Haley Wise Email & Phone Number

Charlotte, Nc, Us

Charlotte, North Carolina, United States

• Managed patient interactions, treatment plans, insurance correspondence, and claims filing at Aspire Dental Wellness.• Ensured accurate coding and billing for patient treatments, optimizing revenue streams.• Implemented efficient front desk procedures to enhance patient experience and streamline operations.

• Developed and implemented strategic plans to capitalize on growth opportunities, aligning with the organization's goals and vision.• Conducted market research to identify new business opportunities, leading to increased market share and revenue growth.• Built and maintained relationships with key clients and industry partners to drive business success.

Charlotte, North Carolina, United States

Charlotte, North Carolina, United States

Representing NPO’s and FPO’s- Quality donor acquisition so that ROI is met.- ASPCA, Heifer International, ChildFund International, etc.- Back end management- Daily personnel and team management- Event coordinating- Complete daily sales impacts- Demonstrate and teach product knowledge- Lead crucial discussions to increase sales

- Provide effective brand representation for our clients such as ASPCA, Heifer International, ChildFund, etc. - Team management- Event coordinating- Complete daily sales impacts- Demonstrate and teach product knowledge- Lead crucial discussions to increase sales

Charlotte, North Carolina

•Collaborate with other specialists and tax preparers to help assist individual and businesses needs. E fficiently and clearly communicate this advice to clients.•Fluently operate CCH and Microsoft programs (VPM, Billing, ProSystems, TaxNotebook,Word,•Excel, Powerpoint)•Every day client relations including but not limited to:-Workpaper requests, signature reminders, and organizing internal business parties/meetings- Client terminations- Providing client statements/ processing payments- Organizing internal databases to consolidate client forms on file- Monthly bank statement updates

Charlotte, North Carolina

- Management of payments, returns, and customer needs- Store management, both hiring, and scheduling- Event coordinating- Complete weekly sales presentations- Live demonstration of product- Lead crucial discussions to increase sales- Fluent use of FlexiBake system to complete sales orders and requests

Home Office, 28210

This was a specialized job opportunity for me that, although didn't stick, taught me so much. Including but not limited to:• Performing any and all duties asked of me to CPA Sonia Amin• Calling bankers, Insurance Agents, Home Loan support, etc on behalf of all clients and their family's.• Managing spending and business accounts.• Being able to calculate tax deductions through clients bank statements and calling clients restaurants, hotels, appraisals, etc. for accurate spending and acquiring receipts. • Assisting with all tax paperwork for individuals and businesses (Certificates of Dissolution, all types of tax returns, creating LLC's for professional athlete clients, transferring home deeds, etc)• Fluently operating DRAKE Tax software• Fluently operating in Quickbooks and Quicken Financial assistance software • Handling all travel arrangements and appointments for Sonia Amin, her family, her clients, and their family.• Personally managing all clients home utility and bill expenses including turning on/moving utilities dependent upon clients desired home situation.• Handling Fidelity statements (Prospectus and Shareholder Reports).• Driving Sonia Amin's children to and from needed locations.• Driving to the PO Box everyday.• Scanning all paperwork, labeling, and dropping in accurate file folders.• Errand running for clients (For example, going to the store to pick up birthday cakes).• Managing all clients and Sonia Amins Financial Advisors FedEx/UPS/Ebay accounts.• Organizing the office space, the computer database, creating "Client Information Sheet"s, "Business Management" contracts, "Payroll & Authentication Letters", etc.

Phillips Place, 6903 Phillips Pl Ct, Charlotte, Nc 28210

• Welcomes customers by determining their coffee interests and needs.• Educates customers by presenting and explaining the coffee drink menu; answering questions.• Sells coffees and coffee grinding and brewing equipment by explaining differences in coffee beans and coffee preparation machines; demonstrating how brewing equipment operates.• Prepares and sells coffee drinks by following prescribed recipes and preparation techniques for coffee drinks, such as, macchiato, expresso cafe au lait, caffe latte, and cappuccino.• Generates revenues by attracting new customers; defining new and expanded services and products.• Maintains inventories by replenishing coffee bean supply; stocking coffee brewing equipment; maintaining supplies, pastries, and cookies for pstry bar as well as serve and sellDean & Deluca's extraordinary breakfast menu.• Maintains safe and healthy work environment by following organization standards and sanitation regulations.• Improves quality results by studying, evaluating, and re-designing processes; implementing changes; maintaining and improving the appearance of the store and coffee area.• Updates job knowledge by participating in educational opportunities; reading coffee, retail trade, and food service publications; maintaining personal networks. (Co-workers teaching about the effect of the doors opening and the temperature outside on Dean & Deluca's specialized coffee and espresso beans and their associated grinders)• Enhances coffee shop reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments (I have created more than 5 new drinks to add onto the menu and customers consistently specially order it)

1167 E Marion St, Shelby, Nc 28150

• After receiving guests, greeting them, seating them at tables, and giving them a menu. Introduce specials for Rolls, beer, and sake.• After guests are seated and make beverage and food selections, I takes their orders, provide them with the selected items, and takes their request to the chef and kitchen staff.• Helping guests create new sushi rolls customized for them or helping them decide on rolls already created to fit their desired taste.• Deliver the food to them and ensure guests are satisfied untill they leave the establishment.• Assist other servers by providing assistance as needed, and also answer questions from guests.• If a guest is not satisfied with the food or service, the lead server may attempt to correct the situation by intervening.• Prepare seating and dining areas by cleaning the areas; set tableware and provide clean linens.• Review beverage lists, menus and food specials with other service staff in order to ensure that such server is properly prepared to attend to customers.• Cash guests in and out, along with daily morning and nighttime cleaning.

910 S Kings Dr #160, Charlotte, Nc 28204

• Welcome clients as they arrive in the salon and provide them with required information• Determine clients’ needs for hair cutting and styling and suggest possible solutions (Laser, Fusion, etc.)• Maintain knowledge of industry trends and popular hair-styling techniques to keep updated with current fashions (Hair pieces, color strategies, braiding)• Take telephone calls and respond to inquiries put forth by callers• Schedule appointments and ensure that any cancellations or readjustments are taken care of• Make follow up calls to clients to remind them of their appointments• Ensure that hair stylists understands what clients want to have done with their hair• Provide clients with information on products and techniques used during hair cutting and styling activities• Ask clients if they are allergic to any hair products and ensure that hair stylist is aware of this information• Take and record clients’ contact information in the salon database and ensure information remains updated• Operate the cash register, take payments for services rendered and issue change and receipts• Maintain positive work relationships with vendors to ensure that sufficient salon supplies are available• Handle hair salon supplies and equipment inventory activities• Maintain cleanliness of salon• Organizing everything in the salon and on the database