Professional Overview

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Marshall has more than ten years of experience providing accounting and assurance services to both private and public customers in the financial institution industry sector, ranging in size from $100 million to more than $10 billion in assets.

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He has also assisted customers with mergers and acquisitions, branch purchases and sales, and capital raises.

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Marshall’s internal audit experience includes the development and testing of internal controls over financial reporting, operational internal audits, regulatory compliance, and other consulting services, including Bank Secrecy Act and Anti-Money Laundering reviews.

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Marshall serves as Office Leader for our Charlotte location.

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Education, Credentials and Special Training

• Certified Public Accountant
• Certified Regulatory Compliance Manager, American Bankers Association
• Regulatory Compliance School, American Bankers Association
• Regulatory Compliance School, North Carolina Bankers Association
• M.S., Accounting, North Carolina State University
• B.A., Accounting, Furman University

Professional Affiliations

• American Institute of Certified Public Accountants
• North Carolina Association of Certified Public Accountants
• Association of Credit Union Internal Auditors (ACUIA)

Community Activities

• Board Member, TreesCharlotte

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