Munir Dakak
Location
San Diego, CA
Education
U
University of San Diego
September 2012 - May 2014
degree
Master's
majors
Entrepreneurship
Finance
Work Experience
N
Northwestern Mutual
Financial Representative
March 2018 - present
company
Northwestern Mutual
title
Financial Representative
overview
• Work with financial representatives to assist in analytics to build book of business models using several strategies to aid in attracting clients.
• Profile and analyze financial information to develop and recommend strategies to increase sales.
• Establish, build, and maintain relationships to identify
• Analyze client finances through life and disability insurances, college funding, and retirement instruments.
• Design and develop Personal Planning Analyses and insurance ledgers as educational and sales tools for prospective clients.
R
Rate Rabbit Home Loans
Business Analyst/ Marketing Director
San Diego, CA, United States of America
May 2015 - March 2018
E
Elite Security and Surveillance
Business Analyst/Financial Analyst
San Diego, CA, United States of America
December 2010 - May 2015
A
AMJ Properties
Finance Analyst/Manager
August 2008 - December 2010
C
Cornerstone Mortgage
September 2007 - August 2008
Fun Fact
I have lived in four different countries throughout my life which has made me adaptable to different cultures and lifestyles, as well as allowed me to learn and understand quite a few languages.
Skills
Languages
ArabicDutchEnglishGerman
Skills
BusinessClient RelationsData AnalysisDecision MakingEfficiencyEntrepreneurshipInterpersonal SkillsMicrosoft Excel,Microsoft Word,Outlook,SharepointOutlookPivot TablesProject PlanningQuickBooksRelationship BuildingResearchResponsibilityTableau