2014 -2020 Senior Executive Vice President and Chief Financial Officer (CFO) @
2014 -2014 Senior Executive Vice President and Chief Financial Officer, California Resources @
2011 -2014 Senior Vice President and Chief Financial Officer (CFO) @
2011 -2014 Chairman, UP Luxembourg Holdings, SARL @
2005 -2011 Chief Financial Officer @
2002 -2004 Vice President, Business Development @
2001 -2002 Chief Financial Officer @
now Managing Director, Investment Banking @
now Director, Investment Banking @
now Director, Energy Group @
now Director, Corporate Finance @
now Director, Energy Group @
now Associate, Energy Group @
now Associate, Energy Group @
Marshall Smith Education
University of Oklahoma
Bachelor of Science - BS (Petroleum Engineering)
Stanford Law School
Executive Education
Harvard Business School
Executive Education
Stanford University Graduate School of Business
Executive Education
Oklahoma City University
Master of Business Administration - MBA (Finance)
Marshall Smith Skills
Operational Excellence
Sarbanes-Oxley Act
Financial Reporting
Strategic Leadership
Private Equity
Strategic Planning
Managerial Finance
Corporate Governance
Leadership Development
Leadership
Mergers & Acquisitions (M&A)
Financial Modeling
Enterprise Risk Management
Commodity Markets
Treasury Management
Change Management
Energy
Corporate Finance
SEC filings
Valuation
Marshall Smith Summary
Marshall Smith, based in Houston, TX, US, is currently a Managing Director, Investment Banking at BMO Nesbitt Burns. Marshall Smith brings experience from previous roles at Muscular Dystrophy Association, Cure Rare Disease, Vast Renewables Limited and Oil and Gas Exploration and Production. Marshall Smith holds a Bachelor of Science - BS in Petroleum Engineering @ University of Oklahoma. With a robust skill set that includes Operational Excellence, Sarbanes-Oxley Act, Financial Reporting, Strategic Leadership, Private Equity and more. Marshall Smith has 2 emails and 3 mobile phone numbers on RocketReach.
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