Wealth Strategy Partners, LLC
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Wealth Strategy Partners, LLC Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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