Professional Experience Fortris Financial (Los Angeles, CA) 2008 — Present Portfolio Manager • Manage a universal
life policy portfolio with 200 policies and
over $ 800 million in face value, leading a three - person staff in the advisement
of resource allocation to assets • Negotiate and effectively communicate
loan re-payment and asset liquidation strategies to
interested parties, including attorneys, institutional investors, brokers, agents and clients • Design and implement processes to sustain and grow AUM, while mitigating losses
through effective crisis management • Document
loan payments, policy values, medical records associated with policies under management • Resolve policy issues efficiently
through effective communication with involved entities