EXPERIENCE | EDUCATION | ADDENDUM FILES | CONTACT ME
LYNEA ANN COUTS
SalesAccount ManagementCustomer Support
Nine years of experience as an account executive and licensed insurance solicitor
for international insurance brokerage, servicing accounts with combined
premium value of $30MM. Managed key financial
accounts (Bank of America, Bank of California, Visa), physicians,
and attorneys. Subsequently managed Personal Lines Department and grew
sales volume 30% in a one-year period.
In collaboration with licensed financial advisor, managed a six-figure
diversified portfolio that experienced 20% annual growth
over the course of six years.
Conducted company research and analyzed ValuLine profiles, identifying
a number of startups that yielded significant returns.
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.
Computer literate; proficient with Microsoft Office (Word, Access, Excel, PowerPoint); able to quickly learn new applications.
Completed introductory and intermediate investing courses through
City University.
Committed to ongoing professional training and development.