Investment Management

	In collaboration with licensed financial advisor, managed a six-figure diversified portfolio that experienced 20% annual growth over six years.
	Conducted company research and analyzed ValuLine profiles, identifying a number of startups that yielded significant returns.
	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 and 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.

Investment Strategies—City University

Graduate Education Program—University of Kansas, Lawrence (GPA: 4.0). Earned Multiple Subjects Teaching Credential and Supplemental Authorization in Accounting.

Bachelor of Arts Degree—University of Washington, Pullman




Insurance Account Executive—AGI, Inc., San Francisco, California

Substitute Teacher—City Unified School District, Bestown, New York