Advisory Board Member Profile
Founder/Chief Activation Officer
Area of Expertise:
Empathy & Storytelling, Ideation & Innovation
Marshall is Founder and Chief Activation Officer at Practical Activation. He provides operations consulting services to a wide range of industries, specializing in transitioning financial advisors as well as established registered investment advisor ("RIA") firms.
With 14+ years of services industry operational leadership and support, he help's businesses achieve optimal operational efficiency by developing and implementing processes, installing critical systems/metrics, and managing firm wide strategic initiatives.
Prior to starting Practical Activation, he was Chief Operating Officer of a Los Angeles based SEC Registered Investment Advisory (RIA) firm that specializes in providing comprehensive financial planning and sophisticated investment advice to high net worth clients.
As COO he managed and oversaw all aspects of the firm including operations, accounting, technology, compliance, HR, trading, new business, billing, sales, office maintenance and expansion.
Previously, he held positions in operations, compliance and investment advising.
He has a B.S. in Finance from the University of Rhode Island and resides in Culver City, CA with his wife and daughter.