Experience

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  Clarifi - Lifelong Financial Literacy

  • United States

  • Financial Counselor

    • Nov 2020 - Present
    • United States

• 

  Metro Referral Associates, Inc.

  • Chantilly, Virginia, United States

  • Referral Agent

    • Apr 2019 - Present
    • Chantilly, Virginia, United States

• 

  Zybrant Cloud IT Solutions

  • Mt.Laurel, NJ

  • Director of Client Relations

    • Mar 2010 - Apr 2019
    • Mt.Laurel, NJ

    Conduct Sales Presentations for Prospective ClientsManage business finances, accounting and payrollManage schedule and dispatching of IT SpecialistConduct Client Retention meetingsProvide IT Remote & On-site SupportProvide Client Information Technology TrainingConduct Contractor interviewsProvide Human Resources Services

• 

  Berkshire Hathaway HomeServices Fox & Roach, Realtors

  • Mt.Laurel NJ

  • Realtor

    • Apr 2018 - Mar 2019
    • Mt.Laurel NJ

• 

  Comcast Spotlight

  • Mt. Laurel, NJ

  • Account Executive

    • Jun 2015 - Sep 2017
    • Mt. Laurel, NJ

    Media Solutions Consultant

• 

  Cynthosize

  • Burlington County

  • Certified Personal Trainer

    • Jan 2005 - Jul 2015
    • Burlington County

    Provide In-home personal trainingProvide Nutrition counseling to clients in the privacy of their homeConsult with family and orthopedic physicians for medical authorizationsConduct Fitness evaluations

• 

  Morgan Stanley

  • Mt. Laurel, NJ

  • Client Service Associate/Office Manager

    • Mar 2010 - Nov 2012
    • Mt. Laurel, NJ

    Responsible for Public Relations related to Financial AdvisorSecured television broadcast & interviewsSecured local and national placements in Forbes Magazine, South Jersey Magazine and others media sourcesConducted employee annual evaluationsManaged Financial Advisor daily scheduleConducted Prospect qualification meetingsInteracted with clients regarding financial service requests and serviceProcessed Client financial request and distributionsInterviewed prospective employees for CSR position directly related to Financial Advisor

• 

  Premier Prizm

  • Marlton, Nj

  • Audit Negotiator/ Physician Recruiter

    • Apr 2009 - Aug 2009
    • Marlton, Nj

    Negotiated savings with Medical ProvidersPrepared various corporate reportsSecured Manage Care ContractsPhysician Service RecruiterRecruited Specialty Physicians to perform Independent Medical ExamsNegotiated IME Fee with providersManaged Physicians quality assuranceSecured Medical Management Contracts

• 

  Verizon

  • Robbinsville, NJ

  • Sales Consultant

    • Apr 2008 - Aug 2008
    • Robbinsville, NJ

    Handled requests for installation, disconnection, or changes of telephone systems and services Resolved disputes, complaints and inquiries regarding customers' service, billing, rates, adjustments, policies, etc Established and assessing customer credit information. Interacted with other departments and telecommunications customers by telephone, in writing or via system to implement new communication systems or resolve disputes and problems. Conducted over the phone customer training and providing sales fulfillment material to the customer

• 

  SleepCare Centers, Inc

  • Mt. Laurel, NJ

  • Customer Service Supervisor

    • Feb 2002 - May 2006
    • Mt. Laurel, NJ

    Customer Service SupervisorSupervised 16 employees and 4 departmentsPrepared various corporate reports; secured manage care contractsHandled insurance verifications; conducted prior authorizations and referrals; prepared paperless medical chartsObtained H&P from physicians; processed data entry of incoming prescriptions; encrypted dictated reports; transferred paperless charts; scheduled patientsManaged out patient registration information02/02-05/03 Insurance SpecialistHandled insurance verifications and conducted prior authorizations and referrals