Roxanne Desouza
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Roxanne Desouza Email & Phone Number

Client Services Associate and Paraplanner at Seawise Financial, Inc.
Location: Oceanside, California, United States 12 work roles 3 schools
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Current company
Role
Client Services Associate and Paraplanner
Location
Oceanside, California, United States

Who is Roxanne Desouza? Overview

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Roxanne Desouza is listed as Client Services Associate and Paraplanner at Seawise Financial, Inc., based in Oceanside, California, United States. AeroLeads shows a matched LinkedIn profile for Roxanne Desouza.

Roxanne Desouza previously worked as Client Services Associate/Paraplanner at Seawise Financial, Inc. and Client Services Associate at Satori Wealth Management, Inc.. Roxanne Desouza holds Master'S Degree, Occupational Therapy/Therapist from University Of Southern California.

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Email format at Seawise Financial, Inc.

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Seawise Financial, Inc.

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About Roxanne Desouza

With a strong background in healthcare and financial services, I am passionate about empowering individuals and families to navigate critical life decisions

Current workplace

Roxanne Desouza's current company

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Seawise Financial, Inc.
Seawise Financial, Inc.
Client Services Associate and Paraplanner
Oceanside, CA, US
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12 roles

Roxanne Desouza work experience

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Client Services Associate/Paraplanner

Current

Cardiff By The Sea, Ca, Us

Dec 2021 - Present

Occupational Therapist

Palm Springs, Ca, Us

Performed Skilled Assessment and Intervention in multiple areas of a Level 2 Trauma Hospital to include the ICU, trauma, orthopedic, stroke and cardiac units, including the acute rehabilitation unit to facilitate for safe return to home and community in collaboration with the multidisciplinary team.

Oct 2018 - Apr 2021

Occupational Therapist

Ceasar Chavez Elementary School - Jagged Rock Rehab Travelers

Collaborated with teachers and parents to evaluate students from K-6th using various assessment tools, write IEPs, and treat children with developmental disabilities and delays in order to support fine motor skills, hand strength, visual motor integration, postural stability, and executive function skills so that they may demonstrate increased participation in school occupations and meet academic goals within the school setting.

Jan 2018 - Nov 2019

Occupational Therapist

Us

Evaluated and treated patients referred to occupational therapy utilizing standardized and specialized testing procedures and skills to assess and treat ADL and IADL function, motor, cognition, vision and sensation in the Inpatient rehabilitation setting. Planned for patient discharge in collaboration with the health care team to include home assessment, patient and family training, equipment recommendations, community supports, home program recommendations and follow up therapies. Teach the Functional Measure Credentialing (FIM) class to all new employees and am responsible for recertification for all hospital staff annuallyActive role in various quality initiatives to include: Staff education for accurate capture of outcome measures and documentation in EMR Monthly Chart Audits to check for adherence to documentation standards Monthly review of Facility Falls on a team to review and enhance best practices for fall prevention Implementation of an outdoor gardening program

Oct 2015 - Jul 2018

Occupational Therapy Fieldwork: Level 2

Completed Occupational Assessments and provided a variety of individual and group occupational therapy services to include cognitive compensatory skills, organization & time management skills, coping skills, resume and interviewing, and therapeutic recreation and support groups at the ASPIRE center, an inpatient residential treatment facility aimed at promoting recovery for homeless vets with PTSD and Traumatic Brain Injury.

May 2015 - Aug 2015

Occupational Therpy Fieldwork: Level 1

Augustus F. Hawkins Mental Health Center Lac+Usc

Administered the Allen Cognitive Level Screen and participated in individual and group interventions using appropriate Allen Diagnostic Modules(ADM) to monitor changes in cognition and goal-directed behavior in addition to skilled observations during functional tasks for adults and adolescents with serious acute psychiatric illness to make recommendations for safe discharge

Sep 2014 - Nov 2014

Covered Ca Outreach Educator

Los Angeles, Ca, Us

Organized events with community partners for Covered CA. Educated the public about the Affordable Care Act through presentations and one-on-one interactions.Hired, trained, and supervised undergraduate staff

Aug 2013 - May 2014

Risk Consultant

Congruent Risk & Insurance Services

Assessed life science companies risk exposures by procuring, compiling, and analyzing underwriting information and adopting proper financial protection measures

Jan 2011 - Apr 2013

Student Admissions Assistant

International Student Affairs Office

Communicated with diverse group of prospective students to provide information about admissions requirements, immigration documents and facilitation of travel and housing arrangements.Collaborated with to organize orientation for 200 new international students for seven consecutive semesters.

Jan 2007 - May 2010
3 education records

Roxanne Desouza education

Master'S Degree, Occupational Therapy/Therapist

University Of Southern California

Financial Planning And Services

The American College Of Financial Services

Bachelor Of Business Administration - Bba, Finance, General

Truman State University
FAQ

Frequently asked questions about Roxanne Desouza

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

What company does Roxanne Desouza work for?

Roxanne Desouza works for Seawise Financial, Inc..

What is Roxanne Desouza's role at Seawise Financial, Inc.?

Roxanne Desouza is listed as Client Services Associate and Paraplanner at Seawise Financial, Inc..

Where is Roxanne Desouza based?

Roxanne Desouza is based in Oceanside, California, United States while working with Seawise Financial, Inc..

What companies has Roxanne Desouza worked for?

Roxanne Desouza has worked for Seawise Financial, Inc., Satori Wealth Management, Inc., Tricity Medical Center, Desert Regional Medical Center, and Ceasar Chavez Elementary School - Jagged Rock Rehab Travelers.

How can I contact Roxanne Desouza?

You can use AeroLeads to view verified contact signals for Roxanne Desouza at Seawise Financial, Inc., including work email, phone, and LinkedIn data when available.

What schools did Roxanne Desouza attend?

Roxanne Desouza holds Master'S Degree, Occupational Therapy/Therapist from University Of Southern California.

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