 |
In collaboration with licensed financial advisor, managed a six-figure
diversified portfolio that experienced 20%+ annual growth over six
years. |
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Conducted company research and analyzed ValuLine profiles, identifying
a number of startups that yielded significant returns. |
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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. |
|
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. |
|
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. |
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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. |
|
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. |
Investment Strategies—City University, 2002
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,
1985-1999
Substitute Teacher—City Unified School District, Bestown, New York,
1999-2006