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Mr. Marks Vice President of Nuveen Investments Institutional Services Group is responsible for client service and new business development for the Registered Investment Advisor (RIA) and Financial Consultant marketplace in the Northwestern United States. Prior to joining Nuveen in 2006 Mr. Marks worked as an analyst with the Managed Account Research Center for Charles Schwab & Co. in San Francisco. Mr. Marks also has experience as a financial consultant with both Schwab and Morgan Stanley. Mr. Marks earned his Bachelor of Science degree in Finance from the California State University Chico. In addition Mr. Marks is a Level II candidate for the CFA designation and is a member of the Investment Management Consultants Association (IMCA).
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