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Andrea Gellert, CSA 7094 Davit Circle * Lake Worth, FL * Phone: * 954-709-7098 Email: ag13cc676@west post.

net Affiliations/Volunteerism Certified Senior Advisor WIFS (Women in Insurance and Financial Services) - Two time Past President of WI FS South Florida MAIFA - Member Kids4Kids Club - Board of Directors and volunteer JCC - Member and co-creator of JBIZ Community networking and Leads groups in 2/2 010 - over 100 members Landmark Education Corporation - 1992 -1999 -Seminar Leader - As a volunteer, I lead transformational seminars to over 10,000 people. These seminars provided tr aining and development coaching in all areas of life; Thus causing unprecedented results in personal productivity, deepened relationships, confidence, communica tion skills, self-expression and vitality. Note: I am currently studying for the series 6 exam and have a window open thro ugh Lincoln Financial. Experience 2001-Present Millennium Wealth Strategies, dba Wealth Strategies, A Financial S ervices Boutique Owner/President Offer attentive service suited to the unique situation of the c lient and place an emphasis on client education. Assist people in finding appro priate solutions to their financial problems and uncertainties, thus protecting their heirs and their assets through various financial products, such as, life i nsurance, long term care, disability insurance, guaranteed income annuities, ret irement planning (401K, Profit Sharing, Defined Benefit, etc) and Group benefits . Responsible for developing all new business and providing follow up to current c lients. Lead public seminars on the various uses of Life Insurance, Long Term C are, Linked Long Term Care products, Estate Planning, Wealth Transfer Strategies and Guaranteed Income Annuity products. Have lead continuing professional educ ation seminars to CPAs throughout Dade, Broward, Palm Beach and Port St. Lucie C ounties on such topics as Defined Benefit Plans, Defined Contribution Plans, Def erred Compensation Plans and IRA tax and distribution rules. Accountable for all follow up on all underwriting processes, including pre under writing for individuals with medical issues to find them the best insurance comp any with the best cost. Speak to underwriters when questions about medical unde rwriting arise. Follow up every Friday with clients in the underwriting process and be in touch with clients on a quarterly basis and more if needed or requeste d by the client. Clients are business owners, professionals and individuals. 2001-2003 Pension Investors Corporation - Third party administrator for qualifi ed plans including both Defined Benefit Plans and Defined Contribution Plans. Pension Consultant - Accountable to the Chairman of the Board/Part Owner Responsible for developing new clientele and managing existing client relationsh ips in the qualified Pension Planning arena. Lead seminars to CPA's throughout Dade, Broward and Palm Beach counties. Assisted in designing the appropriate pl an for businesses, ie, safe harbor 401k, Profit Sharing, and Defined Benefit pla ns, etc. 1997 - 2000 Vivra Asthma and Allergy, Inc. Director of Operations, Florida

Responsible for the operations of 15 allergy and asthma sites throughout South F lorida Practice Administrator - Accountable to the Vice President, Practice Operations Responsible for the day to day operations of a 10 location, 7 physician Allergy and Asthma medical practice throughout Dade and Broward counties. Managed the c entral business office and supported a staff of 75 throughout the practice. * Accountable for all aspects of financial management, including creating and ma naging the overall budget and all aspects of billing and accounts receivable man agement. * Responsible for business development * Handled all business operations including accounts payables and payroll * Provided inventory control, purchasing policies and established vendor relatio nships for effective budget control * Assisted in implementing a physician peer review committee * Managed all aspects of human resources * Implemented new OSHA policies and established regularly scheduled training * Physician recruiting and contract negotiation * Managed care contract negotiation * Physician meetings to discuss overall practice issues and implement necessary medical or operational changes. Accomplishments: Through staffing reductions and re-negotiating vendor contract s, expenses were reduced by $1,000,000 within 18 months. Designed and oversaw th e transfer of accounting from a manual accounting system to a computerized syste m, thereby enhancing productivity and accuracy. Implemented Continuous Improvem ent programs within the practice, utilizing teams to identify and resolve proble ms within the practice. Created tools to review patient charts for coding, insu rance verification, and documentation. Implemented new marketing strategies to i ntroduce our physicians to primary care physicians in the community. Participate d on a team of three individuals to create and implement nationwide billing and collection policies and procedures as well as the team to redesign the employee handbook. 1996 - 1997 PhyMatrix Management Corp. Area Manger, South Florida - Accountable to the Regional Vice President of Flori da Responsible for the overall management of Primary Care Practices in North Palm B each county that consisted of 13 physicians, 1 Physician Assistant and over 75 e mployees in 8 locatins as well as 2 physician office Laboratories. * Accountable for creating and implementing budgets and business plans * Ensure adequate staffing and support to the offices to create a productive, ef ficient and satisfying work * environment * Implement ancillaries to enhance revenue in the various practices * Perform Due Diligence in potential practices and assess financial feasibility for acquisition or management Accomplishments: I implemented Mobile Diagnostics in all the practices in addit ion to Physical therapy modalities in 3 practices. In merged several practices to take advantage of the economies of scale. I increased revenue 57.8% in a ten month period. 1993 - 1996 Center for Advanced Cardiology Practice Administrator - Accountable to the Senior Partner of the practice Responsible for all phases of operations and business of a seven physician cardi ology practice * Managed all aspects of Human Resources for a staff of twenty-five * Managed all accounting, payroll, payroll taxes and benefits * Accountable for growth and development of practice Accomplishments: I created and implemented an office policy manual and job desc riptions as well as a uniform employee evaluation process. In addition to implem

enting a drug-free workplace, I initiated a marketing and advertising program wh ich increased our new patient population by 20% in the first year. I reduced em ployee turnover by 100%. Designed, created and implemented an in-house blood lab oratory to replace the existing out source blood lab. Increased lab profitabilit y by over 1000%, from approximately $40,000 a year to $450,000 a year. 1991-1993 Miami Heart Institute Director, Medical Staff Services - Accountable directly to the Chief Executive O fficer * Managed Medical Staff Office staff * Accountable for all Credentialing and privileges of new physician applicants a nd the bi-annual re-credentialing of all 700 associated physicians. * Created the Policies, Procedures, and Bylaws of the hospital Medical Staff * Responsible for 23 committees, including the Medical Executive Committee Accomplishments: I implemented the physician referral program and created, desi gned and implemented the first credentialing database. The Medical Staff Office excelled during accreditation review by the state certified Joint Commission. I also merged two hospital's bylaws together when Columbia and St. Francis Hospit al and Miami Heart Institute and merged the medical staffs into one staff. I wa s instrumental in bringing the two Medical Executive Committees together to crea te one set of Bylaws and Policies and Procedures. References provided upon request