Jay Morgan
Patient Care Administrator at Boston Sports & Shoulder Center
- Role
- Patient Care Admistrator at Boston Bone & Joint Institute Formerly Bssc
- Location
- Woburn, MA, US
- LinkedIn followers
- 500 followers
About Jay Morgan
Let me show you how my extensive experience in outstanding service in the financial…
Experience
Patient Care Admistrator
Boston Bone & Joint Institute Formerly Bssc
Jun 2023 — Present · Waltham, MA, US
Schedule appointments through inbound and outbound calls, answer patient calls, perform administrative services.
Education
Boston University
BA, German
1976 — 1980
Berklee College of Music
Traditional Composition
1987 — 1989
Skills
- Asset Allocation
- Mutual Funds
- Series 7
- Life Insurance
- Finance
- Retirement Planning
- Finra
- Options
- Iras
- Key Person Protection
- Financial Services
- Investment Strategies
- Microsoft Excel
- Fixed Annuities
- Financial Planners
- Retirement
- Strategic Financial Planning
- Annuity Sales
- Financial Planning
- 401k Rollovers
- Protection Planning/Family Security
- Wealth Preservation Planning
- Wealth Management
- Financial Advisory
- Uniform Combined State Law
- Licensed Life Insurance Agent
- Series 6
- Insurance
- 401k
- Variable Annuities
- College Savings Plans
- Investments
- Asset Management
- Trading
- Securities
- Estate Planning
- Investment Advisory
- Series 65
- Series 63
- Long-Term Care
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