To parlay successful investment experience, strengths in business development,
and superior communication skills into a career as a Financial Advisor.
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. |
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