Morgan Tracy
Sparks
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
7
7
years of professional experience
Work History
Incorporating Specialist
Corporate Direct, Inc.
01.2024 - Current
- Advised clients on various aspects of asset protection including LLC and Corporation structuring, maintaining corporate formalities, and state regulations.
- Developed strong relationships with clients, effectively addressing their concerns and ensuring retention.
- Responsible for incorporating, reinstating, amending, and dissolving LLCs and Corporations properly in all fifty states.
- Personally maintain over 3,000 clients and have currently formed 135 entities in 2025.
- Improved data accuracy by meticulously proofreading, verifying, and correcting information during entry.
Administrative Assistant
Corporate Direct, Inc.
03.2022 - 01.2024
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
- Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
- Screened phone calls to effectively handle less important inquiries and keep senior staff free for more important matters.
- Streamlined legal processes by drafting and proofreading documents, ensuring accuracy and timely completion.
Front Desk Receptionist
Tennessee Oculoplastics
10.2021 - 02.2022
- Answered multi-line phone system to respond to inquiries and transfer calls to correct departments and personnel.
- Greeted guests at front desk and engaged in pleasant conversations while managing check-in process.
- Scheduled patients with specific doctors based on ocular needs to ensure their best quality of care.
Optician
Cochrane Family Eye Care
09.2020 - 10.2021
- Applied sales and service expertise to promote contacts, glasses, and sunglasses to patients.
- Demonstrate respect, friendliness and willingness to help wherever needed throughout the office.
- Some training in billing of all insurances such as Medicare, Anthem, Cigna, etc.
- Responsible for locating EOB's, EFT's, checks and other forms of payments and applying them to correct accounts.
Patient Care Coordinator/Clinical Optician
Family Eye Care Associates
10.2018 - 09.2020
- Scribed for doctors during examinations and located ICD-10 codes based on diagnoses.
- Assisted patients in frames and lens selection based on patient needs/doctor recommendations.
- Dispensed, adjusted, and repaired patients' eyewear.
- Pretested, obtained patient history, took visual acuity in a timely manner.
- Operated instruments such as Optomap, iCare Tonometry, OrbScan, OCT, and visual fields.
- Enhanced patient satisfaction by efficiently scheduling appointments and managing patient flow.
Education
Bachelor of Science - Public Health
University of Nevada, Reno
Reno, NV01-2028
Associate of Science -
Truckee Meadows Community College
Reno, NV12.2023
High School Diploma -
Edward C Reed High School
Sparks, NV06.2014
Skills
- Quick Learner
- Multitasking & Prioritization
- Problem Solving
- Clear Communication
- Time Management
- Keen eye for detail
Timeline
Incorporating Specialist
Corporate Direct, Inc.
01.2024 - Current
Administrative Assistant
Corporate Direct, Inc.
03.2022 - 01.2024
Front Desk Receptionist
Tennessee Oculoplastics
10.2021 - 02.2022
Optician
Cochrane Family Eye Care
09.2020 - 10.2021
Patient Care Coordinator/Clinical Optician
Family Eye Care Associates
10.2018 - 09.2020
Bachelor of Science - Public Health
University of Nevada, Reno
Associate of Science -
Truckee Meadows Community College
High School Diploma -
Edward C Reed High School
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