| |
 |
In collaboration with licensed financial advisor, managed a six-figure
diversified portfolio that has experienced at least 20% annual growth
over the course of six years.
|
|
Conducted company research and analyzed ValuLine profiles, identifying
a number of startups that have yielded significant returns. Monitor
account activity online.
|
|
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 & 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 instructional/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
Substitute Teacher—City Unified School District, Bestown, New York |
