Paul Marcotte Email & Phone Number

Sarasota, Florida, United States

Responsible for the day-to-day operations of Corona Cigar Co.’s newest location in Sarasota, FL with an emphasis on providing an exceptional cigar experience for our guests.• Oversee the training and development of the retail staff in regard to customer service, product knowledge, policies, and procedures. • Provided world class service to our guests by building rapport and developed relationships with them to ensure strong repeat business. • Worked closely with the company’s ownership and GMs to ensure operational efficiencies are met and store and staff needs are addressed in a timely manner.

Londonderry, New Hampshire, United States

Created highly successful weekly podcast and videocast educating audiences on cigars, pipes and pipe tobacco. Conduct interviews with industry executives and personalities, as well as local celebrities who have a passion for cigars and tobacco. The show partners with Twins Smoke Shop’s 7-20-4 Lounge for weekly cocktail pairings to showcasetheir cocktail creations. Responsible for writing and scripting weekly shows, product feature spots, andpromotional content creation. The Podcast is aired on Facebook Live, YouTube, iHeartRadio, Podbean and other podcast sites.

Londonderry, New Hampshire, United States

Sales and marketing manager responsible for a team of six tobacconists with an emphasis on providing outstanding customer experience and service. • Responsible for the day to day operations of New England’ premier cigar and pipe tobacco shop generating more than $2 million a year in sales.• Utilized my past sales experience by training the staff to sell to different personality types by incorporating specific sale key methods to their presentation.• Contributed to sales increases 20% YOY for the last three years. • Establish excellent rapport with customers. Gained trust and built exceptionally strong repeat business by listening to customer needs and making appropriate recommendations.• Create and oversee the setup of weekly, monthly sales events for many of our vendors. Drive sales with existing customer base to achieve sales goals.• Worked closely with owner and GM to improve operational procedures to increase profitability. Helped to implement specific initiatives to increase sales and client loyalty.

Salem, New Hampshire, United States

Greater Boston Area

- Develop and manage a strong book of business of over 10,000 clients, including 1,000 high net worth individuals through phone or face-to-face meetings, assessing their specific needs and goals to determine the appropriate TD Ameritrade products and services best suited for them.- Directly responsible for developing several high net-worth client relationships into the top five Assets Under Management (AUM) clients in the New England region.- Design and implement financial plans, cross selling TD Ameritrade products based on client needs and objectives.- Leveraged the value of TD Ameritrade’s products, tools, and resources to gain additional client assets. - Consistently exceed daily/weekly contacts to drive the building of a strong book of business and pipeline. - Build client relationships through proactive call-outs, branch appointments, meetings and seminars.- Consistent top producer, meeting or exceeding $11M quarterly and $44M annual sales goals. - Designated top performing investment consultant Manchester, NH branch 2012 & 2013.- Achieved president’s club qualification in 2012. - Develop relationships with advisor partners and partnering with them to develop strategies to attract prospective clients.

Greater Boston Area

- Worked with retired or terminated participants of Fidelity's sponsored 401(k) plans, offering Fidelity products and services to achieve their retirement goals and retain their retirement assets. - Managed weekly, monthly, and quarterly sales goals, and consistently exceeded goals by 25%- Ranked in the Top Tier for overall production rates, resulting in over $100M in sales annually.

- Guided inbound service calls from Fidelity customers on a variety of topics such as fund performance, account features, and risk analysis.- Helped customers reach their financial goals by placing them into Fidelity products best suited to their financial goals. - Mentored new financial representative on best practices for managing customer relations.

Greater Boston Area

- Point of contact for managing and resolving customer issues for senior executives. - Utilized conflict resolution and research skills to deescalate issues on behalf of senior executives. - Collaborated with the Compliance and Risk Management executives to identify possible areas of exposure and discern the proper course of action to rectify issues and complaints.

Greater Boston Area

- Handled customer service issues and inquiries regarding all of Fidelity's products and services.- Resolved customer issues by researching and discussing with internal partner networks. - Subject Matter Expert (SME) for all retirement and non-retirement tax issues.

Greater Boston Area

Greater Boston Area