Account Manager at OakBridge Advisors Inc
Greater Los Angeles Area
Account Manager at OakBridge Advisors Inc
Greater Los Angeles Area
Bilingual-English/Spanish
Account Management
Health Insurance-Individual/Family Plan Sales
(Insurance industry)
October 2006 — Present (2 years 10 months)
Starting as a staff assistant a few years ago, not knowing anything about financial services or the insurance business, I have accomplished growth through hard work, dedication and study. With that said, I have excelled in our company to the position of account manager. My responsibilities include day to day customer satisfaction, sales, new business, and I currently oversee more than fifty accounts.
Our company provides expert asset management, group insurance solutions and retirement plan design.
Our company has been built through referrals from satisfied clients.
(Accounting industry)
2003 — 2006 (3 years)
I assisted the accountants with data entry, tax preparation and customer service.
BA , International Studies , 2002 — 2007
Member of Sigma Lambda Gamma National Sorority, Inc.
Member of Latino Business Student Association
I enjoy reading, sports, music, and working out
Licensed for Life and Health Insurance