holly coston

Performed ultrasound, massage, and electronic-stimulation therapies for patients, completed initial in-take of patient information, prepped and cleaned rooms for patient visits, monitered exercises in the gym, typed dictated letters from physical therapists to primary care providers, and maintained general office cleanliness.

Created paperwork for account applications, beneficiary designations, direct deposit authorizations, insurance applications (life, disability, long term care), annuity purchases, REIT/BDC purchases, financial planning agreements, and more. Additionally, processed mail, problem solved, researched, answered phones, scheduled meetings and travel, processed transactions, and follow-uped on new business. Left job voluntarily in excellent standing with a track record of success and excellent recommendations.

Created digital records of all physical documents, updated information for various investment policy statements, implemented a new file folder system for client data, and assited with general office maintenance (mail, etc.).

Produces and tracks equity and insurance new business, problem solves/researches, and tracks task items before and after client meetings. www.millcreekfinancialconsultants.com