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Janis Akuna
 

Janis Akuna

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    Janis Akuna Janis Akuna Document Transcript

    • Janis Akuna Wilder Avenue • Honolulu, HI 96822 523-1444 (phone) Email: janisakuna@gmail.com Business Experience: • 2002 – Present VP, WEALTH ADVISOR Morgan Stanley Smith Barney Honolulu, Hawaii Works primarily in managed money, consulting, and financial planning. Received the Investment Consultant designation at the Wharton School, University of Pennsylvania. She is a Certified Financial Planner™, holds the CIMA® designation, and is a Senior Consultant with ICS. • 2009 – Present BOARD MEMBER Hawaii State Board of Education Honolulu, Hawaii Elected to the Hawaii State Board of Education in 2008 to serve January 1, 2009 to December 31, 2012. Chair of Budget and Fiscal Accountability Committee 2009 and 2010. • 1993 – 2001 CHAIRPERSON Hawaii Hurricane Relief Fund (HHRF) Honolulu, Hawaii Appointed by Governor Waihee to Chair the Board of Directors to increase availability of homeowners insurance. As directed by legislative action, implemented the creation and the initial start up of the HHRF to provide hurricane insurance. Worked with legislature, insurance industry, reinsurance companies, and general public in creating one of the world’s largest hurricane insurance organizations. As Chair, guided the Board and staff in its direction in developing policies and strategies to fulfill changing hurricane insurance needs in the State. Re-appointed by Governor Cayetano in 1997 to continue as Chairperson. • 1997 – 2001 BUSINESS & FINANCIAL CONSULTANT JCA Advisory Services, LLC Honolulu, Hawaii Provide consulting in business planning and developing new businesses or business areas, especially in the insurance area. Independent consultant to Cadinha & Co. and to Candon Consulting Group, a business valuations firm. • 1983 – 1996 PRINCIPAL (Retired) Cadinha & Co., Inc., Registered Investment Adviser Honolulu, Hawaii 1
    • Developed new investment counseling business to become largest independent in Hawaii (business developed both in State as well as various locations on the Mainland), managed portfolios, and did economic and securities analysis. Registered with SEC as a registered investment adviser. Emphasized long-range planning and business growth by developing three specific phases to achieve various levels of growth. Only member of management team to meet licensing qualifications which allowed Cadinha national registration. Originated idea of managing stock brokerage portfolios with certain minimums. Retired from firm in October 1996. Remained a consultant to the firm until 1998. • 1978 – 1983 INVESTMENT CONSULTANT & STOCKBROKER Morgan Stanley Dean Witter Honolulu, Hawaii Pioneered institutional money management consulting and monitoring services. Developed proprietary supportive computer programs for evaluating investment portfolios. Worked with institutional accounts as well as individuals in providing investment services. Held SEC Series 7, 31 & 65 securities licenses, and life insurance license. Additional Experience: • 1992 – 1993 VICE CHAIR School Advisory Council – Honolulu District Served on the School Advisory Council overseeing specifically the Roosevelt Complex. • 1990 – 1992 LECTURER University of Hawaii at Manoa Honolulu, Hawaii Lectured on investment theories, stock selection, portfolio management, economic indicators, and other related topics. • 1988-90 INVESTMENT INDUSTRY AD HOC ADVISORY COMMITTEE DCCA, State of Hawaii Appointed by Securities Commissioner to serve as a member of an ad hoc committee established to oversee abuses in the securities industry and make appropriate recommendations. • 1972 – 1977 REGISTERED MEDICAL TECHNOLOGIST Kaiser Permanente, Kuakini MC, Children’s Hosp., Watsonville MC California & Hawaii Supervised and performed medical laboratory tests; Blood Bank Supervisor; taught medical assistants laboratory procedures. 2
    • Affiliations: AMERICAN SOCIETY OF WOMEN ACCOUNTANTS: Developed formal short & long- range strategic plan. Worked over 3-year period to host national conference in Hawaii (1990), Outstanding Member Award (1991), past president, held various officer and board positions, current member (1988-2005). AOAO 1010 WILDER: Current board member and vice president (1992-2008). DAUGHTERS OF HAWAII (1992-present). HAWAII WOMEN’S LEGAL FOUNDATION: Developed budget process, investment policies, investment portfolio practices, and public relations strategy; past board member, past chair Budget & Finance Committee, served on various committees (1983-2000). FINANCIAL PLANNING ASSOCIATION HAWAII: Professional organization for Certified Financial Planners INSTITUTE FOR HUMAN SERVICES (I.H.S. or Peanut Butter Ministry): Chaired annual fundraiser (1997), chaired project with Weinberg Friends Program and I.H.S. INVESTMENT MANAGEMENT CONSULTANT INSTITUTE (National educational organization for investment professionals – 1983-Present). MANOA VALLEY THEATRE: Current Vice President and board member, serving on various committees (1995-2008). PILOT CLUB OF HONOLULU/PILOT FOUNDATION OF HAWAII: Past Pilot International Governor (was first Governor representing clubs mostly outside the United States), International Relations Area Leader, Outstanding Member Award, past president, held various officer and board positions, current member (1986-present). YWCA OF OAHU: Board of Directors (1983-88), Member Nominating Committee (1988), Chair Fundraising Committee (1986-87), Secretary and Treasurer (1983-85), Leader Lunch steering committee chair (1997, 1998). Education and Designations: • Master of Business Administration (Executive MBA), University of Hawaii at Manoa • Bachelor of Science in Physiology, University of California at Davis • Graduate of Fairfield High School, Fairfield, California • Certified Financial Planner® • Certified Investment Management Analyst® 3
    • • SEC Series 7, 31, and 65 Securities Licenses (Re-activating) • Life Insurance License • Registered Medical Technologist Designation (Inactive) 4