Steve Marks is an experienced financial planner currently employed at Osaic since February 2019. With a significant background in financial planning, Steve has held similar roles at Cetera Advisor Networks LLC, Sagemark Consulting, and Skylight Financial Group. Prior to a dedicated focus on financial planning, Steve served as President of Bix Foods and held various senior positions at Key Bank, McDonald and Company, and National City Bank, where responsibilities included managing customer derivatives and proprietary trading. Academic credentials include an MBA in Finance from the Weatherhead School of Management at Case Western Reserve University and a BBA in Finance and Marketing from the University of Michigan - Stephen M. Ross School of Business.
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