Profile

Mr. Marsh has experience providing financial advice to individuals and small to midsize businesses.
He is a Certified Financial Planner, a Certified Investment Management Analyst, and a member of both the Financial Planning Association and the Investment Management Consultants Association.
He entered the brokerage industry in 1984 and spent most of the next nineteen years with Merrill Lynch as a Financial Advisor focusing on financial planning, estate planning and wealth management issues for both individuals and business owners.
He began his career in the financial services industry in 1974 joining a Management Development Program at GE Capital.
He spent ten years in the Retailer Financing Division in management and marketing positions of increasing responsibility.
Mr. Marsh received a Bachelor of Arts degree from Alfred University and a Master of Science in Finance from Rensselaer Polytechnic Institute.
He lives in Orleans with his wife, has two children, and has a house full of pets.

Former positions of Warren C. Marsh

CompaniesPositionEnd
Corporate Officer/Principal 2002-12-30
Corporate Officer/Principal 1983-12-30
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Training of Warren C. Marsh

Alfred University Undergraduate Degree
Rensselaer Polytechnic Institute Graduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

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Connections

100 +

1st degree connections

4

1st degree companies

Male

Female

Members of the board

Executives

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Linked companies

Private companies2

Finance

Finance

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