• Managed the Administrator’s calendar, including scheduling appointments and prioritizing the most sensitive matters.• Orchestrated operations by overseeing maintenance, medical records, dietary, and housekeeping departments.• Acted as a pivotal link between department managers. Met with the department directors when department operational issues arise.• Driving the formulation and execution of operational plans.• Spearheaded critical meetings including QAPI, Department Head, and Daily Stand-Up sessions.• Organized meetings, including taking minutes, arranging follow-up, scheduling, sending reminders, developing agenda, set up meeting space, and organizing catering when necessary.• Initiated and managed reimbursement billing processes, ensuring timely and accurate collection from DMH, bolstering financial sustainability.• Assisted in Human Resources functions including recruiting, evaluating, and onboarding.• Streamlined inventory tracking and procurement workflows, ensuring timely replenishment of supplies across all departments, minimizing disruptions, and maximizing cost-efficiency.• Executed diverse office tasks including inventory management, and basic bookkeeping, fostering organizational efficiency and accuracy in financial management.• Meticulously maintained Policy and Procedures manuals, ensuring alignment with departmental and operational standards, mitigating risks, and enhancing accountability.• Delivered seamless IT assistance throughout the facility, troubleshooting issues, and escalating complex matters to the main IT team promptly, ensuring uninterrupted operations.- Assisted Director of Staff Development in planning, developing, and directing all in-service programs, on-the-job training, and orientation throughout the facility in accordance with current federal and state standards, guidelines, and regulations.

• Monitored and tracked the progress of strategic initiatives of the investment portfolio, ensuring they stay on track and align with the company's strategic direction.• Conducted research and analysis to identify growth opportunities for the investment portfolio.• Created effective operations and defined new operational strategies.• Responsible for developing agenda, project plans, coordinating resources, and goals for clinical workshop while ensuring it aligns with the company's strategic goals. • Facilitated and provide follow up for clinical, operations, and advisory meetings.• Assisted CEO translate the company’s goals and visions into practice. • Provided recommendations to solve problems and issues related to business operations and communicates with CEO as necessary. • Collaborated with various teams, including Sales, Clinical Team, Advisory Board, and Marketing to ensure effective project delivery and alignment with the strategic goals and objectives for our Senior Care business unit.

• Maintained oversight of the project initiatives, timelines, and budgets.• Collaborated with CEO to identify strategic priorities and implement customized programs that drove growth.• Ensured that the core values of Courage, Connection, and Clarity were integrated into every client interaction.• Created and implemented programs that empowered individuals and organizations to achieve clarity, reach aspirational goals, and thrive through change.• Identified and facilitated partnership opportunities that contributed to the achievement of the project milestones and long-term sustainability of client organizations.• Developed actionable goals from prepared reports and statistical summaries that create alignment for the company’s mission and vision to benefit its services and clients.

• Engaged multiple stakeholders and led the launch of an innovative membership model that resulted in 13 new family businesses having access to educational sessions and affinity groups.• Collaborated with cross-functional teams to ensure all Education Session events are successful.• Networked at various external family business events to recruit potential Institute members.• Established community partnerships and fostered existing relationships to generate support. • Co-established the Tri-Alliance Student Association where its purpose was to engage and teach a student population of 100 MBA students.

• Maintained and protected sensitive and private information by keeping patient records confidential in accordance with hospital and HIPAA laws and regulations.• Assisted in the organization and direction in the medical records department, specifically in Release of Information, Chart Completion and Analysis, Chart Scanning, and Document Integrity.• Acted as a liaison with departments and external organizations on various projects to ensure the accurate flow of information in their clinically integrated network.• Utilized electronic health record (EHR) software to create, update, and maintain patient records. Ensured all entries were accurate, complete, and complied with relevant regulations.• Responded to requests for medical records from patients and external parties.• Provided technical support and training to staff members on the proper use of EHR systems. Offered guidance on system navigation and troubleshooting common issues.• Reported breaches, instances of non-compliance, patient complaints, problems, or similar instances to director to protect patient information. • Assisted patients, staff and affiliates with medical records requests and questions.• Verified legitimacy, accuracy, and authority of all requests and then process and invoice as appropriate.• Retrieved, collected, and prioritized all request for medical records made through the organization, patients, and affiliates.