Experience

Wall Private Wealth
• United States
• Financial Services
• 1 - 100 Employee
• Client Services Manager

  • Jul 2022 - Present


Accountable Healthcare Staffing

• United States
• Staffing and Recruiting
• 400 - 500 Employee

• Certified Nursing Assistant

  • Sep 2019 - Present

  West Palm Beach, Florida Area ~Monitors patient condition by observing physical and mental condition, intake and output, and exercise. ~ Supports patients by providing housekeeping and laundry services; shopping for food and other household requirements; preparing and serving meals and snacks; running errands. ~ Assists patients by providing personal services, such as, bathing, dressing, and grooming. ~ Helps patients care for themselves by teaching use of cane or walker, special utensils to eat, special techniques… Show more ~Monitors patient condition by observing physical and mental condition, intake and output, and exercise. ~ Supports patients by providing housekeeping and laundry services; shopping for food and other household requirements; preparing and serving meals and snacks; running errands. ~ Assists patients by providing personal services, such as, bathing, dressing, and grooming. ~ Helps patients care for themselves by teaching use of cane or walker, special utensils to eat, special techniques and equipment for personal hygiene. ~ Helps family members care for the patient by teaching appropriate ways to lift, turn, and re-position the patient; advising on nutrition, cleanliness, and housekeeping. ~ Records patient information by making entries in the patient journal; notifying nursing supervisor of changing or unusual conditions. ~ Maintains a safe, secure, and healthy patient environment by following asepses standards and procedures; maintaining security precautions; following prescribed dietary requirements and nutrition standards; ~ Updates job knowledge by participating in educational opportunities. ~ Protects the home care agency by adhering to professional standards, home care policies and procedures, federal, state, and local requirements. ~ Enhances service reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments. Show less



VestCare

• Barbados
• Veterinary Services

• Home Helath Aide

  • Jul 2019 - Aug 2019

  Columbus, Ohio Area Monitors patient condition by observing physical and mental condition, intake and output, and exercise. Supports patients by providing housekeeping and laundry services; shopping for food and other household requirements; preparing and serving meals and snacks; running errands. Assists patients by providing personal services, such as, bathing, dressing, and grooming. Helps patients care for themselves by teaching use of cane or walker, special utensils to eat, special… Show more Monitors patient condition by observing physical and mental condition, intake and output, and exercise. Supports patients by providing housekeeping and laundry services; shopping for food and other household requirements; preparing and serving meals and snacks; running errands. Assists patients by providing personal services, such as, bathing, dressing, and grooming. Helps patients care for themselves by teaching use of cane or walker, special utensils to eat, special techniques and equipment for personal hygiene. Helps family members care for the patient by teaching appropriate ways to lift, turn, and re-position the patient; advising on nutrition, cleanliness, and housekeeping. Records patient information by making entries in the patient journal; notifying nursing supervisor of changing or unusual conditions. Maintains a safe, secure, and healthy patient environment by following asepses standards and procedures; maintaining security precautions; following prescribed dietary requirements and nutrition standards; Updates job knowledge by participating in educational opportunities. Protects the home care agency by adhering to professional standards, home care policies and procedures, federal, state, and local requirements. Enhances service reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments. Show less



Sun Home Health

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

• Home Health Aide

  • Jul 2019 - Aug 2019

  Delaware, OH Monitors patient condition by observing physical and mental condition, intake and output, and exercise. Supports patients by providing housekeeping and laundry services; shopping for food and other household requirements; preparing and serving meals and snacks; running errands. Assists patients by providing personal services, such as, bathing, dressing, and grooming. Helps patients care for themselves by teaching use of cane or walker, special utensils to eat, special… Show more Monitors patient condition by observing physical and mental condition, intake and output, and exercise. Supports patients by providing housekeeping and laundry services; shopping for food and other household requirements; preparing and serving meals and snacks; running errands. Assists patients by providing personal services, such as, bathing, dressing, and grooming. Helps patients care for themselves by teaching use of cane or walker, special utensils to eat, special techniques and equipment for personal hygiene. Helps family members care for the patient by teaching appropriate ways to lift, turn, and re-position the patient; advising on nutrition, cleanliness, and housekeeping. Records patient information by making entries in the patient journal; notifying nursing supervisor of changing or unusual conditions. Maintains a safe, secure, and healthy patient environment by following asepses standards and procedures; maintaining security precautions; following prescribed dietary requirements and nutrition standards; Updates job knowledge by participating in educational opportunities. Protects the home care agency by adhering to professional standards, home care policies and procedures, federal, state, and local requirements. Enhances service reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments. Show less



rebel Financial

• United States
• Financial Services
• 1 - 100 Employee

• Client Service Specialist

  • Jun 2018 - Apr 2019

  Gahanna, OH • Organize and execute service calls, appointment scheduling, correspondence distribution, and other critical functions from concept to execution, while collaborating on operational and logistical aspects with team members • Opening new accounts such as Roth IRA’s, IRA’s, REIT’s using the LPL BranchNet system, inputting in all client information and preparing the paperwork for the client. If the account is direct business making sure we have the updated paperwork for the Vendor I.e. American… Show more • Organize and execute service calls, appointment scheduling, correspondence distribution, and other critical functions from concept to execution, while collaborating on operational and logistical aspects with team members • Opening new accounts such as Roth IRA’s, IRA’s, REIT’s using the LPL BranchNet system, inputting in all client information and preparing the paperwork for the client. If the account is direct business making sure we have the updated paperwork for the Vendor I.e. American Funds, Curian, John Hancock, etc. If there is a rollover involved preparing this paperwork so the Advisor has everything there at the appointment for the client to sign. • Retirement accounts such 403(b)/ 457(b) using Equi-Vest paperwork and opening the account within the appreciate school system. Entering in all required data for the client then electronically sending to the client to esign the documents. This paperwork could also require extra forms for rollover accounts as well. • Act as a liaison between organizations, corporations, vendors, and clients to ensure effective information flow, exceptional customer service, sales opportunity development, and timely issue resolution • Track, file, and view important documents, receipts, applications, database information, and invoices on a daily basis, organizing and managing sensitive files in an efficient manner • Traffic building: Engages in regular traffic-building activities that reinforce personal expertise and the firm’s brand. Is able to consistently generate new opportunities with existing and/or new clients. • Prioritization: Creates a balance between meeting short term business needs and making long-term investments in activities such as relationship building, knowledge-creation and self-improvement. Has intense client focus, and prioritizes time accordingly. Show less



Charter Communications

• United States
• Telecommunications
• 700 & Above Employee

• Techinal Support Rep

  • Apr 2018 - Jun 2018

  Columbus, Ohio Area Troubleshoot with Spectrum subscribers who are having difficulty with video, digital phone and data services utilizing all available diagnostic tools. Resolve complex data problems that involve local network issues, email issues, modem trouble and other company owned equipment and/or software configurations Utilize reasoning and critical thinking skills, identify appropriate fix agent and resolve single-user issues Assist voice customers when needed, including but not limited to… Show more Troubleshoot with Spectrum subscribers who are having difficulty with video, digital phone and data services utilizing all available diagnostic tools. Resolve complex data problems that involve local network issues, email issues, modem trouble and other company owned equipment and/or software configurations Utilize reasoning and critical thinking skills, identify appropriate fix agent and resolve single-user issues Assist voice customers when needed, including but not limited to calling customers to confirm issue resolution Assist, coach, train all support representatives on work-related procedures and products May review tickets for potential system issues to escalate to different group as needed. May assist with error trending, analysis and feedback sessions Works with supervisors to streamline troubleshooting processes as well as create and maintain appropriate troubleshooting procedures Needs to be able to provide exceptional customer service, works various schedules including on-call support and performs other duties as assigned Supports all department and company goals and objectives Show less



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Client Associate

  • Jun 2017 - Mar 2018

  Columbus, Ohio Area Assist Clients A main responsibility of a Client Service Associate is to provide assistance to an organization’s clients. This will vary depending on the type of business, but it is not unusual for a Client Service Associate to regularly contact clients through electronic means, written correspondence or on the telephone. They may discuss the client’s account with them, answer questions or arrange meetings. Client Service Associates may also handle client complaints and provide… Show more Assist Clients A main responsibility of a Client Service Associate is to provide assistance to an organization’s clients. This will vary depending on the type of business, but it is not unusual for a Client Service Associate to regularly contact clients through electronic means, written correspondence or on the telephone. They may discuss the client’s account with them, answer questions or arrange meetings. Client Service Associates may also handle client complaints and provide resolutions. Handle Documents Client Service Associates are often asked to update, maintain or access client accounts, transactions or documents. They may ensure all necessary paperwork has been received by the client and is filed properly or they may even walk a client through the document itself so there is no confusion on how to properly fill it out. They may help with the scanning and saving of documents, and they may access accounts to provide clients with updates or information regarding their latest transactions. Perform Administrative Duties The Client Service Associate is also called upon to carry out administrative tasks that keep the financial group operating smoothly. They may book conference rooms, arrange meetings, print reports and materials and any other tasks asked of them. Some Client Service Associates may also be called upon to assist with human resources tasks, such as payroll services and budget issues. Show less



Chase

• Netherlands
• IT Services and IT Consulting

• FCC Specialist II

  • Sep 2016 - Jun 2017

  Customer Focus Take ownership of each customer while empathizing and prioritizing customer needs Resolve conflicts and manage customer expectations Determine customer needs and provide appropriate solutions through relationship building Communication Skills Effective verbal and written communication with both external and internal customers Document customer account activities thoroughly and concisely Engage in interactive dialogue with customers through active… Show more Customer Focus Take ownership of each customer while empathizing and prioritizing customer needs Resolve conflicts and manage customer expectations Determine customer needs and provide appropriate solutions through relationship building Communication Skills Effective verbal and written communication with both external and internal customers Document customer account activities thoroughly and concisely Engage in interactive dialogue with customers through active listening Problem Solving Skills Approach problems logically and with good judgment to ensure the appropriate customer outcome Make appropriate decisions on behalf of the customer quickly and effectively Effectively prioritize work to ensure efficiency Conduct research as needed Analytical Skills Critical thinker and ability to exercise independent judgment Accuracy and attention to detail Required to abide by all applicable regulatory and department practices and procedures Computer Skills Familiarity with multiple browsers, multiple tabs, window navigation and instant messenger tools Fluency in Windows Operating Systems and Microsoft Office tools Show less



The Bishoff Financial Group, Inc.

• United States
• Financial Services
• 1 - 100 Employee

• Operations Manager

  • May 2015 - Aug 2016

  Worthington, OH Client Responsibilities & Activities: Processes new accounts (incoming & outgoing paperwork for Advisors) & maintains client communication throughout this transfer process Processes account transfers (to include follow up/pro-activity on ACH, New$, RMD, distributions and contributions, reporting and networking etc.) Proactively maintains up-to-date beneficiary and trust executable information Participate in account review meetings by preparing any “loose end” paperwork items… Show more Client Responsibilities & Activities: Processes new accounts (incoming & outgoing paperwork for Advisors) & maintains client communication throughout this transfer process Processes account transfers (to include follow up/pro-activity on ACH, New$, RMD, distributions and contributions, reporting and networking etc.) Proactively maintains up-to-date beneficiary and trust executable information Participate in account review meetings by preparing any “loose end” paperwork items that can be addressed/resolved in this review meeting. Supports Senior Operations Associate in a back-up capacity as well as with work flow Office Responsibilities & Activities: Disseminates industry/Cambridge-specific information to sales team (pointing out any upcoming issues – ie: when Compliance asked us to update all client missing suitability by 12/31/16). Handles miscellaneous operational activities to include some compliance issues Responsible for keeping pending next actions up-to-date so that other team members may assist in your absence or unavailability Develops, Maintains and Communicates Written Systems and Activities Writes down “6 Most Important” and prioritizes before leaving office each day Utilizes GM to keep BFG team on the same page with workload/flow relating to clients Show less



Anthony Insana with AXA Advisors

• Executive Assistant

  • Jun 2014 - May 2015

  Worthington, OH • Organize and execute service calls, appointment scheduling, correspondence distribution, and other critical functions from concept to execution, while collaborating on operational and logistical aspects with team members • Provide phone coverage as needed as well as manage various forms of critical correspondence • Opening new accounts such as Roth IRA’s, IRA’s, Retirement accounts making sure all information was entered and accounts were opened. • Act as a liaison between… Show more • Organize and execute service calls, appointment scheduling, correspondence distribution, and other critical functions from concept to execution, while collaborating on operational and logistical aspects with team members • Provide phone coverage as needed as well as manage various forms of critical correspondence • Opening new accounts such as Roth IRA’s, IRA’s, Retirement accounts making sure all information was entered and accounts were opened. • Act as a liaison between organizations, corporations, vendors, and clients to ensure effective information flow, exceptional customer service, sales opportunity development, and timely issue resolution • Support various sales and operational functions, including transaction processing, proposal and report development, inquiry and issue handling, scheduling, and client retention strategies. • Track, file, and view important documents, receipts, applications, database information, and invoices on a daily basis, organizing and managing sensitive files in an efficient manner • Maintain client and vendor records and related information, entering results into each respective database while auditing for accuracy and completion Show less



W. Phil Ratcliff with AXA Advisors

• Client Relations Manager

  • May 2009 - Sep 2013

  Columbus, Ohio Area • Organize and execute service calls, appointment scheduling, correspondence distribution, and other critical functions from concept to execution, while collaborating on operational and logistical aspects with team members • Opening new accounts such as Roth IRA’s, IRA’s, REIT’s using the LPL BranchNet system, inputting in all client information and preparing the paperwork for the client. If the account is direct business making sure we have the updated paperwork for the Vendor I.e. American… Show more • Organize and execute service calls, appointment scheduling, correspondence distribution, and other critical functions from concept to execution, while collaborating on operational and logistical aspects with team members • Opening new accounts such as Roth IRA’s, IRA’s, REIT’s using the LPL BranchNet system, inputting in all client information and preparing the paperwork for the client. If the account is direct business making sure we have the updated paperwork for the Vendor I.e. American Funds, Curian, John Hancock, etc. If there is a rollover involved preparing this paperwork so the Advisor has everything there at the appointment for the client to sign. • Retirement accounts such 403(b)/ 457(b) using Equi-Vest paperwork and opening the account within the appreciate school system. Entering in all required data for the client then electronically sending to the client to esign the documents. This paperwork could also require extra forms for rollover accounts as well. • Act as a liaison between organizations, corporations, vendors, and clients to ensure effective information flow, exceptional customer service, sales opportunity development, and timely issue resolution • Track, file, and view important documents, receipts, applications, database information, and invoices on a daily basis, organizing and managing sensitive files in an efficient manner • Traffic building: Engages in regular traffic-building activities that reinforce personal expertise and the firm’s brand. Is able to consistently generate new opportunities with existing and/or new clients. • Prioritization: Creates a balance between meeting short term business needs and making long-term investments in activities such as relationship building, knowledge-creation and self-improvement. Has intense client focus, and prioritizes time accordingly. Show less



Build-A-Bear Workshop

• United States
• Retail
• 700 & Above Employee

• Assistant Manager

  • Jun 2007 - Jun 2008

  Dublin, OH • Boosts team morale and energizes associates to ensure proper floor coverage, quality guest service, housekeeping/maintenance, and completion of daily tasks. Provides clear and effective direction and delegation to the team. Enforces all BABW policies and procedures. • Takes timely and appropriate action with associate issues. • Assists with the identification, recruitment and hiring of store associate and management candidates. Also, trains and develops associates and assists with… Show more • Boosts team morale and energizes associates to ensure proper floor coverage, quality guest service, housekeeping/maintenance, and completion of daily tasks. Provides clear and effective direction and delegation to the team. Enforces all BABW policies and procedures. • Takes timely and appropriate action with associate issues. • Assists with the identification, recruitment and hiring of store associate and management candidates. Also, trains and develops associates and assists with maintaining associate retention. • Opens and closes stores. • Manages processing of guest transactions, register functions and other cash management policies and procedures. • Helps manage payroll and timekeeping as well as maintaining expense control for store supplies to meet the workshop’s business needs. • Maintains daily awareness of merchandise in stock, current marketing campaigns and promotions. • Leadership: have several people you need to supervise in addition to handling general complaints, last-minute schedule changes and inventory problems. Being a leader and represent my company and acting as a role model to the people reporting to me. • Organization: There are a million and one things going on as an assistant manager and everyone assumes that you have it all worked out for them. Always being able to stay focused during busy times and delegate tasks to employees to keep business running smoothly. • Recruiting and training: Responsible for recruiting and interviewing quality people to staff your location, as well as making sure these new employees transition as smoothly as possible into their jobs. Being a good teacher who tries to help employees who are having difficulty picking up new skills. • Being friendly and outgoing: People skills and customer service are a must in this job. Not only do you interact with your employees every day, but you also need to assist customers when they have questions, concerns or complaints. Show less



Staples

• United States
• Retail Office Equipment
• 700 & Above Employee

• Office Supply Specialist

  • Jan 2004 - May 2007

  Leadership: Ability to juggle multiple priorities in a fast paced environment. Engages and inspires to achieve maximum performance with reinforcement of recognition tools as needed. Fosters a sense of energy, ownership, teamwork and personal commitment for themselves and the team, Involved in the selection, recruitment and performance assessments of sales associate. Engage and inspire, Value diversity & Inclusion, Adapt productively, Coach effectively • Selling & Customer Service: Models the… Show more Leadership: Ability to juggle multiple priorities in a fast paced environment. Engages and inspires to achieve maximum performance with reinforcement of recognition tools as needed. Fosters a sense of energy, ownership, teamwork and personal commitment for themselves and the team, Involved in the selection, recruitment and performance assessments of sales associate. Engage and inspire, Value diversity & Inclusion, Adapt productively, Coach effectively • Selling & Customer Service: Models the way to create a customer centric environment and to ensure consistency across the store. Coaches every associate to create a culture of consultative selling and total solutions while focused on the customer’s needs. Support the services team through qualifying lead generation opportunities. Anticipate service needs, Ensure optimized operational energy, Foster open communication. • Store Operations/Results: Holds themselves and the team accountable for flawless execution of operational excellence. Set clear expectations to establish group plans and maximizes operational excellence with minimal disruption to the customer experience. Will often be required to perform operational tasks as needed. Drive profitable sales and service. High integrity and ethical behavior as a keyholder for the store. Planning, Managing execution, Results orientate Inventory Associate • Ensures back of house operations and truck process are consistent to company standards to maintain stock levels effectively • Provide an inviting environment for the customers by maintaining a neat and clean store • Performs front end responsibilities such as cashier, returns, online reservations while maintaining operational standards • Collaborate with Inside Account Managers to develop office furniture sales in existing Staples Advantage customers by being the resident expert in Office Furniture and its corresponding design needs Show less