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| Investment Management | |
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Worked collaboratively with licensed financial advisor to manage
six-figure diversified portfolio that grew 20% annually over the
course of six years. |
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Through in-depth analysis and research, identified several startups
that yielded significant returns. |
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Maintain an up-to-date knowledge of industry issues by reading
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. |
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. |
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 classroom
management skills to teaching staff. |
Insurance Account Executive—AGI, Inc., San Francisco, California
Substitute Teacher—City Unified School District, Bestown, New York