Customer Service Financial Advisor
Resume:
Deborah Ann Mikiten, CSA ********@*****.***
Expertise Working with the geriatric &
disabled population Networking
Recommendations Educational/Training Workshops
Case Management Liaison/Advocate
Compassionate Multi-tasker & Problem Solver
A Community Resource
Licenses & Certified Senior Advisor
Designations Notary Public
Associates Degree in Human Services
Life, Health, & Annuities formerly Series 7, 66 (63 & 65), 24, Experience
Volunteer:
ALL METRO HOME HEALTHCARE
Community Liason/Manager 2011-Present
Responsible for growth and sales activity within the agency. Supervise field staff of 200+ CHHAs, RNs, and branch office personnel in the home health care environment. Responsible to meet with new and potential clients while maintaining existing patients and overall operations. Compliant with regulatory bodies. Negotiate new contracts. Prepare financial and business reports. Familiar with HHAeXchange system. Develop relationships with referral sources such as physicians, facilities, and day centers. Execute presentations and training to referral sources. Work with care managers/support coordinators. SENIORS RESOURCE CENTER, LLC
Geriatric Care Manager 2006 – Present
Assess seniors and their families providing a comprehensive care management plan. Meet with attorneys, physicians, and insurance companies to work in conjunction with their client referrals. Preparation, advocacy and determination to maintain a continuity of care for the senior to live as they choose are areas of my expertise. Providing education through networking and workshops. FAMILY FINANCIAL SERVICES OF CHERRY HILL, LLC
Financial Advisor/President 2006 – Present
Own and operate small family-owned financial services practice. Supervise all employees including handling the day-to-day operations of running a financial firm. Maintain book of business with over $5,000,000 under managed assets. Compliance oriented.
INNOVATIVE FINANCIAL SERVICES, INC.
Senior Financial Advisor 1997 – 2006
Worked tenaciously to develop client base. Affiliated with small bank in Elmer, NJ as branch’s outside investment representative. Met with bank’s clients to review financial portfolios and enhance bank’s customer service. Meals on Wheels
SCUCS– Senior Citizen United Community Services
Shopping for Shut-Ins
Five Star Assisted Living Center – Visitation and Activities Caring Hospice-visitation to assigned patients
Peer leader for Stanford University evidenced based programs -Chronic Disease Matter of Balance, and Stressbusters for Caregivers Advisory Board –Treasurer RSVP (part of CPAC)
Advisory Board – Chairperson Camden County Aged & Disabled Services
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