Naomi Patricio, Lead Financial Counselor
Professional Overview
Naomi Patricio is a seasoned financial counselor with a proven track record of providing expert guidance and support to clients. In her current role as the Lead Financial Counselor at Steward Health Care, she leverages her extensive expertise in financial planning, budgeting, and client education to empower individuals and families to achieve their financial goals.
Experience Summary
Current Role
As the Lead Financial Counselor at Steward Health Care, Naomi is responsible for overseeing a team of financial counselors and ensuring the delivery of high-quality, personalized financial guidance to the organization's patients. In this role, she has implemented streamlined processes and training programs that have improved the efficiency and effectiveness of the financial counseling services, resulting in increased client satisfaction and financial stability for the patients.
Career Progression
Prior to her current role, Naomi served as a Senior Financial Counselor at a prominent healthcare organization, where she honed her skills in client assessment, financial analysis, and the development of customized financial plans. Her ability to navigate complex financial situations and provide tailored solutions has earned her a reputation as a trusted advisor among her peers and clients.
Academic Background
Naomi holds a Bachelor's degree in Business Administration with a concentration in Finance from the University of Massachusetts Dartmouth. She has also completed advanced training in financial counseling and is a Certified Financial Planner (CFP).
Areas of Expertise
- Financial planning and budgeting
- Healthcare financial counseling
- Client education and empowerment
- Team management and leadership
- Compliance and regulatory knowledge
Professional Impact
Naomi's dedication to her clients and her ability to effectively communicate complex financial concepts have made her a valuable asset to the organizations she has served. She has been recognized for her contributions, receiving the "Excellence in Financial Counseling" award from the Massachusetts Healthcare Financial Management Association.
Conclusion
With her extensive experience, strong technical expertise, and commitment to client success, Naomi Patricio is poised to continue making a meaningful impact in the financial counseling industry. As the Lead Financial Counselor at Steward Health Care, she remains focused on driving financial well-being for the organization's patients and fostering a culture of financial literacy and empowerment.
