Experience
Akeakamai • Passion for Wisdom
We learn from the past.
We prepare for the future.
We live in the present.
The Principal has advised companies across multiple industries and sectors including finance, real estate, non-profit, architecture and design, environmental and technology. The Principal has experience in all facets of companies, including executive level decisions, client relations, mergers and acquisitions, operations, finance, sales, marketing, and hands on management, mentorship and motivation.
Corporate Finance, Consulting and Technology
1992 – Present
LPL & Ameriprise Financial Services
2010 – 2018
Principal OSJ & Franchise Owner
Advised on closely held mergers & acquisitions.
Wealth management and financial advice.
Strategized and delivered a national education program serving hundreds of partners and associates at publicly traded company with a market capitalization of over $4 billion.
Merrill Lynch
2007 – 2010
Financial Advisor, CRPC
Raised over $60 million in assets and actively managed a multi billion dollar pipeline of companies.
Exclusive corporate coverage on twelve publicly traded companies, executive retirement strategy, stock plan and 401(k) expertise.
UBS
2005 – 2007
Financial Advisor
Private wealth management & institutional trading.
Advised on cash, real estate, stocks, bonds, private equity, REIT and hedge funds.
Northwestern Mutual
2002 – 2005
Financial Representative
Financial planning, investments, insurance and variable products.
Wells Fargo
1992 – 1998
Officer & Branch Management
Business & consumer banking and lending.
Integration of systems during First Interstate merger.
HNC Software (Fair Isaac) and eHelp Software (Adobe)
1999 – 2002
Account Executive
Enterprise Contracts
Software & Services
Board of Directors
Executive Leadership
2004 – Present
Los Angeles City College Foundation
2012 – Present
$50 Million Endowment Fund
Board of Directors, Member
Served on executive, finance and special committees including the executive director search committee of 2021, as well as chairing a financial due diligence committee and investment policy review committee.
National Association of Stock Plan Professionals Los Angeles Chapter
2008 – 2010
Vice President
La Jolla Foundation
2005 – 2007
Board of Directors, Member
San Diego Chamber Business Alliance
2004 – 2007
President