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Sam Marshall Email & Phone Number

Commercial & Strategy | Leadership | FinTech | Customer Success at Iress
Location: Barangaroo, New South Wales, Australia 9 work roles 3 schools
1 work email found @iress.com 2 phones found area 140 and 139 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email s****@iress.com
Direct phone (140) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Commercial & Strategy | Leadership | FinTech | Customer Success
Location
Barangaroo, New South Wales, Australia
Company size

Who is Sam Marshall? Overview

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Quick answer

Sam Marshall is listed as Commercial & Strategy | Leadership | FinTech | Customer Success at Iress, a company with 1756 employees, based in Barangaroo, New South Wales, Australia. AeroLeads shows a work email signal at iress.com, phone signal with area code 140, 139, and a matched LinkedIn profile for Sam Marshall.

Sam Marshall previously worked as Head of Customer Success at Iress and Head of Mid Tier and Client Accounts at Iress. Sam Marshall holds Graduate Diploma, Applied Finance And Investment from Kaplan Professional.

Company email context

Email format at Iress

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{first}.{last}@iress.com
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AeroLeads found 1 current-domain work email signal for Sam Marshall. Compare company email patterns before reaching out.

Profile bio

About Sam Marshall

Over 20 experience in the financial services industry, a results-driven professional with a history of driving business growth and delivering great client outcomes. Skilled in relationship management, business development, strategy and leadership and going above and beyond to achieve results.I am passionate about working with high-performing teams, collaborating and finding innovative ways to deliver exceptional service.Feel free to reach out to me to exchange ideas, or explore opportunities together.

Listed skills include Equities, Portfolio Management, Trading Systems, Market Data, and 11 others.

Current workplace

Sam Marshall's current company

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Iress
Iress
Commercial & Strategy | Leadership | FinTech | Customer Success
melbourne, victoria, australia
Website
Employees
1756
AeroLeads page
9 roles

Sam Marshall work experience

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

Head Of Customer Success

Current

Sydney, New South Wales, Australia

The Head of Customer Success develops and implement the Customer Success strategy for A&NZ with a focus on the successful uplift of customer service and retention of our customer base, and onboarding new customers. I lead the customer, professional, and technical services teams and have responsibility to develop and execute plans and budgets to support.

Sep 2023 - Present

Head Of Mid Tier And Client Accounts

Sydney, New South Wales, Australia

Part of the Commercial leadership team, the role included responsibility to lead a group of commercial leaders and relationship and business development teams responsible for Advice, Data and Trading clients.Key Achievements Implementation and rollout of new tooling, procedures and service models at scale to enhance operational efficiency and improve.

Mar 2022 - Sep 2023

Head Of Retail And Platform

Sydney, Australia

Led Iress' business in the retail and wealth platform segments. The primary focus was ensuring a high-quality client experience while maintaining strong relationships contributing to the growth and success of Iress in these segments.Built and led a high-performing teams of account managers and consultants across Australia developing a culture of continuous.

Feb 2018 - Mar 2022

Manager, Wholesale Portfolio Products

Sydney, Australia

Played a key role across a number of client segments, contributing to the expansion of Iress' market presence. This included fund managers, wealth platforms and retail clients in both Australia and New Zealand. One of my key responsibilities was establishing and managing a high-performing team of account managers, consultants and analysts located in.

Oct 2008 - Jan 2018

Account Management, Funds Trading Systems

Sydney, Australia

Responsibility for overseeing sales activities, implementations and client relationships for Iress' portfolio management and trading software. Working with both institutional and retail clients in Australia and New Zealand, The role required collaboration with the product and engineering teams to provide insights and expertise in the development of the.

Mar 2002 - Sep 2008

Assistant Compliance Officer

Iveagh Trustees

London, England, United Kingdom

Feb 2001 - Jun 2001

Securities Administration

Liverpool Victoria Asset Management

London, England, United Kingdom

May 2000 - Oct 2000

Fund Administration

Schroders

London, England, United Kingdom

Jun 1999 - Dec 1999

Graduate Accountant

Synergy Capital Management

Hobart, Tasmania, Australia

Oct 1997 - Dec 1999
Team & coworkers

Colleagues at Iress

Other employees you can reach at iress.com. View company contacts for 1756 employees →

3 education records

Sam Marshall education

FAQ

Frequently asked questions about Sam Marshall

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

What company does Sam Marshall work for?

Sam Marshall works for Iress.

What is Sam Marshall's role at Iress?

Sam Marshall is listed as Commercial & Strategy | Leadership | FinTech | Customer Success at Iress.

What is Sam Marshall's email address?

AeroLeads has found 1 work email signal at @iress.com for Sam Marshall at Iress.

What is Sam Marshall's phone number?

AeroLeads has found 2 phone signal(s) with area code 140, 139 for Sam Marshall at Iress.

Where is Sam Marshall based?

Sam Marshall is based in Barangaroo, New South Wales, Australia while working with Iress.

What companies has Sam Marshall worked for?

Sam Marshall has worked for Iress, Iress Market Technology, Iveagh Trustees, Liverpool Victoria Asset Management, and Schroders.

Who are Sam Marshall's colleagues at Iress?

Sam Marshall's colleagues at Iress include Olivier Paillette, Sebastien Bazin, Mark Jones, Catherine Clarke, and Riaan Dalton.

How can I contact Sam Marshall?

You can use AeroLeads to view verified contact signals for Sam Marshall at Iress, including work email, phone, and LinkedIn data when available.

What schools did Sam Marshall attend?

Sam Marshall holds Graduate Diploma, Applied Finance And Investment from Kaplan Professional.

What skills is Sam Marshall known for?

Sam Marshall is listed with skills including Equities, Portfolio Management, Trading Systems, Market Data, Financial Markets, Financial Services, Wealth Management, and Electronic Trading.

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