Plymouth, New Hampshire
7 Town West Road | Tel. (603) 481-6520
Randall Saulnier, AIF®, CTFA
Chief Business Development Officer & SVP
Randall Saulnier
Randall E. Saulnier began his career in banking and investments as a portfolio management accountant with State Street Corporation shortly after attaining a BS degree in business administration at Plymouth State University. During the ensuing 21 years with State Street Corporation, Randall worked as a money market trader, ultimately becoming a vice president of global markets, managing the bank’s fed funds position and trading fixed income.
Randall’s educational background also includes accounting, CHP Level I, and Cannon Financial Institute’s courses. He also maintains industry designations for investment and insurance specialties. His office is located in Franconia, NH and he travels extensively in New England.
Alan Marcelle
Wealth Advisor
Alan Marcelle
Alan J. Marcelle attended Southern NH University where he studied Finance & Economics. He started his investment career at Fidelity Investments, where he had various positions over a successful career of almost a decade. He has worked in both institutional and retail investments, was a securities trader, investment advisor representative, & licensing instructor for The Series 6, 7, 63 & 66 Licenses. He also has experience working for a fintech performance reporting company: (Advent Software), and a private equity firm: (Fortress Investment Group).
In his spare time, he is also an accomplished musician. He has played the violin, mandolin & guitar for over 30 years, and was a member of the Northeast Symphony Orchestra.
Contact Us
7 Town West Rd, Plymouth, NH 03264