ALEX TRAN
Alpharetta
Summary
Resourceful professional, an easy to talk with, great personality - team player offering a dynamic personality and an extensive background working in the patient/customer service/ Sales/ Medical field / Finance and Tax industry. Leadership and team playing skills. Aptitude for maintaining composure, positive attitude and focus during stressful times.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Client Specialist
Baird Wealth
01.2024 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Assisted in the development of comprehensive financial plans for clients, addressing their investment, retirement, insurance, and estate planning needs.
- Implemented tax-efficient strategies for clients, maximizing returns while minimizing tax liabilities.
- Developed customized tax strategies for individuals and businesses, resulting in significant savings.
Patient Account Coordinator Lead
Peachtree Orthopedics
09.2022 - 12.2023
- In and out-bound calls, scheduling, preparing correct forms and paperwork for patients
- Excellent communication through the patients and team, organization within the desk and patients accounts
- Coordinated through patients billing discrepancies and balances
- Worked with all centers teams through out the building ( surgery center, doctors office, urgent-ortho, MRI imaging ) to have a smooth process with patients
- Contacted all health insurance plans for benefits, authorization and precertification
- Worked at multiple locations throughout the company to help fill in/ train other employees
- Consistently went above and beyond for patients who had trouble with their process whether it was scheduling, insurance, billing problems
Manager
Vanidy Nail Salon
08.2018 - 09.2022
- Had Desk duties while managing over 15 employees, Made schedules, in-bound calls, collecting payment, Took payments, Managed financial payment for all employees, Data entry, Upkeep of store.
- Created monthly reports for senior management summarizing operational performance metrics.
- Established processes to ensure efficient workflow throughout the organization.
- Collaborated with colleagues to research complex tax issues, ensuring accurate interpretation of regulations and laws.
- Streamlined tax preparation processes for increased efficiency and accuracy in filing returns.
Footwear Team Lead
Dicks Sporting Goods
04.2017 - 08.2018
- Maintained Footwear deck, assisted customers with any needs, requests
- Provided customer service all over store in other departments
- In charge of footwear inventory, back stock, floor sales and footwear associates
- Handled Loss and Prevention in own department.
Education
Kennesaw State University, Chattahoochee Technical College
Kennesaw, GANational Academy of Sports Medicine
Kennesaw, GASkills
- Knowledge in Orthopedic, PT, medical field
- CRM software knowledge
- Tax law expertise
- Client Needs Assessment
- Investment strategies
- Wealth Management
Accomplishments
- Best Physical therapy clinic out of 12 locations company wide.
- patient satisfactory above 94%
- Assisting in managing over 150+ financial accounts of over $190 million worth of assets.
Certification
- NASM Training Certification
- AED/CPR
Timeline
Client Specialist
Baird Wealth
01.2024 - Current
Patient Account Coordinator Lead
Peachtree Orthopedics
09.2022 - 12.2023
Manager
Vanidy Nail Salon
08.2018 - 09.2022
Footwear Team Lead
Dicks Sporting Goods
04.2017 - 08.2018
Kennesaw State University, Chattahoochee Technical College
National Academy of Sports Medicine
Similar Profiles
Andrea KeyAndrea Key
Administrative Assistant to the Vice President at Todd Oetken Vice President Baird WealthAdministrative Assistant to the Vice President at Todd Oetken Vice President Baird Wealth
Roman BairdRoman Baird
Farm Manager at Baird Family FarmsFarm Manager at Baird Family Farms
Natalie WalshNatalie Walsh
Real Estate Broker at Baird & Warner, D'Aprile Properties, Coldwell Banker RealtyReal Estate Broker at Baird & Warner, D'Aprile Properties, Coldwell Banker Realty