Experience

Orion Advisor Solutions

• United States
• Financial Services
• 100 - 200 Employee

• VP, Strategic Product Development

  • Jul 2022 - Present

• Director of Product

  • Nov 2018 - Aug 2022



Orion Advisor Tech

• United States
• Financial Services
• 1 - 100 Employee

• Client Reporting Product Manager

  • Nov 2015 - Nov 2018

• SME Reporting Manager

  • Jun 2014 - Nov 2015

• Reporting/Market Data Specialist

  • Nov 2013 - Jun 2014

• Accounting Analyst

  • Oct 2011 - Nov 2013



Mutual of Omaha

• United States
• Insurance
• 100 - 200 Employee

• Policy Services Analyst

  • Jan 2011 - Oct 2011

• Associate Underwriter

  • Oct 2010 - Jan 2011

  Used analytical skills to process and issue Medicare Supplement policies in a timely manor.Was in the top 5% of Medicare Supplement Associate Underwriter department for issuing polices in a high paced professional environment.



Bandits Indoor Football Organization

• Corporate Communications Internship, in cooperation with Sioux City Bandits General Management.

  • Mar 2010 - May 2010

  The Primary focus of this internship was to aid and assist General Manager Mark Carley with the marketing, advertising, and management of game day operations. Spoke with sponsors, contacted potential sponsors about ad space, conducted game day promotions, wrote radio ads, wrote post-game recap, and pre-game program article. The Primary focus of this internship was to aid and assist General Manager Mark Carley with the marketing, advertising, and management of game day operations. Spoke with sponsors, contacted potential sponsors about ad space, conducted game day promotions, wrote radio ads, wrote post-game recap, and pre-game program article.