Meet the Team - Carliss Marshall

Carliss Marshall is a Compliance Associate at True West Consulting, bringing over six years of compliance experience to the team. Her career includes roles as a member of an in-house compliance team and as a compliance consultant responsible for multiple clients. This dual experience has given Carliss a comprehensive understanding of compliance operations from both internal and external perspectives.

Extensive Expertise in Regulatory Filings

Carliss is well-versed in a variety of compliance focus areas, with a particular strength in regulatory filings. Her meticulous approach ensures that all regulatory documentation is accurate, timely, and compliant with current standards. She has worked with both registered and unregistered investment advisory firms, ensuring that all aspects of their compliance programs run smoothly and meet all regulatory requirements.

Committed to High Standards of Compliance

Carliss's dedication to maintaining high standards of compliance and her ability to handle complex regulatory environments make her an integral part of True West Consulting. Her expertise and commitment provide our clients with reliable and knowledgeable compliance support, helping them navigate the ever-evolving regulatory landscape with confidence.

Looking Ahead

Carliss is enthusiastic about her future at True West and looks forward to leveraging her expertise to assist more firms in achieving compliance excellence. She is passionate about providing clients with the education and support they need to maintain robust compliance programs and succeed in their industry.

Stay tuned for more updates and insights from the True West team as we continue to share our expertise and commitment to helping you build a stronger, more compliant operation.