Kayla Smith Email & Phone Number

Ijamsville, Maryland, United States

Frederick, Maryland, United States

Reviewed daily schedule with EVP of InnovationsReviewed/Replied EVP’s communications from employees, prospects and clientsProspect potential clients for company using Apollo, Zoominfo and Linkedin Sales NavigatorInput data into HubSpot to keep track of prospects, leads, and clients

Frederick, Maryland, United States

Prepare Client/Financial Advisor appointments by identifying products and services that would benefit both parties.Manage administration of the branch: Paying bills, client information, scheduling/agenda preparation for team meetingsProcess trade confirmations, marketing mailers, estates, life insurance, annuities.Communicate effectively with CPA’s and attorneysPlan and handle logistics for seminars, event dinners

Maryland, United States

Coordinate with practice leadership for onsite visits and maintain a practice rounding schedule Demonstrate current EMR functionality and workflow as well as functionality enhancements to reinforce clinician's knowledge and efficiencyAssist in the coordination of education resources, such as specialty areas like Dragon or PowerChart TouchUtilize Meaningful Use and Quality Reporting data from practice operations and Ambulatory Quality Outcomes teams to advise providers and staff on… Show more Coordinate with practice leadership for onsite visits and maintain a practice rounding schedule Demonstrate current EMR functionality and workflow as well as functionality enhancements to reinforce clinician's knowledge and efficiencyAssist in the coordination of education resources, such as specialty areas like Dragon or PowerChart TouchUtilize Meaningful Use and Quality Reporting data from practice operations and Ambulatory Quality Outcomes teams to advise providers and staff on relative workflow to support data capture | meet measuresDevelop relationships with clinicians and practice leadership and work closely with Faculty and CPE (Community Physician Enterprise) leadership to foster open communication and coordination of efforts Show less