Xavier Quan

Principal @David E. Quan Insurance Agency

Oakland, CA, US
EMAILS
x••••@quaninsurance.com
MOBILE NUMBERS
+19•••••••69

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WORK HISTORY

Feb 2014 — Present

Principal @David E. Quan Insurance Agency

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We are a Property & Casualty insurance brokerage firm established in 1955. We help large, medium and small businesses assess their insurance needs, identify the appropriate insurance policies and products that meet those needs, and we make sure the right insurer is issuing those policies.We also help individuals and families find and purchase insurance policies for various personal insurance needs, such as auto insurance, home insurance and life insurance while providing advice and guidance throughout the insurance buying process.

EDUCATION

1996 — 2000

French American International School (San Francisco, CA)

9th-12th

2006 — 2006

Santa Ana College

Associate of Science - AS

2000 — 2005

UC Irvine

Bachelor of Arts - BA

1986 — 1996

Ecole Bilingue de Berkeley

K-8

SKILLS

Financial ReportingBalance SheetInternal Financial ReportingBusiness StrategyFinancial ForecastingIncome ProtectionInsuranceAccessFinancial PlanningWhole LifeSmall BusinessWorkers CompensationManagementBudgetsLife InsuranceFinanceFrenchP&L AnalysisCash Flow StatementsStrategic PlanningFinancial ModelingSales ManagementCash FlowCash Flow ForecastingP&L ControlRisk ManagementForecastingProperty & Casualty InsuranceBusiness PlanningMicrosoft ExcelBudgetingP&L ReviewMicrosoft OfficeSalesAnalytical SkillsPeoplesoftAnalysisAccountingCorporate FinanceVba

ABOUT XAVIER QUAN

Experienced Insurance and Finance professional with a demonstrated history of working with public companies, medium sized companies and small businesses. Skilled in Financial Planning & Analysis, Financial Reporting, Accounting and Corporate Risk Management. Strong Business acumen coupled with solid interpersonal skills have been instrumental to a successful business succession.

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