Markus Knarr Email & Phone Number

St. Charles, Missouri

I train new employees and make sure that they know what to do in customer service situations. I take inventory and assist in order placement, projecting needed inventory for busy days.

I worked on a team of 9 students to conduct market research and financial analysis through the use of Bloomberg terminals. I complete thorough financial analysis of equity with the use of equity screeners, financial statements, and market research for use in the fund upon approval by the MSU investment committee.An introduction to finance industry research tools and the use of those tools to conduct in-depth securityanalysis and portfolio management. The course emphasizes more advanced security analysis and portfolio management techniques, aided by the use of industry-accepted research tools

Springfield, Missouri, United States

In this position I collect rent and due payments, conduct code violation trials for members with past due balances, update members on new charges, answer questions, analyze current balance sheet and payment plans.

Springfield, Missouri, United States

Finance Intern at Penney, Murray, and Associates+Worked closely with Ron Penney CFP listening to client meetings and summarizing key strategies for retirement, estate planning, and personal financial goals+Sat in on weekly team meetings to discuss updates in company software and important goals for the week+Attended wholesaler meetings in which I was able to speak with the wholesaler and learn about the specific mutual fund or financial product they offered and learn how it would fit into client portfolios+Met with clients outside of office to deliver important documents and obtain client signatures for paperwork+Became fluent in the Amperiprise CRM software. Created and updated tasks regarding client information and documentation of meetings.+Accurately recorded trades, buy/sell orders, and portfolio changes in the CRM software and effectively communicating these actions with clients +Wrote meeting reminders and invoices and distributed them to clients via postal service or email.

St. Louis

Performed a multitude of tasks including content creation, filming/editing, voicing, podcast management, social media management, Advertising/marketing, networking, working on a team with local and international members, customer outreach/support.

St. Charles, Missouri

I spent half of each school day off campus meeting business professionals, touring businesses, networking, and learning how to be a business professional. The program concluded with an internship at Perspective Global Media.

Master Of Business Administration - Mba, Business Administration And Management

Bachelor Of Science - Bs, Corporate Finance & Investments

Activities and Societies: Biz Bears Student Managed Investment Fund Sigma Nu Fraternity FMA Financial Management Association IFC Judicial.

High School Diploma

Activities and Societies: CAPS, DECA