Bio
Experience
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Sales Representative
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May 2011 - Present
After 30 years using their products, I decided to finally share my enthusiasm for Avon's products. Look forward to tomorrow, take care of today.
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Agent, Benefit Consultant
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Jul 2003 - Jun 2011
I provide cash benefits to individuals when an injury or illness occurs, to be used as needed. These are available to businesses and individuals.
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member
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2009 - 2009
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broker
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Jun 2003 - Dec 2004
Opened accounts; research investments of stocks, mutual funds & insurance products; communications & meeting with clients; placed & tracked trades. Emphasis on Life and Long Term Care for individuals.
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Broker
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Jun 2002 - Jun 2003
Opened accounts; research investments of stocks, mutual funds & insurance products; communications & meeting with clients; placed & tracked trades. Emphasis on Life and Long Term Care for individuals.
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Broker, Operations Manager
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Jun 1999 - May 2002
Opened accounts; research investments of stocks, mutual funds & insurance products; communications & meeting with clients; placed & tracked trades. Prepare files and records for quarterly & annual audits; work with corporate auditors.
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Registered Sales Associate
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1994 - 1999
Opened accounts;, research investments of stocks, mutual funds & insurance products; communications & meeting with clients; placed & tracked trades; track, make changes & keep broker updated on client accounts and trades.
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Education
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1994 - 1998University of California, Berkeley
PFP Certificate, Financial Planning -
1985 - 1987Stanford University
Psychology -
1974 - 1978Mills College
BA, English -
1977 - 1977Stanford University
French
Suggested Services
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Industry Focus. “Insurance”
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References
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