David Marshall Email & Phone Number

My banking career has spanned over 25 years working with great companies and people. I am excited to represent Fortis Bank in leading their depository and treasury management efforts in Colorado and Utah. I have a real passion for helping companies maximize their working capital through a customized suite of depository, treasury management, and lending solutions. Since entering the world of banking I have thoroughly enjoyed meeting business owners and financial professionals; getting to know their business, and helping them to grow through successful implementation of the right services and products at the right time. I take pride in being client-centric; taking the time to understand all aspects of a company's cash flow; and helping to streamline each stage of their cash conversion cycle. Some of my best experiences have been with working with companies in multifamily ownership/management, healthcare, manufacturing and nonprofit. It is exciting for me to see how companies can benefit from great banking services that truly add to their bottom line. Who I work with?• Business owners and executives throughout Colorado and Utah. • Primarily with companies that have annual revenue between $10 million and $50 million (with a lot of flexibility).• Controllers and CFO’s seeking solutions to improve their cash flow and maximize the return for their company. • Business and community leaders interested in deepening their personal and professional networks through thoughtful exchanges and introductions. Banker by day BLENDER at night. In addition to a successful banking career, I like to say that I am a professional BOWLER or BLENDER at night. In 2019 I helped my wife start up our own small business offering healthy blended fruit and vegetable bowls and I am happy to say it has been a great decision for us and the Broomfield community. We now are part owners in a total of four locations. In my spare time, I love serving in my community and especially find great satisfaction with church service and through the, Leukemia & Lymphoma Society, United Way, PCs for People, and Junior Achievement. To learn more about me and how I can help you, please give me a call or send an email. Let’s connect!David Marshall720.644.2385

Listed skills include Banking, Treasury Management, Cash Management, Commercial Banking, and 11 others.