Summary
Overview
Work History
Education
Skills
Certification
Timeline

KEISHA BOYD

Harrisburg,PA

Summary

Eager to to help others, to educate others and learn new things. I’ve worked in many positions to develop skills and knowledge and share so others can grow. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Financial Advisor

PRIMERICA FINANCIAL SERVICES LIMITED
Harrisburg, United States
10.2021 - Current
  • Financial Services licensed in insurance and certified in senior health care.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
  • Place 50 calls daily in our recruiting department
  • Collaborate with clients to gathering their financial information for their personal financial profile.

Dental Assistant

Hartman Oral Surgery
Mechanicsburg, PA
04.2019 - Current
  • In the thirty plus years my responsibilities where patient car, assisting doctor, coordinating appointments, scheduling, ordering supplies, Billing/ insurance , Manage OSHA regulations and certifications. A host of other responsibilities over the course of my dental assistant career.
  • Performed orthodontic chair-side duties and oral surgery.
  • Cleaned and sanitized dental tools and equipment, straightened treatment rooms and restocked supplies to prep for next patient and maintain health and safety practices.

Education

No Degree - Early Childhood Education

Purdue Goble

High School Diploma -

Overbrook High School, Philadelphia, PA
06.1989

Randolph Skills center Studies in dental assisting 1987-1989

Dental lab technology 1989-1990

Skills

  • Computer skills
  • Communications
  • Billing
  • Financial Advisor
  • Disinfection and Sterilization
  • Advising Patients
  • Instrument Tray Preparation
  • Advising and Educating Patients
  • Taking Medical and Dental Histories
  • Dental Staff Assistance
  • Patient Intake Procedur
  • Patient Schedule Management
  • Clerical Support

Certification

  • Financial insurance License - 7-2022
  • Certified dental assistant 6-1989
  • X-ray certified


Timeline

Financial Advisor - PRIMERICA FINANCIAL SERVICES LIMITED
10.2021 - Current
Dental Assistant - Hartman Oral Surgery
04.2019 - Current
Purdue Goble - No Degree, Early Childhood Education
Overbrook High School - High School Diploma,
KEISHA BOYD