We Proudly Serve a broad spectrum of Fortune 500 companies.
Since its inception in 2000, Marquis Group has successfully managed hundreds of training grant and tax credit projects for mid-sized to Fortune 500 companies in a diverse array of industries.
Read our quick questionnaire to determine whether or not your next training project has funding potential, and if you should consider using a consultant.
A cross section of clients that we have successfully assisted include:
Meet our Senior Client Service Team
Ken Smith
(512) 336-9144
ken.smith@marquis-group.com
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Ken founded the Marquis Group in 2000 and is a recognized expert in state & federal training incentive programs. Ken has direct experience in over 75 different funding streams. He has a deep understanding of state-funded programs, periodic special US DOL initiatives, and on-going Federal Workforce Investment ACT (WIA) funding. Ken has also served as a technical presenter regarding training incentives at various client Learning & Development conferences and Economic Development seminars.
A University of Colorado alum, Ken is a licensed CPA and began his career in 1992 with KPMG in San Francisco. At KMPG, Ken specialized in state and local taxation, gaining extensive experience in strategic income/franchise tax minimization planning, sales & use tax, business incentives, and payroll tax. In 1997, Ken departed KPMG to co-found a state tax consulting practice, STC, specializing in the procurement of state government incentives (tax and non-tax) for corporations.
When not grinding it out in the office, Ken is a doubles sand volleyball fanatic, frequently handing out (and sometimes receiving) beat-downs at his home volleyball court. Other interests include rock climbing, mountain biking, surfing, snowboarding/skiing, and roughing it up with his dogs.
Abbey Tootle
(512) 336-8100
atootle@marquis-group.com
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Abbey has been with the Marquis Group since 2003 and has extensive experience managing multi-state grant projects. Abbey engages with clients to develop a grant strategy, and then oversees projects from application development through administration and close-out. Abbey maintains working relationships with state-level grant administrators across the country and has experience accessing the Federal Work Opportunity Tax Credit.
Abbey graduated Cum Laude from Baylor University with a degree in Business Administration and began her career in technology consulting with Arthur Andersen. Abbey has also worked in non-profit fundraising for KIPP Delta Public Schools, a network of charter schools serving low-income students.
Outside of work, you can find Abbey running at Town Lake or practicing her rockstar skills with Girl Guitar Austin. Abbey is a proud member of the Cosmopolitan Rotary Club of Austin and recently founded a non-profit screen printing studio with her husband in East Austin.
Ulyana Charikova
(619) 255-4796
ucharikova@marquis-group.com
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Ulyana has been part of the Marquis Group since 2005. She oversees Marquis Group's California office and serves as the primary POC for CA training incentive projects. As a result, she is intimately familiar with the CA ETP program and maintains close relationships with several ETP administrators. In addition, Ulyana has significant experience developing and managing training grants and tax credits on a multi-state basis and has provided support for federally-funded projects.
Ulyana's educational background includes a B.A. in Economics from the University of Texas in Austin, as part of the Liberal Arts Honors program, and a Certificate of Accountancy from the University of California, Berkeley.
Life in California has introduced Ulyana to triathlons, making her an avid triathlete. When not swimming, biking, or running, she loves travelling; but truthfully, that's just an excuse to hone her photography skills.