Marquis  Lewis

Operations Associate

About Marquis

Marquis Lewis began his post-collegiate career at Marcum Wealth in operations. In addition to this, Marquis is learning to help clients identify their financial goals and build their financial plans. Previously, he was a participant in the Marcum Wealth 2020 internship program where he assisted with operations and the company’s CRM system.

Subject Matter Expertise

Financial Planning
Client Reporting
Business Development
CRM Tools

Education and Certifications

Life, Accident and Health licensed

Grove City College