James Marshal
Dunnellon,FL
Summary
Award-winning financial executive with 20+ years of expertise in municipal finance, redevelopment, and economic development. Proven track record of securing over $120MM in private capital and grant investments, optimizing budgets, and leading transformative initiatives for cities and organizations. Skilled in financial planning, corporate finance, tax increment financing (TIF), and public-private partnerships. Adept at aligning complex projects with regulatory compliance, delivering measurable economic growth, and fostering collaborative relationships with stakeholders, elected officials, and community leaders.
Overview
22
22
years of professional experience
Work History
Founder & Principal Consultant
Marshal Capital Partners
01.2022 - Current
- Advised clients on venture capital strategies, financial restructuring, SBA, and market expansion strategies to drive sustainable growth.
- Developed comprehensive business plans, detailed financial analyses, and cash flow projections to enhance client financial performance and decision-making.
- Provided guidance on ERP system selection and implementation, improving operational efficiency and financial reporting accuracy.
- Streamlined business operations, marketing strategies, and accounting systems to support scalability and profitability.
- Delivered actionable improvement strategies, achieving measurable increases in revenue, operational performance, and financial stability.
Regional Vice President
Institute for Wealth Advisors, LLC
01.2012 - Current
- Increased assets under management (AUM) by 48% annually while expanding the client base by 93% within three years
- Delivered impactful public speaking engagements on municipal finance and economic development topics
- Implemented operational improvements to ensure alignment with tax, HR, and regulatory compliance
Community Redevelopment Agency Administrator
City of Palm Bay
01.2015 - 01.2019
- Developed comprehensive redevelopment strategies to align with community needs and long-term city goals
- Generated $120MM+ in new investments and increased TIF revenues by 83% while reducing annual expenses by 34%
- Facilitated the relocation and expansion of Raytheon, creating 300+ local tech jobs
- Directed a $2.2MM annual budget, including grants, PR campaigns, and capital improvement projects
- Collaborated with urban planners and architects to design revitalization plans
- Facilitated agreements with stakeholders to balance community interests and economic goals
- Managed relationships with banks, investors, and funding institutions to secure financial backing for projects
- Awarded the Outstanding Local Visionary Award for leadership in economic development and city revitalization
Registered Principal / Investment Advisor Representative
Sigma Financial Corporation
01.2003 - 01.2012
- Built and mentored a team of six, optimizing service delivery for 300+ accounts
- Grew annual revenues from $0 to $500K+ within three years
- Delivered financial insights and industry expertise at 100+ events and seminars
Education
Associate of Arts - Business
Eastern Florida State College
Certified Financial Planner (CFP) -
Florida Institute of Technology
CEcD Certification Candidate - Economic Development Institute
University of Oklahoma
Skills
- Corporate Finance
- Economic Development / Redevelopment
- Tax Increment Financing (TIF)
- Community Redevelopment Districts (CRAs)
- Public-Private Partnerships
- Budgeting
- Forecasting
- Grant Writing
- Regulatory Compliance
- GAAP Standards
- Capital Markets
- Financial Planning
- Asset Management
- Revenue Generation
- Strategic Growth
- Cross-Functional Team Leadership
- Data Analytics
- KPIs
- Performance Metrics
- MS Office (Excel, PowerPoint, etc)
- Adobe Suite
- QuickBooks
- MS Dynamics GP
- ADP Workforce Now
- Paychex
- Strategic thinking
- Team leadership
- Marketing
- Entrepreneurial and innovative
Qualifications Summary
Award-winning financial executive with 20+ years of expertise in municipal finance, redevelopment, and economic development. Proven track record of securing over $120MM in private capital and grant investments, optimizing public budgets, and leading transformative initiatives for cities and organizations. Skilled in financial planning, municipal bonds, tax increment financing (TIF), and public-private partnerships. Adept at aligning complex projects with regulatory compliance, delivering measurable economic growth, and fostering collaborative relationships with stakeholders, elected officials, and community leaders.
Personal Information
Title: Finance & Economic Development Executive
Awards
Outstanding Local Visionary Award, Business Acceleration Network
Professional Highlights
- Secured over $120MM in private capital and grant investments for city redevelopment initiatives.
- Administered $19MM annual budgets and $7MM payrolls for cross-functional teams.
- Increased TIF revenues by 83% and achieved a 34% reduction in redevelopment district expenses.
- Delivered $100MM+ in investments, facilitating significant economic growth and job creation.
Timeline
Founder & Principal Consultant
Marshal Capital Partners
01.2022 - Current
Community Redevelopment Agency Administrator
City of Palm Bay
01.2015 - 01.2019
Regional Vice President
Institute for Wealth Advisors, LLC
01.2012 - Current
Registered Principal / Investment Advisor Representative
Sigma Financial Corporation
01.2003 - 01.2012
Certified Financial Planner (CFP) -
Florida Institute of Technology
CEcD Certification Candidate - Economic Development Institute
University of Oklahoma
Associate of Arts - Business
Eastern Florida State College
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