JOSHUA KURTZMAN

• Collaborated with a physician to develop research methodology and protocols.
• Created a unique patient database spanning from 2014 to the present that allows for streamlined analysis of prenatal risk indicators for further clinical research.
• Compiled, created, and organized subsegments of patients at-risk profiles for research.
• Developed dashboards for analyzing patient outcomes and trends.
• Collaborated with medical staff to improve data collection processes.
• Post-pregnancy follow-up and data collection for patients at risk for preterm birth
• Analyzed patient data using advanced statistical tools and methodologies.
• Supported research initiatives by providing relevant data insights.
• Physician outreach to Orange County physicians and their staff on a bi-annual basis for relationship building.

• Worked as a Front Desk Coordinator to help clients with scheduling and administrative paperwork.
• Collaborated with teams to enhance client service processes and workflows
• Resolved customer issues through effective communication and problem-solving skills.
• Resolved escalated customer complaints in a timely manner
• Adhered to company policies and procedures while providing excellent customer service.
• Provided follow up communication after resolving an issue to ensure satisfaction was achieved.
• Developed relationships with customers through friendly conversations during each interaction.
• Prepared for my finance series exams to become a Financial Representative.

• Tailored policies and investments to meet evolving client needs and priorities.
• Analyzed and implemented policy changes based on client instructions.
• Compiled action summaries to enhance clarity in business processes.
• Facilitated new client relationships through effective financial planning and organized documentation.
• Developed strategies that streamlined operations and strengthened future business pipelines.

Communicated complex concepts to clients, acting as liaison with underwriters and medical offices.

• Scheduled interviews with business owners, friends, and family
• Compiled possible leads, and worked on developing a pipeline.
• Collaborated with team members to analyze client portfolios and optimize performance.
• Participated in client meetings, providing insights on financial products and services.
• Developed presentations for clients showcasing investment opportunities and market trends.

• Consulted Dr. Maria Manquez, a Chilean Ocular Oncologist, and prepared her for an investor presentation
• Resulted in client's 2nd place title in investor competition and ongoing relationship
• Contributed innovative ideas and solutions to enhance team performance and outcomes.
• Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
• Prioritized and organized tasks to efficiently accomplish service goals.

• Front desk check-ins, greeting, and customer service
• Acted as a liaison for customers via email
• Contributed innovative ideas and solutions to enhance team performance and outcomes.
• Identified needs of customers promptly and efficiently.
• Provided excellent service and attention to customers when face-to-face or through phone conversations.
• Assisted with customer requests and answered questions to improve satisfaction.