Experience

Alterra Advisors

• United States
• Financial Services
• 1 - 100 Employee

• Operations Coordinator

  • Sep 2019 - Present

  Alterra Advisors is an independent wealth management firm. From successful entrepreneurs and business owners to retirees and those with big charitable goals, we’re here to serve. And because each client is unique, we don’t have pre-determined solutions. All wealth management plans are unique and personalized. Alterra is the result of over a decade of collaboration. While our founders were both principals in their own financial advisory practices, they became friends and colleagues, sharing a long-term vision of the impact they could have on the lives of their clients. Over the years, they jointly crafted the client-first approach they both practiced. Founding Alterra Advisors formalized these shared views in partnership. Our mission is to provide exceptionally coordinated financial planning and wealth management. We strive to give our clients the peace of mind that comes as they plan for and meet their financial needs and life’s goals. Our success is defined by each and every client who comes to feel we are not just their trusted advisor, but also part of their extended family. Securities offered through Lion Street Financial, LLC (512.776.8400), member FINRA, SIPC. Investment advisory products and services offered through Lion Street Advisors, LLC, an investment advisor registered with the SEC. Lion Street Financial, LLC and Lion Street Advisors, LLC are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Your connection to this LinkedIn profile does not necessarily indicate that this Financial Professional is able to transact business in your state. LSF is not affiliated with Alterra Advisors. Show less



The Evergreen Clinic

• United States
• Mental Health Care
• 1 - 100 Employee

• Office Administrator

  • Apr 2015 - Sep 2019

  Certified in HIPAA Compliance for Healthcare Professionals 2019 Answered phones, distributed faxes, scanned documents and charts Managed schedules for 20 clinicians, scheduling both clients and meetings Fulfilled medical records requests in compliance with HIPPA standards Managed the credentialing process with insurance companies as well as insurance verifications Balancing credit card, cash and check transactions, making deposits, organized and coordinated patient and insurance payments with the billing department. Show less



Sundia Tan

• Front Desk Receptionist

  • Jun 2012 - May 2015

  Coordinated customer tanning times and managed incoming clients Advised clients of the safest tanning procedures Cleaned tanning beds, folded laundry and maintained cleanliness throughout the salon Sold tanning packages, lotions and advertised specials Coordinated customer tanning times and managed incoming clients Advised clients of the safest tanning procedures Cleaned tanning beds, folded laundry and maintained cleanliness throughout the salon Sold tanning packages, lotions and advertised specials



Destee-Nation Shirt Company

• Social Media Intern

  • Jun 2013 - Mar 2014

  Researched current market trends in social media marketing Compiled an extensive social media marketing company plan Composed social media posts on Facebook, Instagram and Twitter Partnered to construct marketing promotions Developed brand building strategies and campaigns that increased Instagram following from 100 followers to over 2,000 followers Researched current market trends in social media marketing Compiled an extensive social media marketing company plan Composed social media posts on Facebook, Instagram and Twitter Partnered to construct marketing promotions Developed brand building strategies and campaigns that increased Instagram following from 100 followers to over 2,000 followers



Ross Dress For Less

• Sales Associate

  • Jul 2011 - Jun 2013

  Organized and carried out special projects surrounding merchandizing Completed customer transaction Answered phones and questions posed by customers Periodically worked the stock room while processing incoming inventory Organized and carried out special projects surrounding merchandizing Completed customer transaction Answered phones and questions posed by customers Periodically worked the stock room while processing incoming inventory