Gwenn Marsh

About Gwenn Marsh

I’m passionate about solving problems that truly matter. Over the last 20+ years, I’ve built a career helping organizations in the financial services industry navigate complex challenges, build stronger relationships, and achieve meaningful growth. Now, as a Senior Sales Executive at Stax.ai, I’m excited to be at the forefront of innovation, empowering retirement-focused Third-Party Administrators (TPAs) with cutting-edge AI solutions that simplify operations and unlock new levels of efficiency. In my career, I’ve discovered that success comes from balancing strategy with connection: Leadership and Collaboration: I’ve led sales teams to exceed goals by fostering trust, accountability, and a people-first mindset. Consultative Selling: I focus on understanding the “why” behind client needs, tailoring solutions that create long-term value. Industry Expertise: With deep knowledge of financial services, I help clients embrace new technology to stay ahead of industry shifts. Why Stax.ai? The retirement industry is evolving, and so are the tools we need to serve it. Stax.ai’s mission to empower TPAs with smart, time-saving solutions aligns perfectly with my passion for innovation. I believe that technology isn’t just about automation—it’s about creating space for people to focus on what matters most: relationships, strategy, and growth. Let’s Connect: If you’re a leader, innovator, or someone exploring new ways to scale and evolve in financial services, I’d love to start a conversation. Together, let’s find smarter ways to work and grow.

Experience

1. Senior Sales Executive

   Stax.Ai

   Jan 2025 — Present

   At Stax.ai, we are building next-gen automation solutions that empower TPAs to scale, streamline, and succeed. As the West coast Senior Sales Executive, I partner with clients on the use of our AI-driven solutions to solve their complex business challenges.Our flagship Client Experience (CX) product is designed to help TPAs manage every aspect of client administration, from seamless onboarding and payroll integration to compliance and document management. This all-in-one solution simplifies workflows, boosts efficiency, and delivers measurable value to their businesses. Our Trust Accounting product automates asset reconciliation, saving TPAs valuable time and minimizing errors.

Education

• University of Central Florida - College of Business Administration

  MBA

• University of Central Florida

  BSBA