Years of experience: 11

Project CoordinatorExecutive AssistantAssistantCustomer Success ManagerBusiness AnalystConsulting

Trust Score

Exceptionally trusted; proven professional excellence.

80%
Hana's Career Path
FounderNov. 2023 -
Present
Boca Abierta Costa RicaFounder
Costa Rica
Director of Investments to Jason Melvin at Northwestern MutualJun. 2022 -
Mar. 2024
Northwestern MutualDirector of Investments to Jason Melvin at Northwestern Mutual
Wealth Management AdvisorJul. 2021 -
Mar. 2024
Northwestern MutualWealth Management Advisor
Carlsbad, California, United StatesHelping individuals and businesses remove the barriers to financial freedom through comprehensive planning including optimizing financial growth and the protection of assets.

Hana's Posts

  • How I can help you

    • Evaluate financials & market data • Develop comprehensive spreadsheets • Ensure accurate company valuation • Optimize ROI strategies

  • People I am looking for

    • Surf industry • Real estate • Food & beverage • Medical device companies

  • Experience & Cases

    • Created business plan for eco surf fin startup • Assisted medical device firm with Series A pitch • Led market feasibility study for $200M CaliBaja project

  • How to contact

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