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Polycentrix & Associates - Co Founder Resume Example

Lillian Price
Professional Summary

A respected, community leader with ability to influence and persuade across a wide spectrum of audience.   Five years of achievement in business development and long-term investment planning   Three years of community work including EB-5 community recapitalization initiative and Greater Phoenix SCORE. 

  • Financial Planning
  • Equity Research
  • Relationship Management
  • Wealth Management
  • Retirement Planning
  • Customer Retention
Co-Founder 10/2011 to Present
Polycentrix & Associates Sydney, AU
    • Facilitate marketing strategies and evidence-based health education workshops and presentations.
    • Conduct 'Lunch-and-Learn' presentations to educate new and existing clients on services and programs.
    • Develop and maintain cooperative working relationships with agencies and organizations interested in market research and policy management.
    • Serve as liaison between Polycentrix and companies including ITYUG, College Board (AP Placement) offices, and Asian Business Expos.
    • Successfully identified 600+ troubled banks enabling USA Bank Center to make EB-5 reform changes in Congress
    Licensed Representative 11/2007 to 10/2011
    Life and Health Insurance Scottsdale, AZ
    • Successfully delivered over 100 life and health policies, gaining clients' trust and maintaining a customer base.
    • Effectively built a database of qualified leads with over 500 names through active community work and networking.
    • Explained features, advantages and disadvantages of various policies to promote sale of insurance plans.
    • Prepared plans of action for investment, using financial analysis and cost comparison.
    • Signed on more than 120 Medicare Supplement accounts during enrollment period.
    • Created new business alliances between City of Phoenix and sister City Chengdu through expos and meetings with key policy makers.  


    Master of Science: Statistics May 2000 Rutgers–New Brunswick - New Brunswick, NJ
    Bachelor of Arts: Economics May 1988 Barnard College, Columbia University - New York, NY
    Community Service

    Special Advisor,  USA Bank Center's EB-5 Community Bank Recapitalization Initiative (Jan 2013 - Present)

    • Successfully identified 300 banks under regulatory enforcement orders, enabling $10 million recapitalization effort using EB-5 investment to help over 3000 community banks.

    Specialist, Greater Phoenix SCORE (Jan 2010 - Dec 2012)

    • Received rave reviews from clients on assisting business owners through revamping of marketing strategies and loan restructuring.
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    Resume Details

    This is a real resume for a Co Founder in Scottsdale, Arizona with experience working for such companies as Polycentrix & Associates, Life And Health Insurance. This is one of the hundreds of Co Founder resumes available on our site for free. Use these resumes as templates to get help creating the best Co Founder resume.

    Previous Companies:

    • Polycentrix & Associates
    • Life and Health Insurance

    Previous Job Positions:

    • Co Founder
    • Licensed Representative


    • Rutgers–New Brunswick
    • Barnard College, Columbia University

    Level of Education:

    • Master of Science
    • Bachelor of Arts

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