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In collaboration with licensed financial advisor, managed a six-figure
diversified portfolio that has experienced 20%+ annual growth over
the course of six years.
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Conducted company research and analyzed ValuLine profiles, identifying
a number of startups that have yielded significant returns. Monitor
account activity online.
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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.
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Completed introductory and intermediate investing courses through
City University.
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Business Development & Client Services
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Nine years’ experience as account executive/licensed insurance solicitor
for international insurance brokerage, servicing accounts with combined
premium value of $30MM.
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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.
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Represented interests of insureds, ensuring accurate accounting, policy
coverage, and claims handling.
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Communications & Presentations
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Made formal sales presentations to financial institution boards of
directors, physicians, attorneys, corporate executives, business owners,
and managers.
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Assisted regional sales manager of insurance organization in planning
semi-annual sales meetings. Designed well-received activities that
emphasized team-building and problem-solving.
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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.
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Investment Strategies—City University, 1999
Graduate Education Program—University of Kansas, Lawrence (GPA: 4.0),
1993. Earned Multiple Subjects Teaching Credential and Supplemental Authorization
in Accounting.
Bachelor of Arts Degree—University of Washington, Pullman, 1985
Insurance Account Executive—AGI, Inc., San Francisco, California,
1977-1986
Substitute Teacher—City Unified School District, Bestown, New York,
1993-2000
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