Christopher R. Marshall
Financial Advisor


The Marshall Financial Group

Meet the Team

When you became my client, you placed your trust in me to help make your vision a reality. I honor that trust with the help of my expert support staff. Together, we make a strong commitment to customer service.

If at any time you have a question, concern or need, please let us know.

 
Thanh

Thanh "Tee" Dang

Associate Financial Representative
Office 212-867-8989

Tee was born and raised in Egg Harbor Twp, NJ. She graduated from Rutgers University in 2007 with a Bachelor of Science in Economics. Tee has been with Northwestern Mutual since December 2007 and joined the Marshall Financial Group as an Associate Financial Representative in 2014. With close to 10 years experience, Tee brings expertise in underwriting and policy owner service to our team.

Outside of the office, Tee has a passion for traveling, hiking, jewelry-making, fashion, friends & family.

 
David Scott Heiserman

David Scott Heiserman

Office 212-867-8074

David Heiserman has been with Northwestern Mutual since 2015 and joined our team in 2016. David is an Associate Financial Advisor with Northwestern Mutual and maintains Series 7 & 63 FINRA registrations in addition to his Life, Accident & Health Insurance license. Before joining Northwestern Mutual & The Marshall Financial Group David worked in the Unit Investment Trust Division of Merrill Lynch and as an institutional IDB for US Treasury Securities and Interest Rate Swaps. In addition, he was part of several eLectronic trading initiatives and a SEF (for Swaps Trading as mandated in 2010 under The Dodd-Frank Wall Street Reform and Consumer Protection Act).

David attended the Haverford School and Hobart & William Smith Colleges. He now resides in New York, NY.

 
Alex Velazquez

Alex Velazquez, CFP®

Office 212-784-5608

Alex Velazquez joined Northwestern Mutual in 2015. He received a Bachelor of Science from the State University of New York at Oneonta. Before joining Northwestern Mutual, he worked at Raymond James Financial and Ameriprise Financial. He holds securities licenses Series 7, Series 63, Series 65, Series 9 and Series 10. He also holds his NY State Life, Accident and Health insurance licenses.

Alex grew up in Valhalla, New York and is an avid New York sports fan. He currently resides in Riverdale with his wife Elissa, and their dog Lady.

 
Renat Basal

Renat Basal

Chief Marketing Officer
Office 212-867-8989

Renat works with the firm's top Financial Advisors, including The Marshall Financial Group, to create and implement a marketing plan which supports overall sales and business goals and enhances their branding and promotional strategies. She manages the local marketing and brand promotion efforts including partnerships, sponsorships, public relations, social media, digital outreach, community service and client events. Before joining Northwestern Mutual, Renat served as Associate Director of Client Services at MacKay Shields, a subsidiary of New York Life Insurance Company. Prior to that, she spent 12 years at Vicis Capital LLC, a global multi-strategy hedge fund, most recently as the Director of Marketing and Investor Relations. 

 
 

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