Experience

IncredibleBank

• United States
• Financial Services
• 100 - 200 Employee

• Financial Advisor Service Assistant

  • May 2023 - Present



Peoples State Bank

• United States
• Banking
• 100 - 200 Employee

• Wealth Management Assistant

  • Nov 2022 - May 2023

  Ensure operational efficiency and support to Financial Advisors that helps facilitate client growth Assist with onboarding of client relationships by creating client profiles, preparing and processing required documents, and opening client accounts Build and maintain rapport with clients and prospective clients Resolve discrepancies relating to client accounts and information Skills: adaptability, interpersonal skills, problem solving Ensure operational efficiency and support to Financial Advisors that helps facilitate client growth Assist with onboarding of client relationships by creating client profiles, preparing and processing required documents, and opening client accounts Build and maintain rapport with clients and prospective clients Resolve discrepancies relating to client accounts and information Skills: adaptability, interpersonal skills, problem solving



Crystal Health and Wellness Clinic

• Wausau, Wisconsin, United States

• Health & Wellness Program Coordinator

  • Jul 2021 - Sep 2022

  Engaged with employers to deliver specialized wellness initiatives Developed and presented structure of various wellness programs to senior leadership team Evaluate health, identify barriers and collaborate with patients to establish health goals Partnered with medical providers to establish health risk assessment process Skills: active listening, behavioral health, biometric health assessment, collaboration Engaged with employers to deliver specialized wellness initiatives Developed and presented structure of various wellness programs to senior leadership team Evaluate health, identify barriers and collaborate with patients to establish health goals Partnered with medical providers to establish health risk assessment process Skills: active listening, behavioral health, biometric health assessment, collaboration



ASPIRUS CARDIOLOGY - WAUSAU

• United States
• Hospitals and Health Care
• 1 - 100 Employee

• Provider Scheduler

  • Apr 2020 - Apr 2021

  Demonstrated flexibility when reassigned to high need provider scheduler position by leadershipPrioritized time sensitive reports and created regular clinic schedules for multiple locationsMaintained efficiency of provider meetings by handling all meeting logistics Facilitated medical student rotations with Cardiologists and Physician AssistantsSkills: reporting, project management, strong communication

• Health Coach

  • Nov 2019 - Apr 2020

  Supported patients to reach health goals through use of motivational interviewing and program educationWorked alongside fellow health coaches to improve program outcomesLed informational meetings and provided program details to potential participants Skills: motivational interviewing, coaching patients to help reach health goals, and building trust and rapport with patients

• Administrative Assistant

  • Apr 2018 - Apr 2020

  Maintain accuracy of patient records and patient's status with weight management programAssist with monthly informational class to provide potential patients with education about the program Analyze incoming health profiles to make sure all required information is provided before sending to the medical staffSkills: strong written and verbal communication, ability to multi-task and prioritize