Lauren Marie Ulman
Levant,ME
Summary
Devoted Finance Assistant adept at effectively completing complex tasks. Smart and talented with proficiency and supportive attitude. Proven history of efficiency, accuracy and detail-oriented work.
Overview
12
12
years of professional experience
Work History
Medical Assistant
Penobscot Community Health Center
08.2021 - 08.2022
- Assisted medical providers through administrative and clinical functions with a focus on patient care
- Administrative functions include answering patient phone calls, completing paperwork, and updating electronic medical records
- Clinical functions include taking vital signs and explaining medical procedures.
Medical Assistant
Hometown health Center
10.2020 - 08.2021
- Assisted medical provider through administrative and clinical functions with a focus on patient care
- Administrative functions include answering patient phone calls, completing paperwork and updating electronic medical records
- Clinical functions include taking vital signs and explaining medical procedures.
Clinical & Financial Specialist
Hometown health Center
05.2019 - 03.2020
- Morning phlebotomist in busy health center
- Provided phlebotomy in an empathetic manner according to policy standards
- Maintained laboratory including ordering and specimen processing
- Trained as a certified medical assistant until the pandemic
- Assisted CFO in the revenue cycle including but not limited to processing deposits, preparing checks, and data entry.
Financial Advisor
Penobscot Financial Advisors
01.2014 - 03.2019
- Provided holistic financial planning to firm clients using the CFP Board’s financial planning process
- Client relations included creating new client relationships and maintaining client base, promptly answering client account and financial questions, and presented self-researched client strategies
- Participation on firm’s investment committee and financial planning committee
- Extensive work counseling clients on budgets and cash flow
- Provided seminars on financial planning objectives
- Held FINRA Series 7, Series 66, and Series 24 Securities Registrations.
Operations Manager
Penobscot Financial Advisors
09.2011 - 01.2014
- Firm compliance manager providing in-house expert advice to advisors as well as oversight of OSJ books, records, and procedures including but not limited to transactions, correspondence, advertising, and literature
- Delegation of duties to staff members and general branch office management
- Worked collaboratively with advisors to ensure the highest standard of customer service.
Customer Service Associate
Penobscot Financial Advisors
07.2010 - 09.2011
- Assisted with the management of an advisor’s book of business through professional, high-quality customer service including administrative and financial planning tasks.
Education
AMERICAN COLLEGE OF FINANCIAL SERVICES
Skills
- Customer Service
- Office Administration
- Data Entry Accuracy
Additional Information
- Licenses , State of Maine, Life and Health Insurance License
- Page 3
Timeline
Medical Assistant
Penobscot Community Health Center
08.2021 - 08.2022
Medical Assistant
Hometown health Center
10.2020 - 08.2021
Clinical & Financial Specialist
Hometown health Center
05.2019 - 03.2020
Financial Advisor
Penobscot Financial Advisors
01.2014 - 03.2019
Operations Manager
Penobscot Financial Advisors
09.2011 - 01.2014
Customer Service Associate
Penobscot Financial Advisors
07.2010 - 09.2011
AMERICAN COLLEGE OF FINANCIAL SERVICES
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