Roy Alame Education, Skills and Work Experience

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Roy Alame 801-400-1193

Education​: Masters of Accounting Student, ​October 2019-Present University of North Carolina, Chapel Hill, NC Certified Plan Fiduciary Advisor, ​February 2019 National Association of Plan Advisors, Raleigh, NC Masters of Business Administration, ​February 2016 Western Governors University, Salt Lake City, UT Bachelor of Science in Finance, ​January 2013 Minor in Economics, ​May 2007 Northern Illinois University, DeKalb, IL, Diversity Studies,​ Summer 2003 University of California at Berkeley, Berkeley, CA, Coursework Included: African American Studies and Ethnic Studies

Special Skills​: Foreign Languages: Computer Applications: Certifications: Foreign Travel:

Fluent in Arabic Advanced in: Excel, Access, Word, Power Point, Windows XP, CRM Series 7, Series 66, Insurance, NMLS, State Farm Certified Catastrophe Claims Adjuster, CompTia A+ Certified Technician, CPR and First Aid Lebanon, Jordan, China, Austria, England, Switzerland, Sweden, Canada and France

Work Experience​: Executive Private Wealth Advisor, ​Gate Key Financial​, ​Raleigh, NC, 2019-Present ■ ■ ■ ■

Create comprehensive estate plan for high net worth individuals. Manage the company’s mission-based marketing strategy.

Manage corporate 401k and employee benefit plans. Act as an investment fiduciary for 401k and profit-sharing plans.

President, ​Gate Key Capital​, ​Raleigh, NC, 2019-Present ■ ■ ■

Facilitate connections between corporations, investment bankers, and specialized marketing companies. Coach companies on how to raise needed capital. Create long-term strategies for young companies to achieve proof of concept and lean scalability.

Private Wealth Manager, ​Merrill Lynch​, ​Raleigh, NC, 2015-2019 ■ Construct tax advantaged estates for high net worth individuals and families. ■ Help companies with their IPO’s or Regulation A offerings. ■ Assist large companies with deferred pension, employee matching, or deferred compensation strategies. ■ Work with successful lawyers, accountants, insurance agents, and bankers to piece together a strong estate. Area Portfolio Manager/Financial Planner, ​Protection and Finance​, ​Oakbrook and Elmhurst, IL, 2006-2012 ■ Supported the estates of over 200 business executives. ■ Managed a staff of 8 financial planners and underwriters. ■ Grew my portfolio 45% year over year. ■ Trained staff on new products and procedures. Health Care Analyst/National Account Manager, ​Spyglass Capital, Provo, Utah, 2012 ■ Worked with hundreds of supply managers and doctors to get the equipment and supplies they need. ■ Created a return on investment (ROI) analysis for the hospital according to their budget and supply needs. ■ Worked with every major healthcare vendor to deliver the supplies on time. ■ Analyzed the correct funding source for all their purchases (i.e. bond issue, leasing, cash, etc.).

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