Stan Marcus, COO

Stan Marcus, COO
Founder
A Legacy of Financial Innovation and Advisory Excellence
Stan Marcus is a financial services executive with over forty years of experience. Mr. Marcus has a successful track record of development and project management, expanding trade and credit relationships, underwriting, and funding oversite, analysing, and structuring financial products and loans and managing all accounts. Respected for creative solutions to complex challenges and innovative thinking, Mr. Marcus is skilled in project development, portfolio management, underwriting, structuring, credit analysis and documentation.
Education
- Harvard Business School, Boston, MA – MBA
- UCLA LawSchool, LosAngeles, CA – JD
- University of Pennsylvania, Philadelphia, PA – BA
Licenses
- Life & Health and Property & Casualty Insurance (Inactive)
- Series 7 (Inactive, formerly held at HLHZ)