Adrian Rodgers Email & Phone Number

Greater Phoenix Area

Scottsdale, Arizona, United States

Provided support services to all Arizona clinics to maintain CARF accreditation and compliance with company policy, state (AHCCCS), and federal law (DEA).

Phoenix, Arizona, United States

- Intake Coordinator for the very first 24-hour-intake opioid treatment program facility in the country- Oversaw the intake process for all new clients from eligibility determination to insurance verification, coordination of care, and transfers/discharges- Maintained engagement with clients via in-person meetings, phone, and mail- Performed quality management review on patient records to ensure compliance with all state, local, and federal laws; including HIPAA, DEA & AHCCCS… Show more - Intake Coordinator for the very first 24-hour-intake opioid treatment program facility in the country- Oversaw the intake process for all new clients from eligibility determination to insurance verification, coordination of care, and transfers/discharges- Maintained engagement with clients via in-person meetings, phone, and mail- Performed quality management review on patient records to ensure compliance with all state, local, and federal laws; including HIPAA, DEA & AHCCCS requirements Show less

Phoenix, Arizona, United States

- Guided clients through their experience with the company and their specific products- Counseled small business owners based upon their specific needs and limitations- Provided direct phone support to customers via outbound/inbound call center environment- Consistently received high marks on customer reviews

Phoenix, Arizona Area

- Advised hundreds of clients via inbound/outbound warm calls, cold calls, and in-person visits- Supported the activities of the financial advisor, small business advisor, and home lending specialist by providing referrals via solutions-based consulting- Collaborated with internal support teams to provided timely responses to client requests for help

Phoenix, Arizona Area

- Provided current clients with day-to-day servicing needs such as trading, money movement, navigating the banking process, account maintenance, and financial education- Supported senior bankers by researching and tracking new leads and onboarding new clients- Assisted clients during times of either financial or personal hardship using consultative practices- Collaborated with many different front- and back-end groups to troubleshoot and quickly resolve all requests for assistance

Phoenix, Arizona Area

- Supported over 150 households by providing consultative support with each new and current client,- including all quality control and due diligence and onboarding activities- Prepared clients for retirement using the various tools and planning strategies- Met with industry partners to discuss and collaborate on client solutions- Worked directly with back office partners to provide a ‘one call resolution’ for each request

Greater Nashville Area, Tn

- Produced all new marketing materials to modernize the look and brand- Pitched stakeholders on efforts to partner with universities on projects- Conducted in-person recruiting in the form of interviews, group facilitation, event planning, and direct online messages- Established the first-ever online marketing campaign via Facebook- Managed two sub-advisors

Tempe, Arizona

Phoenix, Arizona

This was a summer internship in the corporate finance and capital budgeting department.

B.S., Finance

Activities and Societies: UNIVERSITY ACHIEVEMENTS Sigma Pi Fraternity - President (2009), Treasurer (2008) Sigma Alpha Lambda Honors.

Education record

Activities and Societies: DECA, Language Club, Lacrosse, Football