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To parlay successful investment experience, strengths in business
development, and superior communication skills into a career as a
Financial Advisor.
Investment Management
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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.
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Completed introductory and intermediate investing courses through
City University.
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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.
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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
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