Professional Experience

This is a summary of my professional experience from starting in the business consulting, training, and recruiting industry to transitioning into the mental health industry niche for billing and consulting.

2011-2021 Chief Operating Officer

Consulted both in-house and with clients on best practices for mental health offices, helped with payment arrangements, collections, appeals, and explanations.
Served as proofreader for CEO summaries and consulting proposals.
Remained a reference point for all staff with an “open-door” policy, even once all were remote.
Managed several employees both in office and then transitioned to remote beginning of the pandemic. Continued weekly or bi-weekly one-on-ones with all staff.
Moved all documentation into Google Drive and made certain everyone had access and cross-reference for materials needed.
Continued to improve and build upon training materials and supporting documentation. Spreadsheets for large amounts of information served as reference points for all staff.
Revamped hiring process, including creating and writing the job postings and interview questions. Provided new objective forms for completion by interviewer as well as three short exercises for prospective employees.
Administrated most on-line access points for all staff and trained them on new systems and best practices.
Redesigned company website.
Restructured employee-to-client hierarchy.

2005-2011 Junior Partner

Consulted with various clients on best practices, answered questions, and helped guide them to success whether it was their staffing company or mental health office.
Handled billing to clients for staffing side and follow-up to ensure timely payment, as needed.
Designed specialized materials for Co-Presidents and their clients alike on as-needed basis. These would include but not limited to: tables, charts, forms, notes for clearer communication when someone was on the phone and received a call, etc.
Trained all new employees and created documentation to help serve them as a reference book. This included, providing them a 3-ring binder for their use, including pages with summaries and explanations.
Continued to produce powerpoint presentations to be used by one of the Co-Presidents in their international training.

1996-2002 Information Resource Manager

Consulting for clients of Co-President when they were out office for clients who had basic questions and needed guidance.
Initial job order search of resumes, potential candidate matches, and arranging screening calls.
Performed all client and conference follow-up to potential clients on behalf of the Co-President..
Created and designed all promotional materials for both Presidents, including but not limited to: brochures, postcards, posters, mailings, and business cards.
Crafted a quarterly newsletter to be sent via USPS and then after a set period posted to one President’s website.
Built and maintained a Microsoft Access Database for contacts and networks for USPS and email mailings and tracking consulting clients.
Shadowed Co-President throughout the years to learn the staffing industry from basic recruiting to tracking metrics for management, exclusive retainers and how to succeed with them, how best to screen candidates and land them a job with a client.