Anna Therese Curtis Email & Phone Number

Andover, Massachusetts, United States

- Provide world class service on all client interactions while applying a strong knowledge of Putnam's products, procedures, and services.- Adhere to legal requirements and utilize product knowledge to facilitate financial and non-financial transactions in a complete and accurate manner, averaging 100% accuracy and quality. - Receive in-bound client calls to support the service of personal accounts and process transitions.- Screen clients and report potential fraudulent account activities to ensure compliance with the Patriot Act and Putnam internal security policy.

Andover, Ma

- Uphold classroom management for teachers who were absent. Duties included taking attendance, explaining and checking homework, following the curriculum provided by the permanent teacher, and using different communication methods with students to enhance their learning. - Maintaining a professional attitude while engaging with students, parents, school administration, and other teachers. -Maintaining confidentiality in accordance with State and Federal laws. - Complying with procedures, policies, and guidelines of the school at all time.

Massachusetts, United States

Newburyport, Ma

• Directly supported investment advisors by managing calendars, travel expenses, preparing client meeting materials, drafting and editing correspondence, and collecting/processing sensitive client information. • Managed the office, including overseeing the front desk, ordering office supplies, conducting filing, and other administrative tasks. • Processed the office billing through QuickBooks. • Coordinated and managed projects and events.

Newburyport, Ma

• Managed the facility and over 20 staff members by implementing business processes, training new staff members, overseeing staff schedules, performing opening and closing procedures, and processing payroll.• Developed and evaluated programs and projects for both youth and adult customers. • Coordinated and hosted multiple national and international competition events. • Identified sales and marketing opportunities, as well as developed industry relationships.

Beverly, Ma

• Responsible for counseling and selling personal insurance products using both Electric Insurance and Progressive Insurance computer systems. • Trained and received certification in property and casualty insurance in all 50 states.• Adhered to State and Federal regulations while meeting weekly and monthly sales goals. Averaged about 15-20 deals per week.• Delivered customer service by responding to inquiries concerning home, auto, and liability insurance. Received company excellence award.

Massachusetts, United States

Burlington, Ma

• Supported medical professionals in patient care through admission, transfer, and discharge processes.• Maintained and organized patient medical records, utilized electronic medical records systems to process physician orders and relevant patient information. • Managed the administration office and governed patient confidentiality and compliance in accordance with HIPAA regulations. • Maintained standard inventory levels by conducting inventory checks and ordering supplies.

Bachelor'S In Science, Public Health

Associate'S Degree, Liberal Arts: Secondary Education