David Marshall Email and Phone Number
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David Marshall personal email
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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
First Interstate
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Senior Treasury Solutions OfficerFirst Interstate May 2024 - PresentBillings, Mt, Us
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Business OwnerRush Bowls Aug 2019 - PresentBoulder, Co, UsOwner of a new and growing franchise concept offering over 40 options of healthy, all natural fruit, vegetable, and yogurt blended meals and snacks. -
Managing Director - Treasury Management And Deposit BankingFortis Private Bank Jul 2021 - Nov 2023Denver, Co, UsAs the Treasury Management Banking Managing Director at Fortis Bank, Marshall is responsible for the development of targeted client strategies and sales. Responsibilities include:-- Lead a team that will partner with Commercial Bankers to sell Treasury Management services to prospects and develop/execute on annual cross-sell plan for current clients in each banker's portfolio. -- Practice consultative analysis of businesses cash conversion cycle to identify pain points solvable through the right mix of TM and deposit solutions. -- Annually determine the sales goals for fee income and new non-interest deposit growth and referrals.-- Analyze market research current client trends to develop a list of prospects and/or opportunities to deepen existing client relationships. -- Prepare and present comprehensive sales proposals to new and existing clients in addition to participating and leading product training for key stakeholders. -- Manage all elements of the Treasury Management sales cycle, including: business development, prospect qualification, needs analysis, close and implementation of services. -
Commercial Banking Relationship ManagerBbva Jan 2019 - Jul 2021Bilbao, Vizcaya, EsAs part of a multinational banking group, BBVA offers unparalleled coverage and products for Commercial and Corporate clients. We work together to find solutions to fuel your company's success, from traditional lending to specialized financing along with treasury management and depository services.Cash is king in business, and management of working capital has long been a key barometer of a company's health. Now more than ever companies are seeking ways to optimize working capital levels, and here are four important areas to focus on for continued sustainability now and in any market: - Analyze your current position - Create an action plan- Roll out a successful implementation- Ongoing assessmentAt BBVA we offer scalable treasury management solutions designed to grow with your business and as a trusted financial professional I can help your company identify the trouble spots and propose customized solutions including a wide array of credit and lending options. -
Senior Depository Relationship ManagerBbva Jan 2019 - Oct 2020Bilbao, Vizcaya, Es
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Deposit Relationship ManagerVectra Bank Colorado Apr 2018 - Dec 2018In an effort to continue the growth Vectra Bank has experienced over the past few years, I will be seeking new commercial relationships with high balances and transaction volumes.
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Treasury Management Sales ManagerVectra Bank Colorado Feb 2016 - Dec 2018
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Senior Vice President - Relationship ManagerVectra Bank Colorado Nov 2004 - Feb 2014Denver, Colorado, UsDevelop and manage one of the largest depository portfolios in the Bank. -
Treasury Management SpecialistKeybank Jul 1997 - Oct 2004Cleveland , Ohio, UsSold TM products and services to middle/large corporate clients and prospects. -
Cash Management ConsultantZions First National Bank Jul 1994 - Jul 1997Salt Lake City, Utah, UsResponsible for the acquisition and retention of Cash Management clients for all markets including Small Business, Middle Market, Large Corporate and Public Sector for a large geographic market in Utah. -
Ach/Lockbox ClerkZions First National Bank Feb 1992 - Jul 1994Salt Lake City, Utah, UsOperational responsibility supporting cash management services including Wholesale/Retail Lockbox, and the Automated Clearing House Association.
David Marshall Skills
David Marshall Education Details
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Colorado State University GlobalOrganizational Leadership -
Utah State UniversityBusiness Administration
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Cottonwood High School
Frequently Asked Questions about David Marshall
What company does David Marshall work for?
David Marshall works for First Interstate
What is David Marshall's role at the current company?
David Marshall's current role is Husband, Father, Treasury Management/Deposit Banking Professional; and a Small Business Owner.
What is David Marshall's email address?
David Marshall's email address is da****@****bva.com
What is David Marshall's direct phone number?
David Marshall's direct phone number is +130374*****
What schools did David Marshall attend?
David Marshall attended Colorado State University Global, Utah State University, Cottonwood High School.
What skills is David Marshall known for?
David Marshall has skills like Banking, Treasury Management, Cash Management, Commercial Banking, Investments, Portfolio Management, Loans, Commercial Lending, Credit, Management, Organizational Effectiveness, Mergers And Acquisitions.
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