Stephanie Mei Email & Phone Number

Boston, Massachusetts, United States

- Communicate with internal and external teams for conversion requirements- Generate and distribute transaction reports daily to keep all involved parties posted on trade status- Ensure all assets are transferred in a timely and accurately manner in accordance with conversion time frame - Organize and prepare conversion event documents and guidelines- Review clients' global and/or domestic asset lists for available transferable securities- Prepare excel file to instruct trades into designated markets- Monitor failed trades and troubleshoot fail reason to communicate resolution steps- Manage multiple open conversion events daily- Oversee conversion team inbox for incoming conversions and inquiries

- Log all transactions with Excel to monitor correct cash flow- Process payments from patients and insurance companies virtually and physically- Create payment plans within patients' financial budget- Prepare personalized financial estimates for each patient's treatment plan- Maintain and balance account ledgers and report any outstanding account balances

- Maintain all patient medical records and confidential information up-to-date- Schedule patient appointments using the Dentrix system- Prepare mandatory documents for new and existing patients- Address patient inquiries via phone, email, and text- Screen patients for eligibility for dental services- Collect copayments or outstanding balances resulting from appointments- Perform end-of-day closing duties to ensure all processed transactions were accurate

Pearland, Texas, United States

Master Of Business Administration - Mba, Finance, General

Bachelor Of Business Administration - Bba, Finance, General