Roxanne Desouza

Roxanne Desouza Email and Phone Number

Client Services Associate and Paraplanner @ Seawise Financial, Inc.
Oceanside, CA, US
Roxanne Desouza's Location
Oceanside, California, United States, United States
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

Roxanne Desouza's Current Company Details
Seawise Financial, Inc.

Seawise Financial, Inc.

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Client Services Associate and Paraplanner
Oceanside, CA, US
Roxanne Desouza Work Experience Details
  • Seawise Financial, Inc.
    Client Services Associate And Paraplanner
    Seawise Financial, Inc.
    Oceanside, Ca, Us
  • Seawise Financial, Inc.
    Client Services Associate/Paraplanner
    Seawise Financial, Inc. Dec 2021 - Present
    Cardiff By The Sea, Ca, Us
  • Satori Wealth Management, Inc.
    Client Services Associate
    Satori Wealth Management, Inc. Jul 2023 - Present
    San Diego, California, Us
  • Tricity Medical Center
    Occupational Therapist
    Tricity Medical Center Mar 2023 - Present
  • Desert Regional Medical Center
    Occupational Therapist
    Desert Regional Medical Center Oct 2018 - Apr 2021
    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.
  • Ceasar Chavez Elementary School - Jagged Rock Rehab Travelers
    Occupational Therapist
    Ceasar Chavez Elementary School - Jagged Rock Rehab Travelers Jan 2018 - Nov 2019
    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.
  • Healthsouth
    Occupational Therapist
    Healthsouth Oct 2015 - Jul 2018
    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
  • San Diego Va Health Care Syst
    Occupational Therapy Fieldwork: Level 2
    San Diego Va Health Care Syst May 2015 - Aug 2015
    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.
  • Augustus F. Hawkins Mental Health Center Lac+Usc
    Occupational Therpy Fieldwork: Level 1
    Augustus F. Hawkins Mental Health Center Lac+Usc Sep 2014 - Nov 2014
    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
  • Usc H.O.M.E (Health Outreach Through Mobile Education) Project
    Covered Ca Outreach Educator
    Usc H.O.M.E (Health Outreach Through Mobile Education) Project Aug 2013 - May 2014
    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
  • Congruent Risk & Insurance Services
    Risk Consultant
    Congruent Risk & Insurance Services Jan 2011 - Apr 2013
    Assessed life science companies risk exposures by procuring, compiling, and analyzing underwriting information and adopting proper financial protection measures
  • International Student Affairs Office
    Student Admissions Assistant
    International Student Affairs Office Jan 2007 - May 2010
    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.

Roxanne Desouza Education Details

  • University Of Southern California
    University Of Southern California
    Occupational Therapy/Therapist
  • The American College Of Financial Services
    The American College Of Financial Services
    Financial Planning And Services
  • Truman State University
    Truman State University
    General

Frequently Asked Questions about Roxanne Desouza

What company does Roxanne Desouza work for?

Roxanne Desouza works for Seawise Financial, Inc.

What is Roxanne Desouza's role at the current company?

Roxanne Desouza's current role is Client Services Associate and Paraplanner.

What schools did Roxanne Desouza attend?

Roxanne Desouza attended University Of Southern California, The American College Of Financial Services, Truman State University.

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