Justin D. Marshall is a seasoned leader in account management, strategic business growth, and new-market entry. With a background spanning technology, supply chain/logistics, and wealth management/financial services industries, he has developed a foundation of strengths to support the whole sales cycle from business development through account management. He has built a successful career supporting start-up, growth-stage, and existing companies in surpassing profit projections. Reputed for his trustworthy advice, clients lean on him to achieve their business goals by educating them on available products and services, leading to new client relationships and sustained revenue gains. Justin has a Bachelor of Arts degree in English Literature from the University of California, Santa Barbara.

Justin's career highlights include increasing client acquisitions by 262% within four years by redesigning a go-to-market sales strategy, and improving new asset inflow by 594% in five years by managing relationships with enterprise partners. He has managed books of strategic accounts representing over $100MM in AUM and $1MM ARR by fielding all incoming requests and coordinating internal resources from cross-functional teams to ensure customer success. He has championed a large-scale sales engagement effort that included training 1,100 sales representatives nationwide, leading to a successful acquisition of Mercer's dental division.

Justin's areas of expertise include Strategic Account Development & Management, New Market Development/Territory Expansion, Strategic Partnerships, Go-To-Market Strategy, Consultative Account Management, Product Development, Team Leadership, Growth Initiatives & Results, Complex Sales Cycle Leadership, Client Development & Relations, and Sales Presentations.