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William Ohakam

William Ohakam

Certified Nursing Assistant

Followers of William Ohakam15000 followers
location of William OhakamSeattle, Washington, United States

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  • Timeline

  • About me

    VP, Financial Consultant

  • Education

    • Navarro College

      2012 - 2014
      Associate's degree Business Administration and Management, General

    • Texas A&M University-Commerce

      2018 - 2020
      Master's degree Finance

      Activities and Societies: African Student association, Economics and Finance society. Alpha Phi Alpha

    • SMU Cox School of Business

      2021 - 2022
      Master of Business Administration - MBA Finance, Strategy and Entrepreneurship

    • Texas A&M University-Commerce

      2015 - 2017
      Bachelor’s Degree Finance and Financial Management Services

      Activities and Societies: Alpha Phi Alpha, Eco and Finance Society, African Student Association, National Society of Leadership and Success, African American Male Mentorship Program, Leadership Without Limits, National Associations of Black Accountants

    • The University of Dallas

      -
      Certified Financial Planner Certificate

  • Experience

    • Kindred. Plaza at mansfield

      Aug 2011 - Dec 2012
      Certified Nursing Assistant

    • Town Hall Estates Nursing Home

      Jun 2013 - Aug 2016
      CNA

    • Alpha Phi Alpha Fraternity

      Nov 2015 - now
      Member

    • African American Male Mentorship Program

      Jul 2016 - Dec 2020
      Mentor

      The African American Male Mentorship Program (AAMMP) is a program geared towards assisting with the overall success of our African American males at Texas A&M University-Commerce.Objective:• To assist in acclimating new and returning African-American males with their campus resources at A&M-Commerce;• Assist the student in personal assessment of his ability and support his transition academically, socially and personally;• Promotion of attendance within experiential learning opportunities offered through University programs and/or initiatives; Show less

    • TD Ameritrade

      Jun 2017 - Jan 2021

      • Financial Consultant

        Dec 2020 - Jan 2021

      • National Investment Consultant

        Nov 2018 - Dec 2020

      • Investment Portfolio Specialist

        Jun 2017 - Nov 2018

    • Financial Planning Association (FPA)

      Jan 2020 - Jan 2020
      FPA Virtual Externship

    • IvyLine Capital Group

      Oct 2020 - Jan 2024
      Investment and Derivatives Program Cohort Fellow

    • Fidelity Investments

      Jan 2021 - Oct 2023
      Director, Retirement Planner

    • Charles Schwab

      Jan 2024 - now
      VP, Financial Consultant

  • Licenses & Certifications

    • Series 7

      FINRA (Financial Industry Regulatory Authority)

    • Series 66

      FINRA (Financial Industry Regulatory Authority)