Marcus Chen, CTP — Senior Treasury Solutions Advisor, CorporateConnect
Marcus Chen, CTP is a Senior Treasury Solutions Advisor at CorporateConnect, the U.S. Bank commercial banking portal. Eighteen years in commercial banking, Certified Treasury Professional since 2012, active AFP member, and the named author on the CorporateConnect knowledge base. Marcus leads mid-market ACH origination strategy, ISO 20022 migration planning, foreign exchange hedging and treasury API integration for clients in the $5M–$500M revenue band.
His client book spans manufacturing, healthcare provider networks, logistics operators and professional services firms across the Upper Midwest and Mountain West. He holds a B.S. in Finance from the University of Minnesota (2007) and an MBA from the Carlson School of Management (2014).
Request Treasury Consultation About CorporateConnect
Credentials, Education and Industry Affiliations
Marcus's credential stack is the same combination that the U.S. Bank Treasury Solutions advisory team requires for any named-advisor client relationship.
Credential Snapshot
- CTP: Certified Treasury Professional, AFP, since 2012 (continuing education current).
- MBA: Carlson School of Management, University of Minnesota, 2014.
- B.S. Finance: University of Minnesota, 2007.
- AFP: Association for Financial Professionals member since 2010.
- Experience: 18 years commercial banking (Wells Fargo 2007–2014, U.S. Bank 2014–present).
Career Path: Wells Fargo Analyst to U.S. Bank Senior Advisor
Eighteen years, two banks, and a consistent focus on mid-market commercial banking operators.
2007–2014: Wells Fargo Treasury Management Analyst
Joined Wells Fargo in Minneapolis after graduating from the University of Minnesota. Supported commercial treasury implementations for manufacturing and logistics clients, built NACHA-compliant ACH file validation tooling used by the Upper Midwest origination team, and co-authored internal guidance on SWIFT MT940/MT942 reconciliation patterns.
2014–Present: U.S. Bank Senior Treasury Solutions Advisor
Moved to U.S. Bank immediately after completing the Carlson MBA. Built the ACH origination playbook used across the SinglePoint and CorporateConnect platforms, led the 2022 ISO 20022 migration readiness program for mid-market clients, and currently advises on FX hedging and API integration for approximately 60 active client relationships.
Specialty Areas Supported on CorporateConnect
Marcus concentrates on four technical lanes that drive most mid-market treasury modernization projects.
| Specialty | Scope | Representative Client Outcome |
|---|---|---|
| ACH origination strategy | NACHA rule compliance, same-day window tuning, IAT cross-border flows | Reduced return-rate exposure and improved settlement timing for a multi-entity logistics operator. |
| ISO 20022 migration | MT-to-MX mapping, pain.001 payment initiation, camt.053 statement adoption | Led 2022 readiness program adopted by dozens of mid-market clients ahead of the Fedwire ISO cut-over. |
| FX risk management | Forward contracts, window forwards, exposure netting across currency pairs | Hedged quarterly EUR and CNY payable exposure for a manufacturing client, reducing FX volatility drag. |
| Treasury API integration | REST balance/transaction/payment endpoints, OAuth 2.0, webhook delivery | Connected CorporateConnect to a NetSuite-based AP stack with real-time balance polling. |
Publications, Panels and Advisory Work
Marcus contributes regularly to industry publications and speaks on commercial treasury topics at AFP regional events.
AFP Exchange Contributions
Authored and co-authored AFP Exchange articles on ISO 20022 migration readiness, same-day ACH window optimization and commercial account fraud controls aligned with FFIEC guidance.
Industry Panels
Panellist at the Upper Midwest AFP regional conference on commercial ACH fraud controls (2023) and on treasury API adoption for mid-market corporates (2024). Guest speaker at the Carlson School MBA finance elective series.
Internal U.S. Bank Advisory
Maintains the ACH origination playbook used by the Treasury Solutions advisory team. Co-owns the ISO 20022 migration runbook shared across the commercial banking segment. Contributes to fraud response guidance on CorporateConnect.
Working With Marcus
New client introductions are scheduled through U.S. Bank relationship management or directly via Contact Us. Treasury consultations cover platform assessment, payment rail mapping, FX posture review, and integration architecture.