Steve Marks is the Chief Financial Officer at Truist Wealth, where they manage a team of 18 focused on capital analysis and external reporting within the Credit Portfolio Group and Special Credits Group. Previously, they served as an Executive Director and Vice President at JPMorgan Chase & Co. in the Credit Portfolio Group Product Control. Steve started their career as an Audit Senior at Deloitte & Touche LLP, specializing in insurance and energy trading clients, and also held various product controller positions at UBS, focusing on commodities and credit derivatives. They earned a BS with dual majors in Accounting and Finance from Marist University.
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