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.

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.