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Nine years of progressive experience as an account executive and licensed insurance solicitor
for national insurance brokerage, servicing accounts with combined
premium value of $28 million dollars. Managed key financial
accounts with major banks and attorneys. Subsequently managed Personal Lines Department and grew
sales 30% in one year. |
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In collaboration with licensed financial advisor, managed a six-figure
diversified portfolio that grew 20%
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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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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