Alisha Danno

• Supported regional wealth advisor's team, and worked with other regional operations staff on client service matters.
• Processed and tracked business paperwork.
• Managed and resolved client service problems.
• Data entry and maintained CRM database management.
• Reached out to clients for various operational tasks relating to financial planning and investment advisory processes.

• Set up new accounts and scheduled reviews.
• Coordinated and maintained calendars of the Portfolio Advisors' Team.
• Assisted clients with cash movement in Charles Schwab Advisor Center and Fidelity systems.
• Assisted the Owner, Chief of Operations, and the Advisors' Team with daily operations.
• Greeted clients and vendors, answered phones, responded to client correspondence, and prepared reports.

• Managed budgets for vendor contracts and provided input which reduced company expenses.
• Handled accounting process for firm to include A/P, A/R, billing, invoicing, and time sheet entry.
• Assembled and processed tax returns, financial statements, and engagement letters.
• Maintained client and vendor files, and managed inventory and supplies.
• Prepared spreadsheets and managed client data, utilizing accounting software and data entry skills.

• Provided bookkeeping services to the firm: A/R, A/P, payroll spreadsheets and processed payroll.
• Assisted with the production of client newsletters and coordinated printing/mailing.
• Assembled tax returns for individuals and corporations.
• Conducted new employee orientation and administered employee benefit programs.

• Provided administrative duties for the fellows and residents which included their professional credentialing process, orientation, and touring of the hospital.
• Maintained calendars and scheduled appointments for doctors.
• Planned/coordinated projects, meetings, and business trips.

• Provided administrative assistance to the attending physician.
• Transcribed doctor reports.
• Verified and coded services using ICD and CPT codes to ensure accurate billing.
• Scheduled surgeries and other procedures.

• Provided secretarial and administrative assistance to the Professor of Radiation Oncology.
• Transcribed doctor reports.
• Organized and filed medical documents, reports, and charts.
• Supervised file clerks and student clerks.