Hisham Garti Email and Phone Number

Provide consulting and create solutions for small businesses, non-profits and individuals seeking to grow and advance in their line of business. Specializing in wealth management and fundraising.

Assist High Networth clients with their Financial Plan taking a whollistic view. My team and I help our clients address concerns regarding the four pillars of wealth management as they prepare for their retirement: Asset Allocation and Coordination, Draw-down strategy, Incapacity Plan and Estate planning.

Assist startup companies with Business, Financial, and Pricing plans, perform marketing/financial analyses, provide consulting for building and presenting Value Proposition, and set up client profiling tools.Serve as Personal Financial Consultant to ARI Taxes, Inc. clients, building their financial statements, analyzing them and providing them with adequate financial planning to help them achieve their savings, investment and retirement goals.

Managed numerous multimillion dollar centers (up to 25 employees), concentrating on sales, operations, & client delight, leading 1st team to top rank in sales for two consecutive quarters in 2005 within a market of 34 centers.Grossed over $10M/yr in mortgage sales & deposit growth with highest client referrals to Investment & Private Bank.Led 2nd team to over 125% sales within 6 months, & increased client delight 25%, with only 70% staff availability. Fostered excellent relationships with high net-worth clients, keeping Premier & Private clients engaged in my centers.

Assisted banking centers employees in identifying and answering client financial needs, increasing their sale/service %.Increased overall market reach by 10% in credit card production and investment referrals on a quarterly basis.Performed weekly training/development sessions for over 330 tellers, personal bankers and managers.Served as retail bank and credit card department liaison; worked closely with market executives to generate, update & analyze weekly marginal and profitability reports and provide feedback on competition trends.Sr. Personal Banker November 2002 - March 2004Exceeded goals in offering financial products & services (Credit Cards, CDs, IRAs, Mortgage loans) to consumer & small business owners through effective probing and relationship building, as well as identifying referral opportunities.Top Safesend producer in DFW, and second highest in the nation 4 quarters in a row.Received the Deposit Planner Award in 2003 for achieving top results in CD ladder sales in the region.