ABOUT
My goal is straightforward – to help serious business owners generate more clients!
Robert Marshall is an accomplished visionary executive with 20+ years of experience driving growth, building high performing teams, and leading large-scale transformation initiatives across the financial services industry. With a proven track record of delivering sustained, profitable growth in highly competitive markets, Robert has earned recognition for developing innovative strategies that have been widely adopted as best practices for managing and expanding multimillion and multibillion-dollar portfolios.
From 1997 - 2024, Robert held a series of senior leadership roles at Wells Fargo, Wachovia, and First Union, influencing strategic direction across retail, business, and wholesale banking. Most recently, as Senior vice President and Head of Sales Enablement & Integration for Wells Fargo's Small and Business banking division, he led enterprise-wide transformation initiatives, including the redesign of banker training and advisory tools to elevate client engagement and business efficiency.
Robert has spent most of his professional career helping businesses (large and small) across multiple industries grow, thrive, and scale in varied economic conditions. He knows that these businesses are the lifeblood of communities. Their contributions create jobs and help families reach their financial goals and objectives.
A respected voice in small business and leadership circles, Bob has been featured in Authority Magazine, Charlotte Business Journal, and Wells Fargo Stories, and has delivered keynote addresses on business leadership, entrepreneurship, and economic empowerment.
Deeply committed to community and industry advancement, Bob currently serves on the Board of Regents at Boston College, The Board of Trustees at Livingstone College, the Board of Directors of the DC Jazz Festival, and a board member of Building Hope. He is a long-standing member of Omega Psi Phi Fraternity, Inc.
Bob's leadership and community impact has been recognized with numerous honors/awards, including the 2022 U.S. President's Lifetime Achievement Award for Volunteer Service, CALIBR Global Network's Community Impact Award, Minority Business Leader Award from The Washington Business Journal, and the Catalyst Award from Uptown Magazine.