Hapaki F.

Key Skills

Software

No software listed

Top Subject Matter

Legal Services & Contract Review

Regulatory Compliance & Risk Analysis

Legal Research & Document Analysis

Top Data Types

Text

Document

Top Task Types

RLHF

Question Answering

Evaluation/Rating

Text Summarization

Red Teaming

Fine-tuning

Freelancer Overview

Independent Financial Services Agent in Contract Review, Compliance, and Legal Research. Brings 19+ years of professional experience across legal operations, contract review, compliance, and structured analysis. Education includes a Bachelor of General Studies (in progress, Senior), Brigham Young University (completing via independent study), and an Associate in Arts, Brigham Young University – Hawaii (2011). Well-suited for text-focused AI training, including legal document review, compliance annotation, and rubric-based quality evaluation. FINRA-Qualified Financial Professional | Subject Matter Expert (SME) in Compliance & Investment Logic Highly analytical financial professional with FINRA Series 7, Series 66, and Series 6 qualifications. Extensive expertise in life insurance, annuity products, and retirement planning, with a strong focus on regulatory compliance and ethical business standards. I specialize in evaluating complex financial reasoning and auditing AI-generated content to ensure accuracy, clarity, and adherence to strict industry rubrics. My background in financial services allows me to bridge the gap between technical AI development and practical, compliant financial applications. Core Competencies & Expertise: Financial & Insurance Domain Specialist: Expert in life insurance, annuity products, and retirement planning. Field Underwriting & Risk Assessment: Deep understanding of the underwriting process, including risk evaluation, medical/financial requirements, and policy suitability. Regulatory & Compliance Auditing: Skilled in verifying financial information against regulatory standards to ensure compliant, high-accuracy outputs. Data Quality & Fact-Checking: Experienced in reviewing and rating technical content, ensuring clarity, consistency, and adherence to complex industry rubrics. Professional Credentials: FINRA Series 7, Series 66, and Series 6 qualified (currently in transition/unregistered status); Life and Health Insurance licensed. Communication Skills: Strong ability to synthesize complex concepts for diverse audiences, bolstered by a background in instructional facilitation and professional development.

Education

Work History