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I consider myself as a dynamic business leader with deep practical experience that enjoys bringing a new perspective into an organization. As a Financial Executive Strategist and Chief Operating Officer, with over 20 years, I bring a unique blend of experience in the financial investment services and telecommunications industries. I have a creative thought-leadership approach to financial strategy formation, developing sustainable frameworks for business repositioning and a strong client management focus. I have led teams with performance scorecards, exceeding goals through my coaching and effective leadership style. As a Chief Financial Officer, I have partnered with business segment heads to build strategy and drive execution, and provided counsel for the Board and C-Suite leadership.Leadership Successes:• Designed and led a comprehensive approach to Performance Management for TIAA’s Institutional Business – led to more effective team execution and scorecard outperformance.• Led a firm-wide Investment Menu effort that introduced new thinking to identify lifetime income opportunities – effort led to improved Go-to-Market strategies for clients with >$400B in assets.• Designed and rebuilt Business CFO team for TIAA Institutional business – instituted Client Lifetime Value and Contribution Margin frameworks that led to improved client pricing.• Authored and was instrumental in executing Merrill Lynch’s 3-Year Institutional Equities growth strategy – firm moved from #8 to #2 in Equity League Tables.Key Competencies:• Chief Operating Officer• Adaptive Leadership• Line of Business CFO• Strategy and Planning• Leading Teams• C-Suite Influence• Financial Planning and Analysis• Financial Modeling and Forecasting• Financial Frameworks• Board Advisory• Project Planning and Management• Structured Thinking• Relationship Builder• Project Management• Results Driven• Client Focused
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Financial AdvisorEdward JonesCharlotte, Nc, Us -
Svp & Cfo - Wealth Management GroupCitizens Financial Group, Inc. Apr 2023 - PresentChief Financial Officer for the bank’s Wealth Management Business. Overall responsibility for all financial matters in building and growing the wealth business.• Led all financial structuring efforts in partnership with senior executive leadership in building the bank’s Private Bank capability; currently leading all financial matters associated with advisor lift-out initiative.• Build and ensure that Wealth business financial strategies are aligned with its goals and growth agenda.• Instrumental in decision-making processes, providing insights on investment opportunities, efficiency initiatives and overall financial health of the business.• Instrumental in driving strategic prioritization of investments for multiple transformational programs within Wealth.• Oversee all financial planning and business performance routines for the Wealth Management business. -
Svp/Business Group Cfo - Enterprise OperationsWells Fargo May 2021 - Apr 2023San Francisco, California, UsLed a team that provides business finance advice and counsel to Wells Fargo’s Operations leadership team. Key financial and strategic advisor to the Head of Operations.• Build out Operations Finance team to deliver mission-critical analyses used to drive business operations decisions. • Provide strategic financial leadership in developing and driving execution of the group’s annual and long-range plans.• Drive strategic prioritization of investments for multiple transformational programs across Operations.• Develop and drive operations efficiency program as part of Wells Fargo’s overall cost reduction plans. -
Coo, Head Of Business Management - Tiaa Institutional Relationships Group & Regional SegmentTiaa Nov 2016 - Nov 2020New York, Ny, UsLed a high-performing team of COOs with direct responsibility for developing tactical client strategies and driving effective execution of those strategies alongside line of business and segment leaders.• Led a firm-wide effort to re-position TIAA-CREF investment products in the marketplace and strengthen TIAA’s financial profile.• Led Targeted Participant Outreach efforts that resulted in >$200M in annualized sales.• Instituted operating routines that enhanced client-facing team effectiveness and drove improved business results; teams outperform goals by over 10% each year. -
Head Of Strategy & Execution - Plan Sponsor ServicesTiaa May 2014 - Oct 2016New York, Ny, UsLed a sixteen-member team and had oversight of all Plan Sponsor Services functions in establishing, leading, and executing on the organization’s long range strategic priorities.• Led overall business planning and drove focused execution which elevated the group’s brand within the firm.• Drove initiatives that scaled the use of digital services launched by TIAA – lowered record keeping costs for the firm and improved client experience.• Built client pitch focused on driving greater digitization of plan administration services – adopted by over 600 of the firm’s largest institutional clients.
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Line Of Business Cfo - Institutional BusinessTiaa Jul 2010 - Apr 2014New York, Ny, UsProvided financial and strategic counsel to the Institutional leadership team within TIAA. Key member of the business’s leadership team charged with refining and executing its long-range strategy.• Successfully built the multi-year strategy for a $500B+ line of business that accounted for over 90% of the firm’s profits.• Advised Ed Savings leader in growing business from $5Bn to over $11Bn in two years.• Introduced first client segment P&L, secured leadership support, and engaged E&Y to build prospective P&L model used to influence investment decisions.• Developed and oversaw the capital investment program for the line of business. • Pitched, gained buy-in, brought integrated team together and led the leadership team to reduce plan administration costs – resulted in roughly a 10% plan cost reduction.
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PresidentBizan Partners 2009 - 2011Work with financial services firms to design, develop and implement their client management function. Successfully landed engagements to develop client segmentation, targeting and account planning models.
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Director - Client Strategies (Americas Equities Group)Merrill Lynch Jan 2008 - Oct 2008New York, Ny, UsResponsible for structuring, developing and leading various business analytics geared towards growing Merrill Lynch’s (ML) prime brokerage (PB) business. Partnered with PB sales head and senior management to refine and execute client sales strategy. • Launched client level planning for over 180 PB clients with close to $1.4Trillion in assets under management. Financing balances grew by 20% within 6 months with annualized revenues up ~40% for PB sales covered accounts. • Developed client targeting model that identified ~60 high potential clients for new sales coverage.• Assessed ML’s PB market share, client penetration and sales coverage to identify and fill related gaps.• Established and implemented management reporting scorecards and other customized tools to monitor and guide business performance. -
Vp - Hedge Fund Strategy & Americas Equity (Cash & Derivatives) GroupsMerrill Lynch Sep 2005 - Dec 2007New York, Ny, UsDeveloped integrated hedge fund sales coverage model across Global Markets and Investment Banking. Coverage model focused on 267 hedge fund managers with ~$1.2Tn of assets under management globally.• Assessed ML’s position with hedge funds in various product categories and developed initiatives to grow existing businesses and launch new businesses. • Authored several business plans and partnered with sales to drive implementation. • Significantly enhanced the firm’s internal and external hedge fund market intelligence and management reporting infrastructure.• Developed and launched coverage strategy for ML’s small and middle market clients. Established initiative which identified 20 clients for additional ML resources; revenues improved by 115% within 6 months.
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Vp - Corporate StrategyMerrill Lynch Sep 2003 - Sep 2005New York, Ny, UsWorked with senior executives in Global Markets to identify, launch, and drive mission-critical strategic and operational initiatives. • Extensively studied major equity client segments and macro trends. Developed phased implementation plan that identified organic and inorganic growth initiatives across equities to close revenue gaps. Initiative led to the doubling of overall revenues across all Equity products within 3 years. • Built case for increasing ML’s 40% stake in Indian Broker-Dealer JV. Developed proposal for transaction terms and pitch documents for negotiation with principals of JV partner; ML acquired additional 50% stake. • Developed business plan for ML’s re-commitment to Futures market and to build a case for integration of Debt and Equity Futures groups. Debt and Equity Futures businesses integrated under one management and sales teams merged.• Analyzed major market and client trends, evaluated competitors' strategies and positioning, and assessed performance gaps that identified revenue opportunities and new products.
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Financial Director - Strategy & PlanningAt&T 1999 - 2003Dallas, Tx, UsManaged AT&T Capital Program’s corporate governance function and partnered with Business Units to streamline their capital processes. This included senior management review and approval of business cases and Board approval of capital spending as part of the overall Business Plan. Key member in leading AT&T’s Business Planning process for short and long-range financial forecasting. Conducted portfolio analyses on the company’s strategic plans to support senior management decisions.• Developed full AT&T and Segment financials used to implement the company’s restructuring plan. Restructuring resulted in spin-off of AT&T Wireless and sale of Broadband businesses.• Assessed and identified key risks and opportunities relating to the financial integration of several acquired companies and strategic assets. -
Manager - Corporate Finance And Business PlanningAt&T 1997 - 1999Dallas, Tx, UsManaged several teams across AT&T in developing and providing project analyses needed to support capital investment decisions. Directed business case development, financial modeling, as well as competitive and valuation analyses.
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Associate Manager - Cfo Organization (Financial Leadership Program)At&T 1995 - 1997Dallas, Tx, Us• Developed financial models to support potential acquisition and venture activity across AT&T. Provided decision support to deal teams and Senior Executives on a variety of M&A transactions.• Lead financial analyst in the development of AT&T’s On-Line business and product offerings. Developed detailed financial forecasts, DCF models and valuation analyses to make build versus buy decisions.• Developed detailed financial models to support several AT&T consumer long distance offers.• Developed executive briefings; communicate market views, market acceptance, competitive information and market dynamics to senior management.
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Financial Analyst & Internal AuditorAt&T 1992 - 1995Dallas, Tx, UsProvided business assessment and solutions on various strategic initiatives to assist management in achieving its financial and operational objectives. Applied best practices in developing process improvement solutions. • Led several audit engagements including audits of AT&T’s Foreign Exchange Risk Management and Physical Inventory Observation.• Redesigned key processes within the company’s Argentine subsidiary, which included Cash Management, Long-term Construction Project Accounting and Project Cost Tracking.• Instrumental in initiating and ensuring that audit engagements are strategically focusedResponsible for ensuring integrity in the processing of financial data from AT&T’s Far East Region subsidiaries to the consolidated platform of the company’s financial reporting ledgers.• Led a cross-functional and global team in the development of a process to ensure that long-term project costs are accurately captured and reflected in the company’s financial results.• Spearheaded and partnered with overseas peers in analyzing inter-company investments.• Provided financial advice and counsel in efforts established to re-engineer AT&T’s internal billing processes from a cash-based to a cash-less environment.
Gregory Marsh Skills
Gregory Marsh Education Details
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Columbia Business SchoolFinance & Strategy -
City University Of New York Medgar Evers CollegeAccounting
Frequently Asked Questions about Gregory Marsh
What company does Gregory Marsh work for?
Gregory Marsh works for Edward Jones
What is Gregory Marsh's role at the current company?
Gregory Marsh's current role is Financial Advisor.
What is Gregory Marsh's email address?
Gregory Marsh's email address is gm****@****bia.edu
What is Gregory Marsh's direct phone number?
Gregory Marsh's direct phone number is +172052*****
What schools did Gregory Marsh attend?
Gregory Marsh attended Columbia Business School, City University Of New York Medgar Evers College.
What are some of Gregory Marsh's interests?
Gregory Marsh has interest in Career, Aerobics, Kids, Cooking, Exercise, Investing, Outdoors, Electronics, Home Improvement, Reading.
What skills is Gregory Marsh known for?
Gregory Marsh has skills like Business Planning, Business Development, Crm, Business Strategy, Capital Markets, Asset Management, Analytics, Analysis.
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