Mark Kouri Email & Phone Number

Greater Los Angeles Area

Provide financial services, strategic planning and consulting for affluent individuals, families, and corporations. Expert in financial planning, analysis, and educating clients.• My first 12 months I produced over 3.5 million in annuity business and over 5 million in mutual fund business.• Built my client base to over 200 clients and 33 million in assets. Close rate was 30% with an average sale of $150,000.• Participate in various community and business activities to build and expand relationships and meet potential new clients.• Increase branch referrals over 20% by partner with bank team members to conduct weekly in-branch training meetings and one-on-one coaching sessions.• Schedule quarterly touch point meetings with all existing clients to review accounts, analyze account performance, and build stronger client relationship.• Educate clients and prospects about asset allocation, diversification, share classes, current events, and various investment vehicles.• Prospect new business through branch referrals, call sheets, and existing client referrals. Actively communicate with current clients to retain and generate new business.• Maintain all related licensing, compliance requirements, and training to ensure the highest level of expertise and effective use of tools and technology.

Orange County, California Area

Bank Branch Manager in charge of sales at a nation-wide, commercial banking institution. Also licensed to sell mutual funds, annuities and life insurance on the brokerage side of the bank.• Motivate the staff to excel in sales while keeping the branch environment relaxed and efficient.• Work with our district manager in creating and maintaining new sales plans, training techniques, goal forecasting, and sales tracking.• Provide customers with information about various products including real estate and alternate investments.• I was the number three top selling dual rep in Southern California for 2004.• Enforce corporate policies and procedures. Provide constant feedback and performance evaluations. • Actively manage, train, monitor, and assist employees while promoting teamwork.• Provide exceptional customer service by exercising excellent communication and interpersonal skills while dealing with a multitude of complex client issues