Kimberly Lake
New London,CT
Summary
With a strong set of problem-solving abilities, a willingness to learn, and excellent communication skills, poised to make a valuable contribution to team success and achieve positive results. Ready to take on new challenges and advance organizational objectives with dedication and enthusiasm.
Overview
12
12
years of professional experience
Work History
Senior Business Advisor
ROK Financial
12.2024 - Current
- Collaborated with team members to develop innovative sales strategies, resulting in higher success rates.
- Maintained up-to-date knowledge of market trends, ensuring the provision of accurate investment recommendations to clients.
- Boosted client satisfaction by providing tailored investment advice and promptly addressing concerns.
- Managed multiple accounts simultaneously while maintaining attention to detail and accuracy in all transactions.
- Leveraged strong communication skills to build trust with clients and maintain high levels of retention over time.
- Provided exceptional customer service by promptly addressing inquiries or concerns from both existing and potential clients.
Field Sales/Case Manager
CareCo
10.2024 - Current
- Coordinated referrals for clients to ensure timely access to services.
- Improved service outcomes with effective team collaboration.
- Developed individualized care plans for improved client outcomes.
- Developed crisis management plans for at-risk clients.
- Coordinated team efforts to streamline case management processes.
- Maintained accurate documentation on all cases, ensuring compliance with regulations and confidentiality requirements.
- Conducted thorough assessments of clients'' situations, identifying issues, goals, and necessary interventions.
- Monitored ongoing cases closely, adjusting case management strategies as needed based on evolving circumstances or new information.
- Educated clients on available programs, benefits, and services, empowering them to make informed decisions about their care needs.
- Increased sales revenue by developing and implementing effective sales strategies for the district.
Certified Nursing Assistant
Care At Home
01.2024 - 12.2024
- Assisted clients in their home with ADLs IADLS
- Communicated with clients, families, and nursing staff
- Maintained a safe, secure environment in clients home following federal, state and local guidelines
- Applied infection control techniques, including proper hand hygiene and use of personal protective equipment, to maintain a sterile environment.
- Operated patient lift equipment to safely transfer individuals with mobility challenges.
- Provided empathetic support to patients experiencing emotional distress or confusion.
- Monitored vital signs, including blood pressure and heart rate, to identify changes in patient health.
- Collaborated with healthcare team to develop and implement personalized care plans for patients.
Certified Nursing Assistant/Medication Aide
Respiratory and Rehab of Rhode Island
01.2022 - 12.2024
- Assisted patients with ADLs; TCU unit
- Demonstrated empathy and communication skills by interacting with patients and staff
- Experience in ventilators, gastrostomy tube, colostomy, ostomy, catheter, and jejunostomy tube
- Assisted physical, occupational and respiratory therapists with patient care
- Monitored vital signs, including blood pressure and heart rate, to identify changes in patient health.
- Offered immediate assistance in emergency and routine paging situations to evaluate needs and deliver care.
- Helped clean and prepare patient consultation rooms to maintain hygiene standards
- Educated family members on caregiving techniques to better support their loved ones at home after discharge from the facility.
- Enhanced patient comfort by providing compassionate, one-on-one care during daily activities.
- Administered medication under supervision of nursing staff, contributing to effective treatment plans.
Certified Pharmacy Technician
Kent County Memorial Hospital
01.2021 - 12.2022
- While working under the supervision of licensed pharmacists in an inpatient pharmacy filling prescriptions for admitted patients
- Compounded sterile, nonsterile medication and IVs in a USP 797 hood
- Maintained drug inventory
- Followed federal and state pharmaceutical laws
- Protected patient confidentiality
- Processed prescription orders, verifying information and resolving discrepancies.
- Utilized barcode scanning technology to verify medication accuracy and prevent errors.
- Prepared medications using pharmacy software for accurate dosage calculations.
- Dispensed medications to patients following prescriptions, ensuring correct labeling and instructions.
- Collaborated with healthcare providers to clarify prescription details and ensure patient safety.
- Answered incoming phone calls and addressed questions from customers and healthcare providers.
- Completed paperwork, entering prescription and insurance or billing information into patient profiles.
- Maintained accurate inventory levels for efficient pharmacy operations and cost control.
Assistant Studio Manager
Shutterfly/Lifetouch
01.2018 - 12.2021
- Interviewed potential candidates and trained employees in photography and sales
- Sustained a high sales margin
- Operated a high volume studio while creating a positive customer service experience
- Photography
- Contributed to increased client satisfaction by addressing concerns promptly and maintaining a clean, welcoming environment.
- Facilitated communication between staff members, fostering a harmonious work atmosphere and promoting teamwork.
- Enhanced studio efficiency by streamlining administrative processes and implementing organizational systems.
Certified Nursing Assistant/Medication Aide
Epoch Assisted Living
01.2013 - 12.2015
- Administered medication to 15+ patients
- Maintained drug inventory
- Worked alongside RNs as well as other qualified medical professionals to create a safe environment for patients and staff
- Monitored vital signs
- Assisted patients with ADLs
- Prepared and distributed medications to patients, following physician orders and established protocols.
- Monitored patient responses to medications using electronic health records, documenting any adverse reactions.
- Maintained a safe and clean environment by adhering to infection control protocols during medication administration.
- Took patient vital signs, height, and weight measurements and monitored glucose and patient wellbeing.
- Coordinated daily medicine schedules and administration to help clients address symptoms and enhance quality of life.
- Interacted kindly with patients and families and displayed positive, outgoing attitude, resulting in establishment of long-term, professional relationships.
Education
Undergrad -
CCRI
01.2025
High School Diploma -
Cranston High School East
01.2011
Skills
- Client Relations
- Team Leadership
- Effective Time Management
- Strategic Decision Making
- Multitasking
- Sales Expertise
- Clear Verbal Communication
- Problem-solving
- Case management
- Sales Pipeline Management
- Performance Metrics Reporting
Timeline
Senior Business Advisor
ROK Financial
12.2024 - Current
Field Sales/Case Manager
CareCo
10.2024 - Current
Certified Nursing Assistant
Care At Home
01.2024 - 12.2024
Certified Nursing Assistant/Medication Aide
Respiratory and Rehab of Rhode Island
01.2022 - 12.2024
Certified Pharmacy Technician
Kent County Memorial Hospital
01.2021 - 12.2022
Assistant Studio Manager
Shutterfly/Lifetouch
01.2018 - 12.2021
Certified Nursing Assistant/Medication Aide
Epoch Assisted Living
01.2013 - 12.2015
High School Diploma -
Cranston High School East
Undergrad -
CCRI
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