WealthHub Solutions, a leading wealth management industry participant servicing the North American family office and family wealth industry, today announced the addition of Marshall Johnson as vice president of sales.
Marshall is an award-winning sales professional who brings considerable expertise in trust and ultra-high net worth fiduciary software sales to WealthHub. He is uniquely qualified to foster WealthHub’s continued growth in the trust and family office spaces.
Formerly at HWA International, Marshall spent seven years selling trust accounting software to clients across 25 states. He helped develop new pricing and service models and managed over 50 interface and data source partnerships and exceeded his quota every year.
“WealthHub provides a unique and powerful platform for trust and family office administration,” said Johnson. “It creates an operating environment for trust administration that puts all critical information in one place with customizable workflows and approval processes, delivering comprehensive oversite with true operational efficiency. I look forward to introducing more organizations to WealthHub’s platform.”
As vice president of sales, Marshall will be a senior member of the team selling WealthHub’s award-winning CRM, client portal, and digital onboarding products for trust companies and family offices.
“2024 is going to be another strong year for WealthHub,” said Brittany von Czoernig, WealthHub’s Director of Sales. “I am excited to welcome Marshall to WealthHub’s sales team and look forward to benefiting from his considerable experience in working with trust companies and family offices to deliver the appropriate software solution.”
