Jay Morgan

Patient Care Admistrator @Boston Bone & Joint Institute Formerly Bssc

Woburn, MA, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jun 2023 — Present

Patient Care Admistrator @Boston Bone & Joint Institute Formerly Bssc

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Waltham, MA, US

Schedule appointments through inbound and outbound calls, answer patient calls, perform administrative services.

EDUCATION

1976 — 1980

Boston University

BA, German

1987 — 1989

Berklee College of Music

Traditional Composition

SKILLS

Asset AllocationMutual FundsSeries 7Life InsuranceFinanceRetirement PlanningFinraOptionsIrasKey Person ProtectionFinancial ServicesInvestment StrategiesMicrosoft ExcelFixed AnnuitiesFinancial PlannersRetirementStrategic Financial PlanningAnnuity SalesFinancial Planning401k RolloversProtection Planning/Family SecurityWealth Preservation PlanningWealth ManagementFinancial AdvisoryUniform Combined State LawLicensed Life Insurance AgentSeries 6Insurance401kVariable AnnuitiesCollege Savings PlansInvestmentsAsset ManagementTradingSecuritiesEstate PlanningInvestment AdvisorySeries 65Series 63Long-Term Care

ABOUT JAY MORGAN

Let me show you how my extensive experience in outstanding service in the financial…

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