Kyle Marceau Email & Phone Number

Concord, Nh, Us

New Hampshire, United States

Concord, Nh

External Consultant covering the Mid-Atlantic and Southeast regions for two broker-dealers. Responsible for driving sales and supporting existing business for a 30 billion managed account platform. Consult financial advisors on how to conduct fee based asset management business to improve their practice and generate revenue. Conduct hands on training with financial advisors in my regions. Present on a wide range of topics at regional and national broker-dealer meetings.

Concord, Nh

Create and drive broker-dealer service and product sales development focusing on education, marketing and revenue initiatives. Act as a consultant to investment professionals for product placement, investment strategies, practice management and business development. Work as a liaison for two broker dealers to grow and strengthen relationships with sponsor and financial service companies. Host and facilitate client meeting events for relationship growth and sales support. Maintain and increase a strategic understanding of the broker- dealer and insurance channels to support sales and growth goals. Initiate and maintain sales and revenue reports for internal and external clients. Develop and distribute weekly marketing promotions to home office employees and over 3,000 Financial Advisors. Collaborate with sponsor relationship manager to support revenue agreements, client management and sale campaigns. Provide support and assistance in recruiting and retention situations as needed.

Concord, Nh

Field inbound calls regarding securities products, product placement and business development. Develop and maintain sales and revenue reports for internal and external clients. Create and deliver weekly marketing promotions to home office employees and over 3,000 Financial Advisors. Run and support sales and business development initiatives designed to increase education and revenue.

Volunteer assistant lacrosse coach for Concord High School Varsity boys team. - Offensive coordinator- Educating and developing student-athletes- Helping design and implement practice and game plans- Providing students with a positive role model

New Hampshire

Coached high school aged all-star lacrosse teams and helped high school athletes during the recruiting process.

Henniker, Nh

Off-campus Coordinator for work-study students at New England College. Maintained and created new relationships with non-profit businesses on behalf of the college. Managed a federal funded budget. Recruited, interviewed, hired, placed and managed over fifty college students.

Tampa/St. Petersburg, Florida Area

Created and managed a promotions company with one other owner. Operated and partnered with bars and night clubs to host events. Was in charge of generating sales, planning events, marketing, financial management and security.

Concord, Nh

Helped with various jobs relating to quarterly tax reports. Performed daily office tasks including, filing, scanning and organizing, Used back office systems and Microsoft Excel to process tax reports.

Ba, Accounting, 3.61

Activities and Societies: Two-year captain of the lacrosse team, Academic All-American, All-American, 2010 Male Scholar-Athlete.

Mba, Strategic Leadership, 3.9

Activities and Societies: AmeriCorps Student Member (SIS)

Undecided Business, 3.94

Activities and Societies: Member of Division 1 lacrosse team. Deans list.