Jordan Marshall

Associate Managing Consultant

• Co-led Mastercard's first Joint Value Initiative with a top national bank and led 6 associates to identify commercial cardability opportunities through embedded finance, supplier enablement, and new strategies
• Developed an issuer-aggregator commercial payments partnership model for the healthcare insurance sector that removed supplier-buyer structural barriers using card-contingent dynamic rebate-sharing contracts tied to accelerated claim adjudication and financing, increasing issuer client cardable GDV by ~20% YoY
• Designed a GTM pilot to validate the strategic fit of a potential acquisition before Mastercard's purchase option on an initial minority investment expired, directly informing the executives Go/No-Go decision
• Led 2 associates to identify retail payment innovations for a top-15 global retailer, securing a public partnership that generated $20M+ in annual cross-sell of Mastercard data products
• Won a global month-long AI innovation challenge (200+ teams) by prototyping a vendor-agnostic LLM knowledge retrieval layer that let Mastercard test external AI tools in a sandbox with lower switching costs and regulatory risk, leading to nomination as an AI Ambassador and selection as the youngest Mastercard Global AI Speaker
• Delivered 15+ strategy engagements across AI governance, Agentic Commerce, consumer banking, and commercial banking while operating as both IC and Engagement Manager with consistent top-tier ratings

Founder

• Ran structured interviews with 14 consultants to understand their deliverable workflows, discovered that slide reformatting consumed 2 to 6 hours weekly with no adequate alternatives, and translated these insights into a problem statement that informed a prompt-to-slide demo that converted ~80% of interviewees into beta users
• Self taught AI engineering, Python, and completed Harvard CS50 to move beyond low-code constraints and build a custom slide generation backend aligned with the workflow pain points identified in discovery
• Designed a RAG based user context layer and built modular agent functions that mapped prompt intent to fine tuned consulting deck models trained on JSON representations, enabling consulting grade slide reformatting

Founder

• Ran 10 discovery interviews to understand how early stage founders run validation workflows, discovered that limited mentorship access and the absence of practical tooling discouraged proper discovery, often leading teams to build before confirming real problems, and synthesized these findings into a core problem statement that guided the first feature demo
• Shipped a free multimodal AI copilot demo that provides real time interview coaching using screen and audio input to suggest next questions and improve the structure of insights founders capture across sessions
• Reduced founder filler and leading questions by 50% across sessions and sustained 30 weekly active users

Co-Founder

• Built an automated A/B testing platform for websites, onboarded twenty clients across 4 cohorts, and reached $8K in MRR by year end
• Improved experiment throughput for small teams by cutting test setup time by more than half, enabling clients to run tests they previously avoided due to setup complexity