Reliable, efficient and enthusiastic professional with years of specialized customer facing support experience. Organized multitasker with a strong work ethic seeking a full time position where there is opportunity for growth while being of service. Quick thinker who is always working to solve problems, while implementing new plans and ideas.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Wealth Management Client Associate
Merrill Lynch
03.2023 - Current
Developed and maintained strong relationships with clients to maximize satisfaction.
Helped clients make informed decisions about financial future.
Analyzed financial needs of clients and developed tailored strategies to meet goals.
Educated clients on financial topics and best practices.
Presented financial plans and investment recommendations to clients.
Monitored and updated financial plans to comply with client goals.
Educated clients on potential risks and rewards associated with various investments.
Provided specialized financial planning support for clients with diverse portfolios and individual needs.
Studied financial documents to identify potential areas needing improvement.
Assisted clients with budgeting and cash flow management.
RVT Field Clinical Specialist
Boston Scientific
12.2020 - 08.2022
Participated in special projects related to program design, training and implementation to develop and maintain positive working relationships with staff.
Visited assigned accounts, identified and trained clinical champions and established relationships with key decision makers.
Increased professional and technical knowledge..
Evaluated, recommended and implemented new tools, presentations, techniques and delivery platforms for training and communication.
Established and maintained relationships with customers, hospitals and physicians and obtained new users for products and services.
Resolved customer concerns through accurate and timely investigation and partnered with clinical team members to develop solutions.
Conducted routine assessments of staff and physicians during procedures and follow up scans, consumer engagement and integrity of individualized clinical supports.
Maintained routine communication with clients to assess overall satisfaction, resolve complaints, and promote new offerings.
Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
Resolved order issues efficiently and enhanced customer satisfaction ratings.
Serviced existing accounts on regular basis to maximize revenue.
Used Salesforce to maintain company database with essential account and sales information.
Demonstrated products and specific features at customer locations and special events.
Interacted with problematic accounts, helping to build lasting rapport and boosting revenue opportunities.
RVT Field Clinical Specialist
Magellan, Southeast Florida
06.2019 - 12.2020
Contracted Employee of Magellan Medical for Boston Scientific Varithena —Developing relationships with health care providers and assisted with implementation of educational learning and facilitating Varithena products and procedure dynamics.
Evaluated, recommended and implemented new tools, presentations, techniques and delivery platforms for training and communication.
Demonstrated products and specific features at customer locations and special events.
Scheduled, updated and maintained product preparations and customer promotions.
Interacted with problematic accounts, helping to build lasting rapport and boosting revenue opportunities.
Tracked customer and supply chain details for precise and timely fulfillment.
Working closely with team members in the region to help maintain current business, revive stalled customers and secure new opportunities.
Mobilizing internal resources to assist with furthering customer education.
Facilitated the Clinical Certification and training of physicians on related procedures.
Worked closely with Medical Affairs to provide continued clinical learning.
Visited assigned accounts, identified and trained clinical champions and established relationships with key decision makers.
Increased professional and technical knowledge by attending educational workshops, reviewing publications, establishing personal networks and participating in professional societies.
Participated in special projects related to program design, training and implementation to develop and maintain positive working relationships with staff.
Registered Vascular Technologist
United Vein Centers
06.2018 - 06.2019
Registered patients by confirming identification, reviewing consultation requests and entering anticipated services to patient log.
Employed specialized venous insufficiency procedural knowledge and equipment to test and document patient history.
Operated diagnostic imaging equipment to complete contrast-enhanced heart and cardiovascular system radiographs.
Skilled at working independently and collaboratively in a team environment.
Self-motivated, with a strong sense of personal responsibility.
Proven ability to learn quickly and adapt to new situations.
Worked effectively in fast-paced environments.
Managed time efficiently in order to complete all tasks within deadlines.
Demonstrated respect, friendliness and willingness to help wherever needed.
Registered Vascular Technologist
Soffer Health Institute
10.2014 - 03.2018
Lead RVT at Hialeah location
Performed diagnostic venous insufficiency exams.
Responsible for entering necessary plan of care and coding for upcoming procedures.
Worked closely with the physician during procedures, pre and after care for patients.
Skilled at working independently and collaboratively in a team environment.
Proven ability to learn quickly and adapt to new situations.
Worked effectively in fast-paced environments.
Excellent communication skills, both verbal and written.
Ordering of supplies needed for procedures.
Registered Vascular Technologist
Bethesda Memorial Hospital
12.2004 - 10.2014
Registered patients by confirming identification, reviewing consultation requests and entering anticipated services to patient log.
Employed specialized procedural knowledge and equipment to test and document patient vascular activity.
Operated diagnostic imaging equipment to complete vascular exams.
Worked effectively in fast-paced environments.
Excellent communication skills, both verbal and written.
Proved successful working within tight deadlines and a fast-paced environment.
Adaptable and proficient in learning new concepts quickly and efficiently.
Used critical thinking to break down problems, evaluate solutions and make decisions.
Worked flexible hours across night, weekend and holiday shifts.
Developed and maintained courteous and effective working relationships.
Registered Vascular Technologist
Cedars Medical Vascular Lab
11.2004 - 06.2007
Registered patients by confirming identification, reviewing consultation requests and entering anticipated services to patient log.
Operated diagnostic imaging equipment to complete vascular exams.
Skilled at working independently and collaboratively in a team environment.
Worked effectively in fast-paced environments.
Excellent communication skills, both verbal and written.
Proved successful working within tight deadlines and a fast-paced environment.
Used critical thinking to break down problems, evaluate solutions and make decisions.
Worked flexible hours across night, weekend and holiday shifts.
Education
Associate of Science - Social Welfare
Broward College
Fort Lauderdale, FL
High School Diploma -
Cooper City High School
Cooper City, FL
06.1993
Associate of Science - Cardiovascular Ultrasound
Ultrasound Diagnostc School
Fort Lauderdale, FL
10.2004
Skills
Credit Card Transaction Processing
Clerical Support
Customer Service
Customer Orders
Customer Experience
HIPAA
Salesforce
Microsoft Outlook
Accomplishments
2019 Recipient of the the Varithena "RVT of the year Sunshine Award" at 2020 National Sales Meeting.
Vice President at Merrill Lynch, Pierce, Fenner & Smith Incorporated: Merrill EdgeVice President at Merrill Lynch, Pierce, Fenner & Smith Incorporated: Merrill Edge