Paul Marchant work email
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Paul Marchant personal email
Having worked in Financial Services for 8 years, my biggest strengths are problem solving and communication. Taking 50 plus incoming phone calls a day from financial advisors really allowed me to hone those skills. As a Sr Relationship Manager I obtained FINRA Series 7 & 63 licenses and was the dedicated service contact for an RIA with over $2 Billion AUM. As a Digital Marketer specializing in SEO I have successfully created and implemented many SEO & Digital Marketing campaigns.At Social Rank Media Group LLC, we generate and implement a winning Digital Marketing strategies to help drive organic traffic from your target demographic.
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HostMarchant MadnessCalifornia, United States
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OwnerSocial Rank Media Group, Llc Jun 2017 - PresentGreater San Diego AreaWe offer custom SEO & inbound digital marketing solutions for financial advisors/planners. Drive targeted traffic to your company website and generate high quality leads over the long term. -
HostMarchant Madness May 2020 - Present
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Digital Marketing DirectorFinity Group, Llc ® Mar 2021 - May 2022 -
Senior Relationship ManagerTd Ameritrade Institutional Oct 2015 - May 2017Primary service contact for RIA firm with over $2 billion under management -
Relationship ManagerTd Ameritrade Institutional Nov 2011 - Oct 2015Greater San Diego Area• Primary point of contact for multiple RIA firms with over $100 assets million under management • Research & solve complex cases by communicating with internal and external groups • Servicing and maintaining positive relationships with RIA’s and their clients • Educated RIAs & end clients on the company's platform, products & systems
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Trust ProcessorTd Ameritrade Trust Company Nov 2009 - Nov 2011Greater Denver Area• Processed mutual fund dividends • Reconciled Trust Company accounts to match the mutual fund accounts• Processed fund mergers and transfers• Called mutual funds to troubleshoot processing discrepancies• Participated as a Subject Matter Expert on project developments
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Customer Service AgentSkin-It S.C. Jan 2008 - Sep 2008Greater San Diego Area• Responded and resolved customer service issues via email• Solved shipping errors and address issues• Issued refunds for returned products
Paul Marchant Skills
Paul Marchant Education Details
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Economics -
Acalanes High School
Frequently Asked Questions about Paul Marchant
What company does Paul Marchant work for?
Paul Marchant works for Marchant Madness
What is Paul Marchant's role at the current company?
Paul Marchant's current role is Host.
What is Paul Marchant's email address?
Paul Marchant's email address is pa****@****ade.com
What schools did Paul Marchant attend?
Paul Marchant attended University Of Colorado Boulder, Acalanes High School.
What skills is Paul Marchant known for?
Paul Marchant has skills like Sales, Salesforce.com, Financial Services, Business Development, Digital Marketing, Search Engine Optimization, Social Media Marketing, Series 63, Portfolio Management, Financial Analysis, Investments, Microsoft Office.
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