Martha Welshman

Experience

• 

  Investors Group Financial Services Inc.

  Apr 2007 - Dec 2015

  Consultant

  • Built successful financial advisory business• Long-term client retention rate of 98%• Managed $9M+ investment portfolio

• 

  Westervelt College

  Aug 2016 - Oct 2017

  Health Information Management Student 2016-17

  Diploma Program, Certified as CHIM by CCHIM

• 

  London Health Sciences Centre (LHSC)

  Mar 2017 - Apr 2017

  Placement

  Completed 210 hours of placement• Assigned diagnostic & procedural codes to inpatient, ER/Day Surgery/Oncology patient records using ICD-10-CCI classifications• Abstracted demographic & clinical information from patients’ health records in accordance with Canadian Institute for Health Information guidelines• Processed requests relating to access and/or disclosure of personal health information

• 

  McCormick Home

  Sept 2017 - Oct 2017

  Placement

  - Completed 210 hours of placement- Project-based, policy gap analysis, rewriting and creation of new policy & procedures- Supervised completion of ClinicalConnect application- Consulted and advised senior leadership team on quality improvement, survey design, data collection methods and analysis, data measurement plan, release of information procedure

• 

  Private Client

  Mar 2018 - Apr 2018

  Home Care Worker

  • Lived with individual after a fall• Assisted with all activities of daily living• Coordinated with SW LHIN for assessments and LTC applications, admissions, tours

• 

  Elections Ontario

  May 2018 - Jun 2018

  Tabulator Deputy Returning Officer

  - generated logic and accuracy tests to ensure ballot tabulator machine operates effectively- operated the ballot tabulator machine to process completed ballots- printed candidate results tape- oversaw the reconciliation of the ballots

• 

  VON Canada

  Sept 2018 - Jun 2019

  Executive Assistant
• 

  Selectra Inc.

  Jul 2019 - Mar 2020

  Project Coordinator

  Electrical and general contracting

• 

  Martha's Insights

  Apr 2020 - Jun 2020

  Freelance Writer

  international audience from 69 countries, translated into Arabic, French, German, Hindi, and Spanish over 1k subscribers/followers

• 

  Waterloo Regional Police Service

  Jul 2020 - Jan 2021

  Uniform Crime Reporting (UCR) Coder

  UCR coding

• 

  Élections Canada | Elections Canada

  Sept 2021 - Sept 2021

  Central Poll Supervisor
• 

  Scotiabank

  Oct 2021 - Feb 2023

  Senior Accounting Clerk
• 

  S3 AWS Airbar

  Feb 2023 - Nov 2024

  Executive Assistant
• 

  DFK Equipment Sales Inc.

  Nov 2024 - now

  Bookkeeper