Kyle Marceau
AVP, Advisory Sales @Equity Services, Inc
Concord, NH, US
EMAILS
MOBILE NUMBERS
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WORK HISTORY
Jul 2025 — Present
AVP, Advisory Sales @Equity Services, Inc
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Responsible for growth of the broker/dealer and advisory business through increased training and sales support efforts.
EDUCATION
2006 — 2007
Robert Morris University
Undecided Business
2010 — 2013
New England College
MBA, Strategic Leadership
2007 — 2010
Saint Leo University
BA, Accounting
SKILLS
Time ManagementSales OperationsConsultationCustomer ServiceVendor RelationsFinancial ManagementInvestmentsPowerpointMicrosoft ExcelCollege RecruitingTeamworkMicrosoft WordSales SupportRelationship ManagementSales InitiativesManagementMarket ResearchSecuritiesCold CallingManagerial FinanceMarketingBudgetsFinancial AnalysisSales ProcessSeries 7Financial AdvisoryBusiness DevelopmentRecruitingMarketing StrategySales
ABOUT KYLE MARCEAU
MBA: Strategic Leadership ChFC Series 7 licensed Series 66 licensed Chartered…
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