Jeffrey Marshall is a seasoned financial executive with extensive experience in leadership roles across various companies in the insurance sector. Currently serving as the Head of Finance and Operations for Wholesure at Acrisure since November 2023, Jeffrey has also held the position of Executive Vice President and Chief Financial Officer for SUNZ Holdings, LLC since August 2020. Previous roles include Senior Vice President and Chief Financial Officer at Ategrity Specialty Insurance Company, Chief Financial Officer at Spectrum Medical Partners and CoAdvantage, and Executive Vice President and Chief Financial Officer at York Risk Services Group, where responsibilities encompassed finance, accounting, M&A, and treasury operations. Educational qualifications include a Master's degree in Management from Northwestern University's Kellogg School of Management and a Bachelor of Arts in Accounting from the University of Washington.
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