Marceau Sautelet III

6865 Xavier Circle #2 Westminster, CO 80030 303-888-8470 ms57b144@westpost.ne

t
Senior Financial Advisor
Performance-driven Strategic Business Development Specialist with eager to contr
ibute talents toward supporting the employer in optimizing revenue. Reputation
for delivering world-class customer service and exceeding goals for customer sat
isfaction. Proven ability to maintain balanced sales despite current economic c
hallenges. Seeking a Financial Advisor position with a progressive organizatio
n where I can lead the operation to exceptional growth through customer relation
ship building, process improvement and strategic planning.
Key Skills Summary

Create and Execute Business Plans

Cultivate Customer Relationships
Customer Focused Sales Process
Decision Making/Problem Solving
Educate Clients on Products
Excellent Presentation Skills
Identify Key Decision Makers
Perform Needs Analysis
Consultative Selling
Communication/Public Speaking
Prospect and Identify New Customers
Quick to Gain Trust /Confidence

Professional History
Independent Construction Contractor (2008 to Present)
w All aspects of roofing, framing, painting, interior and exterior remodeling in
residential construction.
AIG - Financial Advisor (2007 to 2008)
w Grew investment business and cultivated lucrative business relationships with
over 286 private investors.
w Leveraged extensive knowledge of investment products to became a trusted busin
ess partner and advisor to my clients.
J.P. Morgan Chase and Company - Branch Manager (2005 to 2007)
w Provided leadership and oversight for multiple branches; drove sales developme
nt and employee relations, and proactively managed all hiring and staffing activ
ities to assemble high performance teams.
w Mentored and coached sales team to expand existing relationships and identify
new opportunities, ensured sales and revenue goals were met throughout the North
ern Colorado branches.
J.P. Morgan Chase and Company - Personal Banker (2000 to 2005)
w Provided financial consulting services to commercial and business clients; cul
tivated lending and investment relationships with over 400 clients and received
recognition as a "National Achiever" for 3 years.
Multi Financial (Subsidiary of ING) - Broker Support Associate (1999)
w Provided internal customer support and problem solving for brokers throughout
the US.
Oppenheimer Funds, Inc. - Investment Representative, Financial Institutions (199
8 to 1999)
w Acted as liaison for Sales Representatives from institutions soliciting Oppenh
eimer funds; provided broad based support to assist them in meeting sales object
ives.
First Investors Corporation - Registered Representative (1995 to 1998)
w Established solid client base by prospecting for leads and providing clients w
ith appropriate recommendations based on their investment needs; oversaw office
staff, processed investment paperwork and reviewed operations to ensure NASD com
pliance.
Education / Licensure
Series 6, 63, Securities, Life, Accident, and Health Insurance.
B.S.S. Political Science, Philosophy, Minor in Religion