- Tech enthusiast, passionate about exploring the latest advancements and innovations
- Electronics and Circuit Building
- Reading
- Outdoor Recreation
- Volunteering
Andrew Tam
Honolulu,Hawaii
Summary
Results-driven financial professional with a strong focus on customer service and strategic financial planning. Proven ability to analyze data and deliver tailored investment solutions that enhance client satisfaction and meet financial goals.
Overview
26
26
years of professional experience
1
1
Certification
Work History
Financial Professional
New York Life
Honolulu, HI
08.2021 - Current
- Analyzed financial data to support investment strategies and risk management initiatives.
- Implemented best practices for financial forecasting, improving accuracy in projections.
- Monitored market trends and economic conditions to advise on investment opportunities.
- Evaluated client portfolios to recommend tailored solutions that align with financial goals.
- Enhanced financial decision-making by providing timely and accurate analysis of financial data to executive leadership.
- Developed comprehensive reports to inform stakeholders on portfolio performance and trends.
- Developed tailored insurance solutions to meet individual client needs.
- Conducted comprehensive policy reviews to ensure optimal coverage for clients.
- Educated clients on various life insurance products and benefits.
- Streamlined application processes, enhancing client experience and satisfaction.
- Built and maintained strong relationships with clients through regular follow-ups.
Caregiver
Self-employeed
Honolulu, HI
05.2015 - 08.2021
- Provided personalized care to clients, ensuring comfort and well-being.
- Developed and implemented daily activity plans tailored to individual needs.
- Assisted clients with mobility, promoting independence and safety at home.
Manager
Pacific Island Medical
Kailua, HI
02.2000 - 05.2015
- Oversaw daily operations, ensuring compliance with healthcare regulations and standards.
- Developed and implemented strategic initiatives to enhance patient care quality and operational efficiency.
- Mentored and trained staff in best practices for patient management and process improvement.
- Implemented technology solutions to enhance record-keeping efficiency and data accuracy.
- Led crisis management efforts, maintaining operational continuity during unexpected challenges.
- Maintained professional, organized, and safe environment for employees and patrons.
- Cross-trained existing employees to maximize team agility and performance.
- Improved safety procedures to create safe working conditions for workers.
- Built high-performing teams through effective recruitment, onboarding, and talent development initiatives.
- Oversaw inventory management, optimizing stock levels, and reducing waste.
- Enhanced product quality by instituting rigorous quality control procedures, resulting in fewer customer complaints.
- Coordinated with IT department to upgrade technology infrastructure, enhancing operational efficiency and data security.
Education
Bachelor of Arts - Economics
University of Hawaii
Honolulu, HI05.1998
Skills
- Financial services
- Strategic financial planning
- Portfolio management
- Life insurance
- Asset protection
- Debt management
- Problem-solving
- Customer service
- Teamwork and collaboration
- Time management
- Honest and dependable
- Reliability
- Excellent communication
- Multitasking
- Organizational skills
- Adaptability and flexibility
Certification
- Licensed Registered Representative - 2 years
- Licensed Insurance Producer-5 years
- Financial Services License - 5 years
Interests
Timeline
Financial Professional
New York Life
08.2021 - Current
Caregiver
Self-employeed
05.2015 - 08.2021
Manager
Pacific Island Medical
02.2000 - 05.2015
Bachelor of Arts - Economics
University of Hawaii