

Tre Marshall III
Accounting / Finance
About Tre Marshall III:
seeking part time, overnight work
Experience
Tre Marshall is a distinguished finance executive with a proven
track record in community impact banking and financial
analysis. As a key figure in JPMorgan Chase & Co's Community
Impact Banking division, Tre leverages his extensive experience
to drive business strategy and growth for diverse, women, and
veteran-owned enterprises.
With a career spanning over three years in top-tier financial
institutions, Tre has demonstrated exceptional skills in business
management, market research, and financial planning. His
expertise extends to managing portfolios exceeding 150
business clients, with a focus on companies generating annual
revenues from $500,000 to $100 million.
At JPMorgan Chase & Co, Tre spearheads initiatives that
optimize business performance for diverse-owned companies.
His strategic approach to market research and client
segmentation has proven invaluable in delivering tailored
financial solutions and driving business growth. Tre's ability to
generate actionable business intelligence and execute
complex business initiatives has consistently yielded positive
results for his clients and the organization.
Prior to his current role, Tre served as a Financial Analyst at
Citigroup, Inc., where he honed his skills in financial planning
and analysis. His contributions were instrumental in preparing
comprehensive financial budgets and forecasts for the US
Personal Banking business. Tre's expertise in regulatory
reporting and compliance, covering key requirements for
banking and Broker-Dealer entities, further underscores his
versatility in the financial sector.
Tre holds a Bachelor of Science in Business Administration with
a concentration in Finance from Seton Hall University. His
proficiency in advanced financial and business intelligence
tools, including Salesforce/Catalyst, Microsoft Power BI, and
IBM Planning Analytics, positions him at the forefront of
technological innovation in finance.
As a visionary leader in community impact banking, Tre
Marshall continues to drive change and create value,
embodying the intersection of financial acumen and social
responsibility in today's dynamic business landscape.
Education
Seton Hall BSBA in Finance
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