David K.

Experience

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  US Navy

  Oct 2001 - Jan 2006

  Missile Fire Control Officer, Lieutenant, Combat Systems Division OfficerDirected 25 people in job specific training and equipment maintenance on critical combat systems and shipwide networks, resulting in a 20% increased equipment and watchstander readiness in a period of over 2 years.Voluneered to lead a 7 person relief team ashor in support of Indonesian Tsunami Relief efforts, resulting in the distribution of over 20,000 lbs of food and relief supplies to victims.Sole individual in organization certified as Air Warfare Coordinator and with less than 3 years experience. Became the Lead Trainer within 6 months and conducted over 200 hours of warfare training, certifying 3 additional individuals.Consistent Performer. Ranked #1 of 13 (2005), #1 of 5 (2004), and #1 of 8 (2003) Division Officers. Received a Naval Achievement Medal and Naval Commendation Medal. Show less Electrical Officer, Lieutenant Junior Grade, Engineering Division OfficerDirected 10 electricians in shipboard maintenance and job specific training. Conducted professional training to certify 8 shipboard electricians, and achieved 100% advancement rates within 18 months.Created, implemented and certified Electrical Safety, Equipment Tag Out, and watch stander training programs for the Engineering Department, resulting in zero discrepancies during inspection, 100% certification, and continued use, as of 2006. Show less

  • Naval Officer | Lieutenant | O-3

    Jan 2003 - Jan 2006

  • Lieutenant Junior Grade (O-2), Electrical Officer

    Oct 2001 - Jan 2004
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  UBS Wealth Management

  Apr 2006 - May 2008

  Financial Advisor

  Financial Advisor, Pacific Wealth Management Group at UBS Financial Services. Completed Financial Advisor training program, including passing the Series 7, 66, and multiple insurance exams. Continued on to complete the advanced Wealth Management Education Program and CERTIFIED FINANCIAL PLANNER™ designation.

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  Morgan Stanley

  May 2008 - now

  Senior Investment Management Consultant | Senior Vice President | Wealth Advisor

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