SR. VP Employee Benefits Consultant
Senior Vice President
For almost 30 years, Dave Marshall has created innovative solutions in employee benefits programs, compensation structures, succession planning. He has worked with and added value to high-net- worth individuals, venture-backed firms, multi-generational closely held corporations, and publicly traded companies.
Prior to joining the Filice family of companies in 2013, Dave was a principal in his own firm, The Marshall Group. He also spent 5 years with Carsten, Hiller & Marshall; and he began his career with Tolson-Brown Financial Management.
Dave’s experience includes meeting the needs of race car drivers, winery owners, almond growers, real estate developers, oil magnates, technology pioneers, and national retailers. Dave graduated from Cornell University with both bachelor’s and master’s degrees in industrial and labor relations. His family includes wife, Ashley, and six children ranging in age from 6 to 20.
VP Employee Benefits Consultant
Office: 408.452.5563 Ext. 224
Suzanne brings her 25 year’s experience as an insurance broker to every client consultation and we couldn’t be more proud to have her aboard.
Suzanne has owned and managed agencies and has been a principal contributor to some of the world’s largest insurance firms.
She has earned the Certified Employee Benefits Specialist, CEBS, through the Wharton School of the University of Pennsylvania (www.iscebs.org) and earned the designation Certified in Long Term Care, CLTC (http://www.ltc-cltc.com). She is a member of the American Association for Long-Term Care Insurance (http://www.aaltci.org).
Suzanne is a graduate of the University of California, Berkeley with a BA in Political Economies. While at Cal she was a member of Women’s Varsity Tennis Team.
A 6th generation Californian and member of the Society of California Pioneers, Suzanne is an outdoor enthusiast and in her spare time enjoys biking, hiking, golf and even some tennis.
Sr. Employee Benefits Consultant
Office: 408.452.5563 Ext. 222
Megan is the newest member of the team and continues to make great strides in her development.
Joining us three years ago in an admin support position, Megan quickly distinguished herself as a detail oriented trouble shooter who didn’t rest until everything was right.
She became a brokerage sales associate soon thereafter and continues to support the enterprise in all matters of sales and administration.
Megan will typically be involved in a dozen projects simultaneously but retains her engaging attitude and is able to convince one and all they are the most important people in her day.
We have big plans for Megan and know you’ll agree she’s a real find.
Megan lives in San Jose with her dog Blue.