Bart Marshall Email & Phone Number

Dallas-Fort Worth Metroplex

San Antonio, Texas, United States

USAA is a financial services enterprise that seeks to facilitate the financial security of its members, associates, and their families through provision of a full range of highly competitive products and services.- Contributed to the Federal Savings Bank’s transition to a large-scale entity amid rapidly evolving corporate policy after FinCEN subjected the Bank to monetary penalties in early 2022.- Assessed existing Treasury process controls for proper execution, effectiveness, appropriateness, and owner competency in walkthroughs with various teams in the first line of defense.- Utilized TeamMate+, Excel, and SalesForce to evaluate potential risks created by user-developed applications and ensure the Board and external auditors received accurate information.- Prepared workpapers and summarized audit procedures performed to verify that key bank and enterprise-wide processes followed approved firm guidelines and regulatory framework.

Fort Worth, Texas, United States

Luther King Capital Management is an SEC-registered investment advisory firm headquartered in Fort Worth, Texas. LKCM provides investment advisory services to high net worth individuals, foundations, endowments, investment companies, pension and profit sharing plans, trusts and estates, and other organizations. As of June 30, 2021, LKCM assets under management were $24.7 billion.- Contributed to valuations of the firm’s holdings and potential investments by investigating regulatory trends, examining SEC filings, and comparing various models produced by external research analysts.- Provided portfolio managers and traders with timely and relevant financial information to facilitate public equity transactions and efficient investment of the firm’s $24.7 billion AUM.- Monitored quarterly earnings press releases of various portfolio holdings to ensure financial results produced returns consistent with LKCM’s steady, long-term investment strategy.- Maintained detailed records of investment portfolios using Bloomberg, FactSet, and Excel.

Arlington, Va

The Lee Highway Alliance is a nonprofit organization created by a group of civic associations to produce a more aesthetic, walkable, and lively Lee Highway for Arlington County. My ultimate goal was to assist in developing a new Generalized Land Use Plan (GLUP) for US-29 in Arlington County.- Researched and collected data on the patterns of local businesses along Lee Highway in Arlington, VA to ensure the organization made informed decisions for the community and maximize efficiency of the project- Communicated with local civic organizations to ensure the wants and needs of small businesses were addressed during the reorganization of Highway 29 between I-66 and Courthouse, VA

Washington D.C. Metro Area

Haul Yes! Moving Co. was founded in the summer of 2017 to provide low-cost moving services for Northern Virginia residents. With families constantly relocating as a result of military and government service, the need for affordable moving help was extremely prevalent. More important than cutting costs for clients, our ultimate mission was to have a positive impact on whomever we encountered.- Strived to provide clients with competitive rates for small jobs like staging, rearranging furniture, and relocating appliances regionally- Communicated effectively and in a timely manner with clients over email and phone to make certain each job was completed to their satisfaction with exceptional customer service- Recruited and employed over 20 different student-employees at 2.75x the Virginia minimum wage ($20/hr)- Completed tasks over 225 miles from our headquarters in Arlington- Promptly returned more than 50 U-Haul rental trailers undamaged

Bsb Accounting

Advanced Diploma

Activities and Societies: National Honor Society, Student-Athlete, FBLAAdvanced Diploma, Governor's Seal, Board of Education Seal