Customer Service Sales

GAMEEL F. TANNOUS

***** *. **** ***** ? Scottsdale, Arizona 85255 ? 480-***-**** (

abhvrk@r.postjobfree.com

FINANCIAL ADVISOR / FINANCIAL PLANNER / WEALTH MANAGEMENT

Focused on relationships...committed to customer service...driven to

achieve.

Financial professional offering 10+ combined years of experience in

relationship sales and business development, with in-depth, specialized

knowledge of capital markets, investment products, banking, and lending.

. Track record of integrity and success as a financial advisor, helping

high net worth clients build comprehensive financial plans with the right

investment products, diversification, and risk level.

. Dynamic sales personality who will build trust and rapport with clients,

partners, and colleagues through relationship building, networking, and

knowledge sharing (i.e. seminars, workshops).

. Strategic, opportunistic, and targeted approach to new business

development that takes into account market conditions, emerging trends,

and product benefits - relative to client goals and objectives.

Areas of Expertise

Relationship Building New Business Development Up-Selling High Net

Worth Wealth Management

Networking & Prospecting Client Assessment Travel Closing Strategy

Cold Calling Financial Analysis Commercial Banking Financial

Planning Retirement Planning Estate Planning

Investment Products Credit Products Loan Originations Team

Collaboration Sales Presentations

Sales Risk Management Business Banking Products Seminars / Workshops

Account Management

PROFESSIONAL EXPERIENCE

BANK OF AMERICA MERRILL LYNCH, Scottsdale, Arizona ( 2010-Present

ZIEGLER WEALTH MANAGEMENT, Scottsdale, Arizona ( 2009-2010

Financial Advisor / Financial Planning

Cultivate a multimillion-dollar book of business focused on wealth

management and financial planning for the high net worth marketplace.

Employ networking, prospecting, and relationship building across a broad

range of channels to develop and close new accounts. Perform in-depth

individual assessments, evaluate personal and business financial needs,

establish objectives, design a customized strategy, and select appropriate

investment management and banking products. Source, analyze, and pitch new

investment ideas based on independent market study and close analysis of

current research recommendations.

Key Achievements:

. Ranked in the top 10% for new client acquisitions, securing more new

assets than 90% of peers.

. Leveraged a vast network of high net worth relationships and connections

in private equity.

. Launched targeted sales and marketing campaigns aimed at retirement

funds, country clubs, and other key industries in the Scottsdale /

Phoenix market.

MARKOUR FUNDING & INVESTMENTS, Scottsdale, Arizona ( 2005-2009

Private Money Lender / Real Estate Investment Advisor for Private Equity

Took the lead on a $100+ million real estate financing portfolio for this

boutique private equity firm, leading origination, structuring,

negotiation, and underwriting of debt and equity deals. Provided real

estate investment recommendations based on extensive deal due diligence,

market research, and analysis. Developed a network of investors, brokers,

and borrowers throughout Arizona, Texas, New Mexico, and California.

Key Achievements:

GAMEEL F. TANNOUS ( Page 2 ( abhvrk@r.postjobfree.com

. Structured complex loans for commercial and residential real estate

projects throughout the Southwest, including condominium and apartment

complexes, office buildings, and retail centers.

LA-Z-BOY FURNITURE GALLERIES, Scottsdale / Chandler, Arizona ( 2000-2005

Sales Representative / Relationship Manager

Ranked among the top 3 producers in the nation selling home furnishing

products using relationship building, consultative selling, and up-selling

techniques. Assessed each customer's situation and needs in order to

present and sell comprehensive furnishing solutions. Gained trust and

respect from customers by demonstrating excellent product knowledge along

with a commitment to customer service.

Key Achievements:

. Consistently delivered more than $1 million in annual sales production.

. Demonstrated outstanding talent during an intensive relationship sales

training program.

. Merited many annual performance awards, bonuses, and incentive trips.

Additional Professional Background (Details on Request):

Investor / Managing Partner, SOLIS, Scottsdale, Arizona

. Led business development and construction planning on this upscale hotel

real estate project.

Financial Consultant Intern, SALOMON SMITH BARNEY, Vernon Hills, Illinois /

Phoenix, Arizona

. Supported new business development and growth by assisting the Branch

Manager and advisory team with research and analysis, sales and

marketing, seminars, presentations, and administrative functions.

EDUCATION & TRAINING

Bachelor of Arts in Economics & Political Science

Additional Coursework: Finance

Lake Forest College, Lake Forest, Illinois

American College

Certified Financial Planner Modules

PROFESSIONAL CREDENTIALS & AFFILIATIONS

Series 7, 66 (Currently Licensed in 7 States)

CFP Module 1

Arizona Life/Health Insurance License

Accredited Members

COMPUTER SKILLS

Microsoft Office, Salesforce.com, Bloomberg

LANGUAGE FLUENCIES

Arabic, English

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