Administrative, client customer services, compliance

Monica A. Capuano

512-***-**** cell ********@*****.*** alt. 512-***-****

QUALIFICATIONS SUMMARY

Dedicated professional with extensive experience and proven track record in

hands-on leadership, organizational management and strategic planning with

the ability to identify problems and implement solutions. Excellent

interpersonal and communication skills and works well in a team

environment.

AREAS OF STRENGTH

Communication Skills as Patient Advocate Relationship

Building with Medical Providers

Operations Management Self/Time

Management Skills

Excellent Written Communications Negotiations &

Conflict Resolution

Research, Analysis & Problem Solving Knowledge of Medical

Terminology/Procedures

CAREER BACKGROUND

Recent Move to Amarillo:

. Medical Advocate for elderly parents Sept. 2012 to

Present

Power of Attorney / Pro Bono Advisor

Feb. 2009-June 2012

. Provided Medical Advocacy for family members following long term

medical issues

. Provided ongoing Power of Attorney duties for trust fund clients

. Provided pro bono financial advisory expertise to former clients

and associates

. Advisory Board Member for Austin Cabaret Theatre

. Austin Shakespeare volunteer

. Operations Board Member Williamson County Entrepreneurs Network

Law Office of Monica A. Capuano

June 2004-Feb. 2009

Attorney & Counselor at Law

Owned and operated solo law practice representing wide range of clients

. Drafted, delivered and updated ongoing estate planning including

complex trusts

. Probated various sized estates for clients throughout Central and

North Texas

. Successfully negotiated chapter 7 bankruptcy for 99% of bankruptcy

clients represented

. Advised new and existing businesses on choice of business

structure, operations set-up

. Drafted bylaws, operations and hiring manuals for business and non-

profit entities

. Advised businesses and their owners on internal procedures and

hiring practices

Salvete Inc. Conciege Healthcare Medical Offices

March 2002-June 2004 Operations Manager/Compliance Officer

Supervised financial, legal, and systems operations of consierge

physician's practice while

managing business development.

. Legal duties included analysis and interpretation of HIPAA compliance

standards, legal issues involving contract negotiations for third party

suppliers, equipment vendors, and vendor disputes business and

financial as well as all HIPAA compliance standards

. Prepared, facilitated and presented in all Joint Venture, Investor

Angel presentations,

Advisory Board, vendor and IT contractor meetings

. Office Management duties included all ongoing financial operations

including bookkeeping payroll, 1099 and W-2's, monthly closing

statements and year end reports

Janus Mutual Fund Inc. Austin Texas Office

June 1998- Dec. 2001

Licensed Broker Series 7, Series 63, Group 1 License, studying for CFP

certification

Compliance Representative Studying for Series 24

. Educated Investors on financial markets as it related to their

investment strategies

. Trained new employees on company protocol, client relations and market

fundamentals

. Served on a regulatory task force that established and implemented

innovative

procedural results in compliance with SEC and FINRA regulations

. Investigated investment issues, synthesizing departmental

procedures and securities

industry regulations resulting in expeditious shareholder conflict

resolution

. Served on IT support team responsible for technical and software

trouble-shooting

while engaging in "Up-Selling" investment products to new and

existing shareholders

American Express Financial Advisors

June 1996- March 1998

Financial Advisor- Hurst Texas

. Created niche marketing and prospecting for potential clients

. Presented financial planning seminars for individual and small

business owners

. Serviced retirement and investment plans for ongoing client base.

U.S. Attorney's Office

January 1996- May 1996

Legal Briefing Clerk-Internship- Lubbock, Texas

. Researched, analyzed and synthesized federal and state case law and

relevant legal precedents

resulting in favorable summary judgment rulings in opposition

to Habeus Corpi appeals

. Synthesized and communicated legal precedent and judicial opinions

to attorneys through

written and verbal communication

Texas Tech University -Attorney for Students Office

March 1995- May 1996

Legal Clerk- Lubbock, Texas

. Advised Texas Tech University students of civil and criminal

rights, responsibilities

and potential ramifications regarding university regulations as well

as state and local laws

. Researched, interpreted and published student handbooks regarding

campus policies,

regulations and relevant local laws as it related to the student

population

Computer Skills

PC Proficient: Quickbooks, MS Outlook, Windows, MS Word, Excel, Powerpoint

Certifications

FINRA- Series 7, FINRA- Series 63, Texas Dept. of Insurance - Group

1/General Lines

Education

Juris Doctorate: Texas Tech School of Law, Lubbock Texas June

1996

Bachelors of Arts: University of Texas-Arlington

Dec. 1992

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