Kaimana Kaapana
Kaneohe,HI
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
23
23
years of professional experience
Work History
Design Consultant
Discount Windows & Doors
06.2017 - Current
- Designing various window configurations that are customized for each customer.
- Doing complimentary site visits for window design.
- Consistently stayed under client's budget for projects.
- Answering phone calls and updating customers on their orders.
- Working with contractors to provide quotes for upcoming projects.
- Attending Home Shows twice yearly.
Financial Services Representative
New York Life Insurance Co
07.2008 - 01.2018
- Developed and delivered financial presentations to drive client engagement.
- Generated financial projections and forecasts for short- and long-term.
- Developed and implemented financial strategies to maximize returns on investments.
- Developed financial strategies to optimize use of capital and resources.
- Delivered guidance on financial regulations and requirements.
- Built and established relationships with clientele to improve future business opportunities.
- Developed and implemented risk management strategies to minimize financial losses.
- Developed and maintained database of financial records for clients.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
Partner
New York Life Insurance Co
04.2012 - 04.2016
- Evaluated strengths and weaknesses of candidates through effective screening processes.
- Coordinated schedules to arrange management interviews with applicants.
- Placed advertisements, evaluated applicant credentials, conducted initial interviews and pre-screening assessments.
- Worked alongside incoming agents to deploy new training strategies with field demonstration.
- Conducted performance reviews and provided feedback to managers on employee performance.
- Developed and implemented plans to improve recruitment process.
- Collaborated with internal teams to continuously improve recruitment processes and execute as efficiently as possible.
- Developed and maintained relationships with external recruiters to obtain referrals to qualified candidates.
- Built a network of centers of influence for optimal candidate placement into the organization.
- Met with new agents weekly for the first 3 years as an agent to assist with development of their business.
- Complied with continuing education processes and regulation training.
Lab Technician
Hooper Holmes Portamedic
02.2003 - 05.2008
- Driving to patients home for in home phlebotomy testing such as bloodwork, blood pressure, height, weight and EKG readings.
- Operated and performed preventative maintenance on laboratory equipment and instruments.
- Tracked collected specimens by initialing, dating, and noting times of collection.
- Oversaw items in inventory and reordered before supplies diminished.
- Adhered to laboratory safety procedures to maintain compliance with quality control standards.
- Trained and supervised junior technicians in laboratory protocols.
Phlebotomy Technician
Diagnostic Laboratory Services
01.2001 - 02.2003
- Participated in continuing education programs to stay up to date on new technologies and procedures.
- Collected fluid or tissue samples by using appropriate collection procedures.
- Addressed questions and concerns to educate patients on collection process and procedures.
- Stocked phlebotomy cart or carrier with appropriate supplies.
- Assembled tourniquets, needles, and blood collection devices to prepare work trays.
- Labeled transfer tubes and followed exact directions for handling and storing specimens for transport.
- Established and maintained positive working relationships with patients, staff and clinical personnel to build trust and camaraderie.
- Packaged and shipped specimens to central lab daily.
- Collected blood samples using vacutainer tubes, tourniquets, syringes, butterfly needles, and straight needles.
- Organized daily work based on collection priority.
- Protected patients by following infection control, sharps disposal, and biohazardous waste disposal procedures.
- Reviewed patient records for accuracy and completeness.
Education
Bachelor of Arts - Health Sciences
University of Hawaii At Manoa
Honolulu, HI12.2000
High School Diploma -
Kamehameha School
Honolulu05.1995
Skills
- Competitor Analysis
- Concept Development
- Great Attention to Detail
- Bilingual
- Client Account Management
- Building Relationships
- Typing 60 WPM
- Excellent Time Management
- Management and Development
Accomplishments
Agent: Rookie of the year, Executive council member 4 years in a row.
Acquired financial designations such as: LUTCF, CLTC.
Held licenses for: life, health, series 6,63.
Top candidate for 30 Under 30.
Promoted to Partner in 3.5 years.
Served the community as a baseball & football coach for youth.
Provided FREE child ID badges as a community service
Fluent speaker in Hawaiian language.
Helped my father deliver mostly all of my 6 sisters at home.
Proud father of 2 amazing sons.
Languages
Hawaiian
Native or Bilingual
Timeline
Design Consultant
Discount Windows & Doors
06.2017 - Current
Partner
New York Life Insurance Co
04.2012 - 04.2016
Financial Services Representative
New York Life Insurance Co
07.2008 - 01.2018
Lab Technician
Hooper Holmes Portamedic
02.2003 - 05.2008
Phlebotomy Technician
Diagnostic Laboratory Services
01.2001 - 02.2003
Bachelor of Arts - Health Sciences
University of Hawaii At Manoa
High School Diploma -
Kamehameha School
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