Ethan Marshall Email & Phone Number

Greater Philadelphia Area

• Advised founding teams of two innovative pre-revenue B2B startups on financing options, financial planning, marketing, and product positioning

• Working to build up new division of rapidly growing analytics and consulting firm• Developed outreach approach for initial contact with potential commercial customers• Brought in several major clients

Boston, Ma

• Analyzed customer conversions for one of the largest Canadian wireless providers• Performed competitive analysis for a large cable company on competition in residential internet service from high-speed fiber • Did early stage due diligence for a large PE firm exploring acquisitions in the data center space• Worked on a number of internal product development initiatives including initial planning for a social media analytics product and creating predictions for the mobile payments market

Boston, Ma

• Developed internal corporate valuation model• Advised CFO and CEO on potential acquisition targets• Performed corporate strategic plan analysis

• Provided primary credit advisory reporting to Head of Municipal Research on $1 billion of portfolio holdings• Provided analysis to senior personnel of current events potentially affecting the municipal markets• Integrated new client holdings into company’s systems• Participated actively in portfolio positioning, performance discussion, investment pitch, and sell list meetings

• Performed extensive analytical work on company contract and sales data using Excel and Salesforce• Supplied critical data for key decision makers within the organization, including the CMO and the Senior VP ofNorth American Sales• Prepared numerous reports on sales statistics and social media usage which were utilized throughout theorganization, and developed the necessary reporting systems and procedures• Organized and parsed past 3 years of sales transaction data for load out into new finance system• Integrated marketing and sales data streams from new major acquisition into main reporting platform

Summer School

Bsba, Finance, General