Accomplished financial services manager with a proven track record of driving business growth, enhancing client satisfaction, and optimizing team performance in dynamic, regulated environments. Expertise in cultivating enduring client and partner relationships while guiding staff to reach full potential, consistently delivering regulatory-compliant results. Recognized for aligning business objectives with strategic execution, leading to impactful outcomes in client engagement and process improvement. A strong commitment to fostering a culture of excellence, prioritizes compliance and innovation, ensuring sustainable success in all endeavors.
Hi, I’m
Denise Allen
Parker
Summary
Overview
28
years of professional experience
Work History
Aboutskin Dermatology & Dermsurgery, PC
Medical Assistant
06.2023 - 08.2025
Job overview
- Supported daily operations in a fast-paced clinical setting, providing patient care, and assisting physicians with medical procedures and surgical interventions.
- Delivered comprehensive patient support, including treatment regimen guidance, follow-up care in person and by phone, and caregiver instruction on administering prescribed injections.
- Strengthened patient engagement by fostering clear communication and personalized education, improving adherence to treatment plans, and overall health outcomes.
- Cultivated and sustained long-term professional relationships, contributing to increased patient satisfaction and loyalty, reflected in positive feedback and repeat visits.
- Assisted in patient intake, ensuring accurate documentation and efficient workflow.
- Managed appointment scheduling, optimizing clinic operations and enhancing patient experience.
Aesthetic Experts Institute
Medical Assistant, Assistant Trainer
05.2021 - 05.2023
Job overview
- Delivered comprehensive patient support by educating on pre- and post-care, guiding expectations for procedures, and completing setup, sterile instrument preparation, and room turnover to ensure compliance, and patient safety.
- Performed and assisted with over 150 aesthetic and advanced procedures, including laser hair removal, microneedling, PDO threads, Bio-PRF, joint injections, and other minimally invasive treatments, enhancing both patient satisfaction and clinical outcomes.
- Streamlined practitioner workflow by anticipating clinical needs, maintaining inventory and supplies, coordinating models and students for training sessions, and supporting the facilitation of advanced aesthetic classes.
- Managed administrative and patient care tasks, including charting and consents, scheduling follow-up appointments, and recommending post-treatment products, contributing to a smooth patient experience and repeat visits.
- Assisted in patient intake and medical history documentation to ensure accurate records.
- Coordinated patient scheduling and follow-up appointments, optimizing clinic workflow.
- Supported aesthetic procedures by preparing instruments and maintaining sterile environments.
- Conducted patient follow-up calls to monitor treatment progress and answer any questions.
- Facilitated patient education on treatment plans, improving understanding and compliance.
- Developed training materials to enhance learning experiences for trainees.
Charles Schwab
Estate Services Senior Specialist
03.2017 - 12.2020
Job overview
- Oversaw estate compliance activities, ensuring accurate documentation for the proper disposition of diverse asset types, in alignment with legal and regulatory requirements.
- Guided inheritors through the full estate settlement process, providing clarity on procedures, and discussing potential tax implications to support informed decision-making.
- Streamlined estate documentation workflows, achieving a reduction in processing errors, while enhancing accuracy and efficiency in asset transfer records.
- Established strong working relationships with clients through exceptional customer service and proactive communication efforts.
- Delivered high-quality results consistently by adhering to strict quality control measures and industry best practices.
OppenheimerFunds
Advisor Client Services Supervisor
08.2013 - 11.2016
Job overview
- Directed a high-performing, specialized team, ensuring consistent delivery of first-class customer service to a large advisor clientele base.
- Resolved complex compliance issues by applying advanced problem-solving skills, improving advisor and firm satisfaction levels.
- Coached and mentored team members, driving measurable improvements in performance, and supporting the achievement of personal and professional growth goals.
- Conducted comprehensive internal reviews and presented educational findings, enhancing compliance awareness and departmental efficiency.
- Managed the departmental employee engagement budget and expense record with accuracy, contributing to cost controls that supported a reduction in unnecessary expenditures.
- Fostered a culture of innovation within the team, encouraging the adoption of new technologies and methodologies.
- Enhanced skills and knowledge through continuous professional development program, elevating service quality.
OppenheimerFunds
Client Relations/Remote Workforce Supervisor
12.1997 - 08.2013
Job overview
- Directed a high-performing remote team and developed compliant work-from-home protocols that ensured operational efficiency and regulatory alignment.
- Established and standardized compliance processes and procedures that were successfully implemented organization-wide.
- Supervised IRA/Product Specialist team operations, driving performance through effective coaching, training, and proactive performance management.
- Enabled 40% of the Client Relations department to transition to remote work without disruption to client service delivery.
- Facilitated regular team meetings to foster communication, address challenges, and celebrate achievements within the group.
- Evaluated team member performance regularly, providing guidance for professional growth and development.
- Managed performance reviews for 10 to 15 employees, analyzing individual employee achievements, and overall trends in the execution of metrics.
- Resolved conflicts between team members diplomatically, maintaining a healthy working environment conducive to productivity.
- Provided ongoing coaching to enhance individual performance levels while fostering teamwork among employees.
- Documented coaching and development sessions, corrective actions and performance improvement plans to help staff meet key performance indicators.
- Led weekly meetings with staff to discuss progress updates, address concerns, and maintain open lines of communication.
- Incentivized performance metric improvements through various programs and initiatives designed to reward exceptional effort and noteworthy contributions.
- Created and implemented strategies for improving quality, efficiency, and accuracy.
- Supervised daily operations, ensuring adherence to company policies and safety standards.
Education
Rel Rea Institute of Animal TechnologyDenver, CO
Associate of Applied Science
University Overview
Northwest CollegePowell, WY
from Accounting/Business Management
University Overview
Skills
- Leadership & Team Development
- Strategic Decision-Making
- Relationship Building & Client Trust
- Problem-Solving & Critical Thinking
- Communication & Presentation Skills
- Adaptability in Dynamic Environments
- Regulatory Compliance & Risk Management
- Mutual Funds & Retirement Plan Administration
- Business Process Improvement & Optimization
- Transfer Agent Operations & Recordkeeping
- Customer Relationship Management (CRM) Systems
- Data Interpretation & Performance Metrics
Timeline
Medical Assistant
Aboutskin Dermatology & Dermsurgery, PC
06.2023 - 08.2025
Medical Assistant, Assistant Trainer
Aesthetic Experts Institute
05.2021 - 05.2023
Estate Services Senior Specialist
Charles Schwab
03.2017 - 12.2020
Advisor Client Services Supervisor
OppenheimerFunds
08.2013 - 11.2016
Client Relations/Remote Workforce Supervisor
OppenheimerFunds
12.1997 - 08.2013
Northwest College
from Accounting/Business Management
Rel Rea Institute of Animal Technology
Associate of Applied Science
Certifications
Certifications
- Phlebotomy National Certification
- IV Therapy Certification
- Laser Certification
- Skin Stylus Microneedling Certification
- CPR & First Aid Certified
- Medical Assistant – Dermatology
- HIPAA Compliance Certified
- Hazardous Waste Handling Certified
Professional Development & Training
Professional Development & Training
- Crucial Conversations / Saying What You Want
- 7 Habits of Highly Effective People
- Myers-Briggs Personality Training
- Situational Leadership Training
Licenses
Licenses
- FINRA Licenses: Series 7, 6, 63 & 26 (currently expired)