Austin Anderson

About Me

With a passion for business and helping others achieve success, I enjoy applying my experience and education to do just that!

Location

Honolulu, HI
Philadelphia, PA
Education
    Hawaii Pacific University
    January 2020 - May 2021
    degree
    MBA
    major
    Business Administration
    Hawaii Pacific University
    August 2016 - May 2019
Work Experience
    Moir Financial & Insurance Services
    Wealth Manager & Project Lead
    Honolulu, HI, United States, 96850
    February 2020 - June 2023
    company
    Moir Financial & Insurance Services
    title
    Wealth Manager & Project Lead
    overview
    ▪ Served in overall firm operation for approximately $120M in Assets Under Management (individual accounts, retirement accounts, employer retirement plans, and business accounts) ▪ Designed financial models and investment strategies for capital deployment (including - equity securities, fixed income securities, and options trading) ▪ Implemented financial plans (goal based, accumulation, retirement, and succession plans) for businesses and individuals, focusing on asset protection and tax alpha ▪ Directly involved in onboarding approximately $32M in new money/assets since 2020 ▪ Spearheaded next generation planning project targeting millennials that has provided an additional $180k annual net revenue since 2021 ▪ Led CRM and software implementations to drive both internal and external efficiencies
    Miller Pipeline
    Project Manager
    Harrisburg, PA, United States, 17177
    May 2019 - December 2020
    Asphalt Brothers
    Co-founder & Project Manager
    Philadelphia, PA, United States, 19255
    June 2013 - August 2016
Fun Fact

I was born in Northwestern Wisconsin and grew up in Wisconsin, Delaware, and Pennsylvania. Choosing the non-traditional route, I co-founded an asphalt contracting company after high school and sold for a profitable exit before attending university.

Passion

With a passion for business and helping others achieve success, I enjoy applying my experience and education to do just that!

Skills
Languages
Spanish
Gigs / Freelance
    Aloha Tennis Academy
    Owner
Volunteer
    Habitat for Humanity Philadelphia
    June 2020 - August 2020
    Reigns of Life
    June 2019 - August 2019
    ClimbHi Lei Event
    May 2018 - May 2018
Hobbies
Hiking
Traveling
Golfing
Reading
Investing
Tennis