Professional Overview

Marshall provides accounting and assurance services to clients in the financial institution industry sector and provides both private and public community banks ranging in size from $100 million to more than $10 billion in assets with a wide range of services. Marshall’s external audit experience includes both private and public institutions, including institutions subject to SOX 404 and FDICIA requirements. 

Marshall’s internal audit experience also includes private and public institutions and his specialties include development and testing of internal controls over financial reporting, regulatory compliance, and other consulting services including performing Bank Secrecy Act and Anti-Money Laundering reviews.

Education, Credentials and Special Training

• Certified Public Accountant, North Carolina
• 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)
• Florida Bankers Association
• Kentucky Bankers Association
• North Carolina Bankers Association
• Tennessee Bankers Association
• Virginia Bankers Association
• Virginia Associational of Community Banks

Services

Assurance & Attestation Services

Attestation & Other Engagements

Audits, Reviews, Compilations

Industries

Financial Services