Terry Lee

Terry Lee

Client Service Professional

Followers of Terry Lee130 followers
location of Terry LeeSmiths Station, Alabama, United States

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  • Timeline

  • About me

    Chief Executive Officer at Brevity Health Solutions LLC.

  • Education

    • Colorado Technical University

      2019 - 2020
      Master of Business Administration Healthcare Management 3.2
    • Colorado Technical University

      2021 - 2024
      Doctor of Management Health/Health Care Administration/Management
    • Colorado Technical University

      2015 - 2019
      Bachelors of Science in Business Administration Finance strategies

      completed studied business management and Marketing. studied accounting and bookkeeping and investments trained in Project management

  • Experience

    • H&R Block

      Dec 2015 - Apr 2016
      Client Service Professional

      • Handled an exclusive contract with MasterCard through Emerald Card products by logging data of 128 new accounts quarterly and maintained data security• Oversaw 200 financial accounts and filing• Coordinated marketing events to meet with potential clients, discuss seasonal promotions and scheduled appointments• Attracted potential customers by answering product and service questions; suggested information about other products and services

    • Brevity Health Solutions LLC.

      Jan 2020 - now
      Chief Executive Officer
  • Licenses & Certifications

    • Insurance Broker, Accident, Health, Life

      STATE OF GEORGIA DEPARTEMENT OF INSURANCE
      May 2020
    • Insurance Broker, Accident, Health, Life

      STATE OF ALABAMA DEPARTMENT OF INSURANCE
      Dec 2019
    • Accounts payable and receivable

      Advanced Interactive Learning System Online
      Jul 2016
    • Duolingo Spanish Fluency: Elementary (Estimated)

      Duolingo
      Nov 2016
      View certificate certificate
    • Human Subjects Research SBE

      CITI Program
      Mar 2022
      View certificate certificate
  • Volunteer Experience

    • Mobile Unit Operations

      Issued by Ground Wave Emergency Network on Aug 2012
      Ground Wave Emergency NetworkAssociated with Terry Lee