Experience

Greater Lynn Senior Services, Inc.

• United States
• Non-profit Organizations
• 100 - 200 Employee

• Geriatric Support Services Coordinator

  • May 2016 - Present

  Conducts initial and ongoing assessments on new members/enrollees and completes the required assessment tools and computer data entry. Collaborates with the Senior Care Options Registered Nurse Case Manager to develop community care plans. Supports and advocates for person centered planning. Arranges, coordinates and authorizes the provision of appropriate non-medical services. Finds resources and services in the community that support members independence and… Show more Conducts initial and ongoing assessments on new members/enrollees and completes the required assessment tools and computer data entry. Collaborates with the Senior Care Options Registered Nurse Case Manager to develop community care plans. Supports and advocates for person centered planning. Arranges, coordinates and authorizes the provision of appropriate non-medical services. Finds resources and services in the community that support members independence and wellness. Monitors the outcomes of the developed community care plan. Acts as a liaison between the SCO and many ASAP disciplines. Participates in the organization and promotion of health related programs and activities. Attends Primary Care Team meetings and Member Discharge Meetings as required. Participates in Team meetings, Managed Care Clinical Meeting, Managed Care Staff Meetings, and activities as a team member. Show less Conducts initial and ongoing assessments on new members/enrollees and completes the required assessment tools and computer data entry. Collaborates with the Senior Care Options Registered Nurse Case Manager to develop community care plans. Supports and advocates for person centered planning. Arranges, coordinates and authorizes the provision of appropriate non-medical services. Finds resources and services in the community that support members independence and… Show more Conducts initial and ongoing assessments on new members/enrollees and completes the required assessment tools and computer data entry. Collaborates with the Senior Care Options Registered Nurse Case Manager to develop community care plans. Supports and advocates for person centered planning. Arranges, coordinates and authorizes the provision of appropriate non-medical services. Finds resources and services in the community that support members independence and wellness. Monitors the outcomes of the developed community care plan. Acts as a liaison between the SCO and many ASAP disciplines. Participates in the organization and promotion of health related programs and activities. Attends Primary Care Team meetings and Member Discharge Meetings as required. Participates in Team meetings, Managed Care Clinical Meeting, Managed Care Staff Meetings, and activities as a team member. Show less



Estate of William Morello, Jr.

• Revere, MA/Amherst NH

• Executor

  • Jan 2011 - Jan 2012

  • Researched, interviewed and hired estate attorney. Troubleshot and resolved probate issues. • Maintained estate account including monthly reconciliations and payment of recurring expenses. • Corresponded with all creditors and negotiated settlements of outstanding balances. • Inventoried all personal assets, hired appraiser and arranged for estate sale. • Hired realtor and negotiated sale of property. • Distributed inheritance to heirs. • Researched, interviewed and hired estate attorney. Troubleshot and resolved probate issues. • Maintained estate account including monthly reconciliations and payment of recurring expenses. • Corresponded with all creditors and negotiated settlements of outstanding balances. • Inventoried all personal assets, hired appraiser and arranged for estate sale. • Hired realtor and negotiated sale of property. • Distributed inheritance to heirs.



Caturano and Company

• Charlestown

• Executive Assistant

  • Jun 2008 - Aug 2009

  • Provided administrative support to Vice President of Business Valuation, three Audit Vice Presidents and four managers. • Maintained calendars and scheduled meetings for executives. • Reviewed monthly client billings and accounts receivables and generated invoices. • Planned, coordinated and developed presentations for both on-site and off-site client meetings. • Created and maintained resource library for Business Valuation department. • Coordinated travel arrangements for… Show more • Provided administrative support to Vice President of Business Valuation, three Audit Vice Presidents and four managers. • Maintained calendars and scheduled meetings for executives. • Reviewed monthly client billings and accounts receivables and generated invoices. • Planned, coordinated and developed presentations for both on-site and off-site client meetings. • Created and maintained resource library for Business Valuation department. • Coordinated travel arrangements for executives and associates. • Facilitated the business valuation report process by proofreading, editing, and preparation of final copy from draft to distribution. • Instrumental in creating systems and procedures for Business Valuation department. • Processed expenses for executives and coordinated with Finance department to ensure timely reimbursement • Coordinated projects and events exercising ability to improvise, improve procedures, and meet demanding deadlines. Show less • Provided administrative support to Vice President of Business Valuation, three Audit Vice Presidents and four managers. • Maintained calendars and scheduled meetings for executives. • Reviewed monthly client billings and accounts receivables and generated invoices. • Planned, coordinated and developed presentations for both on-site and off-site client meetings. • Created and maintained resource library for Business Valuation department. • Coordinated travel arrangements for… Show more • Provided administrative support to Vice President of Business Valuation, three Audit Vice Presidents and four managers. • Maintained calendars and scheduled meetings for executives. • Reviewed monthly client billings and accounts receivables and generated invoices. • Planned, coordinated and developed presentations for both on-site and off-site client meetings. • Created and maintained resource library for Business Valuation department. • Coordinated travel arrangements for executives and associates. • Facilitated the business valuation report process by proofreading, editing, and preparation of final copy from draft to distribution. • Instrumental in creating systems and procedures for Business Valuation department. • Processed expenses for executives and coordinated with Finance department to ensure timely reimbursement • Coordinated projects and events exercising ability to improvise, improve procedures, and meet demanding deadlines. Show less



Record Electric Company, Inc.

• Saugus, MA

• Office Manager

  • Feb 2004 - Apr 2008

  • Maintained daily time slips and calculated weekly payroll for processing thru ADP. • Prepared all estimates and contracts. • Communicated with customers to schedule jobs, collect payments and resolve disputes. • Created daily job schedule for electricians and apprentices. • Managed all accounts payables and receivables including daily deposits and monthly reconciliations. • Processed all company insurance paperwork, including certificates of insurance, quotations and… Show more • Maintained daily time slips and calculated weekly payroll for processing thru ADP. • Prepared all estimates and contracts. • Communicated with customers to schedule jobs, collect payments and resolve disputes. • Created daily job schedule for electricians and apprentices. • Managed all accounts payables and receivables including daily deposits and monthly reconciliations. • Processed all company insurance paperwork, including certificates of insurance, quotations and accidents. • Compiled yearly tax return information and assisted outside CPA firm in preparing returns. • Managed accounts payables and receivables for owner’s four rental properties. • Liaison for tenants and landlord regarding all rental property issues. • Managed owner’s personal finances. Show less • Maintained daily time slips and calculated weekly payroll for processing thru ADP. • Prepared all estimates and contracts. • Communicated with customers to schedule jobs, collect payments and resolve disputes. • Created daily job schedule for electricians and apprentices. • Managed all accounts payables and receivables including daily deposits and monthly reconciliations. • Processed all company insurance paperwork, including certificates of insurance, quotations and… Show more • Maintained daily time slips and calculated weekly payroll for processing thru ADP. • Prepared all estimates and contracts. • Communicated with customers to schedule jobs, collect payments and resolve disputes. • Created daily job schedule for electricians and apprentices. • Managed all accounts payables and receivables including daily deposits and monthly reconciliations. • Processed all company insurance paperwork, including certificates of insurance, quotations and accidents. • Compiled yearly tax return information and assisted outside CPA firm in preparing returns. • Managed accounts payables and receivables for owner’s four rental properties. • Liaison for tenants and landlord regarding all rental property issues. • Managed owner’s personal finances. Show less



CION Investments

• United States
• Financial Services
• 1 - 100 Employee

• Investor Relations Coordinator

  • Feb 2002 - Oct 2003

  • Processed daily equity and ensured investment agreements complied with SEC regulations. • Generated investor and broker confirmations of investments. • Communicated with investors and brokers to resolve issues and report on progress of investments. • Compiled and analyzed monthly sales reports for marketing department and brokerage firms. • Updated and maintained investor relations database. • Researched investor database and reported findings to U.S. Financial Crimes… Show more • Processed daily equity and ensured investment agreements complied with SEC regulations. • Generated investor and broker confirmations of investments. • Communicated with investors and brokers to resolve issues and report on progress of investments. • Compiled and analyzed monthly sales reports for marketing department and brokerage firms. • Updated and maintained investor relations database. • Researched investor database and reported findings to U.S. Financial Crimes Enforcement Network. Show less • Processed daily equity and ensured investment agreements complied with SEC regulations. • Generated investor and broker confirmations of investments. • Communicated with investors and brokers to resolve issues and report on progress of investments. • Compiled and analyzed monthly sales reports for marketing department and brokerage firms. • Updated and maintained investor relations database. • Researched investor database and reported findings to U.S. Financial Crimes… Show more • Processed daily equity and ensured investment agreements complied with SEC regulations. • Generated investor and broker confirmations of investments. • Communicated with investors and brokers to resolve issues and report on progress of investments. • Compiled and analyzed monthly sales reports for marketing department and brokerage firms. • Updated and maintained investor relations database. • Researched investor database and reported findings to U.S. Financial Crimes Enforcement Network. Show less



Chancellor Corporation

• Remarketing Manager

  • Dec 1991 - Oct 2001

  • Managed administration process from equipment acceptance through final disposal. • Analyzed lease portfolio to determine profitability to company and investors. • Communicated with investors regarding residual sharing, performance of trust, distribution of sale proceeds and any issues regarding their portfolio. • Prepared all lease documentation and followed up with lessees for compliance. • Coordinated with billing and collection departments to ensure accuracy of lease… Show more • Managed administration process from equipment acceptance through final disposal. • Analyzed lease portfolio to determine profitability to company and investors. • Communicated with investors regarding residual sharing, performance of trust, distribution of sale proceeds and any issues regarding their portfolio. • Prepared all lease documentation and followed up with lessees for compliance. • Coordinated with billing and collection departments to ensure accuracy of lease receivables. • Supervised Remarketing Assistant and Titling Coordinator.

• Account Manager

  • May 1994 - Jan 1997

  • Administered all functions relating to lease expiration including early termination, extensions and sales. • Primary contact for lessees, sales team and management on accounts. • Generated lease extension and sales proposals for sales team. • Coordinated with various departments to ensure that lessor’s obligation to lessee had been fulfilled. • Updated database to ensure timeliness and accuracy of lease and sale information.

• Administrative Assistant

  • Dec 1991 - May 1994

  • Supported the Remarketing Sales and Asset Management departments. • Typed, edited and filed all correspondence for SVP of Sales & VP of Lessee/Trust Administration. • Processed all vendor invoices pertaining to vehicle repairs, storage and transportation.