Account Document Specialist, Administrative, Project Management
Resume:
Experience Business Manager, J.L. Bustos, DDS, an
S-Corp., Groveland, CA – 1993 - August 2015
Self-employed Administrative support for a private dental practice. Managed staff consisting of five professionals. Presented casework, providing estimates of treatment and case alternatives to patients. Analyzed and evaluated patient needs versus patient financial restraints thereby advising an affordable plan of treatment. Commenced a patient financing plan with Care Credit. Coordinated with outside vendors, laboratories, suppliers, and referral doctors daily. Communicated with insurance carriers regarding patient plan benefits and eligibility. Instituted point of sale terminal for quick transactions. Responsible for hiring and training of office team. Human Resource for employee payroll and taxes. Managed employee benefits, compliance, and operations. Organized and maintained relationships with patients, suppliers, insurance carriers, and the community. CFO for corporation, Production of information and data for corporate returns and reports. Licensed RDA, assisting Doctor with treatment when necessary.
Registered Representative, Principal Financial Group, Modesto, CA - 2000-2002 Met with clients in advising their choices for investment portfolios. As a Series 7 and licensed Life Agent, evaluated funds for acceptable client risk making recommendations. Selling of mutual funds, stocks, bonds, life policies with investments and financial planning. Evaluated client 401k plans, PERS, SEP, IRA's and other investment vehicles. Education Pepperdine University; Malibu, CA - Bachelor of Science Business Management Mount San Antonio College, Walnut, CA - General Ed./Transfer to Pepperdine University Skills Management, Administrator, Bookkeeping, A/R and A/P, CFO for firm, Files Management, Clerical Skills, Team Leadership, Project Management, Time Management, Organizational Management, Compliance, Hiring, Training, Effective Communicator with proven abilities to speak, write, present proposals and reports, Published Author, Strategic Planning, Comfortable with Apple and PC, Software used: Proprietary: Alta Point, Microsoft: Office, Word, Power Point, Ventura Publishing, Apple: Pages, Adobe, iBooks, Ombudsman. References Dr. Don C. Atkins, Family Friend. 4440 Village Rd., Long Beach, CA 502-***-**** Ingrid Kidd-Goldfarb, CEO/Owner. 4410 Cerritos Ave., Los Alamitos, CA. 714-***-**** Yovanna
Bustos
20558 Nob Hill Circle
Groveland, CA 95321
********@*****.***
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