Alan (AJ) Kapinos
Pleasant View,UT
Summary
Experienced with coordinating and managing multiple projects simultaneously. Utilizes effective communication and organizational skills to ensure seamless project execution. Track record of implementing process improvements and achieving project milestones and sales quotas.
Overview
13
13
years of professional experience
Work History
Program Manager- Fintechs
Celtic Bank
03.2022 - Current
- Manage two of the four largest bank relationships based on volume and revenue.
- Met with project stakeholders on regular basis to assess progress and make adjustments.
- Coached team members on productivity strategies to accomplish challenging goals.
- Engaged and worked alongside cross-functional stakeholders to manage strategic initiatives.
- Implemented risk management strategies to mitigate potential barriers to project success.
- Developed and maintained logistics workflows, procedures and reports.
- Optimized resource allocation, effectively balancing priorities and managing competing demands.
- Developed strategic plans, setting clear objectives and achievable milestones for the team.
Director, Personal and Physician Planning
OneDigital Retirement and Wealth
05.2017 - Current
- Interviewed clients to determine income, expenses, financial objectives and risk tolerance in order to develop successful financial plans.
- Implemented diverse wealth management options to meet client objectives.
- Grew assets under management from $0 to $44MM.
- Experience with REITS and LImited Partnerships
- Conducted 700+ meetings per year with 401k participants to determine planning needs
VP, Wealth Management
Zions Bank
08.2015 - 05.2017
- Created Wealth Management opportunity with Zions MED+ Private Banking Group. Exclusive to Physicians.
- Traveled to trade shows and client meetings to promote company brand.
- Implemented diverse wealth management options to meet client objectives.
- Grew assets from $0 to $14 million
Financial Advisor
Larson Financial Group
02.2012 - 10.2014
- Opened and managed satellite offices in SLC, UT; Denver, CO; Sacramento, CA
- Introduced a local SLC based mortgage group to corporate where a significant revenue generating partnership was formed.
- Developed and expanded financial planning relationships with customers through loyal and dedicated service.
- Grew assets from $0 to $28MM
Education
Master of Science - Sport And Performance Psychology
University of Western States
Portland, OR12-2026
Skills
- Problem-solving
- Project management
- Strategic planning
- Process improvement
- Team leadership and direction
- Interpersonal skills
- Business development
- Revenue growth
Timeline
Program Manager- Fintechs
Celtic Bank
03.2022 - Current
Director, Personal and Physician Planning
OneDigital Retirement and Wealth
05.2017 - Current
VP, Wealth Management
Zions Bank
08.2015 - 05.2017
Financial Advisor
Larson Financial Group
02.2012 - 10.2014
Master of Science - Sport And Performance Psychology
University of Western States
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