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Tre Marshall III

Tre Marshall III

Commercial Bank Associate

Talent
Dallas, DallasMember since January 3, 2025
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About

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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