We facilitate the ability of your leadership team to get your entire organization clear on the vision and mission of the organization. We build and design discipline and accountability...more in executing, gaining consistent traction, and advancing as a healthy, functional, cohesive team.
In short, five years ago you had a vision for your company. Are you living that vision today? If not, then why not. Don't repeat the last five, in the next five. We would like to help you realize your vision.
We are an Implementation Firm. We help people to get what they want from their businesses. We do this by providing a complete holistic system with simple tools to help you...more do 3 things we call vision, traction, and healthy.
Special Projects Coordinator
2013 - 2017 (over 3 years)
Work with brokers, select accounts, and group products to fulfill the needs to Hawaii markets.
Certified Case Manager
2011 - 2013 (about 2 years)
Specialized in Aflac Group (CAIC) products and programs; as well as with certain Aflac Broker relationships. Aflac Group is a similar but different product from what most...more have become familiar with. Through CAIC and with the aid of our brokers we are able to provide Aflac on a group platform with a few guaranteed issue products as well as certain customizable benefits.
2010 - 2011 (about 1 year)
Recruit, train, and develop new agents. Manage human and account assets.
2009 - 2010 (about 1 year)
Originate and advise on the different Aflac products and services.
Throughout life we find that we have dozens of “advisors.” If we don’t have these advisors in place we strategically attempt to do it ourselves. The challenge with both scenarios...more is that these areas is that if we’re doing it ourselves, normally not our area of expertise and we may miss something along the way and if we are working with a single advisor the one “good plan” with one advisor may adversely affect other areas. What I do is simply act as the financial quarterback of your team.
•Needs based insurance planning and origination in the areas of life, disability, long term care, and medical health care. •Advising of fixed annuities and financial structuring...more with an emphasis on asset protection and wealth accumulation and management. •Executive business planning with an emphasis on existing strategies and business continuation. •Maintained an active client base consisting of professional relationships, referrals and cold call conversions.
•External loan officer to lender product structuring, placement, and relationship management. •Provide excellent customer service and assist in all wholesale loan origination....more •Manage 55 mortgage broker offices carrying an average of 5-10 loan officers per office. •Maintained a monthly multi-million dollar pipeline in excess of $15 million in mortgage submissions.
Mortgage Brokers Consortium
2006 - 2007 (about 1 year)
•New loan origination through personal and business relationships. •Track agent files in pipeline from submission thru recording to include coordination closings and all...more related interactions with escrow and title. •Recruit, train and develop new loan officers as well as manage a team of independent loan officers on a monthly basis. •Oversaw the day to day operations of the branch and led the company in gross production for 6 consecutive months, with a total of $32 Million in closed loans.
2005 - 2006 (about 1 year)
• New mortgage loan origination through personal and business relationships. • Structure mortgage programs to match client’s financial abilities and present situations....more • Process and review all loan files as well as prepare and validate files for underwriters review. • Maintained a multimillion dollar loan pipeline consisting of new mortgage loans.
Administrative Billets held that are applicable to civilian workforce are listed below.
2003 - 2004 (about 1 year)
Responsible for office budget, including ordering, repairing, and replacing shop and office equipment and supplies as well as Marine data entry and processing.
Training and Admin NCO
2003 - 2004 (about 1 year)
•Manage and run shop day to day activities to include development of training schedules for teams of 20+ Marines •Counseled junior Marines regarding various challenges...more in their lives to include PTSD, deployment anxiety, and home and work life balance. •Conducted recruiting sessions at high schools.
As a Master Practitioner and Trainer of Neuro Linguistic Programming I assist with people issues. I currently advise on multiple boards as well as work with both businesses and individuals in helping them navigate through their own struggles.
Michael is the person to help you organize, systemize, and simplify your business. I forgot to mention he is an amazing person to work with... Professional, Funny, and Understanding! One of the top 5 persons I like to surround myself with.
What's the most useful business-related book you've ever read?
Start with Why, The Five Dysfunctions of a Team, Four Signs of an Extraordinary Executive, Conversational Capacity, Mindset, The Advantage, Getting Naked, EMyth Revisited, The Automatic Customer, The Power of Habit, Traction, Good to Great, Leadership BS,
What's your favorite non-business book?
Untethered Soul, A Beginner’s Guide to Reality
If money were not an issue, what would you be doing right now?
Serving underprivileged communities and helping kids
What words of advice would you give your younger self?