Stephen Marshall
Advisory | Consulting | Financial Services | KPMG US
- Role
- Senior Associate Advisory at KPMG US
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
About Stephen Marshall
Experience Summary:• \"Big Four\" Advisory and Corporate Recovery in Financial Services• Wealth Management • Bankruptcy / Restructuring • Big-Box Retail Management• Consumer FinanceDual citizenship - U.S.A and United Kingdom - Can live and work in U.S.A and U.K. for any employer without the need for sponsorship.11+ years international accounting and financial services experience - working for a Big-4 CPA, UK public sector and the world\'s largest wealth management company. Proven international management skill set with a successful business development background in national client facing roles.9+ years of Corporate Recovery and Business Turnaround experience. Portfolio management. Securities Based Lending. Fund creation $3-$25million. Financial Planning/Wealth Management/Retirement Planning.Project ManagementGlobal Banking Data GovernanceAsset Wealth Management Data GovernanceERP cloud-based accounting system implementationsLOS cloud-based implementationsTax - C Corp / S Corp / Partnerships / IndividualsBusiness Turnaround / Bankruptcy / Corporate RestructuringDisaster Recovery - Federal / State run programs - internal controls / process development / financial reviews
Experience
Senior Associate Advisory
Oct 2023 — Present · Dallas, TX, US
Education
University of Louisiana at Lafayette
Bachelor's degree, Accounting
2018 — 2020
Louisiana State University
Master of Business Administration - MBA
2020 — 2022
South Louisiana Community College
Associate’s Degree, Accounting and Business/Management
2016 — 2017
Skills
- Negotiation
- Investment Advisory
- Planning
- Bonds
- Business Analysis
- Asset Allocation
- Banking
- Mutual Funds
- Risk Management
- Corporate Recovery
- Derivatives
- Accounts Payable
- Fund of Funds
- Asset Management
- Capital Markets
- Equities
- Accounts Receivable
- Asset
- B2b
- Direct Marketing
- Credit
- Analysis
- New Business Development
- Funding
- International Business
- Investments
- Account Management
- Hedge Funds
- Sales Management
- Portfolio Management
- Contract Negotiation
- Loans
- Forecasting
- Bookkeeping
- Budgeting
- Securities
- Alternative Investments
- Private Equity
- Checking
- Quickbooks
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