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Merkt
13801 Napoli Dr. Apt. 7202 * Houston, TX 77070 * mmac4042@westpost.net * 281.825
.1991
SUMMARY
Savvy MBA professional with eight years' business administration experience. Ove
r four years' experience in a financial environment tackling projects in challen
ging, fast-paced environments. Demonstrated ability to acquire technical knowled
ge and skills rapidly. Innovative problem solver, able to see the business and c
onsumer sides of a problem. Excellent communication skills, both oral and writte
n. Creative thinker with the ability to problem solve and prioritize seeking a F
inancial Analyst position where abilities will add similar or greater value. Kno
wledge and experience with GAAP, knowledge of SAP.
Software areas of expertise: LinkNet, The Network Connection, Axys, Telemet, Pr
oxy Edge, Schwab Link, Value Line, Transplant Connect, PeopleSoft, Oracle Crysta
l Ball, POM, Adobe Acrobat, beginner level of Photoshop CS4, and MS Office; Exce
l, Word, Outlook, and Access.
EXPERIENCE
NORTHWESTERN MUTUAL FINANCIAL NETWORK Houston, TX
Financial Representative
06/09-Present
* Offered prospects and clients a personalized approach to uncovering innovativ
e financial solutions tailored to each individual need using the comprehensive P
ersonal Needs Analysis report for client presentation.
* Developed the ability to thrive in a high paced self-motivated environment.
* Approached different financial situations in a structured analytical manner ca
tering to the risk tolerance level of each individual.
* Extrapolate rate of return given different interest rates for a given investme
nt product.
* Ambitiously took initiative in terms of creating a successful client base with
no natural market.
* Learned the entrepreneurial skills necessary to not only start a business but
successfully run the practice as well utilizing the highly acclaimed business mo
del of Northwestern Mutual, a company voted "Most Admired" for the past twenty-f
ive years by Fortune magazine.