Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Susanna Hagan

Statesboro,GA

Summary

I have many years of experience in various roles that have advanced the results-driven nature within me. From experience in both the financial and health related fields, I have been afforded not only knowledge but proficiency in both areas. While building relationships have been a big part of my roles over the years, I also have adopted many administrative skills. I have extensive experience and skill in logging daily information, researching variances and maintaining records. I am accuracy-driven, service-oriented and diligent about completing tasks with little supervision and I'm searching for a job that will hone in on my administrative skills particularly.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Wealth Management Client Associate

Merrill Lynch
09.2021 - Current

I support a team of financial advisors and their clients with various investment and wealth management services. My typical day to day operations include preparing financial overviews for current clients, opening new accounts, applying beneficiaries and Powers of Attorney to accounts, and of course, assisting with money movements and stock trades on behalf of our clients. Providing client satisfaction by addressing incoming inquiries and resolving issues as quickly as possible are key in this role.

Health Coach

CareATC
02.2017 - 09.2021

I provided individual health coaching to promoting overall health and wellness for my patients. We primarily focused on dietary and exercise goals. I guided clients in setting realistic goals, implementing effective action plans, and monitoring progress for long-term success in order to prevent, improve or reverse chronic conditions. In addition I conducted group health education sessions monthly that consisted of various health topics. My patients included public works employees of the city of Gainesville, GA. Their participation in health coaching provided incentives towards their health insurance.


Exercise Physiologist

UT Medical Center
11.2015 - 02.2016

I worked at UT Medical Center as an Exercise Physiologist in both their inpatient and outpatient cardiopulmonary rehab facilities. I monitored the EKGs of patients within the inpatient unit and helped them up to walk the halls periodically. I also assisted patients who had just undergone cardiac/pulmonary related surgeries to begin safely engaging in exercise.

Physical Therapy Technician

Forward Physical Therapy
01.2015 - 06.2015

I worked with patients through their prescribed exercise under supervision of physical therapists and physical therapy assistants. Administer various treatment plans for patients such as active isolate stretching, electrical stimulation, ultrasound, traction, ice and heat. Also I was responsible for administrative duties such as scheduling, answering the phone, faxing and accepting payments from patients.

Education

Master of Science - Exercise Physiology

University of Georgia
Athens, GA
12-2014

Bachelor of Science - Kinesiology And Health Promotions

Charleston Southern University
Charleston, SC
12-2012

Skills

  • Compliance and Confidentiality Awareness
  • Wealth Management Experience
  • Client Onboarding
  • Teamwork and Collaboration Skills
  • Customer Service Skills
  • Attention to detail and Organizational Skills
  • Time management and Multitasking Skills
  • Problem-Solving Abilities
  • Reliable and Self-Motivated
  • Effective Written and Verbal Communication
  • Relationship Building Skills
  • Professional Ethics Skills
  • Computer literacy
  • Professionalism
  • Health Care Background
  • Financial Background
  • Proficient in Excel, Word, and Salesforce

Certification

  • NASAA July 2022 Series 66
  • FINRA June 2022 Securities Industry Exam
  • FINRA June 2022 Series 7
  • National Society of Health Coaches Certified Health Coach November 2020


Timeline

Wealth Management Client Associate

Merrill Lynch
09.2021 - Current

Health Coach

CareATC
02.2017 - 09.2021

Exercise Physiologist

UT Medical Center
11.2015 - 02.2016

Physical Therapy Technician

Forward Physical Therapy
01.2015 - 06.2015

Master of Science - Exercise Physiology

University of Georgia

Bachelor of Science - Kinesiology And Health Promotions

Charleston Southern University
Susanna Hagan