James M. Marks
Vorstandsvorsitzender bei WealthHub Solutions, Inc.
Profil
James M.
Marks is associated with WealthHub Solutions, Inc. as the President, Chief Executive Officer & Director.
Aktive Positionen von James M. Marks
| Unternehmen | Position | Beginn |
|---|---|---|
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. | Vorstandsvorsitzender | - |
Erfahrungen
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Börsennotierte Unternehmen
Private Unternehmen
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Unternehmensverbindungen
| Private Unternehmen | 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 |
