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Markaus Morris

Markaus Morris

Financial Analyst

Followers of Markaus Morris5000 followers
location of Markaus MorrisSouthfield, Michigan, United States

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  • Timeline

  • About me

    Vice President THG Financial

  • Education

    • Macomb Dakota High School

      -

    • Northwood University - DeVos Graduate School

      2015 - 2017
      Masters of Business Administration - MBA

    • Northwood University

      2011 - 2015
      Bachelor of Finance Accounting and Finance

      Graduated from Northwood with my Masters in Business Administration, a Bachelors in Finance and Minor in Accounting. Throughout my career at Northwood I was also part of the football team as a Quarterback and Punter. During my time I was a Captain during the 2015 season and was also on the Leadership counsel from 2011-2015. As a team we participated in many volunteer opportunities from helping at woman's shelters to inspiring kids in elementary school.

  • Experience

    • Merrill Lynch

      Jan 2016 - Dec 2016
      Financial Analyst

      - Constructed asset allocations for high end clientele that includes current and future financial status, retirement plans, children's educational funds, as well as investment plans by analyzing financial statements and formatting them into coherent excel reports.- Provide in-house and over the phone support on Bank of America online systems to ensure client fulfillment and expectations to a client bast with over $1.7 billion in assets.

    • Central Michigan University Football

      Feb 2017 - Jul 2018
      Offensive Quality Control / Graduate Assistant

      - Prepared daily offensive and position meeting presentations for Offensive Coordinator, involving both organization and scheduling of the meeting materials. Additionally, assist Head Coach during team meetings by coordinating the succession of the presentation. - Efficient in operating XOS, Microsoft Excel and Visio programs, which helps daily operations run more fluent. Conduct full self-scout reports, which includes efficiency and tendency reports, by inputting and outputting date to easy to use formats. Show less

    • New York Life Insurance Company

      Apr 2019 - Aug 2019
      Agent

      Agent licensed to sell insurance through New York Life Insurance Company

    • Northwestern Mutual

      Sept 2019 - Feb 2022
      Financial Advisor

    • MassMutual Great Lakes

      Feb 2022 - Jun 2023

      • Head of New Advisor Productivity

        Jun 2022 - Jun 2023

      • Managing Director

        Feb 2022 - Jun 2023

    • THG Financial Strategies, LLC

      Jun 2023 - now
      Vice President THG Financial

  • Licenses & Certifications

    • Masters in Business Administration

      Northwood University - DeVos Graduate School
      Jul 2017