John Marx

V.p., Program Manager, Wealth Management Services at Elevations Credit Union

John Marx has a diverse range of work experience in the financial services industry. John began their career in 1995 as a VP, Regional Sales Manager at Invest Financial. John then moved on to McDonald Investments, where they served as VP, Regional Sales Manager and was responsible for supervision and sales management in multiple regions. John continued to advance in their career, working as a VP, Relationship Manager at Nationwide Financial, where they managed strategic partnerships with financial institutions. John also held roles at National City Bank as a Regional Investments Sales Manager and at Ohio National as a Divisional Sales Manager and Relationship Manager. John's most recent position was as a VP at Bank of the West, where they served as a Regional Sales Manager. John is currently working as a V.P., Program Manager, Wealth Management Services at Elevations Credit Union through CUSO Financial Services, L.P.

John Marx attended Kansas State University from 1980 to 1981, studying Business. John then went on to Miami University, where they studied Marketing and obtained a degree in Business, attending from 1981 to 1984. In addition, John holds various certifications from the Financial Industry Regulatory Authority (FINRA) and the Colorado Division of Insurance in areas such as securities, sales supervision, and life insurance.

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Timeline

  • V.p., Program Manager, Wealth Management Services

    October, 2011 - present

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