Marshall joined Exencial Wealth Advisors in 2016, prior to this he worked for an online retailer as the Strategic Sourcing Manager. He was responsible for writing, reviewing, and negotiating contracts, payment terms and product pricing as well as managing supply partner relationships. Following this, he worked at ISS (Institutional Shareholder Services) as a Senior Associate of Client Service & Consulting. There he managed large institutional client accounts with a total AUM of over $1.7 trillion, led and managed project teams on company-wide workflow enhancements, and was the regional team leader for the yearly N-PX mutual fund proxy voting SEC filings.
Marshall holds both a bachelors degree in Communication & Sociology and a Master of Business Administration in Finance & Energy from the University of Oklahoma. He has also completed the Lean Six Sigma Yellow & Green Belt certifications at the University of Oklahoma College of Engineering.
Marshall, his wife, Ashley, their son Atlas, and their two dogs Sam & Bennett, live in Oklahoma City. He loves spending time with his wife and son, watching football, playing golf, camping, and traveling.
Relationship Manager Team