Ivette Marquez
Retirement Consultant at Cap Strat Now Part Of Sageview Advisory Group
Based in Chicago, United States
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Seniority
Manager
Department
Finance & Accounting
Location
Chicago
Industry
Financial Services
Company size
7
Contact information
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i•••••••@capstratig.com
Phone
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Background
About Ivette Marquez
Financial Services Professional Building upon a strong foundation of financial industry experience, our founders joined forces in 2003 to build an organization committed to serving our clients with comprehensive expertise, in-depth knowledge, and unparalleled leadership. Today, CAP STRAT specializes in helping both individuals and institutions meet their wealth management and investment goals. In my current role, I manage institutional client relationships and focus on developing a strategy to meet their goals. I am a collaborative and inquisitive professional with a strong desire to excel in any role and environment. By using practical strategies, and problem-solving skills, I connect with clients and create long-lasting relationships. I am passionate about serving clients and helping organizations succeed.
Decision-makers
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Alison Bettonville
Principal, Director of Institutional Advisory · Other
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Robert Siciliano
Retirement Plan Consultant · Finance & Accounting
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