Wealth Strategy Partners, LLC

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Wealth Strategy Partners, LLC Employees

Employee
Years
Job
Industry
Colin Fletcher Colin Fletcher Honolulu, Hawaii Details
Colin Fletcher's Wealth Strategy Partners, LLC Experience January 2015 - Present
Job Financial Specialist at Wealth Strategy Partners
Industry Financial Services
Experience
Ohana Medical Billing LLC   July 2012 - Present
Wealth Strategy Partners, LLC   January 2015 - Present
Hawaii Diagnostic Imaging LLC   November 2012 - January 2015
Vance L. Fletcher M.D.   March 2012 - May 2012

Skills
Marketing, Social Networking, Strategic Planning, Customer Service, Team Building, Online Marketing, Event Management, Marketing Strategy, Sales Management, New Business Development, Social Media, Microsoft Office, Account Management, Email Marketing, Online Advertising, Wellness, Public Speaking, Social Media Marketing, Coaching, Advertising, Business Strategy, Lifestyle Management, Project Management, Finance Management, MS Office, Travel Management

Education
Florida International University   1997 — 1999
Bachelor of Science (B.S.), Hospitality and Business Management

Johnson and Wales University   1995 — 1997
Studies in Hospitality and Business Management, Hospitality and Business Administration

Keyneth Blando Keyneth Blando Ewa Beach, Hawaii Details
Keyneth Blando's Wealth Strategy Partners, LLC Experience April 2014 - Present
Job "Educate clients about the importance of developing a financial strategy to provide security after retirement."
Industry Financial Services
Experience
Wealth Strategy Partners, LLC   April 2014 - Present
Hallmark Aviation  September 2012 - April 2013
Big Brothers Big Sisters of Hawaii   January 2012 - January 2013
Federal Work Study, Kapiolani Community College   September 2010 - October 2011
Aeropostale  March 2009 - May 2011

Skills
Management, Time Management, Human Resources, Customer Service, Sales, Microsoft Office, Networking, Retail, Data Entry, Outlook, Retail Sales, PowerPoint, Microsoft Excel, Microsoft Word, Customer Satisfaction, Public Speaking, Team Building, Social Media, Event Planning, Marketing, Social Networking, Event Management, Leadership, Entrepreneurship

Education
Argosy University   2014 — 2015
Bachelor of Business Administration (B.B.A.), Business Administration with an Emphasis in International Business

Heald College-Honolulu   2011 — 2014
A.A.S & A.A Degree, Business Administation with an Emphasis in Entreprenuership, 3.5

James Campbell High School   2007 — 2009
GED High School Diploma, Business, International, Food Service, Health Service, 3.5

Katie M. Kain Katie M. Kain Lapeer, Michigan Details
Katie M. Kain's Wealth Strategy Partners, LLC Experience September 2013 - October 2013
Job How Do You Organize Your Peace Of Mind?
Industry Insurance
Experience
Hitch N Post   March 2015 - Present
Blue Cross Blue Shield of Michigan  January 2010 - Present
The Guardian Life Insurance Company of America, New York, N.Y.   November 2009 - Present
Self Employed  August 2000 - Present
State of Michigan  December 1998 - Present
Humana  August 2010 - November 2014
Discount Tire Co.  February 2006 - August 2014
Wealth Strategy Partners, LLC   September 2013 - October 2013
New York Life - Nautilus DBA   April 2012 - May 2012
KDA, Ltd.   July 2008 - March 2009

Skills
Retirement Planning, Employee Benefits, Disability Insurance, Fixed Annuities, Market Research, Life Insurance, Insurance, Business Planning, Financial Services, Long-term Care, Management, Retirement, Marketing, Health Insurance, Term Life Insurance, Underwriting, Customer Service, CRM, Whole Life, Finance, Wealth Management, Long Term Care Insurance, Business Strategy, Financial Analysis, Business, Wealth, Portfolio Management, Public Relations, Succession Planning, Healthcare, Benefits Administration, Strategic Planning, Human Resources, Sales, Leadership, Strategy, Customer Retention, Marketing Strategy, Process Improvement, Microsoft Office, Microsoft Excel, Analysis, Risk Management, Social Media

Education
Central Michigan University   1994 — 1998
Bachelor's degree, Psychology & Sociology Dbl Major

Troy High School   1990 — 1993
High School Diploma, College Prep Program

Oakland University
Master Plus, Agency Counseling

PRIDE
Oakland Family Services & Fostercare & Adoption Specialists, Inc, Fostercare License

Scott Tonai Scott Tonai Pearl City, Hawaii Details
Scott Tonai's Wealth Strategy Partners, LLC Experience April 2012 - August 2012
Job Sales and Finance Assistant at Pacific Islands Institute
Industry Hospitality
Experience
Pacific Islands Institute   September 2014 - Present
Fairmont Specialty  July 2013 - June 2014
Hawaiian Airlines  January 2013 - May 2013
University of Hawaii Manoa Bookstore   June 2010 - March 2013
Wealth Strategy Partners, LLC   April 2012 - August 2012
McNeil Wilson Communications  January 2012 - May 2012
Hawaiian Island Creations  May 2007 - January 2012

Skills
Photoshop, Microsoft Excel, Microsoft Word, Leadership, Event Planning, Fundraising, Email Marketing, Press Releases, Data Entry, PowerPoint, Social Media, Editing, Advertising, Facebook, Marketing, Social Networking, Management, Social Media Marketing, Public Speaking, Sales, Time Management, Research

Education
University of Hawaii at Manoa   2009 — 2013
Bachelor of Business Administration (B.B.A.), Marketing & Finance

Scott Ishikawa Scott Ishikawa Honolulu, Hawaii Details
Scott Ishikawa's Wealth Strategy Partners, LLC Experience May 2013 - April 2014
Job Former Financial Advisor
Industry Financial Services
Experience
HomeStreet Investment Services   May 2015 - September 2015
Wealth Strategy Partners, LLC   May 2013 - April 2014
Morgan Stanley Wealth Management  March 2006 - May 2013
Morgan Stanley Wealth Management  2008 - 2011

Skills
Series 7, Wealth Management, Retirement Planning, Mutual Funds, Investments, Strategic Financial..., Asset Allocation, Series 63, Retirement, Investment Strategies, Alternative Investments, Investment Advisory, Series 65, Portfolio Management, 401k Rollovers, Insurance, Financial Services, ETFs, Finance, Securities, Small Business, Asset Management, Financial Advisory, Equities, IRAs, Life Insurance, Variable Annuities, Saving for Education, Long-term Care, Relationship Management, Investment Management, Bonds, Wealth Management..., Fixed Annuities, 401k, Wealth, 529 Plans, Separately Managed..., Asset Managment, Fixed Income, Disability Insurance, Term Life Insurance, Trading, Wealth Accumulation, College Savings Plans, Roth IRA, Management, Leadership, Financial Planning

Education
University of Southern California   1999 — 2002
Bachelor of Science (BS), magna cum laude, Finance and Business Economics

Iolani School   1993 — 1999
High School, High School/Secondary Diplomas and Certificates

Eliot St. John Eliot St. John Washington, District Of Columbia Details
Eliot St. John's Wealth Strategy Partners, LLC Experience February 2012 - October 2012
Job Economist at HDR
Industry Research
Experience
HDR  June 2015 - Present
U.S. Department of the Treasury, Office of Foreign Assets Control   June 2014 - May 2015
American University  August 2013 - May 2015
Wealth Strategy Partners, LLC   February 2012 - October 2012

Skills
Public Speaking, Microsoft Office, Tutoring, Leadership, Spanish, Data Analysis, Writing, Higher Education, Economics, Research, Qualitative Research, Public Policy, International Relations, Stata, Econometrics, Statistical Data..., Economic Sanctions

Education
American University - School of International Service   2013 — 2015
Master’s Degree, International Economics

University of Hawaii at Manoa   2008 — 2012
B.A; B.A; Certificate, Economics; Political Science; Spanish Language

Universidad Nacional de Cuyo   2010 — 2010
Study Abroad, Spanish Language

Greg Jarrell Greg Jarrell Honolulu, Hawaii Details
Greg Jarrell's Wealth Strategy Partners, LLC Experience September 2012 - Present
Job Admin Assistant (temp) at Architects Hawaii
Industry Financial Services
Experience
Architects Hawaii  November 2012 - Present
Wealth Strategy Partners, LLC   September 2012 - Present
Water Ball Entertainment   May 2012 - July 2012
Starbucks  June 2005 - May 2012

Skills
Sales, Forecasting, Customer Service, Retirement Planning, Insurance, Cash Flow, Customer Satisfaction, Microsoft Office, Microsoft Excel, PowerPoint, Internal Controls, Social Media

Education
University of Hawaii at Manoa   2010 — 2011
Bachelor of Arts (BA), Economics

Western Washington University   2006 — 2010

Lance Takenaka Lance Takenaka Honolulu, Hawaii Details
Lance Takenaka's Wealth Strategy Partners, LLC Experience November 2011 - February 2015
Job
Industry Financial Services
Experience
Wealth Strategy Partners, LLC   November 2011 - February 2015
Shaklee Corporation  June 2008 - February 2012
Zipfizz  January 2009 - July 2011
Leahi Swim School  May 2004 - December 2010
U.S. Census Bureau   January 2010 - July 2010
Kaimuki High School   August 2005 - February 2010

Skills
Authorized LBS..., Income Loss Specialist, Cash Flow Specialist, Client Goal Oriented, Self-driven, Social Media, Social Networking, Microsoft Office, Adobe Indesign, IMovie, Editing, Research, Customer Service, Marketing Communications, Event Planning, Leadership Development, Social Media Marketing, Event Management, Public Speaking, Public Relations, InDesign, Teaching, Marketing, Fundraising, Sales, Cash Flow, iMovie, Management, Entrepreneurship, Leadership, Nonprofits, Community Outreach, Microsoft Excel, Marketing Strategy, PowerPoint, Strategic Planning, Business Development, Program Management, Project Management, Analysis, Microsoft Word, Facebook, Team Building, Advertising, Small Business, Business Strategy, Finance, Strategy

Education
Chaminade University of Honolulu   2009 — 2011
Master of Business Administration (MBA), Business Administration and Management

Chaminade University of Honolulu   2005 — 2009
B.A., Marketing Communication

University of Dayton   2007 — 2007
Communication, Marketing Communication

Maryknoll High School   2001 — 2005
High School Diploma, High School Diploma

Evan Minnick Evan Minnick Honolulu, Hawaii Details
Evan Minnick's Wealth Strategy Partners, LLC Experience December 2008 - June 2011
Job Associate at AKAMAI Capital, LLC
Industry Venture Capital & Private Equity
Experience
AKAMAI Capital, LLC  August 2011 - Present
AKAMAI Capital, LLC  August 2011 - March 2012
Wealth Strategy Partners, LLC   December 2008 - June 2011

Skills
Financial Modeling, Equity Valuation, Economics, Investments, Financial Analysis, Valuation, Bloomberg, Industry Analysis, Accounting, Options, Equities, Private Equity, Venture Capital, Finance, Asset Management, Hedge Funds, Equity Research, Mutual Funds, Investment Banking

Education
University of Hawaii - Shidler College of Business   2004 — 2009
BBA, Finance/International Business

Sarah Sarkun Moy Sarah Sarkun Moy Honolulu, Hawaii Details
Sarah Sarkun Moy's Wealth Strategy Partners, LLC Experience June 2013 - Present
Job Wealth Advisor
Industry Investment Management
Experience
Wealth Strategy Partners, LLC   June 2013 - Present
Self-Employed  January 2006 - June 2013
Continental Asset Management   1996 - 2006
International Paper Company  1991 - 1996

Education
Bryn Mawr College
BA in Economics

New York University - Leonard N. Stern School of Business
MBA in Finance, Finance - Investments

Zack Snyder Zack Snyder Greater San Diego Area Details
Zack Snyder's Wealth Strategy Partners, LLC Experience June 2013 - August 2013
Job WW Planning and Reporting Analyst, License Management at Adobe
Industry Financial Services
Experience
Adobe  April 2015 - Present
San Diego County Taxpayers Association  September 2014 - December 2014
SDSU Economics Student Association   August 2014 - December 2014
Fit Kids America, Non-Profit   August 2013 - June 2014
Wealth Strategy Partners, LLC   June 2013 - August 2013
Action Day Primary Plus  March 2011 - May 2012
Action Day Primary Plus  November 2011 - April 2012

Skills
Microsoft Word, Teamwork, Microsoft Office, Curriculum Design, PowerPoint, Marketing, Social Media, Microsoft Excel, SAS Programming, R, Linear Regression, Regression Analysis, Econometrics, Public Speaking, Customer Service, Fundraising, Time Management, Event Planning, Research, Social Networking, Leadership

Education
San Diego State University   2012 — 2014
Bachelor's Degree, Major: Economics with a Specialization in Quantitative Analysis Minor: Statistics

De Anza College

Gursatinder Singh Gursatinder Singh La Jolla, California Details
Gursatinder Singh's Wealth Strategy Partners, LLC Experience June 2013 - October 2013
Job Building Operations Assistant at UCSD Facilities Management
Industry Financial Services
Experience
UCSD Facilities Management   November 2013 - Present
Wealth Strategy Partners, LLC   June 2013 - October 2013
Holiday Inn  June 2011 - January 2012

Skills
Analysis, Research, Market Research, Data Analysis, Project Management, Strategic Planning, Business Strategy, Business Analysis, Team Leadership, Finance

Education
UCSD   2010 — 2014
Bachelor of Arts (B.A.), International Relations and Affairs, Business Finance and Economics

Justin Prestidge Justin Prestidge Kaneohe, Hawaii Details
Justin Prestidge's Wealth Strategy Partners, LLC Experience April 2012 - August 2013
Job Be gracious. Be great.
Industry Marketing and Advertising
Experience
OrangeRoc  May 2015 - Present
KEY Project   January 2014 - June 2014
UDown, LLC   November 2012 - October 2013
Wealth Strategy Partners, LLC   April 2012 - August 2013
KEY Project   June 2008 - September 2011

Skills
Social Media Marketing, Web Design, Graphic Design, Marketing Communications, Project Management, Collateral Materials..., Digital Marketing, Email Marketing, Marketing Strategy, Grant Writing, Program Development, Community Engagement

Education
University of Hawaii - Shidler College of Business   2012 — 2014
Bachelor's Degree, Business Administration, Marketing

James B. Castle High School   2002 — 2006
High School

Elik Vodovoz Elik Vodovoz Hilo, Hawaii Details
Elik Vodovoz's Wealth Strategy Partners, LLC Experience July 2010 - March 2011
Job Customer service professional
Industry Restaurants
Experience
Bucca Di Beppo  May 2012 - September 2013
Wealth Strategy Partners, LLC   July 2010 - March 2011

Skills
Retirement Planning, Strategic Financial..., Financial Analysis

Education
Hawaii Pacific University   2006 — 2009
BS, International Business

Niles North

Leighton Hill Leighton Hill Tuscaloosa, Alabama Area Details
Leighton Hill's Wealth Strategy Partners, LLC Experience
Job
Industry Public Relations and Communications
Experience
Wealth Strategy Partners, LLC  

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, PowerPoint, Leadership, Training, Photoshop

Education
Mississippi State University   2013 — 2017
Public Relations, Advertising, and Applied Communication

Krystal Ford Krystal Ford New Castle, Delaware Details
Krystal Ford's Wealth Strategy Partners, LLC Experience March 2013 - July 2013
Job Power Generation
Industry Oil & Energy
Experience
Covanta  November 2014 - Present
Meridian Property Services   September 2013 - February 2014
Pearl Harbor Naval Shipyard & IMF  January 2012 - August 2013
Pearl Harbor Naval Shipyard & IMF  August 2010 - August 2013
US Navy  April 2004 - August 2013
Wealth Strategy Partners, LLC   March 2013 - July 2013

Skills
Military, Navy, Security Clearance, Military Experience, Nuclear, Nuclear Engineering, Organizational..., Military Operations, National Security, Operational Planning, Command, DoD, Force Protection, Information Assurance, Supervisory Skills, Top Secret, Defense, Maintenance Management, Personnel Supervision, Kindness

Education
University of Delaware   2015 — 2017
Master of Business Administration (M.B.A.)

Strayer University   2014 — 2015
Master of Business Administration (MBA), Concentration in Project Manangement

Hawaii Pacific University   2011 — 2014
Bachelor's Degree, BSBA Accounting, 3.57