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Nine years of experience as an account executive and licensed insurance solicitor
for international insurance brokerage, servicing accounts with combined
premium value of $30MM. Managed key financial
accounts (Bank of America, Bank of California, Visa), physicians,
and attorneys. Subsequently managed Personal Lines Department and grew
sales volume 30% in a one-year period. |
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In collaboration with licensed financial advisor, managed a six-figure
diversified portfolio that has experienced at least 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. |
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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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Computer literate; proficient with Microsoft Office (Word, Access, Excel, PowerPoint); able to quickly learn new applications. |
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Completed introductory and intermediate investing courses through City University. |
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Committed to ongoing professional training and development. |
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