Marlon E.

Somersall
4525 Teresa Court Atlanta, GA 30038 (678) 478-1307 marlonsomers@yahoo.com SUMMARY OF EXPERIENCE y 10 Years of experience consulting with C-Level executives and small/midsized business owners y Broad grasp of various risk management and securities regulations such as Dodd-Frank, CIP and SOX y Strong financial accounting and reporting acumen with proficiency in understanding GAAP principles y Extensive experience in analyzing company performance utilizing benchmark ratios and historical models y Excellent PC skills and knowledge of business applications such as MS Access, Excel, Power Point y FINRA Series 6, Series 7, Series 31, Series 63, Series 65 licensed PROFESSIONAL EXPERIENCE Bank of America Merrill Lynch/ Global Wealth Management 10/2010 - Present Financial Advisor 11/2008 - 02/2009 y Employ total wealth management approach, including conducting in depth financial analysis, to provide customized investment strategies that enable investors to accumulate, preserve, and transfer wealth y Assist in developing design recommendations for qualified and non-qualified retirement plans for businesses y Leads meetings with clients (CFOs, Boards or other committees members) to assess portfolio performance y Actively participates in sales and marketing presentations y Gather and manage assets for institutional clients to achieve client objectives y Support clients to define investment objectives, construct portfolios and allocate assets in investment vehicles including stocks, managed futures, mutual funds, insurance, mlps, unit investment trust and annuities Colonial Bank/ Colonial Wealth Management 04/2006 -12/2007 Private Banker/ Assistant Vice President y Managed $50mm portfolio of 75 high net worth clients y Underwrote commercial loans up to $5mm and presented to Senior Executives for approval y Analyzed financial statements of businesses to determine creditworthiness and ensured compliance procedures e.g. KYC, Bank Regulations, and SOX were observed and followed y Identified solutions through bank products and services to meet client financial needs y Managed, mentored and trained a small staff of three employees Bank of America / Premier Bank 12/2004 - 04/2006 Wealth Management Banker/ Bank Officer y Grew assigned $10mm portfolio with 50 clients to $96mm portfolio with 386 clients in less than two years y Personally delivered credit, deposit, trust, and other banking solutions to clients as a trusted advisor y Partnered with other bankers to generate sales exceeding 120% of assigned goals on an annualized basis y Proactively anticipated and addressed client financial needs with personally created contact management strategy Citibank N.A 02/2002 - 08/2004 Client Financial Analyst/ Bank Officer y Marketed a comprehensive range of financial solutions customized for mass affluent individuals y Consistently placed in the top tiers of business area rankings y Helped clients manage assets and liabilities, uncovered financial needs with financial needs analysis software y Acted as a lending advisor, recommending variable and fixed lines of credit, mortgages, and FDIC insured deposit accounts y Managed and trained a small staff of twelve employees. EDUCATION Mercer University, M.B.A, Masters in Business Administration 08/2009 - 12/2010 Bernard M Baruch College, B.B.A, Bachelors in Business Administration 09/1995 - 12/1999 Georgia Tech, Non Degree Student, Completing 9 Credits to be able to sit for C.P.A Expected -2012

Position Responsibilities: Oversee and provide leadership to assigned local sales and operations teams to ensure we have the appropriate sales and operational processes and practices in place in order to achieve our revenue commitments. This includes oversight of pipeline reporting, tracking and review, customer proposals, presentation development and pricing review. The Business Development Leader will work with the local sales leader to ensure we are monitoring and changing our sales strategy as needed. Provide oversight for the strategy and related business cases for all activities related to product development and enhancements in assigned markets. Will be able to justify the business cases by understanding the strategy for new products, the rationale, the market, and our competition in support of growing the business and achieving revenue targets. Serve as the product and marketing expert for new Emerging Markets acquisitions, joint ventures and partnerships. May serve as a point of contact and interact with the local Board of Directors, shareholder, partners and other key stakeholders. At the appropriate time in the business cycle, the BD Leader will be responsible for taking the assigned business to the next level by integrating more detailed processes and procedures as it relates to new product development (NPI,) public relations (including internal and external communications,) marketing and human resources. BD Leader will lead strategic, cross functional, complex growth initiative projects targeted toward realizing overall business objectives as established by the Senior Leadership Team. Ensure quarterly milestones are established and quickly mitigate at risk objectives Analyze trends and markets with a focus on understanding the competition, new ways to grow business and "out-ofbox" thinking. Identify/communicate industry trends and translate those into opportunities within the sales verticals. Qualifications Requirements: Bachelor's degree required. MBA preferred. Previous Credit Marketing and/or consulting experience. The ideal candidate will have 5+ years of experience in consulting. Technically sound and understands the product development process as it relates to risk management solutions. Strong experience in managing successful model development, implementation and maintenance projects Strong understanding of data analysis and implementation of data driven solutions Have a strong understanding of how data is used to support customer targeting and acquisitions Demonstrated successes in selling the value of analytical solutions across complex organizations Excellent oral and written communication skills. Experience working with/managing relationships with external strategic partners. Strong organizational skills This individual must be and self-motivated and have the able to work independently with minimal supervision. Professional demeanor and diplomacy. Strong balance between technical skills and interpersonal skills. This role initially requires extensive travel to India and Russia and will change over time as we enter new markets. The length and frequency of travel will be dependent upon the needs of the business and is likely to include weekends. Travel could be as much as 75% at times dependent upon where we are in the cycle of entering a new market. Cultural sensitivity is required. This involves the ability to understand, accept, appreciate and adapt to different cultures and environments
Harvard University, Duke University, CPA, CFA