Life Insurance Marketing

Jacqueline Tao

English Teacher - specializing in accent reduction, listening &

speaking skills, grammar usage, proofreading, vocabulary usage EDUCATION

California State University Fullerton

Sept 2007 – June 2011

Bachelor of Arts: English – Literature &

Communications - Public Relations

• Recipient of CSUF JEVID Scholarship for

English

• Graduated Cum Laude Honors 3.75 GPA

• Dean’s List all 4 years (2007 – 2011)

CERTIFICATIONS

• TESOL Certificate

• Series 7

• Series 66

• CA Life Insurance License

SKILLS & INTERESTS

• Mircrosoft: Excel, Word, Powerpoint, etc.

• Adobe Creative Cloud

• Amazon E-commerce store

• Gym, Badminton, Running, Hiking

531-0074 1 - Chome 4 -

19 Honjohigashi Osaka

Phone:

+1-626-***-****

Email:

************@*****.***

LINE ID:

Jaqomatic

PROFESSIONAL EXPERIENCE

Miracle Mile Advisors, Los Angeles, CA

Operations Associate – (Dec 2016 – Present)

• Responsible for the administration of client portfolios, including asset movement requests, cash and asset reconciliation, and other various ad-hoc requests

• Office manager duties: creating custom marketing products, order supplies, vendor research, event coordination, and scheduling calendars

• Generation of paperwork, including, but not limited to, coordination with third party paperwork, third party vendors, internal paperwork. Also includes liaising with various third parties to provide accurate information

• Update and use of sites, such as: Salesforce, GoogleDrive, Tamarac, Asana, Slack, etc.

• Trained all new employees on internal policies and various paperwork East West Investment Services, Pasadena, CA

AVP, Operations Officer – (Dec 2015 – Dec 2016)

Operations Officer – (Dec 2014 – Dec 2015)

Operations Specialist – (Dec 2013 – Dec 2014)

• Creation and development of presentations, updating marketing materials, and ordering various items

• Wrote policies & procedures for various operational tasks, management policies, and other internal guides

• Spearheaded the development and successful implementation of new electronic referral reporting system with senior management across all East West Bank departments reducing required work time by 45%

• Generate income revenue reports, P&L reports for a $20 Million yearly GDC program

• Assist in developing bank-wide initiative for bankers to attain securities licenses and guide newly licensed employees in the onboarding process with various internal departments including litigation, marketing, and IT

• Work directly with various internal and external compliance teams to ensure development and adherence to bank and securities regulations for audits and marketing materials Cathay Wealth Management, El Monte, CA

Sales/Operations Assistant – (Dec 2012 – Dec 2013)

• Provided operational, compliance, and sales support to Financial Consultants, including, but not limited to processing paperwork, trades, and other account updates

• Produced weekly and quarterly compliance and referral reports for senior management

• Worked with marketing and 3rd party vendors to develop and enhance marketing collateral, client seminar materials, and other event items

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