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Sally Galarneau

Sally Galarneau

Office Manager and Medical Assistant

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location of Sally GalarneauCharlotte Metro

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  • Timeline

  • About me

    CRSP, CLIENT ACCOUNT MANAGER at WELLS FARGO INSTITUTIONAL RETIREMENT AND TRUST

  • Education

    • The Bryman School Brookline MA

      1971 - 1972
      Medical/Dental Diploma for Management in Medical or Dental Field Medical/Clinical Assistant

      Learned Anatomy, Medical Terminology, Dictation, Chart Teeth for the Dental portion of studies. Taught Medical Office Management skills and Medical Assisting.

    • Waltham High School and Bryman Medix School

      1969 - 1972
      Medical, Dental, Computers and Accounting

  • Experience

    • Office Mgr for Obstetricians and Gynecologists from 1972 to 1981

      Oct 1972 - Jan 1981
      Office Manager and Medical Assistant

      Consultations with surgical patients and obstetrical patients. Managed staff of 4, Nurses, Medical Assistants. Provided all billing to patients and Insurance Companies and general management for three OB-GYN's.

    • WELLS FARGO INSTITUTIONAL RETIREMENT AND TRUST

      Feb 1996 - now

      Client facing position and management of Retirement 401(k) and Non-Qualified Plans in Wells Fargo Institutional Retirement and Trust in our Large Market. Approaching my Twenty Year Anniversary!

      • CRSP, CLIENT ACCOUNT MANAGER

        Feb 1996 - now

      • Client Account Manager

        Feb 1996 - now

  • Licenses & Certifications

    • Certified Retirement Services Professional

      Passed Employee Benefits I, II, III then CRSP through Institute of Certified Bankers