Michael Katz Email & Phone Number

Merrill Edge Of Chandler, AZ

San Jose, CA. And Phoenix, AZ.

• Joined company becoming a member of 6-person team, overall office of 32 in Northern California region.Responsibilities included interpreting and enforcing homeowner’s insurance policies, estimating ofresidential.
• Selected as “go to guy” for emergency relief with responsibility of $20K+ per incident, 3+ claimsper day, and that increased during specific emergencies.
• Recognized for excellent response during Hurricane Ike, Houston, high stress/long hour situation,and high financial levels.Later transferred to Phoenix office with daily financial responsibility of paying out and.
• As member of Arizona office of 60+ during 3.5 year period, one of only 2 recipients of SuperiorService Award due to spectacular individual performance.Continual Recognition:
• Month after month, recipient of 100% customer service ratings while maintaining high levels ofefficiency.
• Regular recipient of “A-level” file quality marks.

Phoenix, Arizona Area

• Responsibilities include building a client base and servicing of existing client accounts. (100 activeaccounts).
• Passed 1st time, securities license tests for Series 6 and Series 63.

Chandler, Arizona

• Responsibilities included the management of $3,000,000 in mortgage transactions on a monthly basis.
• Mastered unique company software programs in record time.
• Noted for being the only two-time Top Funder for the Outbound Business Consumer Team,consisting of 22 individuals.
• One of a few account executives to be regularly noted for consistent top performance with a highlevel of conversion.