Lindsay Afan
San Diego,CA
Summary
A hard working and results-oriented professional with a passion for financial, mental, and physical wellbeing. With over 13 years of cultivating professional relations, I have proven successful in creating long-term profitable partnerships.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Financial Services Professional
GoldBook Financial
11.2022 - Current
- Conducted comprehensive retirement planning strategies to help clients maximize retirement savings.
- Develop personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Meet with clients to discuss assets, expenses, and long-term/short-term financial goals to develop tailored strategies to meet their needs.
Account Manager, Marketing
Mehvya Alliance
08.2022 - 12.2022
- Established, initiated and optimized business development strategies based on company targets, product specifications, market data, and budget factors.
- Built relationships with customers and community to promote long term business growth.
- Managed budget allocation and resource utilization to maximize marketing ROI.
Medical Office Administrator
ASIS Physical Therapy
03.2021 - 08.2022
- Created and managed electronic patient records, encompassing data entry and administrative functions related to insurance, billing, and accounts receivable.
- Entered medical and diagnosis ICD-10 and CPT codes into medical billing software.
- Established and maintained effective communication between physicians and Physical Therapists to promote high quality patient care.
Clinical Exercise Specialist
ASIS Physical Therapy
05.2019 - 08.2022
- Facilitated outpatient therapy for patients with knee and hip replacements, chronic pain, and balance disorders.
- Gathered exercise data to develop individualized strength and conditioning programs for patients recovering from injury.
- Delivered exercise guidance to patients recovering from spinal cord injury and other major health crises to rebuild strength and endurance.
Education
Bachelor of Science - Kinesiology Prephysical Therapy
San Diego State University
CA05.2019
Skills
- Sales Management
- Customer Centricity
- Strong Communication
- Microsoft Excel/Word
- Time Management
- Leadership
Certification
- Life and Health Insurance (License #: 4266229)
- Accident and Sickness Insurance (License #: 4266229)
Timeline
Financial Services Professional
GoldBook Financial
11.2022 - Current
Account Manager, Marketing
Mehvya Alliance
08.2022 - 12.2022
Medical Office Administrator
ASIS Physical Therapy
03.2021 - 08.2022
Clinical Exercise Specialist
ASIS Physical Therapy
05.2019 - 08.2022
Bachelor of Science - Kinesiology Prephysical Therapy
San Diego State University
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