Experience

Chesapeake Financial Advisors

• United States
• Investment Management
• 1 - 100 Employee

• Receptionist

  • Mar 2022 - Present

  Chesapeake Financial Advisors was founded in 1998 by Principals, Tom Taylor, with headquarters in Towson, MD, we provide fee-only financial planning, investment management, and tax planning services. Our advisors are fiduciaries. A financial advisor held to a Fiduciary Standard occupies a position of special trust and confidence when working with a client. As a Fiduciary, the financial advisor is legally required to act with undivided loyalty to the client. We are a member of the National Association of Personal Financial Advisors (NAPFA). All NAPFA Financial Advisors are required to work in a fee-only capacity. Only a NAPFA professional working within strict fiduciary standards can truly make this claim. The fee-only structure is the best way to align compensation with a client’s needs, forgoing any and all commissions and referral fees. Our mission is to create financial peace of mind with service beyond expectations so you can focus on what truly matters to you. chanel@peakeadvisors.com | 410-823-5442 | www.peakeadvisors.com Show less



Whole Body Healthcare

• United States
• Wellness and Fitness Services
• 1 - 100 Employee

• Patient Coordinator

  • May 2021 - Nov 2021

  • Front Desk: Greet new and current patients, collect personal information, and aid with filling out patient intake documents; complete monetary transactions and daily payment posting • Coordinate: schedule consultations, meetings, follow-up appointments and regular treatments • Lead Marketing: Contact and field leads from generated spreadsheets, educate leads about the company and its services, and get leads promptly scheduled for a consultation • Insurance Verification: Reach out to insurance companies to document and verify patient benefits • Case Management: Meet with new patients and discuss their medical history, current health concerns and provide information about what the company offers and how we can help • Correspondence: Answer the phones, return emails, correspond with patients via text and HubSpot, correspond with attorneys and insurance companies and local clinics to coordinate therapy • Spreadsheets: Complete weekly stats and update multiple lead spreadsheets via Excel • Self-Development: Participated in weekly training activities and completed self-training and reading materials to increase knowledge about my position and continue delivering excellent service Show less



Ideal Image

• United States
• Wellness and Fitness Services
• 700 & Above Employee

• Director Of Client Services

  • Sep 2020 - Apr 2021

  • Front Desk: Greet all incoming guests and direct client flow through the lobby and treatment areas; manage high call volume, create treatment contracts and collect payments • Coordinate: Schedule new and recuring clients, coordinate with nurses to schedule emergency client evaluations • Sales: Consistently meet or exceed monthly sales goals, upsell and close new and current guests on new treatments, encourage guests to sign up for the membership • Operations Management: Organize and pull charts for medical providers, clean and prep treatment areas, research and manage client escalations and solutions at multiple locations, take inventory, order supplies and medical equipment, coordinate with coworkers and medical providers to create monthly schedules, open and close the center, schedule building maintenance, report to area manager weekly • Technical Support: Install new tech equipment, troubleshoot, update and maintain computers, laptops, iPads and printers • Leadership: Encouraged team members to exceed sales goals and pitched incentives and reward ideas to management; volunteered to travel to multiple locations to assist local centers when short-staffed Show less



T. Rowe Price

• United States
• Financial Services
• 700 & Above Employee

• Financial Service Specialist

  • Jan 2019 - Feb 2020

  • Retail Investment Services: Assist Individual Investors complete financial transactions, help investors obtain and fill out legal and financial documents, and provide general knowledge about T. Rowe Price Mutual Funds and services. Use Salesforce to complete transaction, update investor profiles and document phone calls. Troubleshoot technical issues with clients and provide user login assistance and account setup. • Call Center: Handle high call volume of 85-115 calls per day, consistently meet and exceed call quality, and meet weekly and monthly call metrics. Vet out fraudulent calls and report suspicious activities to Fraud Department. Participate in regular Retail Services training and self-development activities. Handled calls from multiple departments to assist with high call volumes. • Leadership: Nominated to participate in the Associate Resource Council to represent my team members in Retail Investment Services at the Maryland Campus. Led weekly TED Talk Meetings to educate and empower team members. Designated to mentor and assist new team members in Retail Services. Show less



Crowne Plaza® Hotels & Resorts

• United States
• Hospitality
• 700 & Above Employee

• Night Auditor

  • Apr 2018 - Dec 2018

  • Audit: Created the Night Audit protocols for Crowne Plaza. Trained in the most up-to-date version of Opera to maximize Night Audit and Front Desk performance. Prepare daily Revenue Report data by auditing journals. Ran audit and audit reports valet reports. Balanced all revenue and settlement accounts nightly, maintained files and reset Opera for next day operations. • Customer Service: Greet guests upon arrival and get them quickly checked in and checked out. Work directly with hotel directors and supervisors to provide the most accommodating experience for guests. Provide quality customer service to guests and tended to all guest needs and concerns overnight. Maintain clean and fully stocked lobby. Show less



TownePlace Suites by Marriott

• United States
• Hospitality
• 200 - 300 Employee

• Night Auditor

  • Nov 2017 - Mar 2018

  Worked closely with management and front desk staff in order to provide the most comfortable stay for all guests. Utilized FOSSE to help completed most Night Audit functions, including but not limited to: tracking room revenue, ensure maximum occupancy, and preparing pertinent documentation. Greeted all guests warmly, kept-up a presentable business-casual appearance, kept the Front Desk and Lobby clean and presentable, set up the breakfast area, and kept accurate count of the drawer and cash drops for the day. Filled in all other shifts that required coverage and filled in for all shifts that needed coverage at the neighboring hotel, Residence Inn. Responded quickly and calmly to all emergency situations. Stayed up to date on new company policies as well as new information about the guest rewards program. Show less