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| Investment Management | |
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Worked collaboratively with licensed financial advisor to manage six-figure
diversified portfolio that grew 20% annually over the course of six
years. |
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Through in-depth analysis and research, identified several startups
that yielded significant returns. |
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Maintain an up-to-date knowledge of industry issues by reading 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