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.
	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% within one year.
	Represented the interests of insureds, ensuring accurate accounting, policy coverage, and claims handling.

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

Patricia Jones:
jobseeker@careerfolios.com