Aaron Acpal
Kula,HI
Summary
Accomplished Financial Coach with a proven track record at WestPac Wealth Partners, enhancing client financial stability and fostering robust client relationships. Expert in strategic financial planning and an effective leader, demonstrated through substantial improvements in operational efficiency and team performance. Skilled in portfolio management and staff development, consistently achieving and surpassing financial targets.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Financial Coach
WestPac Wealth Partners
05.2024 - Current
- Maintained up-to-date knowledge of industry trends, regulations, and products to provide well-informed recommendations.
- Proactively identified potential issues within clients'' financial situations and offered timely solutions to mitigate risks.
- Provided guidance on tax planning to minimize liabilities and maximize returns for clients.
- Established trust with clients by maintaining confidentiality and providing exceptional customer service throughout the coaching process.
- Enhanced client financial stability by developing personalized financial plans and strategies.
Program Director
Kings Cathedral
01.2024 - Current
- Scheduled and supervised staff meetings to discuss new ideas and update participants on program details and milestones.
- Recruited and trained staff and volunteers to upgrade collective team skills.
- Mentored team members for professional development, resulting in increased productivity and job satisfaction.
- Provided ongoing direction and leadership for program operations.
- Established strong partnerships with internal and external stakeholders for collaborative problemsolving.
Market Manager
American Savings Bank
11.2012 - 08.2023
- Increased market share by identifying and capitalizing on emerging market trends.
- Streamlined internal processes, enhancing operational efficiency and reducing costs.
- Enhanced team performance by providing regular coaching, training, and performance feedback to staff members.
- Increased customer satisfaction with timely resolution of escalated issues and proactive communication on product updates.
- Collaborated with executive leadership to establish long-term objectives, drive growth initiatives, and align regional efforts with corporate goals.
Senior Personal Banker
Wells Fargo
07.2009 - 11.2012
- Resolved complex customer inquiries, demonstrating exceptional problem-solving skills and customer service expertise.
- Collaborated with branch team members to ensure seamless execution of daily operations and optimal customer experience.
- Conducted financial reviews for customers, identifying opportunities for cross-selling additional products and services.
Education
Bachelor of Science - Business Management
Menlo College
Atherton, CA05.2005
Skills
- Client Relationship Building
- Strategic financial planning
- Portfolio Management
- Effective leader
- Staff Training and Development
- Operations
- Sales Leadership
- Business development and planning
Affiliations
- Rotary Club
- Business Networking International
Certification
- CNP - Certified Notary Public
- Life & Health Insurance Licensed
- Studying for Investments License (6 & 7 series)
Timeline
Financial Coach
WestPac Wealth Partners
05.2024 - Current
Program Director
Kings Cathedral
01.2024 - Current
Market Manager
American Savings Bank
11.2012 - 08.2023
Senior Personal Banker
Wells Fargo
07.2009 - 11.2012
Bachelor of Science - Business Management
Menlo College
- CNP - Certified Notary Public
- Life & Health Insurance Licensed
- Studying for Investments License (6 & 7 series)
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