1. Elizabeth J. Patterson
Objective Obtain a position with a leader in the financial services industry where my background and
skills allow me to contribute to the organization’s continued success while creating the best
financial outcome for the client.
Series 7, 63, 24 licensed
Florida Life, Health and Annuity License (2-15)
Experience 2006-April 2015 Noto Financial Services, Inc. Royal Alliance Associates, Inc.
Boca Raton, FL
ClientServicesRepresentative
Developed exceptional interpersonal relationships with clients in a $350MM Assets Under
Managementoffice. Identified client needs and clarified their intentions while building client
trust and credibility with the team. Developed goals aligned with the client bestinterest while
maintaining strong follow-through to help them reach or exceed those goals.
Assisted the Office of Supervisor Jurisdiction, by working collaboratively with teammates
and satellite offices to effectively communicate compliance regulation updates and maintain
recordkeeping.
OSJ achieved 8 consecutive years with no deficiencies on branch office exams.
Improved accuracy and efficiency by improving the team’s administrative processes.
Configured and maintained office computers, network hardware and software including
Smart Office CRM, MSWord, Outlook, and Excel. Experience with Pershing NetX360,
Envestnet software for Investment Advisory services, Advisor Portal, Salesforce and
Docupace electronic record storage.
2012-April 2015 Moring Advisory Services, Inc. Royal Alliance Associates, Inc.
Boca Raton, FL
Administrative Assistant,Registered
Part-time duties including customer service, accept client orders for trades within their
account, build proposals for Investment Advisory clients, maintain ongoing relationships
with clients, service operations of clients’ accounts
Maintain all office documentation including incoming and outgoing correspondence, check
logs and statements
7900 Trinity Shore Circle
Liberty Township, OH 45044
513-847-6243 (Home)
561-459-7553 (Mobile)
Patterson.elizabethj@gmail.com
2. 2003-2007 Southern Living at HOME West Palm Beach,FL
IndependentSalesConsultant
Direct sales of home decorating goods, through home parties. Worked directly with
individuals to host parties in their home, to help them reach their goal of free merchandise
and enjoyment within their home. Supervised other sales consultants as they began their
career in the independent sales market
1988-1993 Barnes Jewish Hospitals St. Louis, MO
Supervisor - HealthInformation ManagementDepartment
Ensured compliance with regulatory and billing compliance through appropriate records
management retention policies. Develops policies and proceduresto ensure excellent service
quality and customer satisfaction. Protect patient information privacy and security by
oversees access controls, security, information exchange and business continuity policies.
Supervised 12 entry level employees over 3 shifts including hiring, disciplinary action when
appropriate and ongoing training of the employees regarding safety and hospital policies
Organized patient record keeping
Office redesign project member that included purchase and installation of new $60,000
shelving system
Medicare Coding Specialist
Reviewed and accurately coded patient records for all medical diagnosis and procedures in
compliance with applicable Medicare, Medicaid and third party payer guidelines to ensure
receipt of accurate reimbursement.
Education 1983-1988 St Louis University St. Louis, MO
Bachelor of Science, Health Information Management
Attained Registered Health Information Management credentials
Earned 100% of tuition and housing while attending the University to supporting myself
while earning my Bachelor degree
Volunteer
Involvement
2005-2015 St Rita’s Catholic Church Wellington, FL
ReligiousEducation Teacher
Volunteer teaching children ages 6 – 14 religious fundamentals and beliefs
Coordinated classroom activities
Assisted director of Education with weekly or monthly education
