Summary
Overview
Work History
Education
Skills
Military Experience
Timeline
Generic

Amber Patton

Kimberly,ID

Summary

Seeking to develop advanced business skills and leadership through the MBA program in order to position myself for senior leadership within the financial industry. I bring experience as a financial advisor and CFP® professional. Discipline and the ability to perform under pressure where shaped through my experience in the military and operating room.

Overview

10
10
years of professional experience

Work History

Financial Advisor

Edward Jones
12.2022 - Current
  • Maintained open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind during the financial planning process.
  • Implemented tax-efficient strategies for clients, maximizing returns while minimizing tax liabilities.
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • Ensured compliance with industry regulations and company policies while serving clients' best interests.

Surgical Technologist

Saint Alphonsus Regional Medical Center
07.2018 - 12.2022
  • Regional Trauma Center surgical technologist, 20 Operating Rooms
  • Vascular specialized, cross-trained in radiology for hybrid interventions
  • Prepare room and equipment for any routine, urgent, or emergent surgical procedure
  • Essential team member, hand-selected by surgeons, to first assist surgical procedures during 7 day (24 hour) on-call rotation.

Senior Surgical Technologist

University of California, San Diego
01.2017 - 06.2018
  • Integral surgical team member of unique tri-suite medical center with 22 operating rooms, maintaining sterile fields and governing of aseptic technique among medical students, residents, and fellows.
  • Set up, anticipate, and pass instruments for the following surgical specialties: General, ENT, Gastrointestinal, Neurology, Spine, Orthopedic, Endovascular, Gynecology, Ophthalmic, Plastics, Da Vinci Robotics, Urology.
  • Assist in complex cancer procedures including Hyperthermic Intraperitoneal Chemotherapy, trans-oral robotic surgery, microsurgical repair, extensive spinal tumors, and mastectomies with reconstruction.
  • Assist in minimally invasive technique for endoscopic, laparoscopic, endovascular, and robotic procedures.
  • Assist in positioning, draping patient, prompting/participating in the Timeout, anticipating surgeon, applying wound-vac and dressings, and maintaining sterile field for duration of surgical procedure.
  • Specialty training in IMRIS and BrainLAB configured surgical suite, including two intraoperative MRI and two intraoperative CT rooms.

Surgical Technology Instructor

Concorde Career College
03.2016 - 01.2017
  • Planned, coordinated, and instructed Surgical Technology Associate Degree curriculum for classroom/skills lab.
  • Assisted in converting curriculum from certificate program to associate degree program.
  • Evaluated/graded student skill levels.
  • Coordinated clinical assignments with more than 20 surgical facilities.

Education

Certified Financial Planner -

Northwestern University
Evanston, IL
11-2025

Bachelor of General Studies -

Columbia College
Columbia, MO
03-2025

Accredited Asset Management Specialist -

College of Financial Planning
08-2024

Associate of Arts - General Studies

Columbia College
Columbia

Certificate - Surgical Technology

Naval School of Health Sciences
San Diego, CA
2007

Skills

  • CERTIFIED FINANCIAL PLANNER® Certification (04/2026)
  • Series 7 License (01/2023)
  • Series 66 License (02/2023)
  • Certified Surgical Technologist #117095 (exp 09/2027)

Military Experience

UNITED STATES NAVY Hospital Corpsman, Surgical Technologist, 06/2006 to 07/2015

NAVAL MEDICAL CENTER SAN DIEGO, 08/2012 to 07/2015

Surgical Technologist, Shift Lead - San Diego, CA

  • Lead night shift technologist, responsible for over 700 emergent/urgent surgeries, including transporting supplies and equipment for emergent procedures in the PICU, NICU and ICU departments.
  • Scrubbed routine, urgent, and emergent Neuro, Ortho, Vascular, OB/GYN, Plastics, General, and Pediatric surgical cases.
  • Managed and coordinated 50 surgical technologists for an 18 room operating schedule. Decontaminated, wrapped, and sterilized (Steam, Sterrad, Sterrad NX, Steris V-Pro) instrumentation according guidelines and policies.
  • Assisted in the management and improvement of sterile processing instrument and bar code tracking system Censitrac.

NAVAL HOSPITAL GUANTANAMO BAY, 04/2010 to 07/2012

Surgical Technologist, Directorate of Surgical Services Enlisted Manager - Guantanamo Bay, Cuba

  • Supervised 12 enlisted and civilian employees in directorate.
  • Scrubbed General, Ortho, ENT, OB/GYN, Urology, and Pediatrics cases.
  • Managed 3 surgical specialty clinics and 17 visiting surgeons.
  • Performed surgical duties in a field operating room that included supply management, sterile processing, and case management.

NAVAL HOSPITAL BREMERTON, 06/2007 to 04/2010

Surgical Technologist, Supply Officer - Bremerton, WA

  • First-assisted in 3 specialty services and scrubbed over 350 cases.
  • Managed and procured daily supply inventory under $20 million annual operating budget.
  • Assisted in the implementation of hospital's first plastics surgical specialty which involved coordination with three US Air Force surgeons, sales representatives, and government procurement departments.
  • Procured $500K in new surgical equipment to increase efficiency and expand plastics and reconstructive surgical capabilities which increased patient's access to care.
  • Coordinated surgical cases with Surgical Sales Representatives, which included delivery of instrumentation and consumables, service warranty agreements, and procurements.
  • Deployed with the 2008 Pacific Partnership Humanitarian Mission (USNS Mercy), and assisted in more than 200 surgical cases in four countries.

Timeline

Financial Advisor

Edward Jones
12.2022 - Current

Surgical Technologist

Saint Alphonsus Regional Medical Center
07.2018 - 12.2022

Senior Surgical Technologist

University of California, San Diego
01.2017 - 06.2018

Surgical Technology Instructor

Concorde Career College
03.2016 - 01.2017

Certificate - Surgical Technology

Naval School of Health Sciences

Certified Financial Planner -

Northwestern University

Bachelor of General Studies -

Columbia College

Accredited Asset Management Specialist -

College of Financial Planning

Associate of Arts - General Studies

Columbia College