Anthony Marsi Email & Phone Number

Needham, Massachusetts, United States

• Utilized proprietary software for tailored financial planning for individuals, businesses, and families• Developed skill in revenue retention concepts, including tax loss harvesting and risk management• Leveraged whole life insurance as an alternative investment and savings tool• Analyzed complex portfolios to assess risk exposure and enhance long-term financial strategies• Learned revenue-generating activities to efficiently attract clients to the firm

Providence, Rhode Island, United States

• Scaled budget by 192%, from $1,200 to $3,500 over two years• Led event publicity, structured meetings, and improved retention while ensuring family coordination• Collaborated with President to plan events and restructure the delegation of executive board positions

Dudley, Massachusetts, United States

• Serve as an assistant for those with disabilities during collegiate breaks, providing everyday care to activities to facilitate life • Obtained a greater understanding and leading attributes from those who cannot live on their own

Greater Boston

West Boylston, Massachusetts, United States

• Within two weeks, generated $1,200 in sales revenue with the highest number of contacts in the branch • Recognized for attentiveness in meetings and invited to leadership presentation with branch president• Earned high-end awards and scaled to a 20% commission rate by the end of the summer

Finance, Wealth Management

High School Diploma, 12

Activities and Societies: - Humanities Program - Honor Roll - Booster Club Volunteer - Student Council - Varsity Baseball I am a motivated.