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JON NEWTON
Exceptional Customer Service Delivery
Nine years of experience as an account executive and licensed insurance solicitor for international insurance brokerage, servicing accounts with combined premium value of $30MM. Promoted to manage key financial accounts (Bank of America, Bank of California, Visa), physicians, and attorneys. Subsequently managed Personal Lines Department and grew sales volume 30% in a one-year period

Career Highlights:

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.
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.