Madison Wernick
Brownsburg,IN
Summary
Motivated and client-focused professional transitioning into wealth management with a strong foundation in communication, service excellence, and high-accuracy administrative support. Known for building trust quickly, managing sensitive information with discretion, and delivering a calm, solutions-oriented experience in fast-paced environments. Actively advancing financial industry knowledge by working toward the SIE and Series 66, demonstrating commitment to regulatory understanding and long-term growth within Morgan Stanley Wealth Management. Recognized for professionalism, reliability, and the ability to support clients through complex processes with clarity and care.
Overview
1
1
Certification
Work History
Patient Care Technician / Lead Dental & Oral Surgery Assistant
Various Healthcare & Dental Practices
- Delivered high-quality support to diverse individuals, consistently maintaining professionalism, empathy, and discretion.
- Managed sensitive information, documentation, and compliance-driven workflows with exceptional accuracy.
- Communicated complex procedures clearly, helping patients feel informed, supported, and confident.
- Coordinated schedules, prepared documentation, and ensured seamless operations in fast-paced environments.
- Built strong rapport with patients, families, and multidisciplinary teams through trust, reliability, and service excellence.
- 13+ Years
Practice Revenue Advisor – Team Lead
Vyne Dental
- Supported clients and internal teams by resolving issues, clarifying processes, and ensuring accurate financial documentation.
- Led communication efforts to improve client satisfaction and streamline workflows.
- Demonstrated strong organizational skills, attention to detail, and the ability to manage multiple priorities.
Education
Bachelor’s Degree - Human Resources Management
Western Governors University
09-2026
Surgical Technology Education -
Ascension St. Vincent Hospital
Skills
- Client Relationship Building
- High-Volume Service Support
- Accuracy & Documentation
- Problem Solving & Follow-Through
- Professional Communication
- Confidential Information Handling
- Multi-Tasking & Prioritization
- Team Collaboration
- Regulatory Awareness (SIE & 66 in progress)
- Exceptional interpersonal skills
- Calm under pressure
- Strong ethical judgment
- Commitment to professional growth
- Passion for client service and long-term relationship building
Certification
SIE – In Progress, Series 66 – In Progress
Timeline
Patient Care Technician / Lead Dental & Oral Surgery Assistant
Various Healthcare & Dental Practices
Practice Revenue Advisor – Team Lead
Vyne Dental
Bachelor’s Degree - Human Resources Management
Western Governors University
Surgical Technology Education -
Ascension St. Vincent Hospital