Investment Management
	Worked collaboratively with licensed financial advisor to manage six-figure diversified portfolio that grew 20% annually over the course of six years.
	Through in-depth analysis and research, identified several startups that yielded significant returns.
	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.
	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 insureds, ensuring accurate accounting, policy coverage, and claims handling.

Communications & 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 classroom management skills to teaching staff.