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Kimberly Wicksnin Email & Phone Number

Senior Client Services Specialist at Aldrich
Location: Portland, Oregon Metropolitan Area, United States 7 work roles 4 schools
1 work email found @aldrichadvisors.com 2 phones found area 530 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email k****@aldrichadvisors.com
Direct phone (530) ***-****
LinkedIn Profile matched
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Current company
Role
Senior Client Services Specialist
Location
Portland, Oregon Metropolitan Area, United States
Company size

Who is Kimberly Wicksnin? Overview

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Quick answer

Kimberly Wicksnin is listed as Senior Client Services Specialist at Aldrich, a with 299 employees, based in Portland, Oregon Metropolitan Area, United States. AeroLeads shows a work email signal at aldrichadvisors.com, phone signal with area code 530, and a matched LinkedIn profile for Kimberly Wicksnin.

Kimberly Wicksnin previously worked as Practice/Project Coordinator at Aldrich and Full-time Caregiver at Leave Of Absence. Kimberly Wicksnin holds Bachelor Of Arts (Ba), French Studies from Boise State University.

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Email format at Aldrich

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{first_initial}{last}@aldrichadvisors.com
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AeroLeads found 1 current-domain work email signal for Kimberly Wicksnin. Compare company email patterns before reaching out.

Profile bio

About Kimberly Wicksnin

Kimberly Wicksnin kimwicksnin.linkedin@gmail.com I bring a proven track record in office and administrative support, encompassing a wide range of skills in administrative tasks and project coordination. My key strengths include:- Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook- Office management- Calendar management- Marketing and community outreach- Payroll administration- Customer and client care- Arranging and creating presentations- Data entry- Ordering and tracking supplies- Document preparation- Travel and meeting coordination- Expense report completion- Schedule maintenance- Project and program support and management- Handling multiple high-priority assignments with strict deadlines- Utilizing extensive experience and judgment to plan and achieve desired goals- Thriving in both independent and team environments, using creativity to tackle tasks and solve problems dailyI am recognized for my exemplary performance and strong work ethic.Best Regards,Kimberly Wicksnin

Listed skills include Appointment Scheduling, Office Equipment, Just Culture, 360 View, and 47 others.

Current workplace

Kimberly Wicksnin's current company

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Aldrich
Aldrich
Senior Client Services Specialist
portland, oregon, united states
Employees
299
AeroLeads page
7 roles

Kimberly Wicksnin work experience

A career timeline built from the work history available for this profile.

Senior Client Services Specialist

Current

Oregon

Jan 2024 - Present

Practice/Project Coordinator

Oregon

Responsibilities and Contributions:Project Coordination and Administrative Support - Coordinates projects and assists the team with administrative tasks - Provides assistance to help the team meet goals and streamline procedures - Manages pipeline processesMeeting and Calendar Management - Arranges meetings and takes notes - Manages, updates, and creates calendars - Assists with time management by reminding the team of upcoming events, due dates, projects, and deadlinesMarketing and Event Coordination - Coordinates marketing and events within the niche - Collaborates with various organizations for sponsorships, venue quotes, catering, payments, promotional materials, and PowerPoint presentations - Arranges and manages the annual survey, increasing participation from 74 responses in 2017 to 98 in 2018 by partnering with Food Bank - Designs and sends emails to the team and clientsBilling and Financial Management - Assists with billing tasks - Regularly uses a variety of programs for various projects, including QuickBooks, Asana, 1099Tax.com, DocuSign, Practice Engine, Asset Keeper Pro, GoFileRoom, Tax Preparation ProFX Engagement, Excel, Word, PowerPoint, ShareFile, Quicken, and Concur - Enters and imports trial balances - Manages client lists - Prepares and submits 1099 forms and other financial documentsTravel and Expense Management - Arranges travel plans - Enters and submits expense reportsTax Preparation and Management - Organizes 1040 forms - Enters depreciation schedules and K-1s - Files extensions and routes tax returns - Prepares returns and loads documents into binders/PDFs - Delivers tax returns through various methodsDocument Management and Communication - Drafts, formats, and edits letters - Organizes and scans documents - Submits new client forms, new project forms, and exit client formsGeneral Assistance - Handles any additional requests to assist the team

Jan 2018 - Jan 2024

Full-Time Caregiver

Leave Of Absence

•Full-time caregiver during family member's illness

Oct 2016 - Oct 2017

Regional Administrative Assistant

Eureka, California Area

•Responsible for any and all administrative support services for the North Coast Region.•Collaborated with the Regional Manager and 10 branches to achieve the Bank’s goals.•Supported the Region through a merge and an acquisition. •Collected and combined branch data for daily, weekly, bi-weekly, and monthly reporting to headquarters and the Regional Manager by deadlines.•Designed and tracked motivational challenges to help drive production and cultivate a fun positive team environment.•Functioned as point of contact for the Community, arrangement of events/set-up, and marketing.•Managed multiple calendars and schedules for the Regional Manager.•Created and coordinated presentations.•Adjusted and approved payroll for exempt and nonexempt employees and kept current employee vacation/holiday schedules.•Coordinated projects, meetings, conference calls, catering, couriers, hotels, company car, etc.•Trained other regional assistants and other employees.•Provided coverage for other regions and for the Executive Assistant when necessary. •Processed/submitted expense reports and invoices.•Managed inflow and outflow of supplies, equipment, and materials.•Ordering, inventory, and tracking of supplies/food/beverages.•Performed any and all other duties as assigned.

Nov 2014 - Oct 2016

Reimbursement Analyst

Asheville, North Carolina Area

•Analyzed coding data and medical documents for revenue recovery activities.•Processed information necessary to ensure accurate, timely, and optimal reimbursement for 5 hospital sites daily.•Reviewed data for inaccuracies and made necessary corrections.•Provided daily and weekly reconciling, tracking, and status updates through the use of Ingenious Med and Excel.•Worked in collaboration with coders and practice coordinators to provide audit and review information.•Requested, sorted, scanned and entered records.

Jan 2014 - Sep 2014

Release Of Information Contractor For St. Joseph, Redwood Memorial Hospital, And Affilitates

Michael Chittim & Associates

Eureka & Fortuna, California (Field Offices)

•Managed daily operations of the Release of Information Departments for St. Joseph Hospital, Redwood Memorial Hospital, and affiliates.•Worked cooperatively within the health information departments to provide excellent professional services.•Tracked and provided daily status updates on each request from receipt through final disposition using multiple data systems.•Processed all requests for records by the required deadlines.•Provided excellent customer services in person, by phone, email, and fax. •Scanned and combined EMR and paper medical records from various formats and locations in order to provide a single PDF of the authorized requested information.•Regularly processed multiple audits consisting of 117+ records along with a daily workload of subpoenas, insurance claims, eligibility programs, clinics, attorneys, social services, social security disability, patients, etc.•Processed patient financial services requests loaded daily into workflow queue and developed excel tracking spreadsheet in order to provide average turnaround time statistics.•Performed data entry, document management, received and sorted incoming/outgoing mail, filing and placed storage orders for archived records. •Transitioned department to paperless helping save money and cut departmental paper waste by 95%.•Contracted to operate the Department solo for 6 months and act as interim Recovery Audit Program Coordinator.•Collaborated as a member of the hospital's recovery audit team to cut audit and appeal handle time. •Trained both PMC and hospital personnel on various data systems and complying with all HIPAA, CMIA, Hospital, and Professional Medical Copy policies and procedures.•Trained and consulted remotely.•Responsible for any and all administrative services.

Aug 2011 - Jul 2013

Senior Energy Service Specialist

Redwood Community Action Agency Non-Profit Organization

Eureka, California

•Preformed all duties of the community assistance programs ranging from greeting clients to managing programs.• Project and program management•Developed and implemented community outreach and marketing strategies. •Scheduled and performed various inspections and assessments.•Conducted hour+ presentations for groups of clients and assisted with the processes from start to completion. •Developed, printed, and distributed materials for various programs, created multiple flyers, brochures, and signs in relation to the programs and events. •Performed client and agency advocacy by phone solicitation, canvassing of neighborhoods, set-up and operation at fairs, and spoke at various public events. •Implemented and presented on multiple projects fostering partnerships with various agencies and maintaining positive vendor relations in order to increase funding and community services. •Supervised and trained new employees.•Provided clients with assistance in person, by phone, email, and fax. •Tracked and reported program information to director and multiple agencies on a daily, weekly, monthly, and annual basis. •Data entry, records/file maintenance and inventory. •Generated, prepared, and edited reports. •Served as director's assistant and coordinated special events.•Operated as the general inquiry line for multi-line incoming/outgoing phone system.•Attended certification/training courses.•Responsible for all administrative services.•Arrangements of events, set-up, and marketing.

Sep 2005 - Aug 2010
Team & coworkers

Colleagues at Aldrich

Other employees you can reach at aldrichadvisors.com. View company contacts for 299 employees →

4 education records

Kimberly Wicksnin education

International Student Exchange, International/Global Studies

University Of Pau, France

Activities and Societies: Exploration of 15 countries

National Student Exchange, International Business

Activities and Societies: Hiking and travel in the United States, Mexico, and Canada

FAQ

Frequently asked questions about Kimberly Wicksnin

Quick answers generated from the profile data available on this page.

What company does Kimberly Wicksnin work for?

Kimberly Wicksnin works for Aldrich.

What is Kimberly Wicksnin's role at Aldrich?

Kimberly Wicksnin is listed as Senior Client Services Specialist at Aldrich.

What is Kimberly Wicksnin's email address?

AeroLeads has found 1 work email signal at @aldrichadvisors.com for Kimberly Wicksnin at Aldrich.

What is Kimberly Wicksnin's phone number?

AeroLeads has found 2 phone signal(s) with area code 530 for Kimberly Wicksnin at Aldrich.

Where is Kimberly Wicksnin based?

Kimberly Wicksnin is based in Portland, Oregon Metropolitan Area, United States while working with Aldrich.

What companies has Kimberly Wicksnin worked for?

Kimberly Wicksnin has worked for Aldrich, Leave Of Absence, Tri Counties Bank, Eagle Telemedicine, and Michael Chittim & Associates.

Who are Kimberly Wicksnin's colleagues at Aldrich?

Kimberly Wicksnin's colleagues at Aldrich include Anthony Petit, Sarah Later, Kent Aldrich, Kayla Moss, and Brian Jarvis.

How can I contact Kimberly Wicksnin?

You can use AeroLeads to view verified contact signals for Kimberly Wicksnin at Aldrich, including work email, phone, and LinkedIn data when available.

What schools did Kimberly Wicksnin attend?

Kimberly Wicksnin holds Bachelor Of Arts (Ba), French Studies from Boise State University.

What skills is Kimberly Wicksnin known for?

Kimberly Wicksnin is listed with skills including Appointment Scheduling, Office Equipment, Just Culture, 360 View, Public Speaking, Multi Tasking, Data Entry, and Release Of Information.

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