Kellen Kaneshiro Email and Phone Number
Kellen Kaneshiro work email
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Kellen Kaneshiro personal email
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Kellen Kaneshiro phone numbers
I specialize in comprehensive financial planning for individuals, families, and small business owners. I work closely with my clients to create customized plans that include retirement income planning, investment analysis, risk protection, education funding, and multi-generational wealth transfer. I am committed to building lifetime relationships with my clients based on trust and the understanding their goals and concerns.Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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Financial AdvisorWealth Managing Partners Aug 2018 - PresentHonolulu, Hi, Us
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Financial AdvisorMassmutual Financial Group Jan 2014 - Aug 2018Springfield, Massachusetts, UsAlong with a team of professionals, I provide guidance to my clients to help them reach their financial goals. I can offer comprehensive financial strategies and/or focus on one specific area of need. -
Account ExecutiveGroupon Mar 2012 - Dec 2013Chicago, Il, Us• Effectively strategized digital marketing campaigns for numerous local businesses on Groupon.com as well as through the use of Facebook and Twitter.• Constant follow-up via phone or in-person meetings to make sure all clients needs are met.• Maintained relationships with businesses all year long to keep their vested interest in Groupon which helped them get re-featured on our site without them going to a competitor.• Leveraged personal and business connections to sign up new clients on Groupon.• Exclusively generated $1M in revenue for clients worked with and $370K in profit for Groupon in 2012.• Consistently met and/or exceeded rising sales goals month over month. -
Account RepresentativeUline Jun 2010 - Jan 2012Pleasant Prairie, Wi, Us• Eight physical sales calls per day to CEOs, CFOs, Office Managers, Small Business owners, and purchasing managers to present the company line, and inquire about existing and new needs.• Put together competitive price quotes that fit in line with the clients’ needs and budget.• Consistent follow up with accounts to maintain their utmost customer satisfaction and solidify customer loyalty.• Clients closed include Google (77% sales increase since first visit), Facebook (115% sales increase since first visit), Costco Wholesale, Government Agencies, and Stanford University.• Exceeded company goal of new items sales per visit by 25%.• 32% sales growth in territory for visited accounts from January - December 2011. -
Branch Rental ManagerEnterprise Rent-A-Car Jul 2005 - Jun 2010St. Louis, Mo, Us• Promoted to Assistant Manager in nine months and ranked first out of 40 Assistant Managers for seven consecutive months.• Promoted to Branch Manager in 20 months and ranked in the top five of 74 Branch Managers in Northern California for 12 of 18 months.• Opened four new locations onsite with business partners due to strong relationship building • Acquired 15% new business growth by selling the advantages of Enterprise’s products and services to new accounts while growing and maintaining positive relationships with current and existing accounts.• Operated and managed highest profiting branch in the Region five months in a row (May 2009 – September 2009).• Maintained the highest level of customer service and consistently achieved customer satisfaction scores at or above the corporate average.• Forecasted trends in the market and upcoming events to set and optimize rental car rates.
Kellen Kaneshiro Skills
Kellen Kaneshiro Education Details
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Pacific UniversityAccounting/Finance -
Hawaii Baptist AcademyHigh School Diploma
Frequently Asked Questions about Kellen Kaneshiro
What company does Kellen Kaneshiro work for?
Kellen Kaneshiro works for Wealth Managing Partners
What is Kellen Kaneshiro's role at the current company?
Kellen Kaneshiro's current role is Financial Advisor at Wealth Managing Partners.
What is Kellen Kaneshiro's email address?
Kellen Kaneshiro's email address is ke****@****hoo.com
What is Kellen Kaneshiro's direct phone number?
Kellen Kaneshiro's direct phone number is +180877*****
What schools did Kellen Kaneshiro attend?
Kellen Kaneshiro attended Pacific University, Hawaii Baptist Academy.
What are some of Kellen Kaneshiro's interests?
Kellen Kaneshiro has interest in Football, Coaching, Social Media, Basketball, New Technologies, Golf.
What skills is Kellen Kaneshiro known for?
Kellen Kaneshiro has skills like Retirement Planning, Financial Analysis, Wealth Management, Life Insurance, Term Life Insurance, Disability Insurance, Long Term Care Insurance, Annuity Sales, Investments, Securities, Sales Operations, Sales.
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