Joshua Marks

Joshua Marks

Sales Manager @ UBS

About Joshua Marks

Joshua Marks is a Sales Manager at UBS, where he has worked since 2019. He has a background in banking and finance, having held various positions at Valley National Bank and UBS over several years.

Work at UBS

Joshua Marks has been employed at UBS since 2019, where he currently holds the position of Sales Manager. His role involves overseeing sales strategies and managing client relationships. Prior to his current position, he worked at UBS as a Financial Advisor from 2015 to 2019. During his tenure, he developed expertise in financial planning and investment strategies, contributing to the firm's client service objectives.

Previous Experience at Valley National Bank

Joshua Marks began his career at Valley National Bank, where he worked as a Teller from 2012 to 2013 in Fairfield, NJ. He then advanced to the role of Assistant Manager, serving from 2013 to 2015 in Caldwell, NJ. In these positions, he gained valuable experience in customer service and banking operations, which laid the foundation for his subsequent roles in financial services.

Education and Expertise

Joshua Marks studied at William Paterson University of New Jersey, where he earned a Bachelor of Science degree in Accounting. His educational background provides him with a strong foundation in financial principles and practices, which he applies in his current role as Sales Manager at UBS.

Career Progression

Joshua Marks has demonstrated a clear career progression in the financial services industry. After starting as a Teller, he quickly moved to an Assistant Manager role at Valley National Bank. His experience at UBS as a Financial Advisor further enhanced his skills, leading to his current position as Sales Manager. This trajectory reflects his commitment to professional growth and development in the finance sector.

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