Bio
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Topline AI
Gene Marshall is a seasoned professional with extensive experience in sales, retirement planning, customer service, management, leadership, marketing, project planning, team building, budgets, public speaking, and team leadership. He has held various roles, including Senior Account Manager at Paychex, Small Business Consultant at Paychex, Benefits & Retirement Consultant at Paychex, Investment Advisor at Cote Financial Management, and General Manager at NE Fresh Sea Products.
Gene holds a Bachelor's degree in Natural Resource Economics and Economics from the University of Rhode Island.
Experience
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United States
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Human Resources Services
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700 & Above Employee
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Senior Account Manager
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Jul 2013 - Present
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Small Business Consultant
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May 2016 - Oct 2019
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Benefits & Retirement Consultant
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Jul 2014 - May 2016
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Investment Advisor
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2013 - Jul 2014
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Life Solutions Group
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Danvers, Massachusetts
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Financial Services
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Apr 2013 - Sep 2013
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Danvers, Massachusetts
Our goal is to increase the wealth and protection of each client during their lifetime. We accomplish this by using an efficient and effective planning process unique to the financial services industry. These planning advantages are based on a dynamic and holistic financial model. Our strategies,...
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NE Fresh Sea Products
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Andover, Massachusetts
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General Manager
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Mar 1998 - Nov 2012
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Andover, Massachusetts
Owned & Operated a retail/wholesale seafood market/restaurant. Handled all day to day operations, including the employee onboarding process, maintaining Accounts Receivable & Accounts Payable, and inventory control.
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Education
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1994 - 1998University of Rhode Island
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1994 - 1998University of Rhode Island
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
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