Jeremy Santos Alvarez Email & Phone Number

United States

United States

Previously, I managed in-person and hybrid outreach, meeting weekly with around 15 individuals to qualify them for various services. I provided bi-annual in-person reviews, ensuring clients' services were up-to-date, addressing questions, and maintaining regular communication through emails. My expertise included Retirement Income, Medicare Supplements, Assisted Care, and Life Insurance. I was contracted with major providers like Aetna, Humana, and Wellcare, and actively sought client referrals to expand outreach.

Manhattan, New York, United States

Performed audit work for a multinational client while being trained in the fundamentals of risk assessments, confirmations, and financial statement tie-outs. Gained experience in PwC Professional Framework and cultivated an internal regimen to progressively develop my professional skills of whole leadership, business acumen, technical and digital expertise, global inclusivity, and relationship-building. Promoted a culture of inclusiveness by asking questions and expanding on complex topics related to the client’s needs, thereby learning from every opportunity.

New York City Metropolitan Area

Collaborated with a team of four other interns to analyze, organize, and present data for an organization, aiding in donor retention facilitation. Acquired practical skills in accounting and the use of various programs such as Power BI and Alteryx.

Brooklyn, New York, United States

Primary care coordinator for patient care, serving internal and external customers for insurance purposes, doctors, and pharmacy services. Organize and document sensitive information regarding medication for a large volume of patients. Develop a routine to multitask and maintain time management effectively for a robust location.

Bachelor Of Applied Science - Basc, Accounting With A Minor In Legal Studies, Senior

Activities and Societies: NYSSCPA; CPA Training Becker; Hunter College Accounting Stipend

Continued Education, Ce

Used to Maintain Licensing, Track, and Organize 2024 - 15 Credits 2023 - 4 Credits

Associate Of Arts - Aa, Business Administration And Management, General, 3.5 Gpa

Certificate, Accredited Sales Advisor Program

Certificate, Social Security

Education record