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.

	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.

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