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| Investment Management | |
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In collaboration with licensed financial advisor, managed
a six-figure diversified portfolio that experienced
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 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. |
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, 1999
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, 1977-1986
Substitute Teacher—City Unified School District,
Bestown, New York, 1993-2000