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Bob Marshak, Mba, Cfa Email & Phone Number

Financial Executive with Hands-on Capabilities at Consultant
Location: Oakland, California, United States 4 work roles 2 schools
1 work email found @comcast.net LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email m****@comcast.net
LinkedIn Profile matched
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Current company
Consultant
Role
Financial Executive with Hands-on Capabilities
Location
Oakland, California, United States

Who is Bob Marshak, Mba, Cfa? Overview

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Quick answer

Bob Marshak, Mba, Cfa is listed as Financial Executive with Hands-on Capabilities at Consultant, based in Oakland, California, United States. AeroLeads shows a work email signal at comcast.net and a matched LinkedIn profile for Bob Marshak, Mba, Cfa.

Bob Marshak, Mba, Cfa previously worked as Financial Consultant at Consultant and SVP, Finance at Visa, Inc. Bob Marshak, Mba, Cfa holds Mba, Finance from Columbia Business School.

Company email context

Email format at Consultant

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*@comcast.net
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Profile bio

About Bob Marshak, Mba, Cfa

Finance executive with over 20 years experience and a demonstrated track record in using financial processes and metrics to drive employees toward corporate goals. Achieves results through strategic thinking and integration with business and financial plans. Builds productive and collaborative relationships across functions. Masters details and performs hands-on tasks as appropriate.Specialties: Planning, budgeting, pricing, activity-based costing, financial analysis and reporting, P&L analysis, revenue forecasting, dashboards, scorecards, metrics, business case analysis, decision support analysis, financial processes and systems, financial modeling, risk management, international experience

Listed skills include Financial Modeling, Financial Analysis, Risk Management, Finance, and 8 others.

Current workplace

Bob Marshak, Mba, Cfa's current company

Company context helps verify the profile and gives searchers a useful next step.

Consultant
Consultant
Financial Executive with Hands-on Capabilities
4 roles · 42 years

Bob Marshak, Mba, Cfa work experience

A career timeline built from the work history available for this profile.

Financial Consultant

Current
Consultant

Providing financial consulting services for health-care related businesses, including planning and budgeting, financial analysis, business case development, and development of key metrics.

Feb 2012 - Present

Svp, Finance

Visa, Inc

Financial expertise and experience in planning, budgeting, pricing, cost accounting, P&L analysis, revenue forecasting, activity-based costing, business case analysis, financial modeling, and risk management. Successful team builder and collaborator. Built several processes and systems from the ground-up that transformed business behavior, including.

1991 - 2008 ~17 yrs

Political Risk Insurance Officer, Southeast Asia

Negotiated and structured political risk insurance for direct investments (40 projects totaling $200-plus million) by U.S. companies in SE Asia. Analyzed and priced political and economic risk of investments in SE Asia.

1987 - 1991 ~4 yrs

Financial Analyst

Federal Reserve Board

Financial analysis of 50 largest banking companies, development of regulatory policy on capital adequacy issues, research and high-level briefings on financial crisis issues.

1984 - 1987 ~3 yrs
2 education records

Bob Marshak, Mba, Cfa education

FAQ

Frequently asked questions about Bob Marshak, Mba, Cfa

Quick answers generated from the profile data available on this page.

What company does Bob Marshak, Mba, Cfa work for?

Bob Marshak, Mba, Cfa works for Consultant.

What is Bob Marshak, Mba, Cfa's role at Consultant?

Bob Marshak, Mba, Cfa is listed as Financial Executive with Hands-on Capabilities at Consultant.

What is Bob Marshak, Mba, Cfa's email address?

AeroLeads has found 1 work email signal at @comcast.net for Bob Marshak, Mba, Cfa at Consultant.

Where is Bob Marshak, Mba, Cfa based?

Bob Marshak, Mba, Cfa is based in Oakland, California, United States while working with Consultant.

What companies has Bob Marshak, Mba, Cfa worked for?

Bob Marshak, Mba, Cfa has worked for Consultant, Visa, Inc, Overseas Private Investment Corporation, and Federal Reserve Board.

How can I contact Bob Marshak, Mba, Cfa?

You can use AeroLeads to view verified contact signals for Bob Marshak, Mba, Cfa at Consultant, including work email, phone, and LinkedIn data when available.

What schools did Bob Marshak, Mba, Cfa attend?

Bob Marshak, Mba, Cfa holds Mba, Finance from Columbia Business School.

What skills is Bob Marshak, Mba, Cfa known for?

Bob Marshak, Mba, Cfa is listed with skills including Financial Modeling, Financial Analysis, Risk Management, Finance, Analysis, Budgets, Banking, and Investments.

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