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Jeffrey Marshall has extensive experience in the banking industry, with roles ranging from Mortgage Loan Officer at Mayflower Mortgage Corporation in 1984 to the Director of Region Support and SVP at Santander Bank, N.A. in 2014. Jeffrey has held various leadership positions at companies such as Charter One Bank, Citizens Bank, and Needham Bank, with responsibilities including business administration, sales management, and consumer lending. Throughout their career, Jeffrey has demonstrated a strong track record of implementing strategic initiatives, improving operational efficiency, and driving sales growth.

Jeffrey Marshall completed a Bachelor of Business Administration (BBA) degree in Marketing, Political Science & Economics from Northwood University in 1984. In 1981, they pursued Public Policy Study in Free Market Economics at the Foundation for Economic Education (FEE). In 1989, they attended the University of Washington for Mortgage Bankers School, specializing in the Mortgage Lending Industry. Additionally, in 2008, they completed an Advanced Leadership Development Program in Executive Leadership at Babson College.