Patrick Ono Email & Phone Number

Woodland Hills, Ca, Us

New York, Ny, Us

Woodland Hills, Ca, Us

Travel throughout the country to train employees on their proprietary applications, 3D, Nexgen and MS360. CRM systems, Act-Fact. Also Microsoft Office products, Outlook, Word, Excel, PowerPoint and OneNote. ● Planned, organized and delivered training programs in classroom and e-learning settings.● Conducted needs assessment and task analysis of all personnel.● Field tested updates to software and surveyed end user responses to upgrades.● Performed optimized and involved training in groups or individually on varied technical, management and financial policies and procedures.● Tracked training events and developed training methods.● Conducted classes according to assessment current and future training needs.

Recruited private practice and medical group physicians for all specialties to join a network of healthcare providers. Liaison between administrator and client services.¥ Assessed each physician’s specific practice, presented options and negotiated terms.¥ Investigated and resolved any issues pertaining to claims, payments and reimbursements. ¥ Developed and fostered collaborative relationships with private practice and medical group physicians.¥ Assisted in development of policies and procedures when necessary due to regulatory changes from DHCS and CMS.

Houston, Tx, Us

Provided implementation support and service to employers in the defined contribution retirement plan environment. Reviewed strategies with plan sponsors (CEOs, CFOs and HR Directors), and developed plans to increase employee participation and avoid ACP/ADP testing failure. Recommended programs to improve enrollees’ financial situations. ● Increased sales/profits by 100% and consistently met all enrollment/retention goals.● Performed individual/group counseling on investment strategies and plans.● Completed investment and fiduciary reviews with plan sponsors.

Interacted with brokers and financial advisors to promote company products. Initiated key strategic relationships with major brokers and advisors. Provided detailed and in-depth assistance/support to an outside sales representative via telephone. ● Evaluated each individual’s issues and presented viable solutions to financial, report preparation, illustrations and training concerns.● Developed referral business from key accounts/major financial services firms.

Bachelor Of Business Administration (B.B.A.), Marketing

Bachelor Of Applied Science (Basc), Business, Management, Marketing, And Related Support Services