Tara Drown

Background

About Tara Drown

I am a highly organized and client-focused professional with 17+ years of experience in customer service, operations, and administrative support across healthcare, coaching, and business environments. My expertise includes multi-provider scheduling coordination, compliance and documentation management, and high-volume client communications. In my current role as a Scheduling Coordinator at a multi-doctor orthodontic practice, I manage complex calendars, streamline workflows, and ensure compliance — all while providing a seamless client experience. As a Certified Personal Trainer and Life Coach, I’ve built additional strengths in relationship management, operations oversight, and virtual client support through running my own business. Key strengths include: Client Services & Operations – Onboarding, scheduling, and communications in virtual and in-person settings. Compliance & Accuracy – Ensuring documentation and workflows meet industry standards. Technology Proficiency – Skilled in Microsoft Office Suite, Zoom, Adobe Acrobat, and adaptable to CRM/wealth management platforms. Adaptability & Service Mindset – As a proud military spouse, I bring resilience, flexibility, and a team-first approach. I am passionate about applying my operational expertise, compliance knowledge, and client service skills to support a Wealth Management or Financial Services firm in delivering excellence to clients. Let’s connect — I welcome opportunities to collaborate, build professional relationships, and contribute to operational success.