Roy Alame Education, Skills and Work Experience

Page 1

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.).

Millions discover their favorite reads on issuu every month.

Give your content the digital home it deserves. Get it to any device in seconds.