Tate Bassett
Cookeville,TN
Summary
Dynamic and analytical professional with a background in finance and administrative support seeking the Long-Term Capacity Planning Advisor position at Cigna Group. With extensive experience in financial advising and administrative support, I am poised to drive strategic initiatives and optimize operational efficiency within your organization.
Overview
4
4
years of professional experience
Work History
Financial Advisor
SmartPro Financial
Cookeville, TN
10.2020 - Current
- Developed financial plans and strategies tailored to clients' individual needs.
- Reviewed existing client accounts to identify any gaps or areas needing improvement.
- Collaborated closely with internal departments such as operations and compliance teams during audits and reviews.
- Demonstrated leadership by making improvements to work processes and helping to train others.
Administrative Associate
Granite Orthopedics
Prescott, AZ
04.2020 - Current
- Sort through online database to categorize patient documents and maintain accurate records.
- Provide support and train new staff on office procedures, contributing to team efficiency and productivity.
- Implement new ideas and strategies to improve processes and streamline operations.
Education
Bachelor of Science - Finance
Colorado State University Global
Aurora, CO09-2022
Skills
- Strong communication and multi-tasking skills
- Ability to interact effectively with different levels of an organization
- Fast learner with a proactive approach to problem-solving
- Tech Savvy
- Leadership
- Impeccable Attention to Detail
Languages
Portuguese
Professional
References
References available upon request.
Timeline
Financial Advisor
SmartPro Financial
10.2020 - Current
Administrative Associate
Granite Orthopedics
04.2020 - Current
Bachelor of Science - Finance
Colorado State University Global
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