Investment Management:

	In collaboration with licensed financial advisor, managed a six-figure diversified portfolio that has experienced at least 20% annual growth over the course of six years.
	Conducted company research and analyzed ValuLine profiles, identifying a number of startups that have yielded significant returns. Monitor account activity online.
	Regularly read Investors Business Daily, Wall Street Journal, and Smart Money, as well as books by industry authorities such as Warren Buffet and William O’Neal.
	Completed introductory and intermediate investing courses through City University.

Business Development & Client Services:

	Nine years’ experience as account executive/licensed insurance solicitor for international insurance brokerage, servicing accounts with combined premium value of $30MM.
	Promoted to manage professional liability product line for key financial accounts (Bank of America, Bank of California, Visa), physicians, and attorneys. Subsequently managed Personal Lines Department, building sales volume 30% in a one-year period.
	Represented interests of insured's, ensuring accurate accounting, policy coverage, and claims handling.

Communication & Presentations:

	Made formal sales presentations to financial institution boards of directors, physicians, attorneys, corporate executives, business owners, and managers.
	Assisted regional sales manager of insurance organization in planning semi-annual sales meetings. Designed well-received activities that emphasized team-building and problem-solving.
	Credentialed public school teacher, experienced in creating and delivering lessons that held the attention of a challenging age group. Six years’ experience as religious studies instructor—developed instructional materials, delivered curriculum, and taught instructional/classroom management skills to teaching staff.

E D U C A T I O N

Investment Strategies, City University, 1999

Graduate Education Program, University of Kansas, Lawrence, 1993
Multiple Subjects Teaching Credential
Supplemental Authorization in Accounting

Bachelor of Arts Degree, University of Washington, Pullman, 1985

E X P E R I E N C E

Insurance Account Executive—AGI, Inc., San Francisco, California, 1977-1986

Substitute Teacher—City Unified School District, Bestown, New York, 1993-Present

C O N T A C T M E

Jamison Chan:
jobseeker@careerfolios.com