Profile 00 00@2x e294063b2878e4164ba1dd904aa6b8bae6a97e19937899e4b4af853acf30de5d

Edward Marsi

Financial Services Professional

Over the course of his career, Edward “Ed” Marsi has applied a keen business and financial acumen to drive growth for client portfolios. He currently leads as senior financial consultant for TD Ameritrade, where he serves a cohort of high net worth individuals. Edward Marsi accepted this position in 2014, having served as a business development specialist for clients interested in taking an active role in their portfolio management.

Ed Marsi has also served as a education counselor for TD Ameritrade Investools, a position that he accepted in the spring of 2012. He accepted this role upon relocating to Utah, having previously lived and worked in Massachusetts. There, he served as a sales professional for Lyon-Waugh Auto Group, where he achieved leading customer satisfaction results and secured a closing percentage of more than 45 percent.

Edward Marsi also stands out as a former kitchen manager for the 99 Restaurant, having studied culinary arts at the Lynn Vocational Technical Institute in Lynn, Massachusetts. He entered restaurant leadership following his formal studies in business management at Middlesex Community College. Now focused full-time on financial services, Ed Marsi is working toward his chartered retirement planning counselor (CRPC) designation. 

Manchester, NH, US


Experience

Mar 1, 2012 - Present

Senior Financial Consultant
TD Ameritrade

Sep 1, 2011 - Mar 1, 2012

Regional Sales Representative
Onset Financial

Education

Nov 1, 2017 - Present

CRPC
College of Financial Planning

Sep 1, 1998 - Jan 1, 2000

Business Management
Middlesex Community College

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