer | 1 |
| President | 1 |
Settori
| Technology Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
| Aziende private | 1 |
|---|---|
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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