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Sam Marshall
Assistant Vice President - Portfolio Manager at First United Bank
Professional Background
Samuel Marshall is an accomplished Commercial Credit Analyst with a rich history of contributions to the financial services industry. His career spans several prominent financial institutions where he has developed a profound expertise in evaluating creditworthiness and assessing financial risk, key skills that have reinforced his reputation in the banking sector. Samuel began his professional journey at The Baker Group as a Credit Analyst, where he honed his analytical skills and built a strong foundation in credit analysis, portfolio management, and client relations.
He later transitioned to First Liberty Bank, where he continued to excel as a Commercial Credit Analyst before moving on to First United Bank. At First United Bank, Samuel's expertise as an Assistant Vice President and Portfolio Manager allowed him to leverage his analytical prowess while overseeing the bank’s portfolio of commercial loans. Under his guidance, the bank implemented strategies that improved credit assessment accuracy and subsequently minimized risk exposure. His ability to synthesize complex data into actionable insights has been a hallmark of his career, allowing him to contribute significantly to the banks’ growth while ensuring regulatory compliance.
In every role, Samuel has demonstrated a commitment to excellence, consistently seeking ways to enhance operational efficiency and foster positive relationships with clients, which has ultimately led to repeat business and an expanded clientele.
Education and Achievements
Samuel Marshall received his Master of Business Administration (MBA) from Oklahoma City University, graduating with an impressive GPA of 3.79. His educational background also includes a Bachelor of Science degree in Business Administration and Management, as well as a Bachelor of Science in Marketing, both obtained from Oklahoma State University with a GPA of 3.22. Samuel's dual undergraduate degrees encapsulate his broad understanding of both the business and marketing landscapes, providing him with diverse perspectives that have proven invaluable throughout his career.
In addition to his academic achievements, Samuel's professional development is augmented by his involvement in various roles that complement his expertise in finance. His early career began with a position as a Petroleum Landman at Land Services, Inc., where he gained firsthand knowledge of the oil and gas industry, expanding his skill set to include specialized fields like Petroleum. His engagement with the sales and marketing aspects of business as an intern with the Frisco RoughRiders further solidified his ability to adapt to different sectors within the industry.
Moreover, Samuel's role as an Environmental Specialist at Ag & Oil Field, LLC showcases his versatility and commitment to understanding environmental concerns related to commercial operations. His ability to navigate complex regulatory environments and advocate for sustainable practices demonstrates his well-rounded capabilities in various aspects of the business.
Achievements
Throughout his career, Samuel has made noteworthy contributions to financial institutions, with numerous achievements that underscore his expertise and commitment to the industry. His adeptness at utilizing advanced software such as Microsoft Word and PowerPoint has enhanced his presentation and reporting skills, enabling him to communicate complex financial strategies seamlessly to stakeholders. Samuel’s strong finance background, complemented by his hands-on experience in both credit analysis and portfolio management, positions him as a valued asset in the financial services niche.
His analytical expertise particularly shines in his proficiency with credit risk management, where his assessments have played crucial roles in determining lending decisions and financial outcomes. Samuel's familiarity with the Petroleum sector represents a unique niche within the finance industry, allowing him to effectively analyze credit risks associated with oil and gas clients and contribute to sound financial decision-making.
In summary, Samuel Marshall's professional path reflects a solid commitment to his field through a combination of education, experience, and specialized skills. His expertise not only highlights his competence as a Commercial Credit Analyst but also showcases his passion for the financial services landscape. His trajectory serves as an inspiration for aspiring finance professionals seeking a challenging yet rewarding career path in this dynamic industry.
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- Nexus AI: An AI navigator that helps you derive insights from your network, such as finding contacts who have been to specific places or work at particular companies
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Clay offers tiered pricing options to suit different needs. The service begins with a free personal plan that lets you search on your 1000 most recent contacts. Clay offers a Pro Plan ($10 when billed annually) with unlimited contacts. Clay for Teams starts at $49/month/seat. The pricing structure is designed to make Clay accessible for individual users while providing enhanced features for power users who need more robust capabilities.
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Clay offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Clay is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Clay's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Clay has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Clay is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Clay beneficial.
Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
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