Mark Bousson Email & Phone Number

Memphis, Tn, Us

Greater Memphis Area

Mark Bousson is a Registered Representative of Securian Financial Services, Inc. member FINRA/SIPC.Securities offered through Securian Financial Services, Inc. member FINRA/SIPC. Shoemaker Financial is independently owned and operated.Branch Address: 2176 West St., Suite 100, Germantown, TN 38138.

Greater Memphis Area

Provided one-on-one and group training to branches and financial advisors on best practices to help improve accuracy, efficiency and communications. Performed analysis and presented data to management on advisor trending patterns. Performed over 10,000 reviews in 12 month period for 52 branches to ensure advisors remained in good standing regarding suitability, concentration, active accounts, low priced stocks, large block trades, etc.

Greater Memphis Area

Collaborated with bank client individuals, families, and businesses on all aspects of financial planning including retirement, investing, estate issues, education planning, life, health, long term care and disability insurance. Public speaker, trainer, and mentor to branch associates in ongoing curriculum for bank products, life insurance, annuities, and wealth transfer.

Greater Memphis Area

Performed enhanced mutual fund reviews on Financial Advisor/Branch activities regarding breakpoints, proximity transactions, multiple fund purchases, account linking, LOIs, ROAs, churning, sales load excess, trading patterns, and reinstatement opportunities. Reviewed 23,886 mutual fund trades in 15 months resulting in $61,249 of refunds to customer accounts. Analyzed trends using statistical information and presented reports to supervisory management with recommended solutions.

Coordinated cross-functional wealth management teams with individuals, private wealth and trust clients. Developed, implemented and monitored quarterly client communication and marketing plans. Presented educational seminars to clients, corporations, churches, and community groups. Provided training to licensed branch representatives on products, sales strategies, and techniques. Used full component of wealth management products and services to be a creative problem-solver in developing individual and corporate strategic plans and growth objectives. Expertise in wealth transfer, annuities and income products. Strengthened client relationships by conducting annual client reviews and evaluated changes in financial objectives. Exceeded 2010 revenue goal by 151%.

Steadily grew client base to over 200 new clients in first 6 months using strategic marketing initiatives; provided excellent customer service to over 500 households by second year. Utilized securities license to sell Education Savings Plans, Mutual Funds, IRAs, insurance products and State Farm Bank products that included Certificates of Deposit, Money Market Accounts, Savings, and Checking Accounts, and Auto Loans. Agency led the Memphis Delta AFO in January 2004 in Life policies/Financial Products sold.

Managed all brand marketing, positioning, and communication activities for 400-member physician group. Coordinated cross-functional response teams for local, regional, and national media inquiries for television, newspaper, web, and magazine. Supervised a staff of employees and managed a large departmental budget of close to $1 million. Opened the largest array of specialty physicians under one roof in the Mid-South in Germantown. Effectively represented the corporation while speaking to large and small groups. Leader in cross-functional quality improvement process. Increased revenues in development of communication strategies for 15 departments within the corporation of 1200 employees. Managed the conception, design, and implementation of all television, radio, newspaper, billboard, direct mail, and magazine advertisements. Managed digital marketing website creation and content for increased visits and ROI. Produced television specials, weekly radio program, and large corporate events. Key member of Marketing and Public Relations Board. Provided research feedback and guidance to division leaders to increase physician integration, efficiencies, and profitability using reports and presentations. Increased revenues and physician utilization for 4 consecutive years. Maintained an active leadership role in multiple cross-functional quality process committees to insure customer satisfaction. Named to the University of Tennessee Lichterman Award selection committee as the only UTMG management representative.

Successfully developed and directed numerous marketing plans and strategies for specific target markets to increase market share and profitability. Extensive experience with presentation of proposals to local and national managed care organizations. Negotiated provider contracts with city, county, and state governments along with local, regional, and national corporations. Developed a network of clinical providers.

Provided problem resolution and diagnostic support for customer automation system operations for customers and field personnel. Interfaced daily with inbound customers to insure return to operational status and customer satisfaction. Extensive use of Amadeus, DOS, IMS, CMS, and FedEx Powership computer programs. Appointed to lead several Quality Assurance Task Forces. Graduated from FedEx Leadership Program (LEAP) and was recognized for outstanding achievement in innovation and customer service with several Bravo Zulo Awards.

Bba, Marketing Management

M.B.A, Masters Of Business Administration