Experience

• 

  Merriman Wealth Management, LLC

  • United States
  • Financial Services
  • 1 - 100 Employee

  • Director Of Operations

    • Jan 2017 - Present

  • Operations Manager

    • Jan 2014 - Dec 2016

    As Merriman's Operations Manager, I was responsible for organizing and maintaining all of our policies and procedures. I also provided independent analysis and recommendations to the organization based on internal and external data research sources as needed by business owners. I was responsible for maintaining our internal corporate dashboard and the generation of reports utilized in strategic business decisions.Other job functions included the definition and management of cross functional business processes, and management of cross-departmental teams on various projects required to meet core business goals and objectives. I was responsible for the change management team for back office systems, for defining and maintaining all client reporting, and for special projects as assigned by strategic team.

  • Business Analyst

    • Jan 2011 - Dec 2013

    • Develop and track metrics valuable to different business unit owners.• Analyze and interpret firm data and provide actionable intelligence to employees, managers, and executives.• Critically evaluate information gathered from multiple sources, reconcile conflicts, decompose high-level information into actionable details.

  • Marketing Analyst

    • Aug 2007 - Jan 2011

  • Account Manager

    • Jan 2007 - Aug 2007

    • Work closely with financial advisors and clients to process transactions and administer client accounts.• Respond to and resolve client inquiries, concerns, and issues.

• 

  Scanner Applications

  • Milford, OH

  • Operations Analyst

    • Jun 2006 - Dec 2006
    • Milford, OH

    Scanner Applications works with consumer packaged goods manufacturers and with retailers to execute efficient and effective trade promotions. Primarily, they assist manufacturers in executing promotions based on consumer movement and scanner technology. As Operations Analyst, I was responsible for evaluating retailer promotional details and analyzing incoming data.

• 

  Smith-Western Co.

  • Tacoma, WA

  • Sales Assistant

    • May 2002 - Aug 2005
    • Tacoma, WA

    Set up displays and organized shipments for the largest souvenir manufacturer and seller in the Pacific Northwest. Sold souvenirs to clients such as Wal-Mart, Fred Meyer, and several Pike Place Market shops.