Solana O. Email & Phone Number

Adapting to fast-paced clinical support needs in multi-specialty locations for Orthopedics, Sports Medicine, Nephrology, Urology, Rheumatology, Neurology, Gastroenterology, Ophthalmology, Pulmonology, Infectious Diseases, Endocrinology, Cardiology, and Urgent CareUpdating EMR, Point-of-Care Testing including glucose testing and A1C, EKG, coordinating specimen transport, maintaining inventory and supplies, requesting imaging and lab results under physician direction, chart reviews over the phone for virtual visits, cleaning and infection control, Insurance verification, supporting check-in and check-out processes, scheduling appointments, setting expectations for procedures, inter-office communication, de-escalating conflicts

Providing sales support to a team of 5-10 in new business development, processing insurance applications, updating business registrations and insurance licenses in various states, payroll processing, verifying sales leads, processing changes to client accounts

Middletown, Connecticut

Promoting a strong bond between nature and girls (Grade 3-5) through STEM concepts, artistic crafts, guided hikes and critical thinking curriculums.

Creating positive, unparalleled experiences for each guest regardless of their reason for entering business doorsFast-paced sales transactions taking food and beverage orders,assuring accuracy & product quality upon deliveryCross-trained in kitchen, dish room & beer cart functions to improve revenue & minimize liabilitiesMaintaining cleanliness and sanitation according to industry standards and Covid-regulationsAccounting of daily transactions for multiple cash drawers Making/organizing vendor payments, accepting liquor deliveries, and stocking inventorySupervising opening and closing procedures over 2-3 employees, training new employees on daily expectationsAssisting with special events and banquets as neededMonitoring patron intoxication levels, resolving conflicts with belligerent customers, working with management to prevent negative customer experiencesRapport established with members of the East Hartford Men’s Golf League, Senior Golf League, local business owners and pub regulars within the community

Hamden, Ct

My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client I offer an analysis of your current financial situation and help you to identify financial goals and concerns, illustrate what is being done to reach your goals, and identify gaps, if present, and offer solutions to help fill them.

Hamden, Ct

I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:• Retirement income solutions• Estate strategies• Employee benefit and retention services • Business continuation strategiesMy goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.

Berlin, Ct

Identifying triggers in various situations and introducing solutions that help clients reach financial goalsReviewing relationships to assess and implement strategies that provide the most options for predicted shortfalls in retirementComplementary reviews of outside investments to build understanding and offer comparable servicesMaintaining consistency by establishing clear expectations & diligently following up for commitmentActing as liaison between client and senior advisor for wealth management opportunitiesFollowing up on customers who declined services to understand objections and offer alternative solutions

Berlin, Ct

Leveraging referrals, utilizing merchant and credit card services, cross-selling business banking solutions and mortgage relations to ensure customer brand loyaltyManaging client relations through detailed use of Salesforce, teller platforms & service systems to effectively identify client needs Demonstrating leadership abilities through active sales coaching, reinforcing operational procedures, following up on compliance expectations & encouraging bankers to hold each other accountable to successful habits

Hartford, Connecticut Area

Providing reliable banking services and personalized customer support to the community to capture cornerstone banking qualities.Consistently maintaining a welcoming environment through personalized interactions, efficient transaction times while maintaining accuracy, and introducing customers to products that match their conversation cues.Processing 25+ teller transactions per hour, accepting loan payments, handling night deposits, redeeming U.S. Savings Bonds, and filing compliance reports.Opening Savings, Checking and Consumer Deposit accounts in accordance to due diligence guidelinesManaging personal cash drawers, utilizing cash recyclers, and adhering to safe deposit operationsTaking ownership of customer concerns & disputes, handling account inquiries, communicating across various departments to meet customer expectations and ensure customer trust in bank abilities

South Windsor, Ct

Building relationships and creating financial plans with clientsProactive internal and external business follow-ups to deliver by deadlinesDrafting policies, reviewing documentation for accuracy and completion, detailed compliance reports Knowledge of Salesforce, Clientlink, Lotus Notes and Microsoft OfficeBalancing appointments, data entry, organizing team sales

Windsor, Ct

Fast-paced, call-center style product placementUsing strong, strategic communication and negotiation skills to establish client rapportUnderwriting and binding policies nationally to state-specific guidelinesSetting up and servicing client accounts through intricate sales processesIndependent contributions towards competitive team revenue goals

Newington, Ct

Advanced cross-selling with internal and external clientsProviding sale support and complex product knowledge needed to close large accountsRegional Multi-Channel Revenue Performance AwardBest Buy President’s Club Store Champion x2Platinum Sales and Top Branded-Payments promoter