Research analyst with ten years of successful independent consulting experience. Expertise in collaborative and independent research and evaluation, including interviewing, data collection, surveying, and analysis. Extensive background in legal and safety industries. Adept project manager with proven ability to coordinate multiple complex objectives and priorities. Effective collaborator with superior communication and interpersonal skills.
Skills
Work History
Research Analyst Consultant
MAZ CAPITAL ADVISORS
Parsippany , New Jersey
11.2005 - 03.2025
An independent consultant role, conduct extensive online research on products and competitors for potential investment in public companies
Analyzed data to identify patterns, trends and correlations.
Evaluate target company quarterly reports and other public documents, listen to webcasts of conference calls, analyst meetings and provide summary of key points
Conduct technology research online including potential risks due to government regulatory entities
Meet regularly with senior management to review and evaluate findings to date
Researched and evaluated potential new markets and products.
Attend investment conferences and interview managements in one on one setting
Analyzed data to uncover insights and identify key opportunities to inform strategic decisions.
Supported senior management in making informed decisions by delivering timely and accurate research findings.
Created and maintained database to store research data.
Prepared detailed reports summarizing research findings and recommendations for further action.
Assembled reports and presentations to share insights and recommendations with stakeholders.
Used various market research tools and techniques to gather, analyze and interpret data.
Administrative Front Office, Chiropractic Asst
STARWOOD CHIROPRACTIC
Frisco , Texas
01.2019 - 04.2020
Verify patients insurance, identify co-pay, deductible, exclusions, explain insurance coverage plans to patients, calculate and collect payments, collecting and entering treatment charges into the system
Sale of Chiropractic retail products and therapeutics
Assisted with marketing efforts, leading to increase in new patient inquiries and appointments.
Perform coding of diagnosis and procedures, opening office in the morning, ordering supplies, and maintaining reception area
Filing medical reports and insurance forms, enter patients demographics into office software, scan any necessary documents
Answered phones to respond to customer questions, provide information and schedule appointments.
Sanitized, restocked, and organized exam rooms and medical equipment.
Learned and followed laws and HIPAA guidelines to keep office compliant with industry regulations.
Directed patients to exam rooms, fielded questions, and prepared for physician examinations.
Gathered forms and copied insurance cards to collect patient information for billing and insurance filing.
Promoted office efficiency, coordinating charts, completing insurance forms, and helping patients with diverse needs.
Supported practice growth by maintaining a well-organized office environment and ensuring efficient day-to-day operations.
Assisted in implementing new patient management software, resulting in more organized and efficient patient flow.
Assisted chiropractors with patient care, ensuring accurate documentation and treatment plans.
Developed patient education materials, improving understanding and compliance with treatment regimens.
Performed administrative tasks by maintaining inventory, ordering supplies and scheduling staff meetings.
Streamlined appointment scheduling for improved patient experience and reduced wait times.
Increased patient retention through exceptional customer service and follow-up communications.
Independent Research Analyst Administrative Assist
The Law Office of H. GRADY CHANDLER
Dallas, Texas
08.2012 - 05.2014
Serve as independent consultant to research and raise awareness of safety issues related to riding lawn mower back-over blade accidents involving children
Collaborate with team of certified safety professionals, engineering experts, attorneys, and medical experts
Conduct comprehensive research on specific accidents to reconstruct details and circumstances
Collect extensive data including lawnmower manufacturers, models, specifications
Interview families, neighbors, friends to review specifics of accidents including sequence of events and injuries sustained
Contact law enforcement officials to obtain 911 transcripts, accident reports, and other information
Synthesize findings and write comprehensive reports summarizing findings
Evaluate findings to assess overall safety record of riding lawn mower industry and specific products to determine necessary improvements
Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
Promoted a positive work environment through effective communication skills and fostering professional relationships among colleagues.
Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and making them feel at ease
Ensured accurate record-keeping with diligent data entry and database management for vital company information.
Coordinated office supply inventory management, proactively ordering necessary items before depletion to avoid workflow disruptions.
Supported executive staff through scheduling meetings, coordinating travel arrangements, and preparing crucial documents.
Assisted in hiring and onboarding new employees, providing training materials, and coordinating orientation schedules to ensure a smooth integration into the team.
Optimized calendar management for executives by scheduling appointments strategically while considering priorities and minimizing conflicts.
Maintained inventory of office supplies and placed orders.
Enhanced office environment, organizing spaces for better workflow and employee comfort.