Keoni Conlu's Professional Contact Details

Mobile Number (Verified)
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HQ
+1 800-934-3303
Location
Beaverton, Oregon

Keoni Conlu's Current Company Details

FP Transitions is a specialized business consulting firm dedicated to wealth managers and independent financial advisors. With a full-service, concierge approach to supporting advisors during key points in thei...
FP Transitions is a specialized business consulting firm dedicated to wealth managers and independent financial advisors. With a full-service, concierge approach to supporting advisors during key points in their life cycle, we offer comprehensive, coordinated, and customized solutions to achieve long-term, sustainable business growth.We've served over 20,000 advisors in our 20+ years of experience in the wealth management space. Our core services include mergers & acquisitions, enterprise development, transaction support, synthetic equity, succession planning, business valuation, compensation structuring, growth strategies, and the Equity Management Solutions™ membership program designed to help advisors value, protect, and grow their businesses.Our team of 60+ includes a full service legal department, credentialed financial analysts and modelers, certified valuation specialists, and seasoned business consultants. FP Transitions' experts play a pivotal role in providing innovative and strategic business solutions to financial professionals seeking to build multi-generational firms with enduring business value.
mergers
acquisitions
transaction support
valuation services
business consulting
synthetic equity
entity development
compensation structuring
analytics
succession planning
business appraisals
growth strategies
benchmarking
continuity plans
transfer of ownership
legal services
equity pathways
equity management solutions
entity structure
multigenerational businesses
ria
independent advisors
financial services
b2b
management consulting
information technology & services

Keoni Conlu's Work History and Education

FP Transitions
Front Office Coordinator
2020 - Present
Premier Press
Front Office Professional
2018 - 2020 • 2 years
Albertsons Companies
Cashier
2018 - 2018 • 3 months
Tualatin Hills Park & Recreation District
Sports maintenance field crew
2017 - 2017 • 7 months
Nike
Sales Floor
2016 - 2018 • 2 years
Qdoba Restaurant Corporation
Manager
2014 - 2016 • 2 years
The Torch
Reporter
2013 - 2013 • 3 months
Costco Wholesale
Front End
2010 - 2010 • 4 months

Frequently Asked Questions about Keoni Conlu


What company does Keoni Conlu work for?

Keoni Conlu works for FP Transitions.

What is Keoni Conlu's role at FP Transitions?

Keoni Conlu's role at FP Transitions is EMS Coordinator.

What is Keoni Conlu's email address?

Keoni Conlu's email address is k**@fptransitions.com.

What is Keoni Conlu's business email address?

Keoni Conlu's business email address is k**@fptransitions.com.

What is Keoni Conlu's direct mobile number?

Keoni Conlu's direct mobile number is (800) XXX-XXXX.

What is Keoni Conlu's HQ phone number?

Keoni Conlu's HQ phone number is +1 800-934-3303.

What industry does Keoni Conlu work in?

Keoni Conlu works in the Financial Services industry.

Who are Keoni Conlu's colleagues?

Keoni Conlu's colleagues are Frederick Hanish, Rachelle Cater, Shelby Wells, Ben Collins and more.

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